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
2201
$27K ﹤0.01%
2,000
2202
$27K ﹤0.01%
400
-850
2203
$27K ﹤0.01%
1,600
-1,211
2204
$26K ﹤0.01%
894
+33
2205
$26K ﹤0.01%
5,206
-200
2206
$26K ﹤0.01%
600
-187
2207
$26K ﹤0.01%
500
-250
2208
$26K ﹤0.01%
528
+126
2209
$26K ﹤0.01%
273
-205
2210
$26K ﹤0.01%
710
-500
2211
$26K ﹤0.01%
392
-35
2212
$26K ﹤0.01%
740
2213
$26K ﹤0.01%
1,030
+980
2214
$26K ﹤0.01%
530
-150
2215
$26K ﹤0.01%
2,950
-175
2216
$26K ﹤0.01%
570
-303
2217
$26K ﹤0.01%
877
-761
2218
$26K ﹤0.01%
3,460
+460
2219
$26K ﹤0.01%
568
-12
2220
$26K ﹤0.01%
312
-710
2221
$26K ﹤0.01%
548
-199
2222
$26K ﹤0.01%
806
-83
2223
$26K ﹤0.01%
730
+680
2224
$26K ﹤0.01%
256
-38
2225
$26K ﹤0.01%
+1,740
87 88
89
90 91