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
4226
$2K ﹤0.01%
175
4227
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154
4228
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220
4229
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32
4230
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400
4231
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112
4232
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64
4233
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15
4234
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4235
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10
4236
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20
4237
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200
4238
$2K ﹤0.01%
170
4239
– –
0
4240
$2K ﹤0.01%
91
4241
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75
4242
$2K ﹤0.01%
40
4243
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121
4244
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20
4245
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81
4246
$2K ﹤0.01%
72
4247
$2K ﹤0.01%
142
4248
$2K ﹤0.01%
145
4249
$2K ﹤0.01%
82
4250
$2K ﹤0.01%
18
168 169
170
171 172