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
1626
$13K ﹤0.01%
283
-29
1627
$13K ﹤0.01%
81
+2
1628
$13K ﹤0.01%
+450
1629
$13K ﹤0.01%
141
-88
1630
$13K ﹤0.01%
224
1631
$13K ﹤0.01%
443
+1
1632
$13K ﹤0.01%
246
-392
1633
$13K ﹤0.01%
97
+13
1634
$13K ﹤0.01%
645
-39
1635
$13K ﹤0.01%
500
-150
1636
$13K ﹤0.01%
994
1637
$13K ﹤0.01%
770
1638
$13K ﹤0.01%
500
1639
$13K ﹤0.01%
373
-532
1640
$12K ﹤0.01%
57
-26
1641
$12K ﹤0.01%
171
+3
1642
$12K ﹤0.01%
157
-20
1643
$12K ﹤0.01%
+14
1644
$12K ﹤0.01%
828
1645
$12K ﹤0.01%
426
-293
1646
$12K ﹤0.01%
135
-107
1647
$12K ﹤0.01%
255
-111
1648
$12K ﹤0.01%
465
+145
1649
$12K ﹤0.01%
1,124
1650
$12K ﹤0.01%
477
-1,050
64 65
66
67 68