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
1151
$259K 0.01%
4,139
1152
$258K 0.01%
8,586
1153
$258K 0.01%
7,130
1154
$258K 0.01%
2,275
1155
$257K 0.01%
1,358
1156
$256K 0.01%
2,367
1157
$256K 0.01%
6,728
1158
$256K 0.01%
16,153
1159
$256K 0.01%
6,511
1160
$254K 0.01%
2,326
1161
$254K 0.01%
5,056
1162
$254K 0.01%
4,113
1163
$254K 0.01%
12,841
1164
$253K 0.01%
5,030
1165
$253K 0.01%
21,150
1166
$253K 0.01%
10,219
1167
$252K 0.01%
5,825
1168
$252K 0.01%
6,531
1169
$252K 0.01%
9,700
1170
$251K 0.01%
3,895
1171
$248K 0.01%
3,694
1172
$248K 0.01%
1,710
1173
$245K 0.01%
7,282
1174
$244K 0.01%
3,030
1175
$243K 0.01%
5,323
45 46
47
48 49