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
1626
$13K ﹤0.01%
+450
1627
$13K ﹤0.01%
141
-88
1628
$13K ﹤0.01%
224
1629
$13K ﹤0.01%
443
+1
1630
$13K ﹤0.01%
246
-392
1631
$13K ﹤0.01%
97
+13
1632
$13K ﹤0.01%
645
-39
1633
$13K ﹤0.01%
500
-150
1634
$13K ﹤0.01%
994
1635
$13K ﹤0.01%
770
1636
$13K ﹤0.01%
500
1637
$13K ﹤0.01%
373
-532
1638
$13K ﹤0.01%
200
1639
$13K ﹤0.01%
438
+18
1640
$13K ﹤0.01%
238
-47
1641
$13K ﹤0.01%
3,082
-777
1642
$12K ﹤0.01%
135
-107
1643
$12K ﹤0.01%
255
-111
1644
$12K ﹤0.01%
465
+145
1645
$12K ﹤0.01%
57
-26
1646
$12K ﹤0.01%
1,124
1647
$12K ﹤0.01%
477
-1,050
1648
$12K ﹤0.01%
454
1649
$12K ﹤0.01%
98
+59
1650
$12K ﹤0.01%
1,198
64 65
66
67 68