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
3176
$5K ﹤0.01%
46
-545
3177
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3178
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3179
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500
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3180
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764
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3182
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164
-10
3184
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127
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3185
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2,270
-1,550
3186
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202
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172
+90
3188
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180
+67
3189
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70
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3190
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3191
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81
3193
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3194
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127
-34
3195
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33
-4
3196
$5K ﹤0.01%
300
3197
$5K ﹤0.01%
383
-327
3198
$5K ﹤0.01%
50
3199
$5K ﹤0.01%
122
3200
$5K ﹤0.01%
78
-6
126 127
128
129 130