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
2701
$12K ﹤0.01%
100
-115
2702
$11K ﹤0.01%
133
-239
2703
$11K ﹤0.01%
327
-279
2704
$11K ﹤0.01%
155
2705
$11K ﹤0.01%
282
-300
2706
$11K ﹤0.01%
420
-12,900
2707
$11K ﹤0.01%
275
-137
2708
$11K ﹤0.01%
507
-1,020
2709
$11K ﹤0.01%
261
+32
2710
$11K ﹤0.01%
291
+92
2711
$11K ﹤0.01%
218
-1,263
2712
$11K ﹤0.01%
1,000
2713
$11K ﹤0.01%
501
-650
2714
$11K ﹤0.01%
360
2715
$11K ﹤0.01%
233
+87
2716
$11K ﹤0.01%
410
-600
2717
$11K ﹤0.01%
229
+4
2718
$11K ﹤0.01%
150
-61
2719
$11K ﹤0.01%
327
-275
2720
$11K ﹤0.01%
120
-31
2721
$11K ﹤0.01%
2,896
2722
$11K ﹤0.01%
+500
2723
$11K ﹤0.01%
570
-3,476
2724
$11K ﹤0.01%
350
-350
2725
$11K ﹤0.01%
157
-299
107 108
109
110 111