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
3426
$3K ﹤0.01%
100
-1,550
3427
$3K ﹤0.01%
100
-5
3428
$3K ﹤0.01%
1,603
-492
3429
$3K ﹤0.01%
14
3430
$3K ﹤0.01%
+116
3431
$3K ﹤0.01%
+118
3432
$3K ﹤0.01%
+67
3433
$3K ﹤0.01%
169
-52
3434
$3K ﹤0.01%
407
-2,500
3435
$3K ﹤0.01%
814
-2,228
3436
$3K ﹤0.01%
54
+25
3437
$3K ﹤0.01%
250
-1,054
3438
$3K ﹤0.01%
109
3439
$3K ﹤0.01%
444
-250
3440
$3K ﹤0.01%
212
+6
3441
$3K ﹤0.01%
600
3442
$3K ﹤0.01%
500
-2,200
3443
$3K ﹤0.01%
210
3444
$3K ﹤0.01%
36
-9
3445
$3K ﹤0.01%
1,671
+1,595
3446
$3K ﹤0.01%
160
-500
3447
$3K ﹤0.01%
137
3448
$3K ﹤0.01%
73
-2
3449
$3K ﹤0.01%
94
+42
3450
$3K ﹤0.01%
1,127
-208
136 137
138
139 140