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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2326
$1K ﹤0.01%
60
-15
2327
$1K ﹤0.01%
+46
2328
$1K ﹤0.01%
154
+18
2329
$1K ﹤0.01%
66
-4
2330
$1K ﹤0.01%
160
-109
2331
$1K ﹤0.01%
182
-68
2332
$1K ﹤0.01%
+76
2333
$1K ﹤0.01%
200
2334
$1K ﹤0.01%
35
-267
2335
$1K ﹤0.01%
60
-100
2336
$1K ﹤0.01%
39
2337
$1K ﹤0.01%
18
2338
$1K ﹤0.01%
38
-186
2339
$1K ﹤0.01%
8
2340
$1K ﹤0.01%
20,000
2341
$1K ﹤0.01%
104
-583
2342
$1K ﹤0.01%
35
-194
2343
$1K ﹤0.01%
245
2344
$1K ﹤0.01%
375
-250
2345
$1K ﹤0.01%
35
2346
$1K ﹤0.01%
257
2347
$1K ﹤0.01%
500
2348
$1K ﹤0.01%
84
-54
2349
$1K ﹤0.01%
77
+1
2350
$1K ﹤0.01%
+19
92 93
94
95 96