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
126
$4.07M 0.19%
12,666
-1,994
127
$4.06M 0.18%
73,471
-470
128
$3.98M 0.18%
34,811
-967
129
$3.93M 0.18%
153,295
+15,474
130
$3.86M 0.18%
147,468
+23,314
131
$3.85M 0.18%
50,874
-3,714
132
$3.76M 0.17%
107,860
+10,790
133
$3.76M 0.17%
215,556
+15,452
134
$3.74M 0.17%
16,981
-8,422
135
$3.72M 0.17%
185,961
+15,646
136
$3.69M 0.17%
72,516
+8,470
137
$3.66M 0.17%
23,213
-26,239
138
$3.65M 0.17%
35,389
+5,749
139
$3.62M 0.16%
71,477
-502
140
$3.6M 0.16%
23,531
-87
141
$3.6M 0.16%
41,277
-13,064
142
$3.59M 0.16%
121,562
+107,237
143
$3.56M 0.16%
19,094
-193
144
$3.56M 0.16%
58,149
+569
145
$3.54M 0.16%
97,978
-179,992
146
$3.53M 0.16%
39,192
-2,743
147
$3.53M 0.16%
186,238
+5,120
148
$3.5M 0.16%
75,431
+2,818
149
$3.47M 0.16%
56,633
-25,068
150
$3.46M 0.16%
32,744
+2,140
4 5
6
7 8