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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2076
$3K ﹤0.01%
+126
2077
$3K ﹤0.01%
250
2078
$3K ﹤0.01%
+164
2079
$3K ﹤0.01%
40
2080
$3K ﹤0.01%
111
+33
2081
$3K ﹤0.01%
700
2082
$3K ﹤0.01%
108
+32
2083
$3K ﹤0.01%
42
2084
$3K ﹤0.01%
121
+59
2085
$3K ﹤0.01%
44
-28
2086
$3K ﹤0.01%
207
2087
$3K ﹤0.01%
65
2088
$3K ﹤0.01%
44
+1
2089
$3K ﹤0.01%
95
2090
$3K ﹤0.01%
63
+27
2091
$3K ﹤0.01%
133
2092
$3K ﹤0.01%
402
+135
2093
$3K ﹤0.01%
136
+78
2094
$3K ﹤0.01%
119
-108
2095
$3K ﹤0.01%
43
2096
$3K ﹤0.01%
32
+10
2097
$3K ﹤0.01%
47
-197
2098
$3K ﹤0.01%
150
2099
$3K ﹤0.01%
300
2100
$3K ﹤0.01%
100
82 83
84
85 86