IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
4351
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-2,711
4352
$0 ﹤0.01%
4
4353
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-2,117
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4355
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4357
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4358
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4359
$0 ﹤0.01%
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4360
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-3,272
4361
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-1,017
4362
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-3
4363
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-750
4364
$0 ﹤0.01%
100
-530
4365
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4366
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4367
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4368
$0 ﹤0.01%
5
-110
4369
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-1,500
4370
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4371
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-6,000
4372
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-600
4373
$0 ﹤0.01%
57
-391
4374
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-1
4375
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-320
172 173 174
175
176