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
3151
$5K ﹤0.01%
573
-396
3152
$5K ﹤0.01%
200
3153
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178
-3,424
3154
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300
-450
3155
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80
3156
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575
-117
3157
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181
-700
3158
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358
+191
3159
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294
-30
3160
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67
3161
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1,200
-5,250
3162
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3163
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3164
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25
-25
3165
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+94
3166
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586
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3167
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53
-222
3168
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27
3169
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70
-765
3170
$5K ﹤0.01%
155
3171
$5K ﹤0.01%
616
-520
3172
$5K ﹤0.01%
94
-174
3173
$5K ﹤0.01%
444
+98
3174
$5K ﹤0.01%
758
3175
$5K ﹤0.01%
162
125 126
127
128 129