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
1976
$65K ﹤0.01%
13,011
1977
$65K ﹤0.01%
3,274
1978
$65K ﹤0.01%
1,435
1979
$65K ﹤0.01%
3,706
1980
$65K ﹤0.01%
1,005
1981
$65K ﹤0.01%
29,947
+23,958
1982
$65K ﹤0.01%
869
1983
$64K ﹤0.01%
1,771
1984
$64K ﹤0.01%
1,850
1985
$64K ﹤0.01%
2,146
1986
$64K ﹤0.01%
1,351
1987
$64K ﹤0.01%
1,037
1988
$64K ﹤0.01%
1,253
1989
$64K ﹤0.01%
854
1990
$64K ﹤0.01%
1,254
1991
$64K ﹤0.01%
1,381
1992
$64K ﹤0.01%
756
1993
$64K ﹤0.01%
1,977
1994
$64K ﹤0.01%
2,102
1995
$64K ﹤0.01%
1,141
1996
$63K ﹤0.01%
1,653
1997
$63K ﹤0.01%
520
1998
$63K ﹤0.01%
2,110
1999
$63K ﹤0.01%
4,030
2000
$63K ﹤0.01%
2,500
78 79
80
81 82