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
1226
$221K 0.01%
4,024
1227
$220K 0.01%
4,818
1228
$220K 0.01%
13,890
1229
$219K 0.01%
4,489
1230
$219K 0.01%
2,933
1231
$218K 0.01%
5,411
1232
$218K 0.01%
11,544
1233
$217K 0.01%
2,918
1234
$216K 0.01%
2,748
1235
$216K 0.01%
1,635
1236
$216K 0.01%
2,191
1237
$216K 0.01%
16,803
1238
$216K 0.01%
18,800
1239
$214K 0.01%
209
1240
$214K 0.01%
3,153
1241
$214K 0.01%
5,837
1242
$214K 0.01%
3,666
1243
$214K 0.01%
1,521
1244
$214K 0.01%
28,902
1245
$213K 0.01%
4,446
1246
$212K 0.01%
8,159
1247
$212K 0.01%
2,994
1248
$212K 0.01%
10,549
1249
$212K 0.01%
10,036
1250
$211K 0.01%
4,915
48 49
50
51 52