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
2451
$18K ﹤0.01%
301
-1,160
2452
$18K ﹤0.01%
564
-944
2453
$18K ﹤0.01%
531
-222
2454
$18K ﹤0.01%
630
2455
$18K ﹤0.01%
913
-50
2456
$18K ﹤0.01%
1,051
2457
$18K ﹤0.01%
297
2458
$18K ﹤0.01%
107
2459
$18K ﹤0.01%
217
-4
2460
$18K ﹤0.01%
238
2461
$18K ﹤0.01%
293
-420
2462
$18K ﹤0.01%
423
+88
2463
$18K ﹤0.01%
3,185
+730
2464
$18K ﹤0.01%
+5,752
2465
$18K ﹤0.01%
201
-244
2466
$18K ﹤0.01%
608
+2
2467
$18K ﹤0.01%
2,415
-99
2468
$18K ﹤0.01%
111
-49
2469
$18K ﹤0.01%
988
+127
2470
$18K ﹤0.01%
209
+101
2471
$18K ﹤0.01%
1,000
2472
$18K ﹤0.01%
1,025
-238
2473
$18K ﹤0.01%
686
2474
$18K ﹤0.01%
904
+324
2475
$17K ﹤0.01%
1,361
+20
97 98
99
100 101