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
2351
$21K ﹤0.01%
341
-101
2352
$21K ﹤0.01%
2,198
+42
2353
$21K ﹤0.01%
346
-1,960
2354
$21K ﹤0.01%
1,250
+60
2355
$21K ﹤0.01%
512
+350
2356
$21K ﹤0.01%
1,201
2357
$21K ﹤0.01%
1,190
+269
2358
$21K ﹤0.01%
310
2359
$21K ﹤0.01%
1,782
+380
2360
$21K ﹤0.01%
135
-125
2361
$21K ﹤0.01%
2,026
+112
2362
$21K ﹤0.01%
675
-700
2363
$21K ﹤0.01%
+1,182
2364
$21K ﹤0.01%
530
2365
$21K ﹤0.01%
1,000
2366
$21K ﹤0.01%
728
-125
2367
$21K ﹤0.01%
976
-618
2368
$21K ﹤0.01%
900
2369
$21K ﹤0.01%
890
2370
$21K ﹤0.01%
602
-900
2371
$21K ﹤0.01%
1,378
2372
$21K ﹤0.01%
943
2373
$20K ﹤0.01%
246
-100
2374
$20K ﹤0.01%
2,154
-20,342
2375
$20K ﹤0.01%
+300
93 94
95
96 97