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
1826
$7K ﹤0.01%
890
+500
1827
$7K ﹤0.01%
57
-100
1828
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21
-26
1829
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75
-13
1830
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200
1831
$7K ﹤0.01%
942
-27
1832
$7K ﹤0.01%
110
1833
$7K ﹤0.01%
197
+47
1834
$7K ﹤0.01%
600
1835
$7K ﹤0.01%
864
-959
1836
$7K ﹤0.01%
841
+14
1837
$7K ﹤0.01%
1
1838
$7K ﹤0.01%
+300
1839
$7K ﹤0.01%
185
-15
1840
$7K ﹤0.01%
59
1841
$7K ﹤0.01%
87
+29
1842
$7K ﹤0.01%
338
-650
1843
$7K ﹤0.01%
602
+405
1844
$7K ﹤0.01%
125
1845
$7K ﹤0.01%
170
+96
1846
$7K ﹤0.01%
98
+17
1847
$7K ﹤0.01%
245
-7,884
1848
$7K ﹤0.01%
166
1849
$7K ﹤0.01%
244
1850
$7K ﹤0.01%
130
-713
72 73
74
75 76