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
3026
$7K ﹤0.01%
100
-225
3027
$7K ﹤0.01%
2,000
3028
$7K ﹤0.01%
477
3029
$7K ﹤0.01%
920
+120
3030
$7K ﹤0.01%
126
3031
$7K ﹤0.01%
384
-532
3032
$7K ﹤0.01%
336
-337
3033
$7K ﹤0.01%
484
-1,700
3034
$7K ﹤0.01%
483
-406
3035
$6K ﹤0.01%
201
3036
$6K ﹤0.01%
109
-587
3037
$6K ﹤0.01%
2,200
3038
$6K ﹤0.01%
178
3039
$6K ﹤0.01%
128
+2
3040
$6K ﹤0.01%
413
3041
$6K ﹤0.01%
42
3042
$6K ﹤0.01%
116
-631
3043
$6K ﹤0.01%
80
-1,720
3044
$6K ﹤0.01%
106
-229
3045
$6K ﹤0.01%
224
-524
3046
$6K ﹤0.01%
169
-54
3047
$6K ﹤0.01%
1
-1
3048
$6K ﹤0.01%
310
-1,250
3049
$6K ﹤0.01%
34
3050
$6K ﹤0.01%
332
-685
120 121
122
123 124