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
2351
$1K ﹤0.01%
200
2352
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+25
2353
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+243
2354
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25
2355
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107
-233
2356
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+23
2357
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56
2358
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+100
2359
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2360
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+19
2361
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136
+77
2362
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52
+37
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+22
2364
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+22
2365
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12
2366
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338
-1,298
2367
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9
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236
-279
2370
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60
2371
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133
2372
$1K ﹤0.01%
108
-463
2373
$1K ﹤0.01%
+63
2374
$1K ﹤0.01%
+48
2375
$1K ﹤0.01%
+30
93 94
95
96 97