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
1776
$8K ﹤0.01%
75
-61
1777
$8K ﹤0.01%
41
+12
1778
$8K ﹤0.01%
323
-319
1779
$8K ﹤0.01%
165
-148
1780
$8K ﹤0.01%
963
+360
1781
$8K ﹤0.01%
345
+27
1782
$8K ﹤0.01%
1,198
1783
$8K ﹤0.01%
135
-15
1784
$8K ﹤0.01%
192
+75
1785
$8K ﹤0.01%
+160
1786
$8K ﹤0.01%
46
-6
1787
$8K ﹤0.01%
32
+20
1788
$8K ﹤0.01%
+227
1789
$8K ﹤0.01%
266
+70
1790
$8K ﹤0.01%
99
-1,092
1791
$8K ﹤0.01%
755
-444
1792
$8K ﹤0.01%
223
-23
1793
$8K ﹤0.01%
500
+462
1794
$8K ﹤0.01%
75
+53
1795
$8K ﹤0.01%
299
1796
$8K ﹤0.01%
163
-19
1797
$8K ﹤0.01%
186
-28
1798
$8K ﹤0.01%
282
+229
1799
$8K ﹤0.01%
342
-84
1800
$8K ﹤0.01%
300
-20,260
70 71
72
73 74