IFP Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$11.4M |
| 2 |
Apple
AAPL
|
+$8.15M |
| 3 |
Procter & Gamble
PG
|
+$6.59M |
| 4 |
Oneok
OKE
|
+$5.16M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$4.84M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Real Estate ETF
IYR
|
+$14.2M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$12.2M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$12.2M |
| 4 |
Vanguard Total Bond Market
BND
|
+$11.2M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$6.46M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 6.82% |
| 2 | Consumer Staples | 6.24% |
| 3 | Technology | 5.71% |
| 4 | Energy | 5.7% |
| 5 | Healthcare | 5.69% |
Similar funds
IFP Advisors's Q4 2016 Portfolio in Review
As of Q4 2016, IFP Advisors held 4,379 positions worth $2.07B, up 7.8% from $1.92B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
IFP Advisors deployed $126M of net new capital in Q4 2016, opening 268 new positions and adding to 1,648 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 54,120 shares worth $1.85M.
By sector, the portfolio is most concentrated in Financials at 6.8% of assets, up from 5.9% a quarter earlier, followed by Consumer Staples and Technology.
On the sell side, the largest reduction was iShares US Real Estate ETF, an estimated $14.2M trimmed.
- IFP Advisors's largest Q4 2016 buy was Invesco S&P Ultra Dividend Revenue ETF: 54,120 shares worth $1.85M.
- IFP Advisors added most to Invesco QQQ Trust in Q4 2016, an estimated $11.4M increase.
- IFP Advisors's biggest Q4 2016 reduction was iShares US Real Estate ETF, cutting an estimated $14.2M.
- IFP Advisors fully exited ProShares UltraShort Euro in Q4 2016, selling an estimated $5.23M.
- IFP Advisors's ten largest holdings make up 14% of its $2.07B portfolio in Q4 2016.
- IFP Advisors opened 268 new positions and closed 187 in Q4 2016.
- IFP Advisors's portfolio value rose 7.8% quarter-over-quarter to $2.07B.
Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.