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
1501
$18K ﹤0.01%
+481
1502
$18K ﹤0.01%
656
-177
1503
$18K ﹤0.01%
566
+383
1504
$18K ﹤0.01%
308
-2,708
1505
$18K ﹤0.01%
590
-190
1506
$18K ﹤0.01%
158
-1
1507
$18K ﹤0.01%
1,220
1508
$18K ﹤0.01%
1,851
1509
$18K ﹤0.01%
48
+13
1510
$18K ﹤0.01%
750
-38
1511
$18K ﹤0.01%
102
-29
1512
$17K ﹤0.01%
506
+231
1513
$17K ﹤0.01%
564
+5
1514
$17K ﹤0.01%
1,730
1515
$17K ﹤0.01%
162
-52
1516
$17K ﹤0.01%
2,375
-2,225
1517
$17K ﹤0.01%
5,000
-37
1518
$17K ﹤0.01%
1,822
-485
1519
$17K ﹤0.01%
350
1520
$17K ﹤0.01%
428
1521
$17K ﹤0.01%
200
1522
$17K ﹤0.01%
440
-238
1523
$17K ﹤0.01%
135
1524
$17K ﹤0.01%
560
-106
1525
$17K ﹤0.01%
257
-37
59 60
61
62 63