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
4151
$2K ﹤0.01%
250
4152
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100
4153
$2K ﹤0.01%
22
4154
– –
0
4155
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3
4156
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4
4157
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4158
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4159
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35
4160
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3
4161
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2
4162
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4163
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4164
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300
4165
$2K ﹤0.01%
68
4166
$2K ﹤0.01%
100
4167
$2K ﹤0.01%
254
4168
$2K ﹤0.01%
77
4169
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200
4170
$2K ﹤0.01%
19
4171
$2K ﹤0.01%
10
4172
$2K ﹤0.01%
49
4173
$2K ﹤0.01%
2
4174
$2K ﹤0.01%
+67
4175
$2K ﹤0.01%
+68
165 166
167
168 169