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
2251
$2K ﹤0.01%
165
+125
2252
$2K ﹤0.01%
74
-155
2253
$2K ﹤0.01%
12
-77
2254
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51
-27
2255
$2K ﹤0.01%
+33
2256
$2K ﹤0.01%
55
2257
$2K ﹤0.01%
127
+37
2258
$2K ﹤0.01%
89
2259
$2K ﹤0.01%
57
-6
2260
$2K ﹤0.01%
50
-60
2261
$2K ﹤0.01%
196
-68
2262
$2K ﹤0.01%
80
2263
$2K ﹤0.01%
48
-8
2264
$2K ﹤0.01%
59
-39
2265
$2K ﹤0.01%
60
+34
2266
$2K ﹤0.01%
+91
2267
$2K ﹤0.01%
65
-349
2268
$2K ﹤0.01%
41
2269
$2K ﹤0.01%
119
-108
2270
$2K ﹤0.01%
370
-625
2271
$2K ﹤0.01%
+300
2272
$2K ﹤0.01%
88
-344
2273
$2K ﹤0.01%
9
-3
2274
$2K ﹤0.01%
40
2275
$2K ﹤0.01%
+143
89 90
91
92 93