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
1476
$20K ﹤0.01%
+1,000
1477
$20K ﹤0.01%
1,661
+27
1478
$20K ﹤0.01%
9,500
+2,000
1479
$20K ﹤0.01%
1,239
+2
1480
$20K ﹤0.01%
125
-75
1481
$20K ﹤0.01%
1,429
+1,090
1482
$20K ﹤0.01%
520
+214
1483
$20K ﹤0.01%
350
1484
$20K ﹤0.01%
+509
1485
$20K ﹤0.01%
367
1486
$20K ﹤0.01%
2,190
-224
1487
$20K ﹤0.01%
390
1488
$20K ﹤0.01%
+311
1489
$20K ﹤0.01%
960
1490
$19K ﹤0.01%
6,400
+6,200
1491
$19K ﹤0.01%
5,000
1492
$19K ﹤0.01%
578
-705
1493
$19K ﹤0.01%
1,173
-79,317
1494
$19K ﹤0.01%
112
-29
1495
$19K ﹤0.01%
70
+58
1496
$19K ﹤0.01%
603
+66
1497
$19K ﹤0.01%
318
+218
1498
$19K ﹤0.01%
177
+9
1499
$19K ﹤0.01%
463
-36
1500
$19K ﹤0.01%
+400
58 59
60
61 62