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
2176
$2K ﹤0.01%
+192
2177
$2K ﹤0.01%
37
2178
$2K ﹤0.01%
82
2179
$2K ﹤0.01%
780
2180
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1,150
2181
$2K ﹤0.01%
377
+246
2182
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43
-129
2183
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247
+226
2184
$2K ﹤0.01%
57
-102
2185
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26
2186
$2K ﹤0.01%
51
-135
2187
$2K ﹤0.01%
85
2188
$2K ﹤0.01%
+33
2189
$2K ﹤0.01%
90
2190
$2K ﹤0.01%
65
2191
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60
2192
$2K ﹤0.01%
163
2193
$2K ﹤0.01%
61
+47
2194
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180
-1,500
2195
$2K ﹤0.01%
500
2196
$2K ﹤0.01%
50
2197
$2K ﹤0.01%
33
-278
2198
$2K ﹤0.01%
50
2199
$2K ﹤0.01%
2
2200
$2K ﹤0.01%
13
86 87
88
89 90