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
2151
$29K ﹤0.01%
701
-275
2152
$29K ﹤0.01%
+422
2153
$29K ﹤0.01%
2,738
-1,156
2154
$29K ﹤0.01%
468
-1,004
2155
$29K ﹤0.01%
334
+67
2156
$29K ﹤0.01%
950
2157
$29K ﹤0.01%
4,531
+28
2158
$29K ﹤0.01%
2,000
-1,767
2159
$29K ﹤0.01%
2,135
-8,250
2160
$29K ﹤0.01%
559
+302
2161
$29K ﹤0.01%
6,859
-2,863
2162
$29K ﹤0.01%
777
-250
2163
$29K ﹤0.01%
1,735
2164
$29K ﹤0.01%
498
+1
2165
$29K ﹤0.01%
1,078
-461
2166
$28K ﹤0.01%
552
-1,600
2167
$28K ﹤0.01%
1,926
-123
2168
$28K ﹤0.01%
538
-48
2169
$28K ﹤0.01%
571
-435
2170
$28K ﹤0.01%
314
2171
$28K ﹤0.01%
402
2172
$28K ﹤0.01%
2,273
-4,070
2173
$28K ﹤0.01%
1,000
2174
$28K ﹤0.01%
593
-170
2175
$28K ﹤0.01%
4,805
-10,323
85 86
87
88 89