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
3326
$4K ﹤0.01%
129
-461
3327
$4K ﹤0.01%
98
3328
$4K ﹤0.01%
+216
3329
$4K ﹤0.01%
500
-161
3330
$4K ﹤0.01%
83
-117
3331
$4K ﹤0.01%
138
-32
3332
$4K ﹤0.01%
187
3333
$4K ﹤0.01%
240
-16,760
3334
$4K ﹤0.01%
68
3335
$4K ﹤0.01%
361
-32
3336
$3K ﹤0.01%
33
3337
$3K ﹤0.01%
234
-153
3338
$3K ﹤0.01%
5,600
-5,759
3339
$3K ﹤0.01%
286
+130
3340
$3K ﹤0.01%
1,380
3341
$3K ﹤0.01%
20
-94
3342
$3K ﹤0.01%
343
3343
$3K ﹤0.01%
241
-99
3344
$3K ﹤0.01%
87
3345
$3K ﹤0.01%
123
-63
3346
– –
0
3347
$3K ﹤0.01%
175
-175
3348
$3K ﹤0.01%
167
-12
3349
$3K ﹤0.01%
50
3350
$3K ﹤0.01%
9
132 133
134
135 136