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
1251
$211K 0.01%
4,058
1252
$211K 0.01%
10,653
1253
$211K 0.01%
4,869
1254
$210K 0.01%
7,026
1255
$210K 0.01%
11,671
1256
$209K 0.01%
15,728
1257
$209K 0.01%
9,663
1258
$209K 0.01%
4,733
1259
$208K 0.01%
5,700
1260
$208K 0.01%
3,760
1261
$208K 0.01%
3,651
1262
$207K 0.01%
5,879
1263
$207K 0.01%
8,270
1264
$207K 0.01%
3,371
1265
$207K 0.01%
10,244
1266
$207K 0.01%
3,793
1267
$206K 0.01%
6,650
1268
$206K 0.01%
10,732
1269
$206K 0.01%
8,087
1270
$206K 0.01%
4,122
1271
$205K 0.01%
3,663
1272
$205K 0.01%
3,188
1273
$205K 0.01%
6,339
1274
$205K 0.01%
2,645
1275
$202K 0.01%
8,038
49 50
51
52 53