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
901
$446K 0.01%
16,592
902
$442K 0.01%
12,212
903
$438K 0.01%
16,295
904
$435K 0.01%
28,134
905
$435K 0.01%
1,114
906
$432K 0.01%
5,772
907
$429K 0.01%
7,622
908
$428K 0.01%
6,331
909
$427K 0.01%
21,010
910
$425K 0.01%
2,246
911
$423K 0.01%
16,924
912
$422K 0.01%
14,005
913
$420K 0.01%
42,428
914
$419K 0.01%
10,929
915
$419K 0.01%
16,224
916
$417K 0.01%
8,988
917
$416K 0.01%
5,658
918
$415K 0.01%
11,956
919
$415K 0.01%
16,687
920
$415K 0.01%
2,811
921
$414K 0.01%
18,024
922
$412K 0.01%
1,837
923
$411K 0.01%
11,741
924
$410K 0.01%
17,713
925
$410K 0.01%
14,254
35 36
37
38 39