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
1901
$6K ﹤0.01%
232
-265
1902
$6K ﹤0.01%
412
+144
1903
$6K ﹤0.01%
588
+68
1904
$6K ﹤0.01%
+665
1905
$6K ﹤0.01%
500
-700
1906
$6K ﹤0.01%
236
-107
1907
$6K ﹤0.01%
118
-98
1908
$6K ﹤0.01%
179
-25
1909
$6K ﹤0.01%
24
-14
1910
$6K ﹤0.01%
227
-76
1911
$6K ﹤0.01%
872
-80
1912
$6K ﹤0.01%
92
-8
1913
$6K ﹤0.01%
104
-62
1914
$6K ﹤0.01%
719
+331
1915
$6K ﹤0.01%
221
+174
1916
$6K ﹤0.01%
62
+9
1917
$6K ﹤0.01%
88
-5,923
1918
$6K ﹤0.01%
51
-13
1919
$6K ﹤0.01%
193
+93
1920
$6K ﹤0.01%
109
+5
1921
$6K ﹤0.01%
+570
1922
$6K ﹤0.01%
179
-136
1923
$5K ﹤0.01%
1,693
-146
1924
$5K ﹤0.01%
67
-980
1925
$5K ﹤0.01%
194
-50
75 76
77
78 79