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
1576
$15K ﹤0.01%
200
-300
1577
$15K ﹤0.01%
216
1578
$15K ﹤0.01%
+5,000
1579
$15K ﹤0.01%
598
+199
1580
$15K ﹤0.01%
555
1581
$15K ﹤0.01%
53
+19
1582
$15K ﹤0.01%
814
-463
1583
$15K ﹤0.01%
88
-36
1584
$15K ﹤0.01%
420
+50
1585
$15K ﹤0.01%
5,110
1586
$14K ﹤0.01%
88
-33
1587
$14K ﹤0.01%
99
1588
$14K ﹤0.01%
+184
1589
$14K ﹤0.01%
833
-271
1590
$14K ﹤0.01%
639
1591
$14K ﹤0.01%
+200
1592
$14K ﹤0.01%
+344
1593
$14K ﹤0.01%
454
-18
1594
$14K ﹤0.01%
1,515
1595
$14K ﹤0.01%
212
+92
1596
$14K ﹤0.01%
275
+57
1597
$14K ﹤0.01%
210
-14
1598
$14K ﹤0.01%
557
-5,976
1599
$14K ﹤0.01%
1,195
+342
1600
$14K ﹤0.01%
+10,500
62 63
64
65 66