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
2126
$30K ﹤0.01%
850
2127
$30K ﹤0.01%
990
2128
$30K ﹤0.01%
1,400
-17,309
2129
$30K ﹤0.01%
639
-233
2130
$30K ﹤0.01%
720
+36
2131
$30K ﹤0.01%
+2,540
2132
$30K ﹤0.01%
2,400
2133
$30K ﹤0.01%
819
2134
$30K ﹤0.01%
1,000
2135
$30K ﹤0.01%
2,000
2136
$30K ﹤0.01%
2,178
-2,670
2137
$29K ﹤0.01%
414
2138
$29K ﹤0.01%
3,000
2139
$29K ﹤0.01%
1,115
2140
$29K ﹤0.01%
190
+100
2141
$29K ﹤0.01%
1,132
-4,528
2142
$29K ﹤0.01%
320
-893
2143
$29K ﹤0.01%
526
-202
2144
$29K ﹤0.01%
1,220
-53,062
2145
$29K ﹤0.01%
359
-1,518
2146
$29K ﹤0.01%
658
+4
2147
$29K ﹤0.01%
216
-1,287
2148
$29K ﹤0.01%
+600
2149
$29K ﹤0.01%
1,372
-1,674
2150
$29K ﹤0.01%
617
-135
84 85
86
87 88