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
1326
$110K 0.01%
7,995
-1,420
1327
$109K 0.01%
5,899
-1,312
1328
$109K 0.01%
3,840
-760
1329
$109K 0.01%
798
+150
1330
$108K ﹤0.01%
1,598
-85
1331
$108K ﹤0.01%
1,029
+399
1332
$108K ﹤0.01%
4,935
-750
1333
$108K ﹤0.01%
3,197
1334
$108K ﹤0.01%
1,414
-1,205
1335
$107K ﹤0.01%
729
-4
1336
$107K ﹤0.01%
714
-148
1337
$107K ﹤0.01%
3,279
+208
1338
$107K ﹤0.01%
2,438
+1
1339
$107K ﹤0.01%
2,637
-844
1340
$107K ﹤0.01%
486
-867
1341
$107K ﹤0.01%
9,500
1342
$107K ﹤0.01%
852
-3,379
1343
$107K ﹤0.01%
135
-93
1344
$107K ﹤0.01%
6,002
-3,801
1345
$106K ﹤0.01%
966
-45
1346
$106K ﹤0.01%
3,486
+120
1347
$106K ﹤0.01%
2,362
-5,902
1348
$106K ﹤0.01%
1,661
+1,174
1349
$106K ﹤0.01%
3,946
-1,609
1350
$105K ﹤0.01%
13,903
-1,972
52 53
54
55 56