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
1376
$168K 0.01%
1,746
1377
$168K 0.01%
12,210
1378
$168K 0.01%
5,950
1379
$168K 0.01%
5,331
1380
$168K 0.01%
3,444
1381
$168K 0.01%
718
1382
$167K 0.01%
1,394
1383
$167K 0.01%
4,530
1384
$167K 0.01%
12,166
1385
$166K 0.01%
10,982
1386
$166K 0.01%
3,921
1387
$166K 0.01%
3,487
1388
$166K 0.01%
3,333
1389
$166K 0.01%
1,899
1390
$165K 0.01%
2,233
1391
$165K 0.01%
1,500
1392
$165K 0.01%
2,677
1393
$165K 0.01%
5,366
1394
$165K 0.01%
5,403
1395
$164K 0.01%
2,836
1396
$164K 0.01%
2,304
1397
$164K 0.01%
2,372
1398
$164K 0.01%
6,432
1399
$164K 0.01%
9,725
1400
$164K 0.01%
5,977
54 55
56
57 58