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
1501
$135K ﹤0.01%
4,704
1502
$134K ﹤0.01%
9,250
1503
$134K ﹤0.01%
6,187
1504
$133K ﹤0.01%
4,100
1505
$133K ﹤0.01%
2,489
1506
$133K ﹤0.01%
5,012
1507
$133K ﹤0.01%
1,744
1508
$132K ﹤0.01%
1,170
1509
$132K ﹤0.01%
9,379
1510
$132K ﹤0.01%
6,770
1511
$132K ﹤0.01%
2,357
1512
$132K ﹤0.01%
5,750
1513
$131K ﹤0.01%
5,211
1514
$131K ﹤0.01%
2,746
1515
$131K ﹤0.01%
2,050
1516
$131K ﹤0.01%
6,563
1517
$131K ﹤0.01%
4,630
1518
$131K ﹤0.01%
5,138
1519
$131K ﹤0.01%
1
1520
$130K ﹤0.01%
12,347
1521
$130K ﹤0.01%
6,439
1522
$130K ﹤0.01%
31
1523
$130K ﹤0.01%
11,008
1524
$130K ﹤0.01%
500
1525
$130K ﹤0.01%
1,009
59 60
61
62 63