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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
1951
$5K ﹤0.01%
262
-21
1952
$5K ﹤0.01%
200
-355
1953
$5K ﹤0.01%
73
+49
1954
$5K ﹤0.01%
51
-16
1955
$5K ﹤0.01%
261
+119
1956
– –
0
1957
$5K ﹤0.01%
209
1958
$5K ﹤0.01%
+75
1959
$5K ﹤0.01%
259
-830
1960
$5K ﹤0.01%
132
-12
1961
$5K ﹤0.01%
100
-46
1962
$5K ﹤0.01%
244
1963
$5K ﹤0.01%
1,754
-5,246
1964
$5K ﹤0.01%
530
1965
$5K ﹤0.01%
200
-337
1966
$5K ﹤0.01%
460
1967
$5K ﹤0.01%
166
-7
1968
$5K ﹤0.01%
+199
1969
$5K ﹤0.01%
76
-8
1970
$5K ﹤0.01%
+575
1971
$5K ﹤0.01%
253
-56
1972
$5K ﹤0.01%
109
-3,896
1973
$5K ﹤0.01%
500
1974
$5K ﹤0.01%
112
-14
1975
$5K ﹤0.01%
314
77 78
79
80 81