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
1801
$8K ﹤0.01%
100
-525
1802
$8K ﹤0.01%
+600
1803
$8K ﹤0.01%
148
+68
1804
$8K ﹤0.01%
251
+73
1805
$8K ﹤0.01%
172
-50
1806
$8K ﹤0.01%
242
-435
1807
$8K ﹤0.01%
949
-100
1808
$8K ﹤0.01%
7,500
+2,000
1809
$8K ﹤0.01%
203
-96
1810
$8K ﹤0.01%
112
-50
1811
$8K ﹤0.01%
500
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%
223
-84
1819
$7K ﹤0.01%
168
+30
1820
$7K ﹤0.01%
49
1821
$7K ﹤0.01%
456
-576
1822
$7K ﹤0.01%
179
+46
1823
$7K ﹤0.01%
+26
1824
$7K ﹤0.01%
204
+91
1825
$7K ﹤0.01%
25
-82
71 72
73
74 75