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
2076
$56K ﹤0.01%
377
2077
$56K ﹤0.01%
1,547
2078
$56K ﹤0.01%
1,494
2079
$56K ﹤0.01%
2,232
2080
$56K ﹤0.01%
830
2081
$56K ﹤0.01%
1,681
2082
$56K ﹤0.01%
237
2083
$56K ﹤0.01%
1,920
2084
$56K ﹤0.01%
790
2085
$56K ﹤0.01%
1,025
2086
$56K ﹤0.01%
150
2087
$56K ﹤0.01%
3,760
-11,280
2088
$56K ﹤0.01%
1,078
2089
$56K ﹤0.01%
677
2090
$56K ﹤0.01%
1,103
2091
$56K ﹤0.01%
1,884
2092
$56K ﹤0.01%
3,985
2093
$56K ﹤0.01%
2,080
+1,997
2094
$55K ﹤0.01%
787
2095
$55K ﹤0.01%
3,667
2096
$55K ﹤0.01%
1,166
2097
$55K ﹤0.01%
2,407
2098
$55K ﹤0.01%
4,228
2099
$55K ﹤0.01%
804
2100
$55K ﹤0.01%
1,526
82 83
84
85 86