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
2076
$3K ﹤0.01%
+160
2077
$3K ﹤0.01%
64
+36
2078
$3K ﹤0.01%
100
2079
$3K ﹤0.01%
405
+200
2080
$3K ﹤0.01%
249
+9
2081
$3K ﹤0.01%
+126
2082
$3K ﹤0.01%
250
2083
$3K ﹤0.01%
+164
2084
$3K ﹤0.01%
40
2085
$3K ﹤0.01%
111
+33
2086
$3K ﹤0.01%
700
2087
$3K ﹤0.01%
108
+32
2088
$3K ﹤0.01%
42
2089
$3K ﹤0.01%
121
+59
2090
$3K ﹤0.01%
44
-28
2091
$3K ﹤0.01%
207
2092
$3K ﹤0.01%
65
2093
$3K ﹤0.01%
44
+1
2094
$3K ﹤0.01%
95
2095
$3K ﹤0.01%
63
+27
2096
$3K ﹤0.01%
133
2097
$3K ﹤0.01%
300
2098
$3K ﹤0.01%
100
2099
$3K ﹤0.01%
128
-3,043
2100
$3K ﹤0.01%
399
+47
82 83
84
85 86