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
1726
$93K ﹤0.01%
740
1727
$93K ﹤0.01%
3,915
1728
$93K ﹤0.01%
4,846
1729
$93K ﹤0.01%
1,486
1730
$93K ﹤0.01%
1,368
1731
$93K ﹤0.01%
1,466
1732
$92K ﹤0.01%
1,079
-1,079
1733
$92K ﹤0.01%
3,367
1734
$92K ﹤0.01%
1,181
1735
$92K ﹤0.01%
4,139
1736
$92K ﹤0.01%
1,000
1737
$92K ﹤0.01%
723
1738
$92K ﹤0.01%
1,239
1739
$92K ﹤0.01%
2,788
1740
$92K ﹤0.01%
1,428
1741
$92K ﹤0.01%
4,547
1742
$91K ﹤0.01%
3,967
1743
$91K ﹤0.01%
720
1744
$91K ﹤0.01%
7,500
1745
$91K ﹤0.01%
1,600
1746
$91K ﹤0.01%
2,558
1747
$91K ﹤0.01%
1,238
1748
$91K ﹤0.01%
2,454
1749
$91K ﹤0.01%
11,004
1750
$91K ﹤0.01%
947
68 69
70
71 72