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
1726
$10K ﹤0.01%
1,015
-1,800
1727
$10K ﹤0.01%
109
-12
1728
$10K ﹤0.01%
300
1729
$10K ﹤0.01%
101
-11
1730
$10K ﹤0.01%
+750
1731
$10K ﹤0.01%
296
-11,545
1732
$10K ﹤0.01%
+100
1733
$9K ﹤0.01%
3,465
1734
$9K ﹤0.01%
+485
1735
$9K ﹤0.01%
116
+16
1736
$9K ﹤0.01%
366
-3,505
1737
$9K ﹤0.01%
113
1738
$9K ﹤0.01%
2
-1
1739
$9K ﹤0.01%
+1,200
1740
$9K ﹤0.01%
326
-388
1741
$9K ﹤0.01%
504
-35
1742
$9K ﹤0.01%
329
+100
1743
$9K ﹤0.01%
996
-241
1744
$9K ﹤0.01%
+2,000
1745
$9K ﹤0.01%
900
-1
1746
$9K ﹤0.01%
90
-12
1747
$9K ﹤0.01%
+1,650
1748
$9K ﹤0.01%
5
-59
1749
$9K ﹤0.01%
781
+31
1750
$9K ﹤0.01%
129
-492
68 69
70
71 72