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
2651
$13K ﹤0.01%
309
2652
$12K ﹤0.01%
758
-400
2653
$12K ﹤0.01%
282
-900
2654
$12K ﹤0.01%
697
-5,443
2655
$12K ﹤0.01%
1,500
-450
2656
$12K ﹤0.01%
235
-5
2657
$12K ﹤0.01%
225
2658
$12K ﹤0.01%
430
2659
$12K ﹤0.01%
2,087
-144
2660
$12K ﹤0.01%
125
-7
2661
$12K ﹤0.01%
258
-1,000
2662
$12K ﹤0.01%
134
-383
2663
$12K ﹤0.01%
272
2664
$12K ﹤0.01%
457
-21
2665
$12K ﹤0.01%
251
-60
2666
$12K ﹤0.01%
1,250
2667
$12K ﹤0.01%
+389
2668
$12K ﹤0.01%
375
-815
2669
$12K ﹤0.01%
108
+51
2670
$12K ﹤0.01%
200
-130
2671
$12K ﹤0.01%
145
-23
2672
$12K ﹤0.01%
912
-250
2673
$12K ﹤0.01%
342
-5
2674
$12K ﹤0.01%
211
-14
2675
$12K ﹤0.01%
162
-8
105 106
107
108 109