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
1601
$115K ﹤0.01%
2,314
1602
$114K ﹤0.01%
1,324
1603
$113K ﹤0.01%
1,448
1604
$113K ﹤0.01%
4,647
1605
$113K ﹤0.01%
1,601
1606
$113K ﹤0.01%
1,706
1607
$113K ﹤0.01%
1,655
1608
$113K ﹤0.01%
3,195
1609
$112K ﹤0.01%
7,000
1610
$112K ﹤0.01%
5,440
1611
$112K ﹤0.01%
3,075
1612
$112K ﹤0.01%
2,829
1613
$112K ﹤0.01%
6,584
1614
$112K ﹤0.01%
1,895
1615
$112K ﹤0.01%
764
1616
$112K ﹤0.01%
1,837
1617
$112K ﹤0.01%
5,382
1618
$111K ﹤0.01%
2,067
1619
$111K ﹤0.01%
8,840
1620
$111K ﹤0.01%
2,254
1621
$111K ﹤0.01%
855
1622
$111K ﹤0.01%
4,534
1623
$110K ﹤0.01%
11,786
-251
1624
$110K ﹤0.01%
3,611
1625
$110K ﹤0.01%
238
63 64
65
66 67