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
1076
$300K 0.01%
5,247
1077
$299K 0.01%
5,855
1078
$299K 0.01%
9,655
1079
$299K 0.01%
2,798
1080
$298K 0.01%
3,677
1081
$295K 0.01%
11,788
1082
$294K 0.01%
22,300
1083
$294K 0.01%
7,555
1084
$293K 0.01%
8,433
1085
$293K 0.01%
7,599
1086
$293K 0.01%
3,774
1087
$293K 0.01%
33,330
1088
$293K 0.01%
6,254
1089
$293K 0.01%
6,960
1090
$292K 0.01%
9,882
1091
$292K 0.01%
12,158
1092
$290K 0.01%
2,778
1093
$290K 0.01%
10,725
1094
$290K 0.01%
7,489
1095
– –
0
1096
$289K 0.01%
1,354
1097
$288K 0.01%
11,460
1098
$286K 0.01%
24,326
1099
$286K 0.01%
6,754
1100
$285K 0.01%
5,978
42 43
44
45 46