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
3376
$3K ﹤0.01%
107
-175
3377
$3K ﹤0.01%
500
3378
$3K ﹤0.01%
+2
3379
$3K ﹤0.01%
147
3380
$3K ﹤0.01%
100
3381
$3K ﹤0.01%
610
3382
$3K ﹤0.01%
46
3383
$3K ﹤0.01%
98
3384
$3K ﹤0.01%
386
-62
3385
$3K ﹤0.01%
130
-8,690
3386
$3K ﹤0.01%
224
-5,941
3387
$3K ﹤0.01%
42
3388
$3K ﹤0.01%
+78
3389
$3K ﹤0.01%
153
3390
$3K ﹤0.01%
45
3391
$3K ﹤0.01%
+100
3392
$3K ﹤0.01%
74
3393
$3K ﹤0.01%
71
3394
$3K ﹤0.01%
15
3395
$3K ﹤0.01%
104
+55
3396
$3K ﹤0.01%
256
3397
$3K ﹤0.01%
134
3398
$3K ﹤0.01%
248
3399
$3K ﹤0.01%
300
-1,822
3400
$3K ﹤0.01%
194
134 135
136
137 138