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
1876
$76K ﹤0.01%
8,524
1877
$76K ﹤0.01%
2,174
1878
$76K ﹤0.01%
585
1879
$76K ﹤0.01%
475
1880
$76K ﹤0.01%
326
1881
$75K ﹤0.01%
2,688
1882
$75K ﹤0.01%
60
1883
$75K ﹤0.01%
1,304
1884
$75K ﹤0.01%
1,657
1885
$75K ﹤0.01%
2,531
1886
$75K ﹤0.01%
2,960
1887
$75K ﹤0.01%
13,363
1888
$75K ﹤0.01%
1,437
1889
$74K ﹤0.01%
1,226
1890
$74K ﹤0.01%
123
1891
$74K ﹤0.01%
1,627
1892
$74K ﹤0.01%
3,719
1893
$74K ﹤0.01%
818
1894
$74K ﹤0.01%
1,160
1895
$74K ﹤0.01%
4,007
1896
$74K ﹤0.01%
5,506
1897
$74K ﹤0.01%
373
1898
$73K ﹤0.01%
1,026
1899
$73K ﹤0.01%
2,605
1900
$73K ﹤0.01%
1,384
74 75
76
77 78