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
2301
$1K ﹤0.01%
245
2302
$1K ﹤0.01%
375
-250
2303
$1K ﹤0.01%
35
2304
$1K ﹤0.01%
257
2305
$1K ﹤0.01%
500
2306
$1K ﹤0.01%
25
-11
2307
$1K ﹤0.01%
70
2308
$1K ﹤0.01%
+31
2309
$1K ﹤0.01%
11
2310
$1K ﹤0.01%
+32
2311
$1K ﹤0.01%
91
2312
$1K ﹤0.01%
+15
2313
$1K ﹤0.01%
9
2314
$1K ﹤0.01%
100
2315
$1K ﹤0.01%
+89
2316
$1K ﹤0.01%
+9
2317
$1K ﹤0.01%
9
-68
2318
$1K ﹤0.01%
22
2319
$1K ﹤0.01%
22
2320
$1K ﹤0.01%
100
2321
$1K ﹤0.01%
39
2322
$1K ﹤0.01%
6
2323
$1K ﹤0.01%
+8
2324
$1K ﹤0.01%
+17
2325
$1K ﹤0.01%
43
-215
91 92
93
94 95