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
3201
$5K ﹤0.01%
+225
3202
$5K ﹤0.01%
75
3203
$5K ﹤0.01%
325
3204
$5K ﹤0.01%
89
3205
$5K ﹤0.01%
+10
3206
$5K ﹤0.01%
328
-52
3207
$5K ﹤0.01%
2,500
-7,200
3208
$5K ﹤0.01%
872
-1,586
3209
$5K ﹤0.01%
157
+78
3210
$5K ﹤0.01%
99
+33
3211
$5K ﹤0.01%
195
3212
$5K ﹤0.01%
200
3213
$5K ﹤0.01%
150
3214
$5K ﹤0.01%
620
-30
3215
$5K ﹤0.01%
99
-326
3216
$5K ﹤0.01%
437
3217
$5K ﹤0.01%
135
-3
3218
$5K ﹤0.01%
590
3219
$5K ﹤0.01%
237
-7
3220
$5K ﹤0.01%
670
-2,782
3221
$5K ﹤0.01%
221
-37
3222
$5K ﹤0.01%
150
3223
$5K ﹤0.01%
396
+95
3224
$5K ﹤0.01%
400
-205
3225
$5K ﹤0.01%
74
-48
127 128
129
130 131