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
1851
$79K ﹤0.01%
718
1852
$79K ﹤0.01%
+1,300
1853
$79K ﹤0.01%
8,200
1854
$79K ﹤0.01%
20,607
1855
$78K ﹤0.01%
1,030
1856
$78K ﹤0.01%
1,007
1857
$78K ﹤0.01%
1,576
1858
$78K ﹤0.01%
2,062
1859
$78K ﹤0.01%
6,530
1860
$78K ﹤0.01%
2,561
1861
$78K ﹤0.01%
1,600
1862
$78K ﹤0.01%
1,150
1863
$78K ﹤0.01%
1,560
1864
$78K ﹤0.01%
519
1865
$78K ﹤0.01%
1,586
1866
$77K ﹤0.01%
3,855
1867
$77K ﹤0.01%
2,447
1868
$77K ﹤0.01%
1,861
1869
$77K ﹤0.01%
1,868
1870
$77K ﹤0.01%
9,667
1871
$77K ﹤0.01%
416
1872
$77K ﹤0.01%
3,840
1873
$77K ﹤0.01%
6,562
1874
$77K ﹤0.01%
3,216
1875
$76K ﹤0.01%
580
73 74
75
76 77