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
3001
$7K ﹤0.01%
253
3002
$7K ﹤0.01%
125
-123
3003
$7K ﹤0.01%
400
3004
$7K ﹤0.01%
+273
3005
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400
-75
3006
$7K ﹤0.01%
2
3007
$7K ﹤0.01%
493
-400
3008
$7K ﹤0.01%
200
3009
$7K ﹤0.01%
360
3010
$7K ﹤0.01%
379
3011
$7K ﹤0.01%
200
+88
3012
$7K ﹤0.01%
91
-7,500
3013
$7K ﹤0.01%
15
-21
3014
$7K ﹤0.01%
3,570
3015
$7K ﹤0.01%
228
+50
3016
$7K ﹤0.01%
242
-39
3017
$7K ﹤0.01%
193
3018
$7K ﹤0.01%
377
+290
3019
$7K ﹤0.01%
324
-18
3020
$7K ﹤0.01%
+50
3021
$7K ﹤0.01%
217
-48
3022
$7K ﹤0.01%
590
-207
3023
$7K ﹤0.01%
590
-100
3024
$7K ﹤0.01%
704
+19
3025
$7K ﹤0.01%
+312
119 120
121
122 123