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
3301
$4K ﹤0.01%
1
3302
$4K ﹤0.01%
600
-8,882
3303
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300
3304
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176
-571
3305
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550
+270
3306
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117
3307
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+500
3308
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240
3309
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146
3310
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425
3311
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205
-317
3312
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283
-31
3313
$4K ﹤0.01%
1,942
-2,200
3314
$4K ﹤0.01%
335
+235
3315
$4K ﹤0.01%
83
3316
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832
3317
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3318
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-319
3319
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3320
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272
3321
$4K ﹤0.01%
162
3322
$4K ﹤0.01%
+1,418
3323
$4K ﹤0.01%
221
-1,888
3324
$4K ﹤0.01%
62
+41
3325
$4K ﹤0.01%
150
131 132
133
134 135