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
2026
$4K ﹤0.01%
+25
2027
$4K ﹤0.01%
172
+14
2028
$4K ﹤0.01%
154
+7
2029
$4K ﹤0.01%
113
2030
$4K ﹤0.01%
599
-307
2031
$4K ﹤0.01%
165
2032
$4K ﹤0.01%
+750
2033
$4K ﹤0.01%
+3,000
2034
$4K ﹤0.01%
25
-195
2035
$4K ﹤0.01%
56
-151
2036
$4K ﹤0.01%
+249
2037
$4K ﹤0.01%
155
2038
$4K ﹤0.01%
+50
2039
$4K ﹤0.01%
100
2040
$4K ﹤0.01%
79
-21
2041
$4K ﹤0.01%
+18
2042
$4K ﹤0.01%
260
-41
2043
$4K ﹤0.01%
20
+10
2044
$4K ﹤0.01%
100
2045
$4K ﹤0.01%
2,000
2046
$4K ﹤0.01%
51
-1
2047
$4K ﹤0.01%
82
+11
2048
$4K ﹤0.01%
70
-19
2049
$4K ﹤0.01%
465
2050
$4K ﹤0.01%
100
80 81
82
83 84