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
1801
$50K ﹤0.01%
507
-4
1802
$50K ﹤0.01%
3,395
-2,479
1803
$50K ﹤0.01%
1,813
+22
1804
$50K ﹤0.01%
1,232
-239
1805
$50K ﹤0.01%
1,502
-185
1806
$50K ﹤0.01%
630
-293
1807
$50K ﹤0.01%
686
-200
1808
$50K ﹤0.01%
3,381
1809
$49K ﹤0.01%
1,800
-840
1810
$49K ﹤0.01%
4,165
-8,288
1811
$49K ﹤0.01%
27,240
-6,133
1812
$49K ﹤0.01%
1,506
+110
1813
$49K ﹤0.01%
1,510
+400
1814
$49K ﹤0.01%
+3,550
1815
$49K ﹤0.01%
556
+400
1816
$49K ﹤0.01%
399
1817
$49K ﹤0.01%
+3,550
1818
$49K ﹤0.01%
1,898
+84
1819
$49K ﹤0.01%
1,142
-220
1820
$49K ﹤0.01%
1,282
-1,183
1821
$49K ﹤0.01%
928
-965
1822
$49K ﹤0.01%
2,072
-1,265
1823
$49K ﹤0.01%
1,719
+1,213
1824
$49K ﹤0.01%
25
-5
1825
$49K ﹤0.01%
3,411
-2,874
71 72
73
74 75