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
151
$1.83M 0.15%
38,883
-9,614
152
$1.83M 0.14%
9,162
+6,499
153
$1.82M 0.14%
15,389
-1,611
154
$1.78M 0.14%
23,653
+2,770
155
$1.78M 0.14%
21,907
+11,240
156
$1.77M 0.14%
+16,767
157
$1.77M 0.14%
16,510
-422
158
$1.76M 0.14%
190,880
+5,040
159
$1.74M 0.14%
16,517
-194
160
$1.73M 0.14%
9,111
-1,874
161
$1.73M 0.14%
16,150
-6,327
162
$1.73M 0.14%
29,099
-9,699
163
$1.72M 0.14%
10,427
-251
164
$1.71M 0.14%
43,631
+6,333
165
$1.67M 0.13%
23,813
+889
166
$1.66M 0.13%
17,302
+6,775
167
$1.65M 0.13%
54,445
+9,491
168
$1.65M 0.13%
63,255
+55,226
169
$1.63M 0.13%
6,213
+5,313
170
$1.62M 0.13%
69,250
+250
171
$1.62M 0.13%
58,227
-590
172
$1.61M 0.13%
41,566
-535
173
$1.58M 0.13%
41,280
+2,110
174
$1.57M 0.12%
32,623
-12,278
175
$1.56M 0.12%
73,655
+16,516
5 6
7
8 9