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
826
$526K 0.02%
21,920
827
$526K 0.02%
14
828
$525K 0.02%
22,242
829
$524K 0.02%
56,546
830
$524K 0.02%
2,022
831
$522K 0.02%
20,500
832
$521K 0.02%
27,673
833
$520K 0.02%
8,993
834
$518K 0.02%
6,770
835
$517K 0.02%
16,642
836
$515K 0.02%
10,103
837
$514K 0.02%
12,311
838
$513K 0.02%
4,203
839
$512K 0.02%
3,340
840
$511K 0.02%
19,881
841
$511K 0.02%
19,922
842
$511K 0.02%
20,061
843
$510K 0.02%
16,479
844
$510K 0.02%
3,025
845
$508K 0.02%
25,134
846
$507K 0.02%
25,276
847
$506K 0.02%
1,447
848
$506K 0.02%
4,202
849
$506K 0.02%
17,702
850
$505K 0.02%
30,787
32 33
34
35 36