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
2051
$58K ﹤0.01%
4,474
2052
$58K ﹤0.01%
939
2053
$58K ﹤0.01%
573
2054
$58K ﹤0.01%
1,513
2055
$58K ﹤0.01%
1,548
2056
$58K ﹤0.01%
893
2057
$58K ﹤0.01%
12,696
2058
$58K ﹤0.01%
1,255
2059
$58K ﹤0.01%
889
2060
$58K ﹤0.01%
1,970
2061
$58K ﹤0.01%
2,105
2062
$58K ﹤0.01%
315
2063
$57K ﹤0.01%
1,220
2064
$57K ﹤0.01%
1,312
2065
$57K ﹤0.01%
3,551
2066
$57K ﹤0.01%
1,754
2067
$57K ﹤0.01%
1,869
2068
$57K ﹤0.01%
7,084
2069
$57K ﹤0.01%
1,982
2070
$57K ﹤0.01%
648
2071
$57K ﹤0.01%
1,161
2072
$57K ﹤0.01%
6,500
2073
$57K ﹤0.01%
1,147
2074
$57K ﹤0.01%
1,117
2075
$56K ﹤0.01%
1,794
81 82
83
84 85