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
176
$1.56M 0.12%
1,139
-16
177
$1.55M 0.12%
26,915
-2,064
178
$1.54M 0.12%
36,278
+19,352
179
$1.54M 0.12%
+94,475
180
$1.54M 0.12%
23,937
-2,324
181
$1.54M 0.12%
9,558
-1,568
182
$1.5M 0.12%
21,400
-2,101
183
$1.5M 0.12%
18,662
+892
184
$1.5M 0.12%
20,481
-983
185
$1.49M 0.12%
29,578
+88
186
$1.48M 0.12%
10,561
+186
187
$1.47M 0.12%
44,037
-1,472
188
$1.47M 0.12%
25,004
-15,256
189
$1.47M 0.12%
4,996
+3,841
190
$1.44M 0.11%
61,730
+18,281
191
$1.44M 0.11%
15,194
+10,492
192
$1.41M 0.11%
100,665
-168,933
193
$1.4M 0.11%
164,252
+88,584
194
$1.39M 0.11%
20,253
+19,326
195
$1.39M 0.11%
10,447
+463
196
$1.38M 0.11%
26,876
+11,690
197
$1.38M 0.11%
18,949
+545
198
$1.36M 0.11%
16,405
+13,165
199
$1.36M 0.11%
32,559
+14,192
200
$1.34M 0.11%
36,146
+14,700
6 7
8
9 10