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
2176
$28K ﹤0.01%
1,229
-962
2177
$28K ﹤0.01%
1,623
-145
2178
$28K ﹤0.01%
2,000
-1,298
2179
$28K ﹤0.01%
2,414
-2,760
2180
$28K ﹤0.01%
504
-37
2181
$28K ﹤0.01%
+559
2182
$28K ﹤0.01%
1,088
+10
2183
$28K ﹤0.01%
3,546
-44,883
2184
$28K ﹤0.01%
1,474
+510
2185
$28K ﹤0.01%
+486
2186
$28K ﹤0.01%
1,489
+1,437
2187
$28K ﹤0.01%
+150
2188
$28K ﹤0.01%
596
-540
2189
$27K ﹤0.01%
200
-183
2190
$27K ﹤0.01%
700
-5,450
2191
$27K ﹤0.01%
1,221
2192
$27K ﹤0.01%
793
+682
2193
$27K ﹤0.01%
+2,100
2194
$27K ﹤0.01%
1,250
-10,926
2195
$27K ﹤0.01%
346
-229
2196
$27K ﹤0.01%
600
2197
$27K ﹤0.01%
3,617
-22,922
2198
$27K ﹤0.01%
300
-100
2199
$27K ﹤0.01%
2,820
+745
2200
$27K ﹤0.01%
766
-28
86 87
88
89 90