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
3701
$1K ﹤0.01%
17
3702
$1K ﹤0.01%
+68
3703
$1K ﹤0.01%
39
+20
3704
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84
-35
3705
$1K ﹤0.01%
38
-400
3706
$1K ﹤0.01%
+30
3707
$1K ﹤0.01%
391
-2,989
3708
$1K ﹤0.01%
257
3709
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500
3710
$1K ﹤0.01%
320
-73
3711
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65
-94
3712
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18
3713
$1K ﹤0.01%
150
-780
3714
$1K ﹤0.01%
23
3715
$1K ﹤0.01%
300
-1,100
3716
$1K ﹤0.01%
17
-1,048
3717
$1K ﹤0.01%
22
-18
3718
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85
3719
$1K ﹤0.01%
250
-52
3720
$1K ﹤0.01%
18
3721
$1K ﹤0.01%
25
3722
$1K ﹤0.01%
+79
3723
– –
0
3724
$1K ﹤0.01%
15
3725
$1K ﹤0.01%
94
-756
147 148
149
150 151