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
1876
$6K ﹤0.01%
816
+218
1877
$6K ﹤0.01%
210
-584
1878
$6K ﹤0.01%
100
1879
$6K ﹤0.01%
206
1880
$6K ﹤0.01%
98
-24
1881
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161
-353
1882
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80
-9
1883
$6K ﹤0.01%
417
-602
1884
$6K ﹤0.01%
250
-476
1885
$6K ﹤0.01%
2
-4
1886
$6K ﹤0.01%
196
+70
1887
$6K ﹤0.01%
416
+266
1888
$6K ﹤0.01%
683
1889
$6K ﹤0.01%
168
-1,999
1890
$6K ﹤0.01%
500
1891
$6K ﹤0.01%
768
1892
$6K ﹤0.01%
300
-392
1893
$6K ﹤0.01%
147
-64
1894
$6K ﹤0.01%
+150
1895
$6K ﹤0.01%
+67
1896
$6K ﹤0.01%
174
-60
1897
$6K ﹤0.01%
243
-4
1898
$6K ﹤0.01%
1,057
-124
1899
$6K ﹤0.01%
+400
1900
$6K ﹤0.01%
+1,000
74 75
76
77 78