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
2201
$2K ﹤0.01%
48
-8
2202
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59
-39
2203
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60
+34
2204
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377
+246
2205
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57
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2206
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2207
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2208
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+33
2209
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90
2210
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2211
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2212
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2213
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61
+47
2214
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180
-1,500
2215
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500
2216
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50
2217
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2218
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2219
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50
2220
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2
2221
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13
2222
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119
-108
2223
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75
-351
2224
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22
+1
2225
$2K ﹤0.01%
19
87 88
89
90 91