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
4126
$2K ﹤0.01%
100
4127
$2K ﹤0.01%
29
4128
$2K ﹤0.01%
30
+28
4129
$2K ﹤0.01%
150
4130
$2K ﹤0.01%
19
4131
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61
4132
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133
+124
4133
$2K ﹤0.01%
50
4134
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53
4135
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5
4136
$2K ﹤0.01%
+2
4137
$2K ﹤0.01%
74
4138
$2K ﹤0.01%
80
4139
$2K ﹤0.01%
46
4140
$2K ﹤0.01%
10
4141
$2K ﹤0.01%
74
4142
$2K ﹤0.01%
40
4143
$2K ﹤0.01%
247
4144
$2K ﹤0.01%
25
4145
$2K ﹤0.01%
115
4146
$2K ﹤0.01%
74
4147
$2K ﹤0.01%
4
4148
$2K ﹤0.01%
111
4149
$2K ﹤0.01%
264
4150
$2K ﹤0.01%
20
164 165
166
167 168