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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
1526
$17K ﹤0.01%
839
-160
1527
$17K ﹤0.01%
257
-37
1528
$17K ﹤0.01%
238
1529
$17K ﹤0.01%
582
-127
1530
$17K ﹤0.01%
791
-136
1531
$17K ﹤0.01%
1,014
1532
$17K ﹤0.01%
243
-832
1533
$17K ﹤0.01%
2,547
1534
$17K ﹤0.01%
+1,000
1535
$17K ﹤0.01%
116
+65
1536
$16K ﹤0.01%
169
+8
1537
$16K ﹤0.01%
4,869
1538
$16K ﹤0.01%
+227
1539
$16K ﹤0.01%
258
1540
$16K ﹤0.01%
436
+63
1541
$16K ﹤0.01%
2,658
-5,323
1542
$16K ﹤0.01%
1,737
+790
1543
$16K ﹤0.01%
1,000
1544
$16K ﹤0.01%
212
+129
1545
$16K ﹤0.01%
342
-44
1546
$16K ﹤0.01%
149
+102
1547
$16K ﹤0.01%
+478
1548
$16K ﹤0.01%
627
-111,248
1549
$16K ﹤0.01%
342
-43
1550
$16K ﹤0.01%
909
-43
60 61
62
63 64