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
3601
$1K ﹤0.01%
24
3602
$1K ﹤0.01%
+166
3603
$1K ﹤0.01%
100
3604
$1K ﹤0.01%
+52
3605
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3
-2
3606
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3607
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216
3608
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3609
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3610
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+166
3611
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5
3612
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3613
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36
-475
3614
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54
-26
3615
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+14
3616
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80
3617
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33
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3618
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3619
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17
-109
3620
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35
-7
3621
$1K ﹤0.01%
18
-15
3622
$1K ﹤0.01%
100
3623
$1K ﹤0.01%
61
3624
$1K ﹤0.01%
197
3625
$1K ﹤0.01%
31
143 144
145
146 147