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
3401
$10K ﹤0.01%
400
3402
$10K ﹤0.01%
402
3403
$10K ﹤0.01%
760
3404
$10K ﹤0.01%
188
3405
$10K ﹤0.01%
1,050
3406
$10K ﹤0.01%
217
3407
$10K ﹤0.01%
284
3408
$10K ﹤0.01%
365
3409
$10K ﹤0.01%
107
3410
$10K ﹤0.01%
1,811
3411
$10K ﹤0.01%
4,600
3412
$10K ﹤0.01%
116
3413
$10K ﹤0.01%
1,500
3414
$10K ﹤0.01%
224
3415
$10K ﹤0.01%
33
3416
$10K ﹤0.01%
2,000
3417
$10K ﹤0.01%
216
3418
$10K ﹤0.01%
90
3419
$10K ﹤0.01%
312
3420
$10K ﹤0.01%
206
3421
$10K ﹤0.01%
246
3422
$10K ﹤0.01%
142
3423
$10K ﹤0.01%
703
3424
$10K ﹤0.01%
300
3425
$10K ﹤0.01%
400
135 136
137
138 139