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
1426
$23K ﹤0.01%
616
+4
1427
$23K ﹤0.01%
500
1428
$23K ﹤0.01%
389
-155
1429
$23K ﹤0.01%
19
-21
1430
$23K ﹤0.01%
1,634
+1,304
1431
$23K ﹤0.01%
99
-20
1432
$23K ﹤0.01%
1,921
-26,825
1433
$23K ﹤0.01%
201
-21
1434
$23K ﹤0.01%
241
-135
1435
$23K ﹤0.01%
2,098
1436
$23K ﹤0.01%
533
+33
1437
$23K ﹤0.01%
43,000
+40,950
1438
$23K ﹤0.01%
1,000
1439
$22K ﹤0.01%
276
+262
1440
$22K ﹤0.01%
1,935
+1,435
1441
$22K ﹤0.01%
750
-675
1442
$22K ﹤0.01%
+1,100
1443
$22K ﹤0.01%
237
+25
1444
$22K ﹤0.01%
1,177
1445
$22K ﹤0.01%
342
+100
1446
$22K ﹤0.01%
881
1447
$22K ﹤0.01%
115
-37
1448
$22K ﹤0.01%
1,238
-264
1449
$22K ﹤0.01%
971
-2,053
1450
$22K ﹤0.01%
758
-7
56 57
58
59 60