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
1726
$10K ﹤0.01%
109
-12
1727
$10K ﹤0.01%
900
1728
$10K ﹤0.01%
8
1729
$10K ﹤0.01%
300
1730
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101
-11
1731
$10K ﹤0.01%
+750
1732
$10K ﹤0.01%
195
-80
1733
$10K ﹤0.01%
475
1734
$10K ﹤0.01%
296
-11,545
1735
$10K ﹤0.01%
+100
1736
$9K ﹤0.01%
329
+100
1737
$9K ﹤0.01%
996
-241
1738
$9K ﹤0.01%
900
-1
1739
$9K ﹤0.01%
90
-12
1740
$9K ﹤0.01%
+1,650
1741
$9K ﹤0.01%
5
-59
1742
$9K ﹤0.01%
781
+31
1743
$9K ﹤0.01%
129
-492
1744
$9K ﹤0.01%
173
-22
1745
$9K ﹤0.01%
102
-9
1746
$9K ﹤0.01%
205
-88
1747
$9K ﹤0.01%
459
1748
$9K ﹤0.01%
800
1749
$9K ﹤0.01%
200
1750
$9K ﹤0.01%
363
-54
68 69
70
71 72