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
2301
$1K ﹤0.01%
64
+24
2302
$1K ﹤0.01%
86
-75
2303
– –
0
2304
$1K ﹤0.01%
135
+51
2305
$1K ﹤0.01%
30
-19
2306
$1K ﹤0.01%
+26
2307
$1K ﹤0.01%
296
-5,055
2308
$1K ﹤0.01%
93
2309
$1K ﹤0.01%
+55
2310
$1K ﹤0.01%
149
-834
2311
$1K ﹤0.01%
229
2312
$1K ﹤0.01%
+18
2313
$1K ﹤0.01%
12
2314
$1K ﹤0.01%
46
2315
$1K ﹤0.01%
17
2316
$1K ﹤0.01%
+128
2317
$1K ﹤0.01%
19
-50
2318
$1K ﹤0.01%
25
-4,530
2319
$1K ﹤0.01%
84
2320
$1K ﹤0.01%
+9
2321
$1K ﹤0.01%
85
2322
$1K ﹤0.01%
34
+23
2323
$1K ﹤0.01%
1,000
2324
$1K ﹤0.01%
+19
2325
$1K ﹤0.01%
136
+77
91 92
93
94 95