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
951
$389K 0.01%
24,000
952
$386K 0.01%
18,856
953
$386K 0.01%
3,190
954
$385K 0.01%
4,055
955
$385K 0.01%
14,392
956
$382K 0.01%
12,415
957
$382K 0.01%
30,700
958
$381K 0.01%
8,176
959
$380K 0.01%
27,480
960
$379K 0.01%
17,373
961
$379K 0.01%
15,755
962
$379K 0.01%
10,944
963
$379K 0.01%
1,052
964
$379K 0.01%
9,190
965
$378K 0.01%
32,701
966
$377K 0.01%
17,250
967
$375K 0.01%
8,774
968
$375K 0.01%
25,424
969
$375K 0.01%
2,219
970
$374K 0.01%
8,307
971
$374K 0.01%
8,788
972
$373K 0.01%
8,683
973
$372K 0.01%
10,623
974
$371K 0.01%
22,059
975
$371K 0.01%
9,691
37 38
39
40 41