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
2401
$19K ﹤0.01%
2,069
-729
2402
$19K ﹤0.01%
696
+2
2403
$19K ﹤0.01%
632
-2,073
2404
$19K ﹤0.01%
931
-132
2405
$19K ﹤0.01%
2,034
-1,738
2406
$19K ﹤0.01%
392
+36
2407
$19K ﹤0.01%
652
+375
2408
$19K ﹤0.01%
1,076
-1,525
2409
$19K ﹤0.01%
399
+69
2410
$19K ﹤0.01%
1,051
-327
2411
$19K ﹤0.01%
917
2412
$19K ﹤0.01%
975
+900
2413
$19K ﹤0.01%
+385
2414
$19K ﹤0.01%
700
2415
$19K ﹤0.01%
248
2416
$19K ﹤0.01%
1,398
-2,415
2417
$19K ﹤0.01%
9,024
2418
$19K ﹤0.01%
1,187
2419
$19K ﹤0.01%
1,186
-76
2420
$19K ﹤0.01%
383
-292
2421
$19K ﹤0.01%
1,550
-1,275
2422
$19K ﹤0.01%
1,050
2423
$19K ﹤0.01%
531
+90
2424
$19K ﹤0.01%
2,845
-6,010
2425
$19K ﹤0.01%
668
-157
95 96
97
98 99