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
1401
$163K 0.01%
3,275
1402
$163K 0.01%
12,811
1403
$162K 0.01%
1,898
1404
$162K 0.01%
156,600
1405
$161K 0.01%
897
1406
$161K 0.01%
7,026
1407
$161K 0.01%
5,785
1408
$160K 0.01%
978
1409
$160K 0.01%
2,455
1410
$160K 0.01%
1,721
1411
$160K 0.01%
4,153
1412
$160K 0.01%
1,344
1413
$160K 0.01%
5,398
1414
$160K 0.01%
2,141
1415
$160K 0.01%
12,015
1416
$159K 0.01%
1,324
1417
$159K 0.01%
9,121
1418
$158K 0.01%
3,026
1419
$158K 0.01%
6,646
1420
$158K 0.01%
2,492
1421
$157K 0.01%
5,810
1422
$157K 0.01%
872
1423
$157K 0.01%
1,784
1424
$157K 0.01%
3,297
1425
$156K 0.01%
776
55 56
57
58 59