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
4201
$2K ﹤0.01%
137
4202
$2K ﹤0.01%
104
4203
$2K ﹤0.01%
120
4204
$2K ﹤0.01%
102
4205
$2K ﹤0.01%
5
4206
$2K ﹤0.01%
49
4207
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97
4208
$2K ﹤0.01%
183
4209
$2K ﹤0.01%
24
4210
$2K ﹤0.01%
5
4211
$2K ﹤0.01%
20
4212
$2K ﹤0.01%
100
4213
$2K ﹤0.01%
20
-20
4214
$2K ﹤0.01%
582
4215
$2K ﹤0.01%
19
4216
$2K ﹤0.01%
405
4217
$2K ﹤0.01%
25
4218
$2K ﹤0.01%
75
4219
$2K ﹤0.01%
42
4220
$2K ﹤0.01%
498
4221
$2K ﹤0.01%
141
4222
$2K ﹤0.01%
1,220
4223
$2K ﹤0.01%
253
4224
$2K ﹤0.01%
13
4225
$2K ﹤0.01%
25
167 168
169
170 171