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
2426
$1K ﹤0.01%
+145
2427
$1K ﹤0.01%
63
-462
2428
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39
2429
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80
2430
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140
2431
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+61
2432
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2
2433
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30
2434
$1K ﹤0.01%
28
-1,308
2435
$1K ﹤0.01%
1,077
2436
$1K ﹤0.01%
9
2437
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100
2438
$1K ﹤0.01%
+89
2439
$1K ﹤0.01%
+9
2440
$1K ﹤0.01%
9
-68
2441
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22
2442
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39
2443
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6
2444
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+8
2445
$1K ﹤0.01%
+17
2446
$1K ﹤0.01%
43
-215
2447
$1K ﹤0.01%
248
2448
$1K ﹤0.01%
31
2449
$1K ﹤0.01%
400
2450
$1K ﹤0.01%
2
-2
96 97
98
99 100