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
2976
$7K ﹤0.01%
249
-7,929
2977
$7K ﹤0.01%
107
2978
$7K ﹤0.01%
52
+20
2979
$7K ﹤0.01%
130
-1,160
2980
$7K ﹤0.01%
357
2981
$7K ﹤0.01%
163
2982
$7K ﹤0.01%
205
+170
2983
$7K ﹤0.01%
140
2984
$7K ﹤0.01%
200
-238
2985
$7K ﹤0.01%
464
-108
2986
$7K ﹤0.01%
272
-79
2987
$7K ﹤0.01%
351
2988
$7K ﹤0.01%
200
2989
$7K ﹤0.01%
170
-425
2990
$7K ﹤0.01%
341
+306
2991
$7K ﹤0.01%
235
2992
$7K ﹤0.01%
282
-244
2993
$7K ﹤0.01%
452
2994
$7K ﹤0.01%
287
-150
2995
$7K ﹤0.01%
200
-46
2996
$7K ﹤0.01%
670
2997
$7K ﹤0.01%
106
-50
2998
$7K ﹤0.01%
1,054
+500
2999
$7K ﹤0.01%
94
-314
3000
$7K ﹤0.01%
500
-285
118 119
120
121 122