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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2226
$2K ﹤0.01%
+300
2227
$2K ﹤0.01%
88
-344
2228
$2K ﹤0.01%
45
-15
2229
$2K ﹤0.01%
40
2230
$2K ﹤0.01%
+54
2231
$2K ﹤0.01%
+143
2232
$2K ﹤0.01%
57
2233
$2K ﹤0.01%
194
+136
2234
$2K ﹤0.01%
40
-210
2235
– –
0
2236
$2K ﹤0.01%
100
2237
$2K ﹤0.01%
110
2238
$2K ﹤0.01%
300
2239
$2K ﹤0.01%
44
2240
$2K ﹤0.01%
150
-277
2241
$2K ﹤0.01%
+24
2242
$2K ﹤0.01%
65
+21
2243
$2K ﹤0.01%
+75
2244
$2K ﹤0.01%
15
2245
$2K ﹤0.01%
27
-180
2246
$2K ﹤0.01%
1,231
+1,000
2247
$2K ﹤0.01%
144
+73
2248
$2K ﹤0.01%
16
+9
2249
$2K ﹤0.01%
+1,100
2250
$2K ﹤0.01%
100
88 89
90
91 92