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
3351
$3K ﹤0.01%
45
3352
$3K ﹤0.01%
60
3353
$3K ﹤0.01%
206
-6
3354
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179
3355
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50
-43
3356
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-4
3357
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200
3358
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100
3359
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401
+400
3360
$3K ﹤0.01%
400
-200
3361
$3K ﹤0.01%
92
-494
3362
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500
-1,265
3363
$3K ﹤0.01%
124
3364
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6
3365
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100
3366
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76
+71
3367
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3368
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135
3369
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814
-346
3370
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97
3371
$3K ﹤0.01%
65
-36
3372
$3K ﹤0.01%
42
3373
$3K ﹤0.01%
122
3374
$3K ﹤0.01%
79
-68
3375
$3K ﹤0.01%
100
133 134
135
136 137