IA

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
$3.12B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,552
New
Increased
Reduced
Closed

Top Buys

1
+$642K
2
+$325K
3
+$139K
4
SCO icon
ProShares UltraShort Bloomberg Crude Oil
SCO
+$81.2K
5
BRW
Saba Capital Income & Opportunities Fund
BRW
+$46.8K

Top Sells

1
+$648M
2
+$21.5M
3
+$2.68M
4
SHOP icon
Shopify
SHOP
+$2.65M
5
DXCM icon
DexCom
DXCM
+$517K

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$28K ﹤0.01%
495
2577
$28K ﹤0.01%
150
2578
$28K ﹤0.01%
2,433
2579
$28K ﹤0.01%
72
2580
$28K ﹤0.01%
1,002
2581
$28K ﹤0.01%
904
2582
$28K ﹤0.01%
2,000
2583
$28K ﹤0.01%
1,350
2584
$28K ﹤0.01%
1,009
2585
$28K ﹤0.01%
360
2586
$28K ﹤0.01%
2,146
2587
$28K ﹤0.01%
5,786
2588
$28K ﹤0.01%
390
2589
$28K ﹤0.01%
648
2590
$28K ﹤0.01%
679
2591
$28K ﹤0.01%
595
2592
$28K ﹤0.01%
390
2593
$28K ﹤0.01%
1,600
2594
$28K ﹤0.01%
271
2595
$28K ﹤0.01%
300
2596
$28K ﹤0.01%
409
2597
$28K ﹤0.01%
698
2598
$28K ﹤0.01%
2,685
2599
$28K ﹤0.01%
1,175
2600
$27K ﹤0.01%
386
102 103
104
105 106