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
3501
$2K ﹤0.01%
79
-90
3502
$2K ﹤0.01%
10
-35
3503
$2K ﹤0.01%
166
+157
3504
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64
-90
3505
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108
-20,539
3506
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500
3507
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152
3508
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52
3509
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66
3510
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39
-26
3511
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28
-50
3512
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77
3513
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82
3514
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25
-259
3515
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122
+20
3516
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+25
3517
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3518
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126
-24
3519
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-300
3520
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294
3521
$2K ﹤0.01%
55
+4
3522
$2K ﹤0.01%
27
-31
3523
$2K ﹤0.01%
104
3524
$2K ﹤0.01%
162
3525
$2K ﹤0.01%
117
-600
139 140
141
142 143