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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2451
$1K ﹤0.01%
+23
2452
$1K ﹤0.01%
98
+80
2453
$1K ﹤0.01%
74
-3
2454
$1K ﹤0.01%
56
2455
$1K ﹤0.01%
27
2456
$1K ﹤0.01%
25
2457
$1K ﹤0.01%
82
2458
$1K ﹤0.01%
+35
2459
$1K ﹤0.01%
470
-315
2460
$1K ﹤0.01%
69
-142
2461
$1K ﹤0.01%
27
2462
$1K ﹤0.01%
119
2463
$1K ﹤0.01%
156
2464
$1K ﹤0.01%
+26
2465
$1K ﹤0.01%
31
2466
$1K ﹤0.01%
+8
2467
$1K ﹤0.01%
+9
2468
$1K ﹤0.01%
+21
2469
$1K ﹤0.01%
53
2470
$1K ﹤0.01%
32
-235
2471
$1K ﹤0.01%
50
2472
$1K ﹤0.01%
+56
2473
$1K ﹤0.01%
100
2474
$1K ﹤0.01%
52
+19
2475
$1K ﹤0.01%
+33
97 98
99
100 101