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
1526
$17K ﹤0.01%
238
1527
$17K ﹤0.01%
1,014
1528
$17K ﹤0.01%
247
-845
1529
$17K ﹤0.01%
2,547
1530
$17K ﹤0.01%
+1,000
1531
$17K ﹤0.01%
116
+65
1532
$17K ﹤0.01%
582
-127
1533
$17K ﹤0.01%
175
1534
$17K ﹤0.01%
389
1535
$17K ﹤0.01%
537
-314
1536
$17K ﹤0.01%
370
+50
1537
$17K ﹤0.01%
791
-136
1538
$16K ﹤0.01%
1,737
+790
1539
$16K ﹤0.01%
1,000
1540
$16K ﹤0.01%
212
+129
1541
$16K ﹤0.01%
342
-44
1542
$16K ﹤0.01%
149
+102
1543
$16K ﹤0.01%
+478
1544
$16K ﹤0.01%
627
-111,248
1545
$16K ﹤0.01%
342
-43
1546
$16K ﹤0.01%
909
-43
1547
$16K ﹤0.01%
1,548
1548
$16K ﹤0.01%
257
1549
$16K ﹤0.01%
426
-2,130
1550
$16K ﹤0.01%
144
+110
60 61
62
63 64