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
2901
$8K ﹤0.01%
1
2902
$8K ﹤0.01%
568
2903
$8K ﹤0.01%
154
+106
2904
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204
-42
2905
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802
-69
2906
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156
-611
2907
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125
-26
2908
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458
2909
$8K ﹤0.01%
6,000
2910
$8K ﹤0.01%
210
-10,800
2911
$8K ﹤0.01%
+175
2912
$8K ﹤0.01%
2,239
+150
2913
$8K ﹤0.01%
287
+80
2914
$8K ﹤0.01%
213
-41
2915
$8K ﹤0.01%
241
2916
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241
2917
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315
2918
$8K ﹤0.01%
157
-7
2919
$8K ﹤0.01%
706
-21
2920
$8K ﹤0.01%
156
-549
2921
$8K ﹤0.01%
122
-702
2922
$8K ﹤0.01%
241
+133
2923
$8K ﹤0.01%
90
-69
2924
$8K ﹤0.01%
393
-464
2925
$8K ﹤0.01%
+394
115 116
117
118 119