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
1901
$43K ﹤0.01%
550
-335
1902
$43K ﹤0.01%
883
-331
1903
$43K ﹤0.01%
1,456
-142
1904
$43K ﹤0.01%
+1,521
1905
$43K ﹤0.01%
2,055
1906
$43K ﹤0.01%
779
+24
1907
$42K ﹤0.01%
700
+315
1908
$42K ﹤0.01%
456
-518
1909
$42K ﹤0.01%
473
-663
1910
$42K ﹤0.01%
322
-507
1911
$42K ﹤0.01%
1,813
-134
1912
$42K ﹤0.01%
495
+31
1913
$42K ﹤0.01%
1,234
+685
1914
$42K ﹤0.01%
952
+67
1915
$42K ﹤0.01%
1,637
+1,339
1916
$42K ﹤0.01%
1,070
+470
1917
$42K ﹤0.01%
4,863
+147
1918
$42K ﹤0.01%
1,047
-139
1919
$42K ﹤0.01%
1,453
1920
$42K ﹤0.01%
708
-62,070
1921
$42K ﹤0.01%
+846
1922
$42K ﹤0.01%
421
1923
$41K ﹤0.01%
650
1924
$41K ﹤0.01%
773
1925
$41K ﹤0.01%
6,970
-6,662
75 76
77
78 79