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
$2.2B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.09M
3
+$3.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.43M
5
CCBG icon
Capital City Bank Group
CCBG
+$3.29M

Top Sells

1
+$16.1M
2
+$15.9M
3
+$12.6M
4
AAPL icon
Apple
AAPL
+$11.8M
5
BP icon
BP
BP
+$10.6M

Sector Composition

1 Technology 6.24%
2 Financials 5.45%
3 Healthcare 5.13%
4 Consumer Discretionary 4.04%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$17K ﹤0.01%
7,315
-17,815
2477
$17K ﹤0.01%
150
-280
2478
$17K ﹤0.01%
1,397
-850
2479
$17K ﹤0.01%
1,000
2480
$17K ﹤0.01%
195
-3,999
2481
$17K ﹤0.01%
1,002
-2,767
2482
$17K ﹤0.01%
332
-26
2483
$17K ﹤0.01%
218
-196
2484
$17K ﹤0.01%
2,212
-1,186
2485
$17K ﹤0.01%
107
2486
$17K ﹤0.01%
831
-4,449
2487
$17K ﹤0.01%
450
2488
$17K ﹤0.01%
5,200
-800
2489
$17K ﹤0.01%
1,000
2490
$17K ﹤0.01%
260
-502
2491
$17K ﹤0.01%
554
-121
2492
$17K ﹤0.01%
4,101
2493
$17K ﹤0.01%
606
-100
2494
$17K ﹤0.01%
2,716
-2,172
2495
$17K ﹤0.01%
1,695
-6
2496
$17K ﹤0.01%
+584
2497
$17K ﹤0.01%
501
+34
2498
$17K ﹤0.01%
400
-300
2499
$17K ﹤0.01%
686
2500
$17K ﹤0.01%
894
-269
98 99
100
101 102