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
551
$1.1M 0.04%
37,560
552
$1.09M 0.04%
22,695
553
$1.09M 0.03%
23,111
554
$1.09M 0.03%
72,566
555
$1.09M 0.03%
8,527
556
$1.09M 0.03%
43,910
557
$1.09M 0.03%
19,114
558
$1.08M 0.03%
22,274
559
$1.08M 0.03%
16,412
560
$1.08M 0.03%
46,550
561
$1.07M 0.03%
6,901
-62,109
562
$1.06M 0.03%
8,415
563
$1.06M 0.03%
40,956
564
$1.06M 0.03%
94,642
565
$1.06M 0.03%
5,708
566
$1.05M 0.03%
37,042
567
$1.05M 0.03%
9,284
568
$1.05M 0.03%
30,567
569
$1.05M 0.03%
44,733
570
$1.04M 0.03%
36,838
571
$1.04M 0.03%
12,314
572
$1.03M 0.03%
13,998
573
$1.03M 0.03%
40,986
574
$1.02M 0.03%
8,374
575
$1.02M 0.03%
4,343
21 22
23
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