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
501
$1.27M 0.04%
26,475
502
$1.26M 0.04%
49,659
503
$1.25M 0.04%
133,327
504
$1.25M 0.04%
45,942
505
$1.25M 0.04%
33,962
506
$1.25M 0.04%
3,599
507
$1.25M 0.04%
41,313
508
$1.25M 0.04%
45,625
509
$1.25M 0.04%
13,589
510
$1.24M 0.04%
50,142
511
$1.24M 0.04%
81,988
512
$1.24M 0.04%
49,500
513
$1.24M 0.04%
30,312
514
$1.23M 0.04%
28,954
515
$1.22M 0.04%
24,064
516
$1.21M 0.04%
24,958
517
$1.21M 0.04%
108,337
518
$1.2M 0.04%
15,347
519
$1.2M 0.04%
48,588
520
$1.2M 0.04%
1,843
521
$1.2M 0.04%
9,548
522
$1.19M 0.04%
12,020
523
$1.19M 0.04%
37,651
524
$1.19M 0.04%
23,671
525
$1.19M 0.04%
9,647
19 20
21
22 23