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
1001
$349K 0.01%
6,244
1002
$347K 0.01%
5,283
1003
$346K 0.01%
22,855
1004
$345K 0.01%
4,961
1005
$345K 0.01%
17,952
1006
$344K 0.01%
17,520
1007
$344K 0.01%
12,528
1008
$342K 0.01%
13,847
1009
$342K 0.01%
7,916
1010
$339K 0.01%
883
1011
$338K 0.01%
14,383
1012
$338K 0.01%
+9,768
1013
$338K 0.01%
12,356
1014
$336K 0.01%
5,700
1015
$336K 0.01%
21,908
1016
$336K 0.01%
6,206
1017
$335K 0.01%
1,681
1018
$335K 0.01%
9,221
1019
$334K 0.01%
28,969
1020
$333K 0.01%
12,847
1021
$333K 0.01%
68,146
1022
$333K 0.01%
6,389
1023
$333K 0.01%
2,567
1024
$332K 0.01%
7,594
1025
$332K 0.01%
4,037
39 40
41
42 43