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
126
$2.27M 0.18%
42,641
+36,264
127
$2.25M 0.18%
76,966
+563
128
$2.25M 0.18%
64,620
+26,904
129
$2.21M 0.18%
19,955
+3,958
130
$2.2M 0.17%
94,255
+2,844
131
$2.2M 0.17%
147,698
-35,704
132
$2.19M 0.17%
36,879
+34,456
133
$2.19M 0.17%
63,656
-1,133
134
$2.12M 0.17%
43,489
+1,824
135
$2.12M 0.17%
5,757
-24
136
$2.08M 0.16%
66,870
+31,800
137
$2.06M 0.16%
55,629
+15,290
138
$2.05M 0.16%
99,992
+93,052
139
$2.05M 0.16%
79,421
+75,121
140
$2.05M 0.16%
28,905
+28,470
141
$1.98M 0.16%
19,105
+7,270
142
$1.96M 0.16%
55,662
+16,422
143
$1.96M 0.16%
13,360
+7,525
144
$1.94M 0.15%
24,618
+1,308
145
$1.9M 0.15%
31,249
+19,887
146
$1.9M 0.15%
6,615
+2,828
147
$1.9M 0.15%
34,692
-1,174
148
$1.85M 0.15%
11,239
-1,358
149
$1.84M 0.15%
30,694
+6,005
150
$1.84M 0.15%
20,973
+588
4 5
6
7 8