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
2526
$16K ﹤0.01%
504
+118
2527
$16K ﹤0.01%
210
+110
2528
$16K ﹤0.01%
174
-100
2529
$16K ﹤0.01%
320
+120
2530
$16K ﹤0.01%
475
+100
2531
$16K ﹤0.01%
125
2532
$16K ﹤0.01%
380
-1,304
2533
$16K ﹤0.01%
332
2534
$16K ﹤0.01%
620
+2
2535
$16K ﹤0.01%
396
2536
$16K ﹤0.01%
36
+10
2537
$16K ﹤0.01%
2,584
2538
$16K ﹤0.01%
1,213
+23
2539
$16K ﹤0.01%
606
+41
2540
$16K ﹤0.01%
600
2541
$16K ﹤0.01%
787
-853
2542
$16K ﹤0.01%
439
2543
$16K ﹤0.01%
2,000
2544
$16K ﹤0.01%
1,185
-8,800
2545
$15K ﹤0.01%
250
2546
$15K ﹤0.01%
1,000
2547
$15K ﹤0.01%
+580
2548
$15K ﹤0.01%
133
2549
$15K ﹤0.01%
636
-1,100
2550
$15K ﹤0.01%
797
-229
100 101
102
103 104