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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1751
$9K ﹤0.01%
670
-92
1752
$9K ﹤0.01%
5,000
1753
$9K ﹤0.01%
512
+32
1754
$9K ﹤0.01%
151
-8
1755
$9K ﹤0.01%
116
+16
1756
$9K ﹤0.01%
366
-3,505
1757
$9K ﹤0.01%
326
-388
1758
$9K ﹤0.01%
504
-35
1759
$9K ﹤0.01%
113
1760
$9K ﹤0.01%
2
-1
1761
$9K ﹤0.01%
791
-230
1762
$9K ﹤0.01%
226
-14
1763
$9K ﹤0.01%
+1,200
1764
$9K ﹤0.01%
100
-81
1765
$9K ﹤0.01%
3,465
1766
$9K ﹤0.01%
+485
1767
$8K ﹤0.01%
288
-92
1768
$8K ﹤0.01%
+260
1769
$8K ﹤0.01%
130
-29
1770
$8K ﹤0.01%
713
+260
1771
$8K ﹤0.01%
214
-11
1772
$8K ﹤0.01%
290
-10,679
1773
$8K ﹤0.01%
75
-61
1774
$8K ﹤0.01%
41
+12
1775
$8K ﹤0.01%
323
-319
69 70
71
72 73