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
2276
$2K ﹤0.01%
300
2277
$2K ﹤0.01%
44
2278
$2K ﹤0.01%
150
-277
2279
$2K ﹤0.01%
+24
2280
$2K ﹤0.01%
65
+21
2281
$2K ﹤0.01%
+40
2282
$2K ﹤0.01%
69
-577
2283
$2K ﹤0.01%
140
2284
$2K ﹤0.01%
10
-13
2285
$2K ﹤0.01%
222
+122
2286
$2K ﹤0.01%
6,660
2287
$2K ﹤0.01%
68
-232
2288
$2K ﹤0.01%
200
2289
$1K ﹤0.01%
+65
2290
$1K ﹤0.01%
+31
2291
$1K ﹤0.01%
60
-15
2292
$1K ﹤0.01%
35
-267
2293
$1K ﹤0.01%
60
-100
2294
$1K ﹤0.01%
39
2295
$1K ﹤0.01%
18
2296
$1K ﹤0.01%
38
-186
2297
$1K ﹤0.01%
8
2298
$1K ﹤0.01%
20,000
2299
$1K ﹤0.01%
104
-583
2300
$1K ﹤0.01%
35
-194
90 91
92
93 94