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
4051
$3K ﹤0.01%
185
4052
$3K ﹤0.01%
1,000
4053
$3K ﹤0.01%
7,000
4054
$3K ﹤0.01%
63
4055
$3K ﹤0.01%
375
4056
$3K ﹤0.01%
58
4057
$3K ﹤0.01%
255
4058
$3K ﹤0.01%
21
4059
$3K ﹤0.01%
132
4060
$3K ﹤0.01%
1,000
4061
$3K ﹤0.01%
300
4062
$3K ﹤0.01%
100
4063
$3K ﹤0.01%
5
4064
$3K ﹤0.01%
78
4065
$3K ﹤0.01%
27
4066
$3K ﹤0.01%
116
4067
$3K ﹤0.01%
54
4068
– –
0
4069
$2K ﹤0.01%
57
4070
$2K ﹤0.01%
332
4071
$2K ﹤0.01%
50
4072
$2K ﹤0.01%
1,200
4073
$2K ﹤0.01%
26
4074
$2K ﹤0.01%
8
4075
$2K ﹤0.01%
100
161 162
163
164 165