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
3676
$1K ﹤0.01%
17
-372
3677
$1K ﹤0.01%
32
3678
$1K ﹤0.01%
110
+73
3679
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3680
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2
3681
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3682
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43
-400
3683
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+10
3684
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3685
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125
-2
3686
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36
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3688
$1K ﹤0.01%
+28
3689
$1K ﹤0.01%
19
-62
3690
$1K ﹤0.01%
150
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3691
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3692
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3693
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1
3694
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3695
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35
-105
3696
$1K ﹤0.01%
35
3697
$1K ﹤0.01%
12
-28
3698
$1K ﹤0.01%
17
-3
3699
$1K ﹤0.01%
75
-354
3700
$1K ﹤0.01%
+15
146 147
148
149 150