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
1051
$311K 0.01%
16,449
1052
$310K 0.01%
4,973
1053
$310K 0.01%
2,702
1054
$310K 0.01%
6,151
1055
$310K 0.01%
12,276
1056
$310K 0.01%
13,901
1057
$309K 0.01%
4,386
1058
$309K 0.01%
12,578
1059
$309K 0.01%
7,806
1060
$308K 0.01%
5,855
1061
$308K 0.01%
6,380
1062
$307K 0.01%
7,962
1063
$306K 0.01%
6,727
1064
$305K 0.01%
9,909
1065
$305K 0.01%
2,039
1066
$304K 0.01%
22,267
1067
$303K 0.01%
7,723
1068
$302K 0.01%
6,043
1069
$302K 0.01%
11,437
1070
$302K 0.01%
25,971
1071
$302K 0.01%
12,423
1072
$301K 0.01%
10,601
1073
$300K 0.01%
1,996
1074
$300K 0.01%
12,404
1075
$300K 0.01%
9,622
41 42
43
44 45