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
2926
$8K ﹤0.01%
202
2927
$8K ﹤0.01%
324
-108
2928
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107
+56
2929
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422
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2930
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100
2931
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435
2932
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920
-6,768
2933
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250
-527
2934
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+86
2935
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141
-454
2936
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150
+100
2937
$8K ﹤0.01%
+175
2938
$8K ﹤0.01%
569
-5,171
2939
$8K ﹤0.01%
113
+56
2940
$8K ﹤0.01%
44
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2941
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2942
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680
-66
2943
$8K ﹤0.01%
189
-112
2944
$8K ﹤0.01%
100
2945
$8K ﹤0.01%
45
2946
$8K ﹤0.01%
323
+3
2947
$8K ﹤0.01%
295
2948
$8K ﹤0.01%
13
-6
2949
$8K ﹤0.01%
1,000
-200
2950
$8K ﹤0.01%
331
116 117
118
119 120