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
2001
$4K ﹤0.01%
338
2002
$4K ﹤0.01%
75
2003
$4K ﹤0.01%
81
-10
2004
$4K ﹤0.01%
165
-47
2005
$4K ﹤0.01%
61
+15
2006
$4K ﹤0.01%
109
-56
2007
$4K ﹤0.01%
270
2008
$4K ﹤0.01%
170
2009
– –
0
2010
$4K ﹤0.01%
260
2011
$4K ﹤0.01%
223
+80
2012
$4K ﹤0.01%
49
+32
2013
$4K ﹤0.01%
108
-802
2014
$4K ﹤0.01%
500
2015
$4K ﹤0.01%
123
2016
$4K ﹤0.01%
135
2017
$4K ﹤0.01%
375
2018
$4K ﹤0.01%
128
2019
$4K ﹤0.01%
278
-47
2020
$4K ﹤0.01%
+25
2021
$4K ﹤0.01%
172
+14
2022
$4K ﹤0.01%
154
+7
2023
$4K ﹤0.01%
80
-337
2024
$4K ﹤0.01%
87
+56
2025
$4K ﹤0.01%
113
79 80
81
82 83