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
851
$504K 0.02%
4,747
852
$504K 0.02%
20,786
853
$503K 0.02%
20,684
854
$503K 0.02%
15,793
855
$503K 0.02%
16,589
856
$501K 0.02%
8,961
857
$500K 0.02%
3,550
858
$500K 0.02%
19,499
859
$499K 0.02%
4,313
860
$497K 0.02%
3,122
861
$496K 0.02%
16,697
862
$494K 0.02%
5,235
863
$492K 0.02%
6,501
864
$492K 0.02%
11,120
865
$490K 0.02%
5,346
866
$488K 0.02%
7,810
867
$488K 0.02%
40,030
868
$487K 0.02%
12,620
869
$485K 0.02%
7,987
870
$484K 0.02%
7,461
871
$483K 0.02%
9,741
872
$478K 0.02%
24,926
873
$478K 0.02%
13,063
874
$477K 0.02%
17,134
875
$476K 0.02%
17,647
33 34
35
36 37