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
2051
$4K ﹤0.01%
+88
2052
$4K ﹤0.01%
88
-5
2053
$4K ﹤0.01%
363
-433
2054
$4K ﹤0.01%
93
2055
$4K ﹤0.01%
7
2056
$4K ﹤0.01%
366
-6
2057
$4K ﹤0.01%
130
2058
$4K ﹤0.01%
364
+52
2059
$4K ﹤0.01%
200
2060
$4K ﹤0.01%
38
2061
$4K ﹤0.01%
114
2062
$4K ﹤0.01%
115
-23
2063
$4K ﹤0.01%
302
-157
2064
$4K ﹤0.01%
219
+142
2065
$4K ﹤0.01%
100
2066
$4K ﹤0.01%
170
2067
$4K ﹤0.01%
217
-30
2068
$4K ﹤0.01%
175
-32
2069
$4K ﹤0.01%
186
-24
2070
$4K ﹤0.01%
+1,500
2071
$4K ﹤0.01%
208
-54
2072
$4K ﹤0.01%
599
-307
2073
$3K ﹤0.01%
312
-40
2074
$3K ﹤0.01%
+200
2075
$3K ﹤0.01%
60
81 82
83
84 85