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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1676
$11K ﹤0.01%
378
1677
$11K ﹤0.01%
1,118
-117
1678
$11K ﹤0.01%
837
-501
1679
$11K ﹤0.01%
33
-21
1680
$11K ﹤0.01%
3,500
-9,675
1681
$11K ﹤0.01%
121
-14
1682
$11K ﹤0.01%
545
1683
$11K ﹤0.01%
94
-619
1684
$11K ﹤0.01%
400
1685
$11K ﹤0.01%
81
-46
1686
$11K ﹤0.01%
+664
1687
$11K ﹤0.01%
286
-100
1688
$11K ﹤0.01%
361
+5
1689
$11K ﹤0.01%
400
1690
$11K ﹤0.01%
205
+1
1691
$11K ﹤0.01%
115
-101
1692
$11K ﹤0.01%
56
+39
1693
$11K ﹤0.01%
407
+180
1694
$11K ﹤0.01%
2,493
1695
$11K ﹤0.01%
537
+7
1696
$11K ﹤0.01%
191
1697
$11K ﹤0.01%
1,223
-71
1698
$10K ﹤0.01%
137
-17
1699
$10K ﹤0.01%
377
1700
$10K ﹤0.01%
140
+60
66 67
68
69 70