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
1751
$9K ﹤0.01%
82
1752
$9K ﹤0.01%
783
-1,123
1753
$9K ﹤0.01%
670
-92
1754
$9K ﹤0.01%
5,000
1755
$9K ﹤0.01%
512
+32
1756
$9K ﹤0.01%
151
-8
1757
$9K ﹤0.01%
116
+16
1758
$9K ﹤0.01%
366
-3,505
1759
$9K ﹤0.01%
+2,000
1760
$9K ﹤0.01%
326
-388
1761
$9K ﹤0.01%
504
-35
1762
$9K ﹤0.01%
113
1763
$9K ﹤0.01%
2
-1
1764
$9K ﹤0.01%
791
-230
1765
$9K ﹤0.01%
226
-14
1766
$9K ﹤0.01%
+1,200
1767
$9K ﹤0.01%
100
-81
1768
$9K ﹤0.01%
3,465
1769
$9K ﹤0.01%
+485
1770
$8K ﹤0.01%
288
-92
1771
$8K ﹤0.01%
+260
1772
$8K ﹤0.01%
130
-29
1773
$8K ﹤0.01%
713
+260
1774
$8K ﹤0.01%
214
-11
1775
$8K ﹤0.01%
290
-10,679
69 70
71
72 73