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
926
$410K 0.01%
16,514
927
$409K 0.01%
31,810
928
$406K 0.01%
5,774
929
$406K 0.01%
9,741
930
$405K 0.01%
4,298
931
$403K 0.01%
15,916
932
$403K 0.01%
12,949
933
$402K 0.01%
6,674
934
$401K 0.01%
13,587
935
$401K 0.01%
12,896
936
$401K 0.01%
8,424
937
$399K 0.01%
13,991
938
$399K 0.01%
31,261
939
$398K 0.01%
4,411
940
$398K 0.01%
11,245
941
$398K 0.01%
3,022
942
$398K 0.01%
6,459
943
$397K 0.01%
8,185
+7,776
944
$396K 0.01%
8,256
945
$395K 0.01%
19,055
946
$394K 0.01%
2,091
947
$393K 0.01%
9,663
948
$393K 0.01%
15,892
949
$393K 0.01%
30,236
950
$392K 0.01%
23,660
36 37
38
39 40