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
1551
$74K ﹤0.01%
3,200
1552
$74K ﹤0.01%
7,546
-7,936
1553
$74K ﹤0.01%
2,017
-5,000
1554
$74K ﹤0.01%
3,820
-24,989
1555
$74K ﹤0.01%
1,154
1556
$74K ﹤0.01%
1,395
-1,580
1557
$74K ﹤0.01%
1,121
-156
1558
$74K ﹤0.01%
2,194
+1,146
1559
$74K ﹤0.01%
2,890
1560
$73K ﹤0.01%
11,265
-7,055
1561
$73K ﹤0.01%
2,907
-2,372
1562
$73K ﹤0.01%
1,716
-8,616
1563
$73K ﹤0.01%
1,426
+714
1564
$73K ﹤0.01%
576
-29
1565
$73K ﹤0.01%
5,650
-15,726
1566
$73K ﹤0.01%
2,813
+1,756
1567
$73K ﹤0.01%
1,485
-2,540
1568
$73K ﹤0.01%
+871
1569
$72K ﹤0.01%
40,684
+1,040
1570
$72K ﹤0.01%
5,720
-1,119
1571
$72K ﹤0.01%
2,838
1572
$72K ﹤0.01%
2,459
-950
1573
$72K ﹤0.01%
1,133
-204
1574
$72K ﹤0.01%
915
-470
1575
$72K ﹤0.01%
1,376
+612
61 62
63
64 65