IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1901
$6K ﹤0.01%
+150
1902
$6K ﹤0.01%
+67
1903
$6K ﹤0.01%
174
-60
1904
$6K ﹤0.01%
243
-4
1905
$6K ﹤0.01%
1,057
-124
1906
$6K ﹤0.01%
+400
1907
$6K ﹤0.01%
232
-265
1908
$6K ﹤0.01%
412
+144
1909
$6K ﹤0.01%
588
+68
1910
$6K ﹤0.01%
+665
1911
$6K ﹤0.01%
500
-700
1912
$6K ﹤0.01%
236
-107
1913
$6K ﹤0.01%
51
-13
1914
$6K ﹤0.01%
193
+93
1915
$6K ﹤0.01%
109
+5
1916
$6K ﹤0.01%
+570
1917
$6K ﹤0.01%
101
-14
1918
$6K ﹤0.01%
375
-557
1919
$5K ﹤0.01%
1,000
1920
$5K ﹤0.01%
62
-28
1921
$5K ﹤0.01%
122
-13
1922
$5K ﹤0.01%
100
1923
$5K ﹤0.01%
140
1924
$5K ﹤0.01%
186
-26
1925
$5K ﹤0.01%
68
-36
75 76
77
78 79