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
1851
$7K ﹤0.01%
155
1852
$7K ﹤0.01%
189
+29
1853
$7K ﹤0.01%
+315
1854
$7K ﹤0.01%
443
-88
1855
$7K ﹤0.01%
343
+65
1856
$7K ﹤0.01%
97
1857
$7K ﹤0.01%
72
+16
1858
$7K ﹤0.01%
160
1859
$7K ﹤0.01%
354
1860
$7K ﹤0.01%
+200
1861
$7K ﹤0.01%
200
1862
$6K ﹤0.01%
101
-14
1863
$6K ﹤0.01%
+1,278
1864
$6K ﹤0.01%
16
+8
1865
$6K ﹤0.01%
497
-94
1866
$6K ﹤0.01%
375
-557
1867
$6K ﹤0.01%
257
-27
1868
$6K ﹤0.01%
203
-919
1869
$6K ﹤0.01%
80
-9
1870
$6K ﹤0.01%
82
-3
1871
$6K ﹤0.01%
75
-444
1872
$6K ﹤0.01%
90
-2
1873
$6K ﹤0.01%
34
-26
1874
$6K ﹤0.01%
48
-6
1875
$6K ﹤0.01%
769
+198
73 74
75
76 77