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
2951
$8K ﹤0.01%
131
-19
2952
$8K ﹤0.01%
186
-1,330
2953
$8K ﹤0.01%
1,740
+140
2954
$8K ﹤0.01%
2,100
+1,000
2955
$8K ﹤0.01%
+472
2956
$8K ﹤0.01%
800
2957
$8K ﹤0.01%
800
-200
2958
$8K ﹤0.01%
102
2959
$8K ﹤0.01%
877
-156
2960
$8K ﹤0.01%
362
2961
$8K ﹤0.01%
450
2962
$8K ﹤0.01%
581
-7,547
2963
$8K ﹤0.01%
650
-326
2964
$8K ﹤0.01%
1,000
2965
$8K ﹤0.01%
140
+74
2966
$8K ﹤0.01%
2,417
2967
$8K ﹤0.01%
250
2968
$8K ﹤0.01%
442
-369
2969
$8K ﹤0.01%
2,974
-2,115
2970
$8K ﹤0.01%
29
2971
$8K ﹤0.01%
132
-43
2972
$8K ﹤0.01%
+574
2973
$7K ﹤0.01%
143
-293
2974
$7K ﹤0.01%
149
-573
2975
$7K ﹤0.01%
620
-4,774
117 118
119
120 121