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
1201
$232K 0.01%
8,108
1202
$232K 0.01%
3,968
1203
$232K 0.01%
1,908
1204
$230K 0.01%
8,875
1205
$230K 0.01%
4,564
1206
$229K 0.01%
18,467
1207
$229K 0.01%
13,986
1208
$229K 0.01%
4,443
-134
1209
$228K 0.01%
3,942
-11,826
1210
$226K 0.01%
7,549
1211
$226K 0.01%
7,447
1212
$225K 0.01%
2,321
1213
$225K 0.01%
10,251
1214
$225K 0.01%
7,484
1215
$225K 0.01%
2,748
1216
$225K 0.01%
2,727
1217
$225K 0.01%
5,006
1218
$224K 0.01%
3,496
1219
$223K 0.01%
9,066
1220
$223K 0.01%
10,745
1221
$223K 0.01%
6,840
1222
$222K 0.01%
1,990
1223
$222K 0.01%
5,167
1224
$222K 0.01%
4,601
1225
$222K 0.01%
3,398
47 48
49
50 51