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
2026
$4K ﹤0.01%
165
2027
$4K ﹤0.01%
+750
2028
$4K ﹤0.01%
+3,000
2029
$4K ﹤0.01%
25
-195
2030
$4K ﹤0.01%
56
-151
2031
$4K ﹤0.01%
184
-26
2032
$4K ﹤0.01%
236
2033
$4K ﹤0.01%
+249
2034
$4K ﹤0.01%
155
2035
$4K ﹤0.01%
+50
2036
$4K ﹤0.01%
96
2037
$4K ﹤0.01%
100
2038
$4K ﹤0.01%
79
-21
2039
$4K ﹤0.01%
+18
2040
$4K ﹤0.01%
260
-41
2041
$4K ﹤0.01%
20
+10
2042
$4K ﹤0.01%
100
2043
$4K ﹤0.01%
2,000
2044
$4K ﹤0.01%
51
-1
2045
$4K ﹤0.01%
82
+11
2046
$4K ﹤0.01%
70
-19
2047
$4K ﹤0.01%
465
2048
$4K ﹤0.01%
100
2049
$4K ﹤0.01%
86
-10
2050
$4K ﹤0.01%
+81
80 81
82
83 84