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
2101
$3K ﹤0.01%
63
+27
2102
$3K ﹤0.01%
133
2103
$3K ﹤0.01%
402
+135
2104
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136
+78
2105
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47
-197
2106
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2107
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300
2108
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100
2109
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128
-3,043
2110
$3K ﹤0.01%
44
-86
2111
$3K ﹤0.01%
121
-907
2112
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149
2113
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94
-2
2114
$3K ﹤0.01%
+200
2115
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58
-50
2116
$3K ﹤0.01%
84
-191
2117
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105
-159
2118
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98
-111
2119
$3K ﹤0.01%
204
2120
$3K ﹤0.01%
20
-41
2121
$3K ﹤0.01%
54
2122
$3K ﹤0.01%
+26
2123
$3K ﹤0.01%
+108
2124
$3K ﹤0.01%
89
-197
2125
$3K ﹤0.01%
29
83 84
85
86 87