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
801
$553K 0.02%
17,130
802
$553K 0.02%
7,894
803
$552K 0.02%
5,063
804
$552K 0.02%
5,091
805
$551K 0.02%
20,380
806
$551K 0.02%
12,353
807
$549K 0.02%
30,042
808
$548K 0.02%
27,116
809
$547K 0.02%
11,367
810
$544K 0.02%
4,979
811
$544K 0.02%
32,258
812
$544K 0.02%
41,236
813
$543K 0.02%
4,530
814
$540K 0.02%
28,315
815
$539K 0.02%
8,075
816
$538K 0.02%
6,448
817
$538K 0.02%
6,833
818
$537K 0.02%
10,245
819
$534K 0.02%
4,954
820
$532K 0.02%
4,540
821
$528K 0.02%
9,598
822
$527K 0.02%
7,976
823
$527K 0.02%
13,885
824
$527K 0.02%
8,099
825
$527K 0.02%
27,576
31 32
33
34 35