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
751
$622K 0.02%
1,365
752
$619K 0.02%
24,652
753
$617K 0.02%
19,490
754
$616K 0.02%
2,063
755
$615K 0.02%
5,471
756
$613K 0.02%
10,747
757
$612K 0.02%
4,191
758
$610K 0.02%
12,708
759
$609K 0.02%
8,748
760
$608K 0.02%
7,067
761
$604K 0.02%
23,967
762
$601K 0.02%
3,297
763
$599K 0.02%
30,549
764
$598K 0.02%
9,925
765
$598K 0.02%
15,844
766
$597K 0.02%
23,901
767
$596K 0.02%
7,895
768
$594K 0.02%
36,771
769
$594K 0.02%
14,569
770
$592K 0.02%
22,956
771
$590K 0.02%
8,454
772
$588K 0.02%
14,021
773
$587K 0.02%
13,515
774
$586K 0.02%
18,495
775
$585K 0.02%
14,947
29 30
31
32 33