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
876
$475K 0.02%
8,496
877
$475K 0.02%
15,628
878
$473K 0.02%
9,544
879
$473K 0.02%
4,422
880
$471K 0.02%
18,870
881
$471K 0.02%
16,762
882
$470K 0.02%
13,270
883
$470K 0.02%
3,867
884
$469K 0.02%
3,515
885
$469K 0.02%
30,520
886
$465K 0.01%
10,410
887
$464K 0.01%
12,630
888
$463K 0.01%
11,831
889
$460K 0.01%
18,344
890
$460K 0.01%
11,532
891
$459K 0.01%
3,864
892
$457K 0.01%
32,657
893
$455K 0.01%
17,110
894
$455K 0.01%
6,207
895
$454K 0.01%
13,336
896
$451K 0.01%
2,561
897
$449K 0.01%
6,600
898
$449K 0.01%
14,894
899
$449K 0.01%
2,325
900
$446K 0.01%
4,653
34 35
36
37 38