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
3126
$5K ﹤0.01%
89
-500
3127
$5K ﹤0.01%
375
3128
$5K ﹤0.01%
110
+97
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31
-8
3130
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46
+3
3131
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80
3132
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154
-300
3133
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291
-25
3134
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500
3135
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140
-365
3136
$5K ﹤0.01%
1,504
-10,704
3137
$5K ﹤0.01%
745
3138
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44
-20
3139
$5K ﹤0.01%
409
-404
3140
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162
3141
$5K ﹤0.01%
100
3142
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250
3143
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+200
3144
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100
3145
$5K ﹤0.01%
507
+207
3146
$5K ﹤0.01%
133
-30
3147
$5K ﹤0.01%
100
-200
3148
$5K ﹤0.01%
100
3149
$5K ﹤0.01%
47
-5
3150
$5K ﹤0.01%
+100
124 125
126
127 128