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
3401
$3K ﹤0.01%
175
-400
3402
$3K ﹤0.01%
58
3403
$3K ﹤0.01%
98
-19
3404
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121
-364
3405
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+340
3406
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3407
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50
3408
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32
-9
3409
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74
-250
3410
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129
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3411
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3412
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40
3413
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94
-100
3414
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102
+48
3415
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100
+89
3416
$3K ﹤0.01%
108
-24
3417
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-100
3418
$3K ﹤0.01%
64
-2,756
3419
$3K ﹤0.01%
100
3420
$3K ﹤0.01%
12
3421
$3K ﹤0.01%
100
-100
3422
$3K ﹤0.01%
516
-567
3423
$3K ﹤0.01%
131
-254
3424
$3K ﹤0.01%
602
-835
3425
$3K ﹤0.01%
317
-966
135 136
137
138 139