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
1701
$10K ﹤0.01%
137
-17
1702
$10K ﹤0.01%
377
1703
$10K ﹤0.01%
140
+60
1704
$10K ﹤0.01%
+428
1705
$10K ﹤0.01%
282
-78
1706
$10K ﹤0.01%
339
-1,200
1707
$10K ﹤0.01%
150
-22
1708
$10K ﹤0.01%
350
1709
$10K ﹤0.01%
538
1710
$10K ﹤0.01%
93
-445
1711
$10K ﹤0.01%
322
+7
1712
$10K ﹤0.01%
800
1713
$10K ﹤0.01%
329
1714
$10K ﹤0.01%
336
-37
1715
$10K ﹤0.01%
291
1716
$10K ﹤0.01%
101
+72
1717
$10K ﹤0.01%
270
1718
$10K ﹤0.01%
158
-25
1719
$10K ﹤0.01%
307
1720
$10K ﹤0.01%
527
1721
$10K ﹤0.01%
203
+142
1722
$10K ﹤0.01%
57
+19
1723
$10K ﹤0.01%
175
-8
1724
$10K ﹤0.01%
410
1725
$10K ﹤0.01%
1,015
-1,800
67 68
69
70 71