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
3651
$1K ﹤0.01%
12
3652
$1K ﹤0.01%
25
3653
$1K ﹤0.01%
15
-7,517
3654
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42
3655
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100
3656
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13
3657
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6
3658
– –
0
3659
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600
3660
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20
3661
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100
-1,000
3662
$1K ﹤0.01%
6
-430
3663
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47
3664
– –
0
3665
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17
3666
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60
3667
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3668
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52
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3669
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3670
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32
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3671
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37
-2
3672
$1K ﹤0.01%
22
-123
3673
$1K ﹤0.01%
21
3674
$1K ﹤0.01%
+80
3675
$1K ﹤0.01%
23
-713
145 146
147
148 149