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
2126
$3K ﹤0.01%
244
-62
2127
$3K ﹤0.01%
119
-141
2128
$3K ﹤0.01%
30
2129
$3K ﹤0.01%
+133
2130
$3K ﹤0.01%
94
+10
2131
$3K ﹤0.01%
27
+18
2132
$3K ﹤0.01%
238
-23
2133
$3K ﹤0.01%
155
-124
2134
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124
2135
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65
-38
2136
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49
2137
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73
-20
2138
$3K ﹤0.01%
+500
2139
$3K ﹤0.01%
172
2140
$3K ﹤0.01%
342
+121
2141
$3K ﹤0.01%
74
+9
2142
$3K ﹤0.01%
85
-32
2143
$3K ﹤0.01%
97
+44
2144
$3K ﹤0.01%
74
-93
2145
$3K ﹤0.01%
288
+3
2146
$3K ﹤0.01%
800
2147
$3K ﹤0.01%
102
2148
$3K ﹤0.01%
107
-267
2149
$3K ﹤0.01%
+126
2150
$3K ﹤0.01%
30
84 85
86
87 88