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
2601
$14K ﹤0.01%
220
-2
2602
$14K ﹤0.01%
305
2603
$14K ﹤0.01%
1,100
-594
2604
$14K ﹤0.01%
674
+640
2605
$14K ﹤0.01%
5,500
-100
2606
$14K ﹤0.01%
1,534
2607
$14K ﹤0.01%
202
-159
2608
$14K ﹤0.01%
663
2609
$14K ﹤0.01%
1,587
-500
2610
$14K ﹤0.01%
400
-5,960
2611
$14K ﹤0.01%
1,241
2612
$14K ﹤0.01%
1,100
2613
$14K ﹤0.01%
283
2614
$14K ﹤0.01%
664
-1,303
2615
$13K ﹤0.01%
+800
2616
$13K ﹤0.01%
1,100
-4,749
2617
$13K ﹤0.01%
1,000
2618
$13K ﹤0.01%
199
-41
2619
$13K ﹤0.01%
1,000
-3,860
2620
$13K ﹤0.01%
620
-380
2621
$13K ﹤0.01%
140
-15
2622
$13K ﹤0.01%
600
+300
2623
$13K ﹤0.01%
307
2624
$13K ﹤0.01%
1,000
2625
$13K ﹤0.01%
1,500
103 104
105
106 107