We are live on ! Find out more
IA

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
1926
$5K ﹤0.01%
186
-26
1927
$5K ﹤0.01%
68
-36
1928
$5K ﹤0.01%
231
-31
1929
$5K ﹤0.01%
1,218
+1,200
1930
$5K ﹤0.01%
200
1931
$5K ﹤0.01%
267
+195
1932
$5K ﹤0.01%
36
+12
1933
$5K ﹤0.01%
112
-187
1934
$5K ﹤0.01%
1,180
-1,055
1935
$5K ﹤0.01%
421
-58
1936
$5K ﹤0.01%
153
-83
1937
$5K ﹤0.01%
62
-28
1938
$5K ﹤0.01%
122
-13
1939
$5K ﹤0.01%
100
1940
$5K ﹤0.01%
140
1941
$5K ﹤0.01%
128
+9
1942
$5K ﹤0.01%
500
1943
$5K ﹤0.01%
83
1944
$5K ﹤0.01%
113
-124
1945
$5K ﹤0.01%
75
1946
$5K ﹤0.01%
194
-672
1947
$5K ﹤0.01%
108
-153
1948
$5K ﹤0.01%
254
+2
1949
$5K ﹤0.01%
213
1950
$5K ﹤0.01%
94
76 77
78
79 80