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
2176
$2K ﹤0.01%
41
2177
$2K ﹤0.01%
40
-210
2178
– –
0
2179
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27
-180
2180
$2K ﹤0.01%
1,231
+1,000
2181
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68
-232
2182
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17
-28
2183
$2K ﹤0.01%
162
2184
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164
-70
2185
$2K ﹤0.01%
29
-79
2186
$2K ﹤0.01%
+29
2187
$2K ﹤0.01%
32
-41
2188
$2K ﹤0.01%
+290
2189
$2K ﹤0.01%
165
+125
2190
$2K ﹤0.01%
74
-155
2191
$2K ﹤0.01%
55
2192
$2K ﹤0.01%
127
+37
2193
$2K ﹤0.01%
82
2194
$2K ﹤0.01%
780
2195
$2K ﹤0.01%
1,150
2196
$2K ﹤0.01%
89
2197
$2K ﹤0.01%
57
-6
2198
$2K ﹤0.01%
50
-60
2199
$2K ﹤0.01%
196
-68
2200
$2K ﹤0.01%
80
86 87
88
89 90