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
4276
$1K ﹤0.01%
30
4277
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5
4278
$1K ﹤0.01%
15
4279
$1K ﹤0.01%
5
4280
$1K ﹤0.01%
1,001
4281
$1K ﹤0.01%
34
4282
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10
4283
$1K ﹤0.01%
115
4284
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11
4285
$1K ﹤0.01%
15
4286
$1K ﹤0.01%
40
4287
$1K ﹤0.01%
21
4288
$1K ﹤0.01%
65
4289
$1K ﹤0.01%
43
4290
$1K ﹤0.01%
50
4291
– –
0
4292
$1K ﹤0.01%
120
4293
$1K ﹤0.01%
32
4294
$1K ﹤0.01%
48
4295
$1K ﹤0.01%
21
4296
$1K ﹤0.01%
5
4297
$1K ﹤0.01%
20
4298
$1K ﹤0.01%
11
4299
$1K ﹤0.01%
20
4300
$1K ﹤0.01%
4
170 171
172
173 174