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
926
$228K 0.01%
3,591
-558
927
$228K 0.01%
4,561
+1,982
928
$227K 0.01%
4,214
-1,142
929
$227K 0.01%
16,141
-8,889
930
$226K 0.01%
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-670
931
$226K 0.01%
1,449
-133
932
$225K 0.01%
1,923
-4,139
933
$225K 0.01%
9,005
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934
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18,697
935
$224K 0.01%
6,033
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936
$224K 0.01%
5,986
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937
$224K 0.01%
1,707
-348
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$223K 0.01%
11,333
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939
$222K 0.01%
8,937
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940
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14,259
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941
$222K 0.01%
6,138
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942
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943
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4,285
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945
$219K 0.01%
4,390
946
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9,762
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$219K 0.01%
3,601
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$218K 0.01%
21,529
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949
$217K 0.01%
7,010
-630
950
$217K 0.01%
13,000
36 37
38
39 40