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
2426
$1K ﹤0.01%
+37
2427
$1K ﹤0.01%
+25
2428
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10
-1
2429
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36
2430
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128
2431
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37
2432
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32
+5
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161
+151
2434
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30
+15
2435
$1K ﹤0.01%
+36
2436
$1K ﹤0.01%
83
2437
$1K ﹤0.01%
+13
2438
$1K ﹤0.01%
267
-42
2439
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10
-36
2440
$1K ﹤0.01%
98
+80
2441
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74
-3
2442
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27
2443
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25
2444
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82
2445
$1K ﹤0.01%
+35
2446
$1K ﹤0.01%
470
-315
2447
$1K ﹤0.01%
69
-142
2448
$1K ﹤0.01%
27
2449
$1K ﹤0.01%
119
2450
$1K ﹤0.01%
156
96 97
98
99 100