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
1101
$285K 0.01%
13,344
1102
$285K 0.01%
17,855
1103
$284K 0.01%
1,682
1104
$284K 0.01%
10,743
1105
$284K 0.01%
4,843
1106
$283K 0.01%
1,959
1107
$283K 0.01%
7,306
1108
$283K 0.01%
10,198
1109
$280K 0.01%
5,304
-642
1110
$280K 0.01%
4,586
1111
$280K 0.01%
2,726
1112
$279K 0.01%
14,890
1113
$279K 0.01%
1,141
1114
$279K 0.01%
5,789
1115
$279K 0.01%
3,996
1116
$279K 0.01%
11,042
1117
$278K 0.01%
4,834
1118
$278K 0.01%
3,667
1119
$277K 0.01%
6,072
1120
$277K 0.01%
3,057
1121
$277K 0.01%
11,073
1122
$277K 0.01%
2,948
1123
$276K 0.01%
4,124
1124
$276K 0.01%
805
1125
$275K 0.01%
15,120
43 44
45
46 47