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
1951
$67K ﹤0.01%
2,724
1952
$67K ﹤0.01%
4,331
1953
$67K ﹤0.01%
594
1954
$67K ﹤0.01%
2,127
1955
$67K ﹤0.01%
2,945
1956
$67K ﹤0.01%
2,345
1957
$67K ﹤0.01%
877
1958
$67K ﹤0.01%
3,250
1959
$67K ﹤0.01%
3,214
1960
$67K ﹤0.01%
1,017
1961
$67K ﹤0.01%
10,000
1962
$66K ﹤0.01%
2,528
1963
$66K ﹤0.01%
1,322
1964
$66K ﹤0.01%
1,578
1965
$66K ﹤0.01%
1,439
1966
$66K ﹤0.01%
6,521
1967
$66K ﹤0.01%
6,549
1968
$66K ﹤0.01%
463
1969
$66K ﹤0.01%
1,598
1970
$66K ﹤0.01%
4,516
1971
$66K ﹤0.01%
1,716
1972
$66K ﹤0.01%
412
1973
$66K ﹤0.01%
1,458
1974
$66K ﹤0.01%
648
1975
$65K ﹤0.01%
1,912
77 78
79
80 81