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
2726
$11K ﹤0.01%
605
-135
2727
$11K ﹤0.01%
1,278
2728
$11K ﹤0.01%
280
2729
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+337
2730
$11K ﹤0.01%
3
2731
$11K ﹤0.01%
17
2732
$11K ﹤0.01%
4,483
2733
$11K ﹤0.01%
337
+92
2734
$11K ﹤0.01%
150
-50
2735
$11K ﹤0.01%
240
2736
$11K ﹤0.01%
+200
2737
– –
0
2738
$11K ﹤0.01%
1,223
2739
$11K ﹤0.01%
550
-645
2740
$11K ﹤0.01%
6
2741
$11K ﹤0.01%
154
+19
2742
$11K ﹤0.01%
200
2743
$11K ﹤0.01%
227
2744
$11K ﹤0.01%
1,661
-1,205
2745
$11K ﹤0.01%
395
-1,831
2746
$11K ﹤0.01%
286
+23
2747
$11K ﹤0.01%
465
2748
$11K ﹤0.01%
+500
2749
$11K ﹤0.01%
455
+425
2750
$11K ﹤0.01%
250
108 109
110
111 112