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
976
$370K 0.01%
5,810
977
$369K 0.01%
6,680
978
$369K 0.01%
13,886
979
$369K 0.01%
6,270
980
$369K 0.01%
7,376
981
$369K 0.01%
10,573
982
$366K 0.01%
10,609
983
$364K 0.01%
14,411
984
$364K 0.01%
2,568
985
$363K 0.01%
14,533
986
$363K 0.01%
14,818
987
$363K 0.01%
7,621
988
$357K 0.01%
5,139
989
$357K 0.01%
12,386
990
$357K 0.01%
4,316
991
$356K 0.01%
19,349
992
$355K 0.01%
7,799
993
$355K 0.01%
2,133
994
$353K 0.01%
21,226
995
$352K 0.01%
4,993
996
$351K 0.01%
6,168
997
$351K 0.01%
4,642
998
$351K 0.01%
6,254
999
$349K 0.01%
5,783
1000
$349K 0.01%
3,925
38 39
40
41 42