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
1676
$102K ﹤0.01%
3,964
1677
$102K ﹤0.01%
2,633
1678
$102K ﹤0.01%
2,063
1679
$102K ﹤0.01%
8,492
1680
$102K ﹤0.01%
8,047
1681
$102K ﹤0.01%
150
1682
$101K ﹤0.01%
3,877
1683
$101K ﹤0.01%
6,861
1684
$101K ﹤0.01%
1,232
1685
$100K ﹤0.01%
27
1686
$100K ﹤0.01%
5,945
1687
$100K ﹤0.01%
4,000
1688
$100K ﹤0.01%
1,553
1689
$100K ﹤0.01%
2,426
1690
$100K ﹤0.01%
318
1691
$99K ﹤0.01%
1,453
1692
$99K ﹤0.01%
621
1693
$99K ﹤0.01%
10,671
1694
$99K ﹤0.01%
38,170
1695
$98K ﹤0.01%
8,213
1696
$98K ﹤0.01%
2,503
1697
$98K ﹤0.01%
3,181
1698
$98K ﹤0.01%
180
1699
$98K ﹤0.01%
2,746
1700
$97K ﹤0.01%
1,245
66 67
68
69 70