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
1701
$61K ﹤0.01%
5,883
+814
1702
$60K ﹤0.01%
889
-1,003
1703
$60K ﹤0.01%
1,688
-318
1704
$60K ﹤0.01%
343
-707
1705
$60K ﹤0.01%
3,625
1706
$60K ﹤0.01%
1,233
-71
1707
$60K ﹤0.01%
1,092
-12,255
1708
$60K ﹤0.01%
3,835
-1,943
1709
$60K ﹤0.01%
2,350
-425
1710
$59K ﹤0.01%
735
-25
1711
$59K ﹤0.01%
1,125
+211
1712
$59K ﹤0.01%
9,600
+4,000
1713
$59K ﹤0.01%
2,855
+176
1714
$59K ﹤0.01%
515
-135
1715
$59K ﹤0.01%
766
+37
1716
$59K ﹤0.01%
1,284
-757
1717
$59K ﹤0.01%
1,012
-1,470
1718
$59K ﹤0.01%
1,576
+37
1719
$59K ﹤0.01%
1,803
-9,753
1720
$58K ﹤0.01%
15,000
-1,715
1721
$58K ﹤0.01%
2,307
1722
$58K ﹤0.01%
756
+266
1723
$58K ﹤0.01%
1,285
+635
1724
$58K ﹤0.01%
1,460
-1,197
1725
$58K ﹤0.01%
2,590
+1,590
67 68
69
70 71