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
276
$2.62M 0.08%
13,646
277
$2.62M 0.08%
32,229
278
$2.61M 0.08%
32,125
279
$2.61M 0.08%
27,470
280
$2.61M 0.08%
16,553
281
$2.61M 0.08%
10,666
282
– –
0
283
$2.6M 0.08%
34,501
284
$2.6M 0.08%
145,341
285
$2.6M 0.08%
33,363
286
$2.6M 0.08%
49,669
287
$2.58M 0.08%
44,007
288
$2.57M 0.08%
14,452
289
$2.57M 0.08%
133,483
290
$2.56M 0.08%
49,603
291
$2.53M 0.08%
20,537
292
$2.52M 0.08%
22,032
293
$2.52M 0.08%
25,247
294
$2.51M 0.08%
23,888
295
$2.51M 0.08%
19,266
296
$2.47M 0.08%
153,940
297
$2.46M 0.08%
86,312
298
$2.46M 0.08%
59,396
299
$2.45M 0.08%
51,056
300
$2.45M 0.08%
94,119
10 11
12
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