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
2201
$2K ﹤0.01%
100
2202
$2K ﹤0.01%
30
-8
2203
$2K ﹤0.01%
195
2204
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+125
2205
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75
-351
2206
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22
+1
2207
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19
2208
$2K ﹤0.01%
230
-695
2209
$2K ﹤0.01%
17
2210
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239
-102
2211
$2K ﹤0.01%
115
2212
$2K ﹤0.01%
38
+12
2213
$2K ﹤0.01%
29
-9
2214
$2K ﹤0.01%
97
+77
2215
$2K ﹤0.01%
17
2216
$2K ﹤0.01%
57
2217
$2K ﹤0.01%
194
+136
2218
$2K ﹤0.01%
40
-210
2219
– –
0
2220
$2K ﹤0.01%
100
2221
$2K ﹤0.01%
110
2222
$2K ﹤0.01%
+75
2223
$2K ﹤0.01%
15
2224
$2K ﹤0.01%
9
-60
2225
$2K ﹤0.01%
1,231
+1,000
87 88
89
90 91