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
1026
$332K 0.01%
7,218
1027
$332K 0.01%
4,362
1028
$332K 0.01%
12,578
1029
$331K 0.01%
516
1030
$330K 0.01%
9,412
1031
$329K 0.01%
13,139
1032
$328K 0.01%
5,906
1033
$328K 0.01%
6,531
1034
$327K 0.01%
17,672
1035
$325K 0.01%
10,736
1036
$324K 0.01%
8,451
1037
$324K 0.01%
13,192
1038
$322K 0.01%
12,439
1039
$322K 0.01%
9,784
1040
$321K 0.01%
1,973
1041
$319K 0.01%
12,622
1042
$315K 0.01%
250
1043
$315K 0.01%
4,048
1044
$315K 0.01%
17,251
1045
$314K 0.01%
2,666
1046
$313K 0.01%
2,219
1047
$313K 0.01%
8,715
1048
$313K 0.01%
4,146
1049
$313K 0.01%
3,522
1050
$313K 0.01%
3,068
40 41
42
43 44