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
1401
$25K ﹤0.01%
3,373
1402
$25K ﹤0.01%
666
1403
$25K ﹤0.01%
343
1404
$25K ﹤0.01%
7,600
1405
$25K ﹤0.01%
499
1406
$25K ﹤0.01%
2,811
+459
1407
$24K ﹤0.01%
765
+59
1408
$24K ﹤0.01%
370
-2,951
1409
$24K ﹤0.01%
700
-1,507
1410
$24K ﹤0.01%
702
1411
$24K ﹤0.01%
1,062
1412
$24K ﹤0.01%
468
1413
$24K ﹤0.01%
200
+28
1414
$24K ﹤0.01%
+1,217
1415
$24K ﹤0.01%
551
-1,061
1416
$24K ﹤0.01%
160
-118
1417
$24K ﹤0.01%
699
-1,070
1418
$24K ﹤0.01%
387
+3
1419
$24K ﹤0.01%
878
1420
$24K ﹤0.01%
+160
1421
$23K ﹤0.01%
724
+71
1422
$23K ﹤0.01%
117
-16
1423
$23K ﹤0.01%
1,982
-588
1424
$23K ﹤0.01%
322
1425
$23K ﹤0.01%
1,500
55 56
57
58 59