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
4226
$2K ﹤0.01%
19
4227
$2K ﹤0.01%
405
4228
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25
4229
$2K ﹤0.01%
75
4230
$2K ﹤0.01%
42
4231
$2K ﹤0.01%
1,220
4232
$2K ﹤0.01%
13
4233
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154
4234
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220
4235
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32
4236
$2K ﹤0.01%
400
4237
$2K ﹤0.01%
112
4238
$2K ﹤0.01%
64
4239
$2K ﹤0.01%
15
4240
$2K ﹤0.01%
56
4241
$2K ﹤0.01%
10
4242
$2K ﹤0.01%
20
4243
$2K ﹤0.01%
200
4244
$2K ﹤0.01%
170
4245
– –
0
4246
$2K ﹤0.01%
75
4247
$2K ﹤0.01%
81
4248
$2K ﹤0.01%
72
4249
$2K ﹤0.01%
142
4250
$2K ﹤0.01%
145
168 169
170
171 172