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
1651
$106K ﹤0.01%
995
1652
$106K ﹤0.01%
1,600
1653
$106K ﹤0.01%
3,125
1654
$105K ﹤0.01%
3,772
1655
$105K ﹤0.01%
1,061
1656
$105K ﹤0.01%
8,861
1657
$105K ﹤0.01%
772
1658
$105K ﹤0.01%
9,125
1659
$105K ﹤0.01%
2,835
1660
$104K ﹤0.01%
6,754
1661
$104K ﹤0.01%
1,323
1662
$104K ﹤0.01%
8,711
1663
$104K ﹤0.01%
2,740
1664
$104K ﹤0.01%
8,428
1665
$104K ﹤0.01%
1,934
1666
$104K ﹤0.01%
6,433
1667
$103K ﹤0.01%
1,139
1668
$103K ﹤0.01%
1,667
1669
$103K ﹤0.01%
2,637
1670
$103K ﹤0.01%
16,816
1671
$103K ﹤0.01%
4,192
1672
$103K ﹤0.01%
1,010
1673
$103K ﹤0.01%
1,059
1674
$103K ﹤0.01%
1,600
1675
$103K ﹤0.01%
1,967
65 66
67
68 69