IFP Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$53.8M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$6.16M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$5.12M |
| 4 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$4.85M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$4.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$6.04M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$4.93M |
| 3 |
DuPont de Nemours
DD
|
+$3.27M |
| 4 |
DD
Du Pont De Nemours E I
DD
|
+$3.09M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.02M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 6.51% |
| 2 | Technology | 6.19% |
| 3 | Healthcare | 6.18% |
| 4 | Consumer Staples | 5.35% |
| 5 | Industrials | 4.86% |
Similar funds
IFP Advisors's Q3 2017 Portfolio in Review
As of Q3 2017, IFP Advisors held 4,457 positions worth $2.52B, up 6.8% from $2.36B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
IFP Advisors deployed $78.4M of net new capital in Q3 2017, opening 187 new positions and adding to 1,321 existing holdings. Its largest new stake was Vanguard Total Stock Market ETF: 424,702 shares worth $55M.
By sector, the portfolio is most concentrated in Financials at 6.5% of assets, down from 6.8% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $6.04M trimmed.
- IFP Advisors's largest Q3 2017 buy was Vanguard Total Stock Market ETF: 424,702 shares worth $55M.
- IFP Advisors added most to Vanguard Extended Market ETF in Q3 2017, an estimated $6.16M increase.
- IFP Advisors's biggest Q3 2017 reduction was Vanguard Intermediate-Term Corporate Bond ETF, cutting an estimated $6.04M.
- IFP Advisors fully exited DuPont de Nemours in Q3 2017, selling an estimated $3.27M.
- IFP Advisors's ten largest holdings make up 15% of its $2.52B portfolio in Q3 2017.
- IFP Advisors opened 187 new positions and closed 191 in Q3 2017.
- IFP Advisors's portfolio value rose 6.8% quarter-over-quarter to $2.52B.
Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.