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
4126
$2K ﹤0.01%
133
+124
4127
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50
4128
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53
4129
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5
4130
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80
4131
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22
4132
– –
0
4133
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4134
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175
4135
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10
4136
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50
4137
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18
4138
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39
4139
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97
4140
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183
4141
$2K ﹤0.01%
24
4142
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74
4143
$2K ﹤0.01%
498
4144
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141
4145
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253
4146
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25
4147
$2K ﹤0.01%
175
4148
$2K ﹤0.01%
91
4149
$2K ﹤0.01%
40
4150
$2K ﹤0.01%
121
164 165
166
167 168