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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
1901
$6K ﹤0.01%
236
-107
1902
$6K ﹤0.01%
51
-13
1903
$6K ﹤0.01%
193
+93
1904
$6K ﹤0.01%
109
+5
1905
$6K ﹤0.01%
+570
1906
$6K ﹤0.01%
179
-136
1907
$6K ﹤0.01%
101
-14
1908
$6K ﹤0.01%
16
+8
1909
$6K ﹤0.01%
497
-94
1910
$6K ﹤0.01%
375
-557
1911
$6K ﹤0.01%
769
+198
1912
$6K ﹤0.01%
816
+218
1913
$6K ﹤0.01%
210
-584
1914
$6K ﹤0.01%
100
1915
$6K ﹤0.01%
206
1916
$6K ﹤0.01%
98
-24
1917
$6K ﹤0.01%
161
-353
1918
$6K ﹤0.01%
80
-9
1919
$5K ﹤0.01%
22
-52
1920
$5K ﹤0.01%
15
1921
$5K ﹤0.01%
1,693
-146
1922
$5K ﹤0.01%
67
-980
1923
$5K ﹤0.01%
194
-50
1924
$5K ﹤0.01%
62
+26
1925
$5K ﹤0.01%
+68
75 76
77
78 79