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
2151
$52K ﹤0.01%
3,186
2152
$52K ﹤0.01%
742
2153
$52K ﹤0.01%
3,790
2154
$52K ﹤0.01%
2,111
2155
$51K ﹤0.01%
1,000
2156
$51K ﹤0.01%
782
2157
$51K ﹤0.01%
971
2158
$51K ﹤0.01%
1,443
2159
$51K ﹤0.01%
1,672
2160
$51K ﹤0.01%
717
2161
$51K ﹤0.01%
2,046
2162
$51K ﹤0.01%
716
2163
$51K ﹤0.01%
1,405
2164
$51K ﹤0.01%
4,526
2165
$51K ﹤0.01%
2,499
2166
$51K ﹤0.01%
2,402
2167
$51K ﹤0.01%
2,052
2168
$51K ﹤0.01%
1
2169
$50K ﹤0.01%
1,230
2170
$50K ﹤0.01%
75
2171
$50K ﹤0.01%
3,135
2172
$50K ﹤0.01%
915
2173
$50K ﹤0.01%
878
2174
$50K ﹤0.01%
1,414
2175
$50K ﹤0.01%
1,404
85 86
87
88 89