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
2276
$2K ﹤0.01%
280
2277
$2K ﹤0.01%
500
2278
$2K ﹤0.01%
112
2279
$2K ﹤0.01%
88
2280
$2K ﹤0.01%
+28
2281
$2K ﹤0.01%
+54
2282
$2K ﹤0.01%
12
-77
2283
$1K ﹤0.01%
100
2284
$1K ﹤0.01%
47
2285
$1K ﹤0.01%
+100
2286
$1K ﹤0.01%
12
-135
2287
$1K ﹤0.01%
15
2288
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20
-54
2289
$1K ﹤0.01%
29
-409
2290
$1K ﹤0.01%
11
2291
$1K ﹤0.01%
71
2292
$1K ﹤0.01%
64
2293
$1K ﹤0.01%
45
2294
$1K ﹤0.01%
35
-322
2295
$1K ﹤0.01%
98
-333
2296
$1K ﹤0.01%
44
2297
$1K ﹤0.01%
5
2298
$1K ﹤0.01%
97
2299
$1K ﹤0.01%
65
-23
2300
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0
90 91
92
93 94