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
1576
$15K ﹤0.01%
+5,000
1577
$15K ﹤0.01%
598
+199
1578
$15K ﹤0.01%
120
+10
1579
$15K ﹤0.01%
1,405
+1,066
1580
$15K ﹤0.01%
525
-208
1581
$15K ﹤0.01%
555
1582
$15K ﹤0.01%
837
+24
1583
$15K ﹤0.01%
278
+9
1584
$15K ﹤0.01%
174
-183
1585
$15K ﹤0.01%
53
+19
1586
$15K ﹤0.01%
814
-463
1587
$15K ﹤0.01%
420
+50
1588
$14K ﹤0.01%
1,515
1589
$14K ﹤0.01%
88
-33
1590
$14K ﹤0.01%
99
1591
$14K ﹤0.01%
212
+92
1592
$14K ﹤0.01%
275
+57
1593
$14K ﹤0.01%
210
-14
1594
$14K ﹤0.01%
557
-5,976
1595
$14K ﹤0.01%
1,195
+342
1596
$14K ﹤0.01%
+10,500
1597
$14K ﹤0.01%
954
1598
$14K ﹤0.01%
266
+13
1599
$14K ﹤0.01%
2,041
-545
1600
$14K ﹤0.01%
2,828
62 63
64
65 66