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
1901
$73K ﹤0.01%
2,453
1902
$73K ﹤0.01%
920
1903
$72K ﹤0.01%
1,000
1904
$72K ﹤0.01%
1,594
1905
$72K ﹤0.01%
3,662
1906
$72K ﹤0.01%
1,444
1907
$72K ﹤0.01%
2,610
1908
$72K ﹤0.01%
400
1909
$72K ﹤0.01%
3,301
1910
$72K ﹤0.01%
498
1911
$72K ﹤0.01%
2,815
1912
$71K ﹤0.01%
5,482
1913
$71K ﹤0.01%
1,533
1914
$71K ﹤0.01%
1,685
1915
$71K ﹤0.01%
2,095
1916
$71K ﹤0.01%
2,235
1917
$71K ﹤0.01%
176
1918
$71K ﹤0.01%
1,172
1919
$71K ﹤0.01%
2,225
1920
$71K ﹤0.01%
2,286
1921
$71K ﹤0.01%
549
1922
$70K ﹤0.01%
7,943
1923
$70K ﹤0.01%
1,400
1924
$70K ﹤0.01%
1,198
1925
$70K ﹤0.01%
2,064
75 76
77
78 79