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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
1826
$7K ﹤0.01%
97
1827
$7K ﹤0.01%
72
+16
1828
$7K ﹤0.01%
160
1829
$7K ﹤0.01%
354
1830
$7K ﹤0.01%
49
1831
$7K ﹤0.01%
+200
1832
$7K ﹤0.01%
456
-576
1833
$7K ﹤0.01%
179
+46
1834
$7K ﹤0.01%
+26
1835
$7K ﹤0.01%
204
+91
1836
$7K ﹤0.01%
200
1837
$7K ﹤0.01%
25
-82
1838
$7K ﹤0.01%
890
+500
1839
$7K ﹤0.01%
57
-100
1840
$7K ﹤0.01%
21
-26
1841
$7K ﹤0.01%
75
-13
1842
$7K ﹤0.01%
200
1843
$7K ﹤0.01%
942
-27
1844
$7K ﹤0.01%
110
1845
$7K ﹤0.01%
197
+47
1846
$7K ﹤0.01%
600
1847
$7K ﹤0.01%
59
1848
$7K ﹤0.01%
87
+29
1849
$7K ﹤0.01%
170
+96
1850
$7K ﹤0.01%
864
-959
72 73
74
75 76