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
1301
$193K 0.01%
3,855
1302
$193K 0.01%
1,472
1303
$192K 0.01%
20,166
1304
$188K 0.01%
2,500
1305
$188K 0.01%
5,022
1306
$187K 0.01%
7,342
1307
$187K 0.01%
4,049
1308
$186K 0.01%
3,429
1309
$186K 0.01%
1,889
-5,667
1310
$186K 0.01%
2,319
1311
$186K 0.01%
3,678
1312
$186K 0.01%
4,570
1313
$186K 0.01%
4,647
1314
$185K 0.01%
4,416
1315
$185K 0.01%
12,955
1316
$184K 0.01%
1,227
1317
$184K 0.01%
13,142
1318
$183K 0.01%
6,014
1319
$183K 0.01%
3,671
1320
$183K 0.01%
5,562
1321
$183K 0.01%
3,642
1322
$183K 0.01%
7,256
1323
$182K 0.01%
9,026
1324
$182K 0.01%
3,095
1325
$181K 0.01%
9,393
51 52
53
54 55