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
2776
$10K ﹤0.01%
400
2777
$10K ﹤0.01%
262
-290
2778
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297
-230
2779
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114
-144
2780
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700
-390
2781
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316
-21
2782
$10K ﹤0.01%
+350
2783
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710
-1,470
2784
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+144
2785
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200
2786
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500
-550
2787
$10K ﹤0.01%
+333
2788
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233
+209
2789
$10K ﹤0.01%
100
-18
2790
$10K ﹤0.01%
+25
2791
$10K ﹤0.01%
388
-2,013
2792
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78
2793
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188
-179
2794
$10K ﹤0.01%
157
2795
$10K ﹤0.01%
1,000
-564
2796
$10K ﹤0.01%
4,500
2797
$10K ﹤0.01%
+505
2798
$10K ﹤0.01%
32
-74
2799
$10K ﹤0.01%
380
2800
$10K ﹤0.01%
850
-1,000
110 111
112
113 114