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
726
$380K 0.02%
3,190
-156
727
$379K 0.02%
31,806
-4,301
728
$379K 0.02%
18,186
+3,454
729
$378K 0.02%
18,500
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730
$377K 0.02%
2,224
-316
731
$376K 0.02%
1,852
-34
732
$376K 0.02%
7,179
-1,579
733
$376K 0.02%
5,779
-638
734
$376K 0.02%
6,691
-45
735
$376K 0.02%
10,657
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736
$375K 0.02%
42,786
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737
$374K 0.02%
7,240
-1,814
738
$374K 0.02%
7,280
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739
$374K 0.02%
6,984
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740
$374K 0.02%
5,360
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$373K 0.02%
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743
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744
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745
$370K 0.02%
11,136
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746
$370K 0.02%
6,789
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747
$368K 0.02%
5,258
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748
$366K 0.02%
9,729
-109,603
749
$366K 0.02%
8,342
-1,379
750
$364K 0.02%
23,420
-1,580
28 29
30
31 32