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
3226
$5K ﹤0.01%
68
3227
$5K ﹤0.01%
33
-155
3228
$5K ﹤0.01%
162
3229
$4K ﹤0.01%
40
3230
$4K ﹤0.01%
54
-5
3231
$4K ﹤0.01%
+100
3232
$4K ﹤0.01%
86
+7
3233
$4K ﹤0.01%
221
3234
$4K ﹤0.01%
133
3235
$4K ﹤0.01%
177
+133
3236
$4K ﹤0.01%
+200
3237
$4K ﹤0.01%
201
3238
$4K ﹤0.01%
6,500
-11,580
3239
$4K ﹤0.01%
70
3240
$4K ﹤0.01%
132
3241
$4K ﹤0.01%
229
-3,663
3242
$4K ﹤0.01%
300
-500
3243
$4K ﹤0.01%
97
-735
3244
$4K ﹤0.01%
68
3245
$4K ﹤0.01%
101
-934
3246
$4K ﹤0.01%
90
-65
3247
$4K ﹤0.01%
89
+57
3248
$4K ﹤0.01%
990
-169
3249
$4K ﹤0.01%
56
-162
3250
$4K ﹤0.01%
375
-2,264
128 129
130
131 132