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
2351
$1K ﹤0.01%
52
+19
2352
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+33
2353
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+25
2354
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60
-15
2355
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35
-194
2356
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35
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77
+1
2358
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+30
2359
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+36
2360
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38
2361
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52
+37
2362
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+25
2363
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+81
2364
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9
2365
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236
-279
2366
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60
2367
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133
2368
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+32
2369
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+52
2370
$1K ﹤0.01%
67
-146
2371
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90
2372
$1K ﹤0.01%
+33
2373
$1K ﹤0.01%
25
2374
$1K ﹤0.01%
+28
2375
$1K ﹤0.01%
460
93 94
95
96 97