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
2851
$9K ﹤0.01%
434
-15
2852
$9K ﹤0.01%
351
+184
2853
$9K ﹤0.01%
370
+14
2854
$9K ﹤0.01%
760
-823
2855
$9K ﹤0.01%
200
-1,853
2856
$9K ﹤0.01%
195
2857
$9K ﹤0.01%
500
2858
$9K ﹤0.01%
264
2859
$9K ﹤0.01%
347
2860
$9K ﹤0.01%
320
-644
2861
$9K ﹤0.01%
109
-191
2862
$9K ﹤0.01%
123
+17
2863
$9K ﹤0.01%
130
-223
2864
$9K ﹤0.01%
321
+159
2865
$9K ﹤0.01%
298
-62,561
2866
$9K ﹤0.01%
441
-1,698
2867
$9K ﹤0.01%
+276
2868
$9K ﹤0.01%
1,677
2869
$9K ﹤0.01%
190
2870
$9K ﹤0.01%
200
-146
2871
$9K ﹤0.01%
3,864
-800
2872
$9K ﹤0.01%
384
-1,439
2873
$9K ﹤0.01%
120
+63
2874
$9K ﹤0.01%
294
2875
$9K ﹤0.01%
550
113 114
115
116 117