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
2751
$11K ﹤0.01%
68
-112
2752
$11K ﹤0.01%
477
-986
2753
$11K ﹤0.01%
144
2754
$11K ﹤0.01%
154
-300
2755
$11K ﹤0.01%
553
2756
$11K ﹤0.01%
282
-26
2757
$11K ﹤0.01%
492
-99
2758
$11K ﹤0.01%
880
+8
2759
$11K ﹤0.01%
700
+600
2760
$11K ﹤0.01%
3,400
-2,800
2761
$11K ﹤0.01%
84
-108
2762
$11K ﹤0.01%
173
-39
2763
$11K ﹤0.01%
757
2764
$11K ﹤0.01%
458
2765
$11K ﹤0.01%
4,820
-635
2766
$10K ﹤0.01%
213
2767
$10K ﹤0.01%
209
-93
2768
$10K ﹤0.01%
212
-43
2769
$10K ﹤0.01%
235
2770
$10K ﹤0.01%
230
-1,527
2771
$10K ﹤0.01%
300
2772
$10K ﹤0.01%
200
2773
$10K ﹤0.01%
200
-50
2774
$10K ﹤0.01%
68
+5
2775
$10K ﹤0.01%
+357
109 110
111
112 113