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
2101
$55K ﹤0.01%
1,034
2102
$55K ﹤0.01%
604
2103
$55K ﹤0.01%
1,842
2104
$55K ﹤0.01%
2,200
2105
$55K ﹤0.01%
1,435
2106
$55K ﹤0.01%
1,250
2107
$54K ﹤0.01%
1,435
2108
$54K ﹤0.01%
775
2109
$54K ﹤0.01%
1,612
2110
$54K ﹤0.01%
466
2111
$54K ﹤0.01%
631
2112
$54K ﹤0.01%
1,672
2113
$54K ﹤0.01%
2,719
+2,447
2114
$54K ﹤0.01%
2,282
2115
$54K ﹤0.01%
4,263
2116
$54K ﹤0.01%
2,248
2117
$54K ﹤0.01%
1,323
2118
$53K ﹤0.01%
1,045
2119
$53K ﹤0.01%
905
2120
$53K ﹤0.01%
1,051
2121
$53K ﹤0.01%
470
2122
$53K ﹤0.01%
845
2123
$53K ﹤0.01%
1,516
2124
$53K ﹤0.01%
1,138
2125
$53K ﹤0.01%
1,243
83 84
85
86 87