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
1601
$14K ﹤0.01%
480
+383
1602
$14K ﹤0.01%
149
-46
1603
$14K ﹤0.01%
151
-205
1604
$14K ﹤0.01%
3
1605
$14K ﹤0.01%
+184
1606
$14K ﹤0.01%
833
-271
1607
$14K ﹤0.01%
639
1608
$14K ﹤0.01%
+200
1609
$14K ﹤0.01%
+344
1610
$14K ﹤0.01%
490
1611
$14K ﹤0.01%
184
-530
1612
$14K ﹤0.01%
454
-18
1613
$14K ﹤0.01%
297
+108
1614
$14K ﹤0.01%
1,576
-197
1615
$14K ﹤0.01%
110
+1
1616
$14K ﹤0.01%
525
1617
$13K ﹤0.01%
+750
1618
$13K ﹤0.01%
155
1619
$13K ﹤0.01%
1,667
1620
$13K ﹤0.01%
383
1621
$13K ﹤0.01%
173
-67
1622
$13K ﹤0.01%
366
1623
$13K ﹤0.01%
631
+15
1624
$13K ﹤0.01%
283
-29
1625
$13K ﹤0.01%
81
+2
63 64
65
66 67