IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2001
$62K ﹤0.01%
526
2002
$62K ﹤0.01%
1,789
2003
$62K ﹤0.01%
364
2004
$62K ﹤0.01%
1,309
2005
$61K ﹤0.01%
372
2006
$61K ﹤0.01%
2,416
2007
$61K ﹤0.01%
1,306
2008
$61K ﹤0.01%
660
2009
$61K ﹤0.01%
244
2010
$61K ﹤0.01%
1,413
2011
$61K ﹤0.01%
1,776
2012
$61K ﹤0.01%
1,775
2013
$61K ﹤0.01%
1,984
2014
$61K ﹤0.01%
1,512
2015
$61K ﹤0.01%
4,942
2016
$61K ﹤0.01%
3,300
2017
$60K ﹤0.01%
1,600
2018
$60K ﹤0.01%
4,433
2019
$60K ﹤0.01%
400
2020
$60K ﹤0.01%
1,564
2021
$60K ﹤0.01%
4,182
2022
$60K ﹤0.01%
1,787
2023
$60K ﹤0.01%
1,952
2024
$60K ﹤0.01%
1,284
2025
$60K ﹤0.01%
1,222
79 80
81
82 83