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
3951
$3K ﹤0.01%
19
3952
$3K ﹤0.01%
12
3953
$3K ﹤0.01%
600
3954
$3K ﹤0.01%
57
3955
$3K ﹤0.01%
100
3956
$3K ﹤0.01%
150
3957
$3K ﹤0.01%
100
3958
$3K ﹤0.01%
4,000
3959
$3K ﹤0.01%
69
3960
$3K ﹤0.01%
20
3961
$3K ﹤0.01%
137
3962
$3K ﹤0.01%
160
3963
$3K ﹤0.01%
61
3964
$3K ﹤0.01%
23
3965
$3K ﹤0.01%
400
3966
$3K ﹤0.01%
100
3967
$3K ﹤0.01%
137
3968
$3K ﹤0.01%
195
3969
$3K ﹤0.01%
56
3970
$3K ﹤0.01%
51
3971
$3K ﹤0.01%
174
3972
$3K ﹤0.01%
100
3973
$3K ﹤0.01%
50
3974
$3K ﹤0.01%
22
3975
$3K ﹤0.01%
31
157 158
159
160 161