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
2826
$9K ﹤0.01%
400
-16
2827
$9K ﹤0.01%
1,000
-1,624
2828
$9K ﹤0.01%
217
2829
$9K ﹤0.01%
226
+26
2830
$9K ﹤0.01%
573
-573
2831
$9K ﹤0.01%
306
-44
2832
$9K ﹤0.01%
300
-694
2833
$9K ﹤0.01%
523
+20
2834
$9K ﹤0.01%
2,000
2835
$9K ﹤0.01%
312
+63
2836
$9K ﹤0.01%
127
-8,147
2837
$9K ﹤0.01%
97
+40
2838
$9K ﹤0.01%
782
-91
2839
$9K ﹤0.01%
+400
2840
$9K ﹤0.01%
778
-278
2841
$9K ﹤0.01%
265
2842
$9K ﹤0.01%
222
-1,622
2843
$9K ﹤0.01%
400
2844
$9K ﹤0.01%
164
+86
2845
$9K ﹤0.01%
511
-306
2846
$9K ﹤0.01%
315
2847
$9K ﹤0.01%
1,310
-1,144
2848
$9K ﹤0.01%
208
-433
2849
$9K ﹤0.01%
100
2850
$9K ﹤0.01%
220
112 113
114
115 116