IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1551
$16K ﹤0.01%
+478
1552
$16K ﹤0.01%
627
-111,248
1553
$16K ﹤0.01%
257
1554
$16K ﹤0.01%
426
-2,130
1555
$16K ﹤0.01%
144
+110
1556
$16K ﹤0.01%
633
-4,243
1557
$15K ﹤0.01%
96
-129
1558
$15K ﹤0.01%
375
-460
1559
$15K ﹤0.01%
320
-135
1560
$15K ﹤0.01%
120
+10
1561
$15K ﹤0.01%
1,405
+1,066
1562
$15K ﹤0.01%
525
-208
1563
$15K ﹤0.01%
837
+24
1564
$15K ﹤0.01%
278
+9
1565
$15K ﹤0.01%
174
-183
1566
$15K ﹤0.01%
897
1567
$15K ﹤0.01%
406
+170
1568
$15K ﹤0.01%
634
+555
1569
$15K ﹤0.01%
437
1570
$15K ﹤0.01%
564
-657
1571
$15K ﹤0.01%
664
+41
1572
$15K ﹤0.01%
297
+27
1573
$15K ﹤0.01%
519
-584
1574
$15K ﹤0.01%
300
1575
$15K ﹤0.01%
220
+130
61 62
63
64 65