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
1476
$143K ﹤0.01%
5,747
1477
$143K ﹤0.01%
2,487
1478
$143K ﹤0.01%
2,422
1479
$143K ﹤0.01%
4,151
1480
$143K ﹤0.01%
7,154
1481
$142K ﹤0.01%
3,306
1482
$142K ﹤0.01%
27,759
1483
$141K ﹤0.01%
2,452
1484
$141K ﹤0.01%
1,908
1485
$140K ﹤0.01%
3,391
1486
$140K ﹤0.01%
2,147
1487
$140K ﹤0.01%
2,483
1488
$139K ﹤0.01%
2,172
1489
$138K ﹤0.01%
2,497
1490
$138K ﹤0.01%
4,411
1491
$138K ﹤0.01%
12,167
1492
$138K ﹤0.01%
2,273
1493
$137K ﹤0.01%
2,122
1494
$137K ﹤0.01%
1,020
1495
$137K ﹤0.01%
3,822
1496
$136K ﹤0.01%
17,935
1497
$136K ﹤0.01%
2,946
1498
$136K ﹤0.01%
3,817
1499
$135K ﹤0.01%
2,472
1500
$135K ﹤0.01%
6,336
58 59
60
61 62