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
2176
$50K ﹤0.01%
2,310
2177
$50K ﹤0.01%
664
2178
$50K ﹤0.01%
1,536
2179
$50K ﹤0.01%
2,140
2180
$50K ﹤0.01%
958
2181
$50K ﹤0.01%
1,360
2182
$50K ﹤0.01%
1,100
2183
$50K ﹤0.01%
255
2184
$49K ﹤0.01%
1,963
2185
$49K ﹤0.01%
1,926
2186
$49K ﹤0.01%
574
2187
$49K ﹤0.01%
3,556
2188
$49K ﹤0.01%
6,000
2189
$49K ﹤0.01%
1,438
2190
$49K ﹤0.01%
2,481
2191
$49K ﹤0.01%
3,912
2192
$49K ﹤0.01%
2,150
+1,792
2193
$49K ﹤0.01%
3,500
2194
$48K ﹤0.01%
313
2195
$48K ﹤0.01%
1,888
2196
$48K ﹤0.01%
3,700
2197
$48K ﹤0.01%
1,428
2198
$48K ﹤0.01%
293
2199
$48K ﹤0.01%
986
2200
$48K ﹤0.01%
2,100
86 87
88
89 90