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
1551
$16K ﹤0.01%
633
-4,243
1552
$16K ﹤0.01%
133
-6
1553
$16K ﹤0.01%
169
+8
1554
$16K ﹤0.01%
4,869
1555
$16K ﹤0.01%
+227
1556
$16K ﹤0.01%
258
1557
$16K ﹤0.01%
436
+63
1558
$16K ﹤0.01%
2,658
-5,323
1559
$15K ﹤0.01%
96
-129
1560
$15K ﹤0.01%
406
+170
1561
$15K ﹤0.01%
634
+555
1562
$15K ﹤0.01%
437
1563
$15K ﹤0.01%
564
-657
1564
$15K ﹤0.01%
897
1565
$15K ﹤0.01%
375
-460
1566
$15K ﹤0.01%
320
-135
1567
$15K ﹤0.01%
664
+41
1568
$15K ﹤0.01%
519
-584
1569
$15K ﹤0.01%
300
1570
$15K ﹤0.01%
220
+130
1571
$15K ﹤0.01%
200
-300
1572
$15K ﹤0.01%
88
-36
1573
$15K ﹤0.01%
5,110
1574
$15K ﹤0.01%
297
+27
1575
$15K ﹤0.01%
216
61 62
63
64 65