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
2876
$9K ﹤0.01%
100
-73
2877
$9K ﹤0.01%
119
+8
2878
$9K ﹤0.01%
3,071
-1,000
2879
$9K ﹤0.01%
509
+19
2880
$9K ﹤0.01%
2,181
-1,000
2881
$9K ﹤0.01%
500
-25
2882
$9K ﹤0.01%
515
-19
2883
$9K ﹤0.01%
200
2884
$9K ﹤0.01%
2,100
-500
2885
$9K ﹤0.01%
48
2886
$9K ﹤0.01%
142
+1
2887
$9K ﹤0.01%
+828
2888
$9K ﹤0.01%
+2
2889
$9K ﹤0.01%
338
2890
$8K ﹤0.01%
538
-417
2891
$8K ﹤0.01%
1,361
2892
$8K ﹤0.01%
136
2893
$8K ﹤0.01%
700
+365
2894
$8K ﹤0.01%
100
2895
$8K ﹤0.01%
+200
2896
$8K ﹤0.01%
375
-2,056
2897
$8K ﹤0.01%
126
2898
$8K ﹤0.01%
100
2899
$8K ﹤0.01%
116
2900
$8K ﹤0.01%
42
114 115
116
117 118