IFP Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$24.1M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$15.5M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$13.1M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$7.82M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$7.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
+$18.3M |
| 2 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$17.9M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$17.8M |
| 4 |
iShares US Real Estate ETF
IYR
|
+$10.7M |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$7.41M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.47% |
| 2 | Financials | 4.06% |
| 3 | Consumer Discretionary | 3.84% |
| 4 | Industrials | 3.19% |
| 5 | Healthcare | 3.13% |
Similar funds
IFP Advisors's Q2 2023 Portfolio in Review
As of Q2 2023, IFP Advisors held 3,628 positions worth $2.39B, up 4.1% from $2.3B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
IFP Advisors withdrew a net $124M in Q2 2023, closing 187 positions and reducing 1,188 holdings. Its most notable exit was VictoryShares US Discovery Enhanced Volatility Wtd ETF, an estimated $2.33M position sold in full.
By sector, the portfolio is most concentrated in Technology at 8.5% of assets, up from 4.4% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, IFP Advisors opened a new position in Direxion HCM Tactical Enhanced US ETF worth $1.57M.
- IFP Advisors's largest Q2 2023 buy was Direxion HCM Tactical Enhanced US ETF: 60,519 shares worth $1.57M.
- IFP Advisors added most to First Trust Enhanced Short Maturity ETF in Q2 2023, an estimated $24.1M increase.
- IFP Advisors's biggest Q2 2023 reduction was iShares Floating Rate Bond ETF, cutting an estimated $18.3M.
- IFP Advisors fully exited VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q2 2023, selling an estimated $2.33M.
- IFP Advisors's ten largest holdings make up 16% of its $2.39B portfolio in Q2 2023.
- IFP Advisors opened 281 new positions and closed 187 in Q2 2023.
- IFP Advisors's portfolio value rose 4.1% quarter-over-quarter to $2.39B.
Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.