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
3551
$2K ﹤0.01%
94
+61
3552
$2K ﹤0.01%
+320
3553
$2K ﹤0.01%
31
3554
$2K ﹤0.01%
45
3555
$2K ﹤0.01%
200
3556
$2K ﹤0.01%
47
3557
$2K ﹤0.01%
200
3558
$2K ﹤0.01%
22
3559
$2K ﹤0.01%
140
3560
$2K ﹤0.01%
200
-100
3561
$2K ﹤0.01%
+219
3562
$2K ﹤0.01%
34
-20
3563
$2K ﹤0.01%
10
3564
$2K ﹤0.01%
200
3565
$2K ﹤0.01%
176
-599
3566
$2K ﹤0.01%
130
-327
3567
$2K ﹤0.01%
86
-93
3568
$2K ﹤0.01%
131
-60
3569
$2K ﹤0.01%
100
3570
$2K ﹤0.01%
2,417
3571
$2K ﹤0.01%
78
-222
3572
$2K ﹤0.01%
216
3573
$2K ﹤0.01%
380
-441
3574
$2K ﹤0.01%
411
3575
$2K ﹤0.01%
341
-110
141 142
143
144 145