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
2226
$26K ﹤0.01%
270
-255
2227
$26K ﹤0.01%
1,057
2228
$26K ﹤0.01%
476
-136
2229
$25K ﹤0.01%
784
+57
2230
$25K ﹤0.01%
836
-1,682
2231
$25K ﹤0.01%
+1,740
2232
$25K ﹤0.01%
294
-22
2233
$25K ﹤0.01%
1,725
-2,110
2234
$25K ﹤0.01%
711
-90
2235
$25K ﹤0.01%
2,244
+33
2236
$25K ﹤0.01%
4
-1
2237
$25K ﹤0.01%
+520
2238
$25K ﹤0.01%
365
-100
2239
$25K ﹤0.01%
989
2240
$25K ﹤0.01%
750
2241
$25K ﹤0.01%
244
-406
2242
$25K ﹤0.01%
950
-240
2243
$25K ﹤0.01%
289
-114
2244
$25K ﹤0.01%
546
-25
2245
$25K ﹤0.01%
500
2246
$25K ﹤0.01%
1,682
-45
2247
$25K ﹤0.01%
1,203
-553
2248
$25K ﹤0.01%
274
-697
2249
$25K ﹤0.01%
873
-114
2250
$25K ﹤0.01%
21
-2
88 89
90
91 92