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
2401
$1K ﹤0.01%
+51
2402
$1K ﹤0.01%
26
-63
2403
$1K ﹤0.01%
1,352
2404
$1K ﹤0.01%
58
2405
$1K ﹤0.01%
200
-247
2406
$1K ﹤0.01%
25
2407
$1K ﹤0.01%
+15
2408
$1K ﹤0.01%
33
2409
$1K ﹤0.01%
+28
2410
$1K ﹤0.01%
460
2411
$1K ﹤0.01%
18
2412
$1K ﹤0.01%
+145
2413
$1K ﹤0.01%
63
-462
2414
$1K ﹤0.01%
39
2415
$1K ﹤0.01%
80
2416
$1K ﹤0.01%
140
2417
$1K ﹤0.01%
+61
2418
$1K ﹤0.01%
2
2419
$1K ﹤0.01%
30
2420
$1K ﹤0.01%
28
-1,308
2421
$1K ﹤0.01%
1,077
2422
$1K ﹤0.01%
31
2423
$1K ﹤0.01%
400
2424
$1K ﹤0.01%
2
-2
2425
$1K ﹤0.01%
133
95 96
97
98 99