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
1126
$274K 0.01%
2,883
1127
$273K 0.01%
53,371
1128
$273K 0.01%
10,332
1129
$272K 0.01%
12,501
1130
$272K 0.01%
11,863
1131
$272K 0.01%
7,487
1132
$271K 0.01%
5,265
1133
$270K 0.01%
11,730
1134
$270K 0.01%
10,715
1135
$269K 0.01%
4,304
1136
$269K 0.01%
10,325
1137
$269K 0.01%
3,225
1138
$268K 0.01%
7,485
1139
$267K 0.01%
23,789
1140
$266K 0.01%
9,594
1141
$266K 0.01%
13,653
1142
$265K 0.01%
2,744
1143
$264K 0.01%
10,378
1144
$264K 0.01%
5,260
1145
$262K 0.01%
1,097
1146
$262K 0.01%
2,790
1147
$262K 0.01%
3,786
1148
$261K 0.01%
7,269
1149
$261K 0.01%
11,360
1150
$261K 0.01%
13,290
44 45
46
47 48