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
1976
$5K ﹤0.01%
1,715
-3,000
1977
$5K ﹤0.01%
421
+4
1978
$5K ﹤0.01%
800
1979
$5K ﹤0.01%
200
-250
1980
$5K ﹤0.01%
588
1981
$5K ﹤0.01%
771
+465
1982
$5K ﹤0.01%
87
-305
1983
$5K ﹤0.01%
2,500
1984
$5K ﹤0.01%
16
1985
$5K ﹤0.01%
26
-31
1986
$5K ﹤0.01%
87
+54
1987
$5K ﹤0.01%
1,218
+1,200
1988
$5K ﹤0.01%
+68
1989
$5K ﹤0.01%
254
+2
1990
$5K ﹤0.01%
213
1991
$5K ﹤0.01%
94
1992
$5K ﹤0.01%
262
-21
1993
$5K ﹤0.01%
2,400
1994
$5K ﹤0.01%
22
-52
1995
$5K ﹤0.01%
15
1996
– –
0
1997
$5K ﹤0.01%
209
1998
$5K ﹤0.01%
+75
1999
$5K ﹤0.01%
500
2000
$5K ﹤0.01%
1,000
78 79
80
81 82