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
1926
$70K ﹤0.01%
4,098
1927
$70K ﹤0.01%
2,846
1928
$70K ﹤0.01%
2,661
1929
$69K ﹤0.01%
3,432
1930
$69K ﹤0.01%
4,449
1931
$69K ﹤0.01%
656
1932
$69K ﹤0.01%
11,185
+5,592
1933
$69K ﹤0.01%
1,000
1934
$69K ﹤0.01%
2,211
1935
$69K ﹤0.01%
1,087
1936
$69K ﹤0.01%
9,225
1937
$69K ﹤0.01%
5,018
1938
$69K ﹤0.01%
2,645
1939
$69K ﹤0.01%
511
1940
$69K ﹤0.01%
15,750
1941
$68K ﹤0.01%
972
1942
$68K ﹤0.01%
1,061
1943
$68K ﹤0.01%
1,221
1944
$68K ﹤0.01%
1,079
1945
$68K ﹤0.01%
2,241
1946
$68K ﹤0.01%
4,398
1947
$67K ﹤0.01%
695
1948
$67K ﹤0.01%
550
1949
$67K ﹤0.01%
4,692
1950
$67K ﹤0.01%
1,370
76 77
78
79 80