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
3451
$3K ﹤0.01%
69
3452
$3K ﹤0.01%
155
3453
$3K ﹤0.01%
186
-260
3454
$3K ﹤0.01%
26
3455
$3K ﹤0.01%
135
-135
3456
$3K ﹤0.01%
251
-1,076
3457
$3K ﹤0.01%
80
-37,507
3458
$3K ﹤0.01%
79
-47
3459
$3K ﹤0.01%
130
-139
3460
$3K ﹤0.01%
100
3461
$3K ﹤0.01%
230
3462
$3K ﹤0.01%
600
3463
$3K ﹤0.01%
37
3464
$3K ﹤0.01%
99
3465
$3K ﹤0.01%
118
-66
3466
$3K ﹤0.01%
+48
3467
$3K ﹤0.01%
734
-300
3468
$2K ﹤0.01%
+26
3469
$2K ﹤0.01%
101
3470
$2K ﹤0.01%
+14
3471
$2K ﹤0.01%
38
3472
$2K ﹤0.01%
123
-625
3473
$2K ﹤0.01%
24
-39
3474
$2K ﹤0.01%
310
-56
3475
$2K ﹤0.01%
100
-100
137 138
139
140 141