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
1951
$39K ﹤0.01%
1,535
-94
1952
$39K ﹤0.01%
1,580
-7,618
1953
$39K ﹤0.01%
500
1954
$39K ﹤0.01%
801
+351
1955
$39K ﹤0.01%
1,347
+855
1956
$39K ﹤0.01%
1,600
-204
1957
$39K ﹤0.01%
434
+1
1958
$39K ﹤0.01%
1,984
-11,749
1959
$39K ﹤0.01%
1,387
-12
1960
$39K ﹤0.01%
333
-100
1961
$39K ﹤0.01%
857
+133
1962
$39K ﹤0.01%
449
+92
1963
$39K ﹤0.01%
2,763
+535
1964
$39K ﹤0.01%
+1,250
1965
$39K ﹤0.01%
1,423
1966
$39K ﹤0.01%
788
1967
$39K ﹤0.01%
2,100
-3,140
1968
$38K ﹤0.01%
+1,310
1969
$38K ﹤0.01%
3,772
-3,248
1970
$38K ﹤0.01%
54
+3
1971
$38K ﹤0.01%
2,475
-908
1972
$38K ﹤0.01%
732
+354
1973
$38K ﹤0.01%
8,142
-666
1974
$38K ﹤0.01%
338
-672
1975
$38K ﹤0.01%
1,525
-1,412
77 78
79
80 81