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
1526
$130K ﹤0.01%
6,813
1527
$130K ﹤0.01%
617
1528
$130K ﹤0.01%
6,507
1529
$130K ﹤0.01%
6,000
1530
$130K ﹤0.01%
2,150
1531
$129K ﹤0.01%
3,746
1532
$129K ﹤0.01%
3,619
1533
$129K ﹤0.01%
3,111
1534
$129K ﹤0.01%
11,187
1535
$129K ﹤0.01%
2,528
1536
$128K ﹤0.01%
886
1537
$128K ﹤0.01%
1,353
1538
$127K ﹤0.01%
3,627
1539
$127K ﹤0.01%
2,086
1540
$127K ﹤0.01%
1,046
1541
$126K ﹤0.01%
6,803
1542
$125K ﹤0.01%
11,049
1543
$125K ﹤0.01%
3,797
1544
$125K ﹤0.01%
3,033
1545
$125K ﹤0.01%
3,484
1546
$124K ﹤0.01%
491
1547
$124K ﹤0.01%
3,830
1548
$124K ﹤0.01%
2,488
1549
$124K ﹤0.01%
3,626
1550
$124K ﹤0.01%
2,296
60 61
62
63 64