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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1476
$20K ﹤0.01%
9,500
+2,000
1477
$20K ﹤0.01%
1,239
+2
1478
$20K ﹤0.01%
125
-75
1479
$20K ﹤0.01%
1,429
+1,090
1480
$20K ﹤0.01%
520
+214
1481
$20K ﹤0.01%
350
1482
$20K ﹤0.01%
+509
1483
$20K ﹤0.01%
367
1484
$20K ﹤0.01%
2,190
-224
1485
$20K ﹤0.01%
390
1486
$20K ﹤0.01%
+311
1487
$20K ﹤0.01%
960
1488
$19K ﹤0.01%
6,400
+6,200
1489
$19K ﹤0.01%
5,000
1490
$19K ﹤0.01%
463
-36
1491
$19K ﹤0.01%
+400
1492
$19K ﹤0.01%
603
+66
1493
$19K ﹤0.01%
318
+218
1494
$19K ﹤0.01%
177
+9
1495
$19K ﹤0.01%
578
-705
1496
$19K ﹤0.01%
1,173
-79,317
1497
$19K ﹤0.01%
112
-29
1498
$19K ﹤0.01%
70
+58
1499
$18K ﹤0.01%
+481
1500
$18K ﹤0.01%
656
-177
58 59
60
61 62