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
4101
$2K ﹤0.01%
250
4102
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24
4103
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200
4104
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91
4105
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2
4106
$2K ﹤0.01%
2,030
4107
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71
4108
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208
4109
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93
4110
$2K ﹤0.01%
244
4111
– –
0
4112
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70
4113
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4
4114
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103
4115
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4116
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125
4117
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500
4118
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106
4119
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4120
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100
4121
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29
4122
$2K ﹤0.01%
30
+28
4123
$2K ﹤0.01%
150
4124
$2K ﹤0.01%
+2
4125
$2K ﹤0.01%
19
163 164
165
166 167