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
2226
$2K ﹤0.01%
144
+73
2227
$2K ﹤0.01%
16
+9
2228
$2K ﹤0.01%
+1,100
2229
$2K ﹤0.01%
100
2230
$2K ﹤0.01%
+500
2231
$2K ﹤0.01%
146
2232
$2K ﹤0.01%
68
-126
2233
$2K ﹤0.01%
11
-61
2234
$2K ﹤0.01%
200
-86
2235
$2K ﹤0.01%
2,200
2236
$2K ﹤0.01%
5
-68
2237
$2K ﹤0.01%
37
-1
2238
$2K ﹤0.01%
27
+22
2239
$2K ﹤0.01%
+21
2240
$2K ﹤0.01%
537
-209
2241
$2K ﹤0.01%
136
2242
$2K ﹤0.01%
280
2243
$2K ﹤0.01%
500
2244
$2K ﹤0.01%
88
2245
$2K ﹤0.01%
+28
2246
$2K ﹤0.01%
94
2247
$2K ﹤0.01%
29
-79
2248
$2K ﹤0.01%
+29
2249
$2K ﹤0.01%
32
-41
2250
$2K ﹤0.01%
+290
88 89
90
91 92