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
2301
$23K ﹤0.01%
4,982
-3,328
2302
$23K ﹤0.01%
2,045
-10,900
2303
$23K ﹤0.01%
569
-50
2304
$23K ﹤0.01%
1,546
+969
2305
$23K ﹤0.01%
2,225
-72
2306
$23K ﹤0.01%
1,500
2307
$23K ﹤0.01%
600
-1,050
2308
$22K ﹤0.01%
228
+6
2309
$22K ﹤0.01%
2,154
+11
2310
$22K ﹤0.01%
650
-2,122
2311
$22K ﹤0.01%
1,069
-500
2312
$22K ﹤0.01%
543
2313
$22K ﹤0.01%
545
-8,264
2314
$22K ﹤0.01%
1,161
-349
2315
$22K ﹤0.01%
579
-575
2316
$22K ﹤0.01%
1,582
-1,495
2317
$22K ﹤0.01%
387
2318
$22K ﹤0.01%
439
-3,681
2319
$22K ﹤0.01%
910
-14,150
2320
$22K ﹤0.01%
161
-14
2321
$22K ﹤0.01%
169
+10
2322
$22K ﹤0.01%
238
+15
2323
$22K ﹤0.01%
149
-270
2324
$22K ﹤0.01%
273
+103
2325
$22K ﹤0.01%
490
91 92
93
94 95