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IFP Advisors Portfolio holdings
AUM
$5.54B
1-Year Est. Return
27.43%
This Fund
S&P 500
This Quarter
Est. Return
+4.09%
1 Year Est. Return
+27.43%
3 Year Est. Return
+73.16%
5 Year Est. Return
+63.71%
10 Year Est. Return
–
AUM
$1.49B
AUM Growth
–
Cap. Flow
+$1.51B
Cap. Flow
% of AUM
101.55%
Top 10 Holdings %
Top 10 Hldgs %
13.69%
Holding
3,985
New
3,952
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$38.8M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$28.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$20.3M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$19.1M |
| 5 |
Procter & Gamble
PG
|
+$18.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 7.47% |
| 2 | Healthcare | 7.36% |
| 3 | Consumer Staples | 6.39% |
| 4 | Technology | 6.07% |
| 5 | Consumer Discretionary | 5.93% |
Similar funds
AS
DSC
PA
PWM
SC
EW
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IFP Advisors's Q4 2015 Portfolio in Review
Q4 2015 is the first quarter with a 13F filing on record for IFP Advisors, which disclosed 3,985 positions worth $1.49B. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Apple: 1,356,956 shares worth $35.7M.
By sector, the portfolio is most concentrated in Financials at 7.5% of assets, followed by Healthcare and Consumer Staples.
- IFP Advisors's largest Q4 2015 buy was Apple: 1,356,956 shares worth $35.7M.
- IFP Advisors's ten largest holdings make up 14% of its $1.49B portfolio in Q4 2015.
- IFP Advisors disclosed 3,985 positions in Q4 2015, its first 13F filing on record.
Based on IFP Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.