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
1676
$62K ﹤0.01%
1,533
+150
1677
$62K ﹤0.01%
7,088
-2,762
1678
$62K ﹤0.01%
2,062
-284
1679
$62K ﹤0.01%
1,050
-50
1680
$62K ﹤0.01%
+1,388
1681
$62K ﹤0.01%
679
-65
1682
$62K ﹤0.01%
1,905
-2,795
1683
$62K ﹤0.01%
25,267
-8,076
1684
$62K ﹤0.01%
508
-82
1685
$62K ﹤0.01%
2,796
1686
$62K ﹤0.01%
+3,078
1687
$62K ﹤0.01%
965
-1,010
1688
$62K ﹤0.01%
1,163
-7
1689
$62K ﹤0.01%
5,319
-4,290
1690
$61K ﹤0.01%
4,000
+1,790
1691
$61K ﹤0.01%
2,050
+1,750
1692
$61K ﹤0.01%
1,618
-459
1693
$61K ﹤0.01%
2,665
+1,800
1694
$61K ﹤0.01%
827
+19
1695
$61K ﹤0.01%
6,313
-7,398
1696
$61K ﹤0.01%
1,138
-483
1697
$61K ﹤0.01%
1,946
+129
1698
$61K ﹤0.01%
1,385
-123
1699
$61K ﹤0.01%
2,598
-41
1700
$61K ﹤0.01%
436
-40
66 67
68
69 70