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
2576
$15K ﹤0.01%
117
2577
$15K ﹤0.01%
1,000
2578
$15K ﹤0.01%
354
-371
2579
$14K ﹤0.01%
219
-269
2580
$14K ﹤0.01%
+450
2581
$14K ﹤0.01%
982
-297
2582
$14K ﹤0.01%
315
2583
$14K ﹤0.01%
173
-50
2584
$14K ﹤0.01%
+166
2585
$14K ﹤0.01%
406
-92
2586
$14K ﹤0.01%
785
-424
2587
$14K ﹤0.01%
536
-414
2588
$14K ﹤0.01%
161
-100
2589
$14K ﹤0.01%
1,082
+6
2590
$14K ﹤0.01%
435
2591
$14K ﹤0.01%
628
2592
$14K ﹤0.01%
150
-50
2593
$14K ﹤0.01%
1,076
-74
2594
$14K ﹤0.01%
7,500
-300
2595
$14K ﹤0.01%
252
2596
$14K ﹤0.01%
546
2597
$14K ﹤0.01%
397
-333
2598
$14K ﹤0.01%
1,600
2599
$14K ﹤0.01%
563
-13
2600
$14K ﹤0.01%
1,000
102 103
104
105 106