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
776
$584K 0.02%
16,056
777
$583K 0.02%
5,923
778
$580K 0.02%
22,685
779
$579K 0.02%
11,953
780
$578K 0.02%
69,507
781
$576K 0.02%
26,035
782
$576K 0.02%
5,613
783
$576K 0.02%
19,543
784
$576K 0.02%
5,691
785
$575K 0.02%
10,294
786
$574K 0.02%
16,589
787
$571K 0.02%
22,703
788
$571K 0.02%
4,877
789
$571K 0.02%
3,954
790
$564K 0.02%
10,852
791
$562K 0.02%
8,102
792
$561K 0.02%
7,532
793
$561K 0.02%
10,851
794
$561K 0.02%
4,588
795
$561K 0.02%
1,479
796
$560K 0.02%
8,810
797
$559K 0.02%
5,502
798
$558K 0.02%
6,570
799
$557K 0.02%
11,103
800
$555K 0.02%
22,293
30 31
32
33 34