IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2226
$45K ﹤0.01%
2,380
2227
$45K ﹤0.01%
2,000
2228
$45K ﹤0.01%
512
2229
$45K ﹤0.01%
2,750
2230
$45K ﹤0.01%
694
2231
$45K ﹤0.01%
2,450
2232
$45K ﹤0.01%
1,862
2233
$45K ﹤0.01%
629
2234
$45K ﹤0.01%
3,110
2235
$45K ﹤0.01%
4,712
2236
$45K ﹤0.01%
1,985
2237
$45K ﹤0.01%
2,500
2238
$45K ﹤0.01%
726
2239
$45K ﹤0.01%
714
2240
$45K ﹤0.01%
638
2241
$45K ﹤0.01%
1,320
2242
$45K ﹤0.01%
4,177
2243
$45K ﹤0.01%
7,560
2244
$44K ﹤0.01%
5,317
2245
$44K ﹤0.01%
2,661
2246
$44K ﹤0.01%
3,165
2247
$44K ﹤0.01%
1,746
2248
$44K ﹤0.01%
1,949
2249
$44K ﹤0.01%
2,100
2250
$44K ﹤0.01%
485
88 89
90
91 92