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
4251
$2K ﹤0.01%
34
4252
$2K ﹤0.01%
19
4253
$2K ﹤0.01%
69
4254
$2K ﹤0.01%
53
4255
$2K ﹤0.01%
39
4256
$2K ﹤0.01%
35
4257
$2K ﹤0.01%
100
4258
$2K ﹤0.01%
63
4259
$2K ﹤0.01%
20
4260
$2K ﹤0.01%
34
4261
$2K ﹤0.01%
70
4262
$2K ﹤0.01%
110
4263
$2K ﹤0.01%
102
4264
$2K ﹤0.01%
120
4265
$1K ﹤0.01%
39
4266
$1K ﹤0.01%
21
4267
$1K ﹤0.01%
2
4268
$1K ﹤0.01%
8
4269
$1K ﹤0.01%
73
4270
$1K ﹤0.01%
5
4271
$1K ﹤0.01%
21
4272
$1K ﹤0.01%
28
4273
$1K ﹤0.01%
32
4274
$1K ﹤0.01%
400
4275
$1K ﹤0.01%
18
169 170
171
172 173