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
2401
$1K ﹤0.01%
241
-161
2402
$1K ﹤0.01%
13
-1,466
2403
$1K ﹤0.01%
146
+118
2404
$1K ﹤0.01%
100
2405
$1K ﹤0.01%
60
-2,275
2406
$1K ﹤0.01%
22
2407
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100
2408
$1K ﹤0.01%
110
-80
2409
$1K ﹤0.01%
40
2410
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13
2411
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14
-55
2412
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84
-54
2413
$1K ﹤0.01%
+19
2414
$1K ﹤0.01%
26
-331
2415
$1K ﹤0.01%
39
2416
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20
2417
$1K ﹤0.01%
+15
2418
$1K ﹤0.01%
+51
2419
$1K ﹤0.01%
26
-63
2420
$1K ﹤0.01%
1,352
2421
$1K ﹤0.01%
58
2422
$1K ﹤0.01%
200
-247
2423
$1K ﹤0.01%
+15
2424
$1K ﹤0.01%
33
2425
$1K ﹤0.01%
18
95 96
97
98 99