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
4076
$2K ﹤0.01%
32
4077
$2K ﹤0.01%
41
+31
4078
$2K ﹤0.01%
554
4079
$2K ﹤0.01%
15
4080
$2K ﹤0.01%
140
4081
– –
0
4082
$2K ﹤0.01%
13
4083
$2K ﹤0.01%
8
4084
$2K ﹤0.01%
120
4085
– –
0
4086
$2K ﹤0.01%
700
4087
$2K ﹤0.01%
27
4088
$2K ﹤0.01%
128
4089
$2K ﹤0.01%
136
4090
$2K ﹤0.01%
62
4091
$2K ﹤0.01%
253
4092
$2K ﹤0.01%
24
4093
$2K ﹤0.01%
100
4094
$2K ﹤0.01%
76
4095
$2K ﹤0.01%
29
4096
$2K ﹤0.01%
1
4097
$2K ﹤0.01%
62
4098
$2K ﹤0.01%
775
4099
$2K ﹤0.01%
30
4100
$2K ﹤0.01%
33
162 163
164
165 166