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
3526
$2K ﹤0.01%
+115
3527
$2K ﹤0.01%
+259
3528
$2K ﹤0.01%
60
-44
3529
$2K ﹤0.01%
92
3530
$2K ﹤0.01%
+60
3531
$2K ﹤0.01%
74
3532
$2K ﹤0.01%
57
3533
$2K ﹤0.01%
254
3534
$2K ﹤0.01%
62
3535
$2K ﹤0.01%
258
3536
$2K ﹤0.01%
100
3537
$2K ﹤0.01%
100
3538
$2K ﹤0.01%
88
-192
3539
$2K ﹤0.01%
138
3540
$2K ﹤0.01%
181
-711
3541
$2K ﹤0.01%
+29
3542
$2K ﹤0.01%
300
-789
3543
$2K ﹤0.01%
112
+7
3544
$2K ﹤0.01%
36
+17
3545
$2K ﹤0.01%
70
3546
$2K ﹤0.01%
60
-380
3547
$2K ﹤0.01%
143
-519
3548
$2K ﹤0.01%
57
3549
$2K ﹤0.01%
1,674
-666
3550
$2K ﹤0.01%
1,000
-5,000
140 141
142
143 144