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
2426
$18K ﹤0.01%
+1,860
2427
$18K ﹤0.01%
1,000
2428
$18K ﹤0.01%
812
2429
$18K ﹤0.01%
341
2430
$18K ﹤0.01%
185
+14
2431
$18K ﹤0.01%
750
-2,615
2432
$18K ﹤0.01%
750
2433
$18K ﹤0.01%
387
-363
2434
$18K ﹤0.01%
408
+3
2435
$18K ﹤0.01%
312
+99
2436
$18K ﹤0.01%
86
-5
2437
$18K ﹤0.01%
2,000
2438
$18K ﹤0.01%
489
-1,141
2439
$18K ﹤0.01%
2,839
-356
2440
$18K ﹤0.01%
121
-789
2441
$18K ﹤0.01%
294
2442
$18K ﹤0.01%
90
+24
2443
$18K ﹤0.01%
+202
2444
$18K ﹤0.01%
86
-94
2445
$18K ﹤0.01%
1,098
-100
2446
$18K ﹤0.01%
712
2447
$18K ﹤0.01%
900
-1,127
2448
$18K ﹤0.01%
570
+500
2449
$18K ﹤0.01%
933
+501
2450
$18K ﹤0.01%
800
96 97
98
99 100