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
2101
$3K ﹤0.01%
94
-2
2102
$3K ﹤0.01%
+200
2103
$3K ﹤0.01%
58
-50
2104
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84
-191
2105
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105
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2106
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98
-111
2107
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204
2108
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20
-41
2109
$3K ﹤0.01%
54
2110
$3K ﹤0.01%
+26
2111
$3K ﹤0.01%
+108
2112
$3K ﹤0.01%
89
-197
2113
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29
2114
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244
-62
2115
$3K ﹤0.01%
119
-141
2116
$3K ﹤0.01%
30
2117
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94
+10
2118
$3K ﹤0.01%
27
+18
2119
$3K ﹤0.01%
238
-23
2120
$3K ﹤0.01%
155
-124
2121
$3K ﹤0.01%
124
2122
$3K ﹤0.01%
49
2123
$3K ﹤0.01%
73
-20
2124
$3K ﹤0.01%
+500
2125
$3K ﹤0.01%
150
83 84
85
86 87