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
3251
$4K ﹤0.01%
+50
3252
$4K ﹤0.01%
162
3253
$4K ﹤0.01%
400
3254
$4K ﹤0.01%
103
3255
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78
3256
$4K ﹤0.01%
190
3257
$4K ﹤0.01%
+200
3258
$4K ﹤0.01%
89
-291
3259
$4K ﹤0.01%
24
-50
3260
$4K ﹤0.01%
1,430
-1,255
3261
$4K ﹤0.01%
60
-50
3262
$4K ﹤0.01%
+100
3263
$4K ﹤0.01%
131
-21
3264
$4K ﹤0.01%
192
-16,273
3265
$4K ﹤0.01%
1,396
-3,560
3266
$4K ﹤0.01%
245
-460
3267
$4K ﹤0.01%
123
3268
$4K ﹤0.01%
102
-1,895
3269
$4K ﹤0.01%
81
-543
3270
$4K ﹤0.01%
131
3271
$4K ﹤0.01%
+150
3272
$4K ﹤0.01%
261
-127
3273
$4K ﹤0.01%
100
-200
3274
$4K ﹤0.01%
77
3275
$4K ﹤0.01%
220
129 130
131
132 133