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
1576
$72K ﹤0.01%
2,815
+110
1577
$72K ﹤0.01%
1,856
1578
$72K ﹤0.01%
2,186
+1,825
1579
$72K ﹤0.01%
2,156
-288
1580
$72K ﹤0.01%
462
-156
1581
$72K ﹤0.01%
635
-30
1582
$72K ﹤0.01%
3,666
-772
1583
$72K ﹤0.01%
631
-150
1584
$71K ﹤0.01%
1,488
-10
1585
$71K ﹤0.01%
1,167
-1,016
1586
$71K ﹤0.01%
2,343
-150
1587
$71K ﹤0.01%
+1,750
1588
$71K ﹤0.01%
1,181
+367
1589
$71K ﹤0.01%
3,912
-24,179
1590
$71K ﹤0.01%
935
-280
1591
$71K ﹤0.01%
1,934
+60
1592
$71K ﹤0.01%
3,425
+1,033
1593
$71K ﹤0.01%
777
-200
1594
$71K ﹤0.01%
1,637
-690
1595
$71K ﹤0.01%
7,054
+2,314
1596
$71K ﹤0.01%
1,258
-226
1597
$71K ﹤0.01%
2,835
+9
1598
$70K ﹤0.01%
1,031
+29
1599
$70K ﹤0.01%
1,264
+558
1600
$70K ﹤0.01%
2,975
-2,200
62 63
64
65 66