IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
6,981
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
1
$39.4M 3.12%
435,856
+11,712
2
$35.6M 2.82%
117,011
+26,742
3
$35.3M 2.8%
145,361
+16,239
4
$22.1M 1.75%
181,209
+61,281
5
$20M 1.58%
386,804
+33,721
6
$17.9M 1.42%
133,840
-3,160
7
$17M 1.34%
55,471
+9,685
8
$15.4M 1.22%
301,664
+28,868
9
$14.6M 1.16%
253,772
+194,934
10
$14.6M 1.15%
73,241
+4,339
11
$13.5M 1.07%
224,974
+12,240
12
$13.3M 1.05%
99,151
+40,411
13
$11.2M 0.89%
317,995
+28,385
14
$10.9M 0.86%
320,478
+195,854
15
$10.6M 0.84%
151,960
-2,820
16
$10.5M 0.83%
135,201
-26,665
17
$10.4M 0.82%
62,129
+13,157
18
$10.3M 0.82%
92,523
+20,386
19
$10.2M 0.81%
148,830
-26,973
20
$9.66M 0.77%
58,803
+16,464
21
$9.22M 0.73%
55,555
+15,622
22
$9.16M 0.73%
91,177
-23,721
23
$9.05M 0.72%
83,180
+6,283
24
$8.83M 0.7%
46,160
-389
25
$8.39M 0.66%
484,257
-114,066
1
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