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
2326
$22K ﹤0.01%
1,663
-1,451
2327
$22K ﹤0.01%
1,008
-1,075
2328
$22K ﹤0.01%
1,150
+34
2329
$22K ﹤0.01%
1,060
-32
2330
$22K ﹤0.01%
44
-6
2331
$22K ﹤0.01%
7,035
-299
2332
$22K ﹤0.01%
645
2333
$22K ﹤0.01%
1,560
-7,277
2334
$22K ﹤0.01%
264
+2
2335
$22K ﹤0.01%
800
-38
2336
$22K ﹤0.01%
1,521
-645
2337
$21K ﹤0.01%
831
-96
2338
$21K ﹤0.01%
1,018
2339
$21K ﹤0.01%
7,074
+2,583
2340
$21K ﹤0.01%
1,790
-746
2341
$21K ﹤0.01%
467
+82
2342
$21K ﹤0.01%
600
2343
$21K ﹤0.01%
3,611
+2,860
2344
$21K ﹤0.01%
375
+100
2345
$21K ﹤0.01%
170
+122
2346
$21K ﹤0.01%
379
+5
2347
$21K ﹤0.01%
2,020
-6,148
2348
$21K ﹤0.01%
3,530
-2,219
2349
$21K ﹤0.01%
953
+453
2350
$21K ﹤0.01%
4,910
92 93
94
95 96