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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
1851
$7K ﹤0.01%
98
+17
1852
$7K ﹤0.01%
1
1853
$7K ﹤0.01%
+300
1854
$7K ﹤0.01%
185
-15
1855
$7K ﹤0.01%
338
-650
1856
$7K ﹤0.01%
602
+405
1857
$7K ﹤0.01%
125
1858
$6K ﹤0.01%
+1,278
1859
$6K ﹤0.01%
257
-27
1860
$6K ﹤0.01%
203
-919
1861
$6K ﹤0.01%
80
-9
1862
$6K ﹤0.01%
82
-3
1863
$6K ﹤0.01%
75
-444
1864
$6K ﹤0.01%
90
-2
1865
$6K ﹤0.01%
34
-26
1866
$6K ﹤0.01%
48
-6
1867
$6K ﹤0.01%
118
-98
1868
$6K ﹤0.01%
179
-25
1869
$6K ﹤0.01%
24
-14
1870
$6K ﹤0.01%
227
-76
1871
$6K ﹤0.01%
417
-602
1872
$6K ﹤0.01%
250
-476
1873
$6K ﹤0.01%
2
-4
1874
$6K ﹤0.01%
196
+70
1875
$6K ﹤0.01%
416
+266
73 74
75
76 77