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
1601
$14K ﹤0.01%
490
1602
$14K ﹤0.01%
184
-530
1603
$14K ﹤0.01%
954
1604
$14K ﹤0.01%
266
+13
1605
$14K ﹤0.01%
2,041
-545
1606
$14K ﹤0.01%
2,828
1607
$14K ﹤0.01%
297
+108
1608
$14K ﹤0.01%
480
+383
1609
$14K ﹤0.01%
149
-46
1610
$14K ﹤0.01%
151
-205
1611
$14K ﹤0.01%
3
1612
$14K ﹤0.01%
1,576
-197
1613
$14K ﹤0.01%
110
+1
1614
$14K ﹤0.01%
525
1615
$13K ﹤0.01%
238
-47
1616
$13K ﹤0.01%
200
1617
$13K ﹤0.01%
438
+18
1618
$13K ﹤0.01%
3,082
-777
1619
$13K ﹤0.01%
+750
1620
$13K ﹤0.01%
155
1621
$13K ﹤0.01%
1,667
1622
$13K ﹤0.01%
383
1623
$13K ﹤0.01%
173
-67
1624
$13K ﹤0.01%
366
1625
$13K ﹤0.01%
631
+15
63 64
65
66 67