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
2051
$4K ﹤0.01%
86
-10
2052
$4K ﹤0.01%
+81
2053
$4K ﹤0.01%
+88
2054
$4K ﹤0.01%
88
-5
2055
$4K ﹤0.01%
363
-433
2056
$4K ﹤0.01%
93
2057
$4K ﹤0.01%
7
2058
$4K ﹤0.01%
366
-6
2059
$4K ﹤0.01%
+1,500
2060
$4K ﹤0.01%
130
2061
$4K ﹤0.01%
364
+52
2062
$4K ﹤0.01%
200
2063
$4K ﹤0.01%
115
-23
2064
$4K ﹤0.01%
219
+142
2065
$4K ﹤0.01%
100
2066
$4K ﹤0.01%
170
2067
$4K ﹤0.01%
186
-24
2068
$3K ﹤0.01%
60
2069
$3K ﹤0.01%
119
-108
2070
$3K ﹤0.01%
43
2071
$3K ﹤0.01%
32
+10
2072
$3K ﹤0.01%
150
2073
$3K ﹤0.01%
+164
2074
$3K ﹤0.01%
60
2075
$3K ﹤0.01%
27
-423
81 82
83
84 85