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
201
$1.33M 0.11%
16,053
+10,652
202
$1.31M 0.1%
92,327
+1,601
203
$1.31M 0.1%
14,492
-720
204
$1.31M 0.1%
11,718
+3,342
205
$1.3M 0.1%
22,462
+6
206
$1.3M 0.1%
16,172
+4,079
207
$1.26M 0.1%
20,506
+17,759
208
$1.25M 0.1%
6,462
+5,305
209
$1.24M 0.1%
6,295
-655
210
$1.23M 0.1%
58,768
+53,260
211
$1.22M 0.1%
+55,337
212
$1.22M 0.1%
17,590
+8,598
213
$1.21M 0.1%
7,191
+240
214
$1.21M 0.1%
4,405
-295
215
$1.2M 0.09%
43,824
+1,326
216
$1.17M 0.09%
6,116
+5,326
217
$1.16M 0.09%
39,635
+4,805
218
$1.16M 0.09%
1,678
-258
219
$1.15M 0.09%
6,789
+321
220
$1.15M 0.09%
20,681
+148
221
$1.15M 0.09%
37,195
-13,253
222
$1.14M 0.09%
10,032
-10,038
223
$1.14M 0.09%
25,486
-14,975
224
$1.13M 0.09%
40,467
+3,720
225
$1.13M 0.09%
13,858
-29,074
7 8
9
10 11