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
3276
$4K ﹤0.01%
160
-718
3277
$4K ﹤0.01%
68
3278
$4K ﹤0.01%
280
-400
3279
$4K ﹤0.01%
137
-3,040
3280
$4K ﹤0.01%
137
3281
$4K ﹤0.01%
263
-490
3282
$4K ﹤0.01%
51
-352
3283
$4K ﹤0.01%
115
-26
3284
$4K ﹤0.01%
+125
3285
$4K ﹤0.01%
203
-4
3286
$4K ﹤0.01%
111
+3
3287
$4K ﹤0.01%
132
-41
3288
$4K ﹤0.01%
183
3289
$4K ﹤0.01%
30
3290
$4K ﹤0.01%
50
+2
3291
$4K ﹤0.01%
138
-30
3292
$4K ﹤0.01%
4,000
3293
$4K ﹤0.01%
225
-200
3294
$4K ﹤0.01%
100
-330
3295
$4K ﹤0.01%
50
3296
$4K ﹤0.01%
50
-78
3297
$4K ﹤0.01%
297
-16
3298
$4K ﹤0.01%
136
3299
$4K ﹤0.01%
13
+7
3300
$4K ﹤0.01%
+56
130 131
132
133 134