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
1451
$22K ﹤0.01%
800
1452
$22K ﹤0.01%
1,000
+974
1453
$22K ﹤0.01%
750
-675
1454
$22K ﹤0.01%
881
1455
$22K ﹤0.01%
276
+262
1456
$21K ﹤0.01%
175
+20
1457
$21K ﹤0.01%
242
+149
1458
$21K ﹤0.01%
1,904
+488
1459
$21K ﹤0.01%
362
-142
1460
$21K ﹤0.01%
198
-68
1461
$21K ﹤0.01%
2,310
-451
1462
$21K ﹤0.01%
700
1463
$21K ﹤0.01%
1,516
-281
1464
$21K ﹤0.01%
626
-63
1465
$21K ﹤0.01%
2,238
-189
1466
$21K ﹤0.01%
108
1467
$21K ﹤0.01%
1,666
-15,228
1468
$21K ﹤0.01%
+25,000
1469
$21K ﹤0.01%
+221
1470
$21K ﹤0.01%
821
1471
$21K ﹤0.01%
+401
1472
$21K ﹤0.01%
774
-509
1473
$20K ﹤0.01%
1,139
-1,278
1474
$20K ﹤0.01%
278
-4
1475
$20K ﹤0.01%
4,000
57 58
59
60 61