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
2551
$15K ﹤0.01%
131
-64
2552
$15K ﹤0.01%
208
-5
2553
$15K ﹤0.01%
1,000
2554
$15K ﹤0.01%
172
-10
2555
$15K ﹤0.01%
2,236
-1,646
2556
$15K ﹤0.01%
800
-1,090
2557
$15K ﹤0.01%
399
2558
$15K ﹤0.01%
939
-297
2559
$15K ﹤0.01%
657
2560
$15K ﹤0.01%
+601
2561
$15K ﹤0.01%
645
2562
$15K ﹤0.01%
213
2563
$15K ﹤0.01%
1,031
-562
2564
$15K ﹤0.01%
1,120
+130
2565
$15K ﹤0.01%
418
2566
$15K ﹤0.01%
689
2567
$15K ﹤0.01%
+1,000
2568
$15K ﹤0.01%
175
2569
$15K ﹤0.01%
500
-75
2570
$15K ﹤0.01%
150
-25
2571
$15K ﹤0.01%
52
2572
$15K ﹤0.01%
665
2573
$15K ﹤0.01%
4,050
-400
2574
$15K ﹤0.01%
313
-384
2575
$15K ﹤0.01%
+969
101 102
103
104 105