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
2501
$17K ﹤0.01%
1,683
+40
2502
$17K ﹤0.01%
131
+2
2503
$17K ﹤0.01%
560
-1,128
2504
$17K ﹤0.01%
302
+124
2505
$17K ﹤0.01%
292
2506
$17K ﹤0.01%
1,331
-1,250
2507
$16K ﹤0.01%
1,078
-20,959
2508
$16K ﹤0.01%
17
-11
2509
$16K ﹤0.01%
215
+55
2510
$16K ﹤0.01%
406
2511
$16K ﹤0.01%
409
-20
2512
$16K ﹤0.01%
1,722
+559
2513
$16K ﹤0.01%
875
-12,515
2514
$16K ﹤0.01%
812
-112
2515
$16K ﹤0.01%
787
-1,457
2516
$16K ﹤0.01%
732
2517
$16K ﹤0.01%
138
-236
2518
$16K ﹤0.01%
406
-80
2519
$16K ﹤0.01%
1,105
-2,652
2520
$16K ﹤0.01%
452
+7
2521
$16K ﹤0.01%
671
+2
2522
$16K ﹤0.01%
474
2523
$16K ﹤0.01%
910
-345
2524
$16K ﹤0.01%
1,032
-2,004
2525
$16K ﹤0.01%
263
-243
99 100
101
102 103