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
2801
$10K ﹤0.01%
87
-2
2802
$10K ﹤0.01%
164
2803
$10K ﹤0.01%
550
2804
$10K ﹤0.01%
501
-319
2805
$10K ﹤0.01%
200
2806
$10K ﹤0.01%
218
-9,104
2807
$10K ﹤0.01%
215
2808
$10K ﹤0.01%
1,410
-2,659
2809
$10K ﹤0.01%
350
2810
$10K ﹤0.01%
385
2811
$10K ﹤0.01%
562
-63
2812
$10K ﹤0.01%
+350
2813
$10K ﹤0.01%
335
2814
$10K ﹤0.01%
150
2815
$10K ﹤0.01%
1,000
-10
2816
$10K ﹤0.01%
260
-1,342
2817
$10K ﹤0.01%
174
2818
$10K ﹤0.01%
392
-14
2819
$9K ﹤0.01%
150
2820
$9K ﹤0.01%
197
+1
2821
$9K ﹤0.01%
150
-25
2822
$9K ﹤0.01%
+6,000
2823
$9K ﹤0.01%
+232
2824
$9K ﹤0.01%
675
2825
$9K ﹤0.01%
40
+15
111 112
113
114 115