IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$10.9M
2
+$7.83M
3
+$7.45M
4
IAU icon
iShares Gold Trust
IAU
+$6.42M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$5.87M

Top Sells

1
+$7.49M
2
+$5.27M
3
+$3.43M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.86M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.49M

Sector Composition

1 Technology 9.09%
2 Financials 4.8%
3 Healthcare 4.69%
4 Consumer Discretionary 4.52%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$25K ﹤0.01%
7,600
1402
$25K ﹤0.01%
499
1403
$25K ﹤0.01%
489
1404
$25K ﹤0.01%
346
+155
1405
$24K ﹤0.01%
370
-2,951
1406
$24K ﹤0.01%
765
+59
1407
$24K ﹤0.01%
700
-1,507
1408
$24K ﹤0.01%
702
1409
$24K ﹤0.01%
1,062
1410
$24K ﹤0.01%
468
1411
$24K ﹤0.01%
200
+28
1412
$24K ﹤0.01%
+160
1413
$24K ﹤0.01%
+1,217
1414
$24K ﹤0.01%
551
-1,061
1415
$24K ﹤0.01%
699
-1,070
1416
$24K ﹤0.01%
387
+3
1417
$24K ﹤0.01%
878
1418
$24K ﹤0.01%
160
-118
1419
$23K ﹤0.01%
724
+71
1420
$23K ﹤0.01%
117
-16
1421
$23K ﹤0.01%
1,982
-588
1422
$23K ﹤0.01%
322
1423
$23K ﹤0.01%
1,500
1424
$23K ﹤0.01%
533
+69
1425
$23K ﹤0.01%
927
+7
55 56
57
58 59