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
$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
251
$2.96M 0.09%
60,933
252
$2.93M 0.09%
143,658
253
$2.9M 0.09%
53,397
254
$2.86M 0.09%
115,032
255
$2.85M 0.09%
42,247
256
$2.83M 0.09%
51,955
257
$2.83M 0.09%
57,436
258
$2.83M 0.09%
16,433
259
$2.82M 0.09%
92,820
260
$2.81M 0.09%
101,664
261
$2.8M 0.09%
120,917
262
$2.8M 0.09%
26,978
263
$2.8M 0.09%
112,694
264
$2.79M 0.09%
51,631
265
$2.77M 0.09%
24,204
266
$2.76M 0.09%
137,865
267
$2.76M 0.09%
37,400
268
$2.74M 0.09%
57,146
269
$2.72M 0.09%
17,348
270
$2.72M 0.09%
42,910
271
$2.7M 0.09%
18,918
272
$2.68M 0.09%
47,619
273
$2.66M 0.09%
66,141
274
$2.65M 0.08%
19,535
275
$2.63M 0.08%
286,606
9 10
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