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
201
$1.34M 0.11%
+51,496
202
$1.33M 0.11%
16,053
+10,652
203
$1.31M 0.1%
92,327
+1,601
204
$1.31M 0.1%
14,492
-720
205
$1.31M 0.1%
11,718
+3,342
206
$1.3M 0.1%
22,462
+6
207
$1.3M 0.1%
16,172
+4,079
208
$1.26M 0.1%
20,506
+17,759
209
$1.25M 0.1%
6,462
+5,305
210
$1.24M 0.1%
6,295
-655
211
$1.23M 0.1%
58,768
+53,260
212
$1.22M 0.1%
+55,337
213
$1.22M 0.1%
17,590
+8,598
214
$1.21M 0.1%
7,191
+240
215
$1.21M 0.1%
4,405
-295
216
$1.2M 0.09%
43,824
+1,326
217
$1.17M 0.09%
6,116
+5,326
218
$1.16M 0.09%
39,635
+4,805
219
$1.16M 0.09%
1,678
-258
220
$1.15M 0.09%
6,789
+321
221
$1.15M 0.09%
20,681
+148
222
$1.15M 0.09%
37,195
-13,253
223
$1.14M 0.09%
10,032
-10,038
224
$1.14M 0.09%
25,486
-14,975
225
$1.13M 0.09%
40,467
+3,720
7 8
9
10 11