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
2676
$12K ﹤0.01%
1,061
-27,423
2677
$12K ﹤0.01%
50
-11
2678
$12K ﹤0.01%
172
+43
2679
$12K ﹤0.01%
92
+16
2680
$12K ﹤0.01%
1,036
+116
2681
$12K ﹤0.01%
750
+100
2682
$12K ﹤0.01%
138
2683
$12K ﹤0.01%
789
-7,580
2684
$12K ﹤0.01%
3,043
-531
2685
$12K ﹤0.01%
3,100
2686
$12K ﹤0.01%
126
+3
2687
$12K ﹤0.01%
400
2688
$12K ﹤0.01%
1,269
2689
$12K ﹤0.01%
774
-2,350
2690
$12K ﹤0.01%
332
+117
2691
$12K ﹤0.01%
1,200
-102
2692
$12K ﹤0.01%
1,361
2693
$12K ﹤0.01%
1,804
-4,552
2694
$12K ﹤0.01%
245
-6
2695
$12K ﹤0.01%
502
2696
$12K ﹤0.01%
257
2697
$12K ﹤0.01%
718
-2,985
2698
$12K ﹤0.01%
593
-216
2699
$12K ﹤0.01%
1,200
2700
$12K ﹤0.01%
433
-53
106 107
108
109 110