IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1976
$5K ﹤0.01%
112
-14
1977
$5K ﹤0.01%
47
-57
1978
$5K ﹤0.01%
115
-290
1979
$5K ﹤0.01%
471
1980
$5K ﹤0.01%
+187
1981
$5K ﹤0.01%
400
1982
$5K ﹤0.01%
359
+291
1983
$5K ﹤0.01%
232
+89
1984
$5K ﹤0.01%
456
1985
$5K ﹤0.01%
1,715
-3,000
1986
$5K ﹤0.01%
421
+4
1987
$5K ﹤0.01%
800
1988
$5K ﹤0.01%
200
-250
1989
$5K ﹤0.01%
588
1990
$5K ﹤0.01%
2,400
1991
$5K ﹤0.01%
87
-305
1992
$5K ﹤0.01%
2,500
1993
$5K ﹤0.01%
16
1994
$5K ﹤0.01%
26
-31
1995
$5K ﹤0.01%
87
+54
1996
$4K ﹤0.01%
302
-157
1997
$4K ﹤0.01%
270
1998
$4K ﹤0.01%
170
1999
– –
0
2000
$4K ﹤0.01%
260
78 79
80
81 82