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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
1801
$8K ﹤0.01%
7,500
+2,000
1802
$8K ﹤0.01%
203
-96
1803
$8K ﹤0.01%
112
-50
1804
$8K ﹤0.01%
500
1805
$8K ﹤0.01%
500
+462
1806
$8K ﹤0.01%
75
+53
1807
$8K ﹤0.01%
299
1808
$8K ﹤0.01%
163
-19
1809
$7K ﹤0.01%
245
-7,884
1810
$7K ﹤0.01%
166
1811
$7K ﹤0.01%
244
1812
$7K ﹤0.01%
167
-64
1813
$7K ﹤0.01%
+200
1814
$7K ﹤0.01%
15
1815
$7K ﹤0.01%
172
+73
1816
$7K ﹤0.01%
117
-133
1817
$7K ﹤0.01%
541
1818
$7K ﹤0.01%
130
-713
1819
$7K ﹤0.01%
155
1820
$7K ﹤0.01%
189
+29
1821
$7K ﹤0.01%
223
-84
1822
$7K ﹤0.01%
168
+30
1823
$7K ﹤0.01%
+315
1824
$7K ﹤0.01%
443
-88
1825
$7K ﹤0.01%
343
+65
71 72
73
74 75