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
2376
$20K ﹤0.01%
310
2377
$20K ﹤0.01%
1,088
+459
2378
$20K ﹤0.01%
+800
2379
$20K ﹤0.01%
1,575
-5,197
2380
$20K ﹤0.01%
343
-210
2381
$20K ﹤0.01%
381
+101
2382
$20K ﹤0.01%
230
-349
2383
$20K ﹤0.01%
305
2384
$20K ﹤0.01%
1,456
-133
2385
$20K ﹤0.01%
3,920
2386
$20K ﹤0.01%
1,105
-481
2387
$20K ﹤0.01%
2,438
2388
$20K ﹤0.01%
862
-4,025
2389
$20K ﹤0.01%
851
-345
2390
$20K ﹤0.01%
305
2391
$20K ﹤0.01%
564
-291
2392
$20K ﹤0.01%
1,295
-18
2393
$20K ﹤0.01%
597
-59
2394
$20K ﹤0.01%
846
-16
2395
$20K ﹤0.01%
315
-3,828
2396
$20K ﹤0.01%
461
2397
$20K ﹤0.01%
279
+121
2398
$20K ﹤0.01%
142
+83
2399
$19K ﹤0.01%
733
-513
2400
$19K ﹤0.01%
444
-1,167
94 95
96
97 98