IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,980
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.14M
3
+$7.48M
4
IAU icon
iShares Gold Trust
IAU
+$6.64M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$6M

Top Sells

1
+$7.55M
2
+$5.29M
3
+$3.52M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.84M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.55M

Sector Composition

1 Technology 9.09%
2 Financials 4.8%
3 Healthcare 4.69%
4 Consumer Discretionary 4.52%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$27K ﹤0.01%
5,985
1377
$27K ﹤0.01%
750
1378
$27K ﹤0.01%
556
-8
1379
$27K ﹤0.01%
248
-56
1380
$27K ﹤0.01%
1,020
-268
1381
$27K ﹤0.01%
395
-256
1382
$27K ﹤0.01%
2,522
+2,278
1383
$27K ﹤0.01%
62
+19
1384
$27K ﹤0.01%
486
-65
1385
$27K ﹤0.01%
197
+96
1386
$27K ﹤0.01%
5,626
+1,913
1387
$26K ﹤0.01%
1,516
+537
1388
$26K ﹤0.01%
710
+35
1389
$26K ﹤0.01%
1,107
+108
1390
$26K ﹤0.01%
850
-17,814
1391
$26K ﹤0.01%
477
1392
$26K ﹤0.01%
573
-767
1393
$26K ﹤0.01%
146
1394
$26K ﹤0.01%
604
-11
1395
$25K ﹤0.01%
1,920
1396
$25K ﹤0.01%
411
-65
1397
$25K ﹤0.01%
489
1398
$25K ﹤0.01%
346
+155
1399
$25K ﹤0.01%
1,000
1400
$25K ﹤0.01%
838
-22
54 55
56
57 58