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
2101
$31K ﹤0.01%
3,540
+557
2102
$31K ﹤0.01%
846
+686
2103
$31K ﹤0.01%
415
-6,869
2104
$31K ﹤0.01%
537
-302
2105
$31K ﹤0.01%
538
-6,182
2106
$31K ﹤0.01%
1,629
+486
2107
$31K ﹤0.01%
990
-1,162
2108
$31K ﹤0.01%
1,167
2109
$31K ﹤0.01%
610
+6
2110
$31K ﹤0.01%
1,512
+30
2111
$31K ﹤0.01%
2,411
-1,348
2112
$30K ﹤0.01%
957
+75
2113
$30K ﹤0.01%
930
-2,793
2114
$30K ﹤0.01%
616
-151
2115
$30K ﹤0.01%
2,367
+171
2116
$30K ﹤0.01%
7,550
-3,000
2117
$30K ﹤0.01%
378
+10
2118
$30K ﹤0.01%
4,000
-12,463
2119
$30K ﹤0.01%
1,173
-134
2120
$30K ﹤0.01%
897
2121
$30K ﹤0.01%
461
+3
2122
$30K ﹤0.01%
504
2123
$30K ﹤0.01%
351
+47
2124
$30K ﹤0.01%
463
-100
2125
$30K ﹤0.01%
+446
83 84
85
86 87