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
1676
$11K ﹤0.01%
202
-38
1677
$11K ﹤0.01%
350
+200
1678
$11K ﹤0.01%
378
1679
$11K ﹤0.01%
1,118
-117
1680
$11K ﹤0.01%
837
-501
1681
$11K ﹤0.01%
33
-21
1682
$11K ﹤0.01%
3,500
-9,675
1683
$11K ﹤0.01%
121
-14
1684
$11K ﹤0.01%
361
+5
1685
$11K ﹤0.01%
400
1686
$11K ﹤0.01%
205
+1
1687
$11K ﹤0.01%
115
-101
1688
$11K ﹤0.01%
56
+39
1689
$11K ﹤0.01%
407
+180
1690
$11K ﹤0.01%
2,493
1691
$11K ﹤0.01%
545
1692
$11K ﹤0.01%
94
-619
1693
$11K ﹤0.01%
400
1694
$11K ﹤0.01%
81
-46
1695
$11K ﹤0.01%
+664
1696
$11K ﹤0.01%
286
-100
1697
$11K ﹤0.01%
456
+24
1698
$11K ﹤0.01%
537
+7
1699
$11K ﹤0.01%
191
1700
$11K ﹤0.01%
1,223
-71
66 67
68
69 70