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
2076
$32K ﹤0.01%
1,850
-1,490
2077
$32K ﹤0.01%
5,548
-1,000
2078
$32K ﹤0.01%
+1,530
2079
$32K ﹤0.01%
2,145
-5,376
2080
$31K ﹤0.01%
+529
2081
$31K ﹤0.01%
598
-2,658
2082
$31K ﹤0.01%
781
+600
2083
$31K ﹤0.01%
1,698
+1,337
2084
$31K ﹤0.01%
131
+17
2085
$31K ﹤0.01%
2,104
-3,957
2086
$31K ﹤0.01%
506
-225
2087
$31K ﹤0.01%
242
2088
$31K ﹤0.01%
264
-10
2089
$31K ﹤0.01%
1,031
2090
$31K ﹤0.01%
1,229
2091
$31K ﹤0.01%
2,710
-698
2092
$31K ﹤0.01%
+489
2093
$31K ﹤0.01%
248
-598
2094
$31K ﹤0.01%
582
-31
2095
$31K ﹤0.01%
3,000
+760
2096
$31K ﹤0.01%
1,957
-120
2097
$31K ﹤0.01%
4,428
-400
2098
$31K ﹤0.01%
308
-198
2099
$31K ﹤0.01%
295
-117
2100
$31K ﹤0.01%
1,158
+519
82 83
84
85 86