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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
2151
$3K ﹤0.01%
107
2152
$3K ﹤0.01%
42
+16
2153
$3K ﹤0.01%
+126
2154
$3K ﹤0.01%
30
2155
$3K ﹤0.01%
55
+14
2156
$3K ﹤0.01%
84
-16
2157
$3K ﹤0.01%
2,453
+2,450
2158
$3K ﹤0.01%
3,342
2159
$2K ﹤0.01%
26
2160
$2K ﹤0.01%
51
-135
2161
$2K ﹤0.01%
239
-102
2162
$2K ﹤0.01%
115
2163
$2K ﹤0.01%
38
+12
2164
$2K ﹤0.01%
29
-9
2165
$2K ﹤0.01%
97
+77
2166
$2K ﹤0.01%
17
2167
$2K ﹤0.01%
17
-28
2168
$2K ﹤0.01%
162
2169
$2K ﹤0.01%
164
-70
2170
$2K ﹤0.01%
29
-79
2171
$2K ﹤0.01%
+29
2172
$2K ﹤0.01%
32
-41
2173
$2K ﹤0.01%
+290
2174
$2K ﹤0.01%
165
+125
2175
$2K ﹤0.01%
74
-155
85 86
87
88 89