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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
+1.71%
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
+$1.49B
Cap. Flow
% of AUM
99.83%
Top 10 Holdings %
Top 10 Hldgs %
15.23%
Holding
3,357
New
3,346
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$35.3M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$31.4M |
| 3 |
Apple
AAPL
|
+$30.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$29.3M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$17.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.55% |
| 2 | Consumer Discretionary | 5.08% |
| 3 | Financials | 4.5% |
| 4 | Communication Services | 3.49% |
| 5 | Healthcare | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Western Alliance Bancorporation
WAL
$9.04B
| $66K | ﹤0.01% |
+1,412
| New | +$63.7K |
|
1177
Amcor
AMCR
$20.9B
| $65K | ﹤0.01% |
+1,330
| New | +$68.7K |
|
1178
Cal-Maine
CALM
$4.2B
| $65K | ﹤0.01% |
+1,425
| New | +$59.2K |
|
1179
Liberty Media Series C
FWONK
$24.6B
| $65K | ﹤0.01% |
+1,684
| New | +$65.4K |
|
1180
iShares Core Universal USD Bond ETF
IUSB
$43B
| $65K | ﹤0.01% |
+1,257
| New | +$65.5K |
|
1181
Labcorp
LH
$24.7B
| $65K | ﹤0.01% |
+463
| New | +$67.6K |
|
1182
US Physical Therapy
USPH
$1.17B
| $65K | ﹤0.01% |
+500
| New | +$65.1K |
|
|
AYX
1183
DELISTED
Alteryx Inc
AYX
| $65K | ﹤0.01% |
+604
| New | +$74.9K |
|
|
ENV
1184
DELISTED
ENVESTNET, INC.
ENV
| $65K | ﹤0.01% |
+1,129
| New | +$71.3K |
|
1185
Aptiv
APTV
$12.2B
| $64K | ﹤0.01% |
+753
| New | +$62.9K |
|
1186
iShares MSCI BIC ETF
BKF
$76.4M
| $64K | ﹤0.01% |
+1,584
| New | +$65.1K |
|
1187
Flowers Foods
FLO
$1.62B
| $64K | ﹤0.01% |
+2,842
| New | +$65.8K |
|
1188
Icon
ICLR
$13B
| $64K | ﹤0.01% |
+431
| New | +$66.2K |
|
1189
iShares Global Infrastructure ETF
IGF
$10.9B
| $64K | ﹤0.01% |
+1,390
| New | +$63.7K |
|
1190
Insperity
NSP
$1.92B
| $64K | ﹤0.01% |
+650
| New | +$70.6K |
|
1191
Snap
SNAP
$7.6B
| $64K | ﹤0.01% |
+3,962
| New | +$63.4K |
|
1192
VictoryShares Dividend Accelerator ETF
VSDA
$246M
| $64K | ﹤0.01% |
+1,885
| New | +$63.5K |
|
1193
Whirlpool
WHR
$2.44B
| $64K | ﹤0.01% |
+425
| New | +$61K |
|
1194
Dentsply Sirona
XRAY
$2.61B
| $64K | ﹤0.01% |
+1,173
| New | +$63K |
|
1195
Arista Networks
ANET
$215B
| $63K | ﹤0.01% |
+4,160
| New | +$64.4K |
|
1196
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$61.7M
| $63K | ﹤0.01% |
+1,701
| New | +$62.9K |
|
1197
New York Times
NYT
$11.7B
| $63K | ﹤0.01% |
+2,181
| New | +$68.8K |
|
1198
T-Mobile US
TMUS
$190B
| $63K | ﹤0.01% |
+812
| New | +$63.6K |
|
1199
Capital One
COF
$127B
| $62K | ﹤0.01% |
+665
| New | +$59.8K |
|
1200
Fortune Brands Innovations
FBIN
$6.14B
| $62K | ﹤0.01% |
+1,338
| New | +$60.8K |
|
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IFP Advisors's Q3 2019 Portfolio in Review
Q3 2019 is the first quarter with a 13F filing on record for IFP Advisors, which disclosed 3,357 positions worth $1.49B. Its ten largest holdings account for 15% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 119,467 shares worth $35.3M.
By sector, the portfolio is most concentrated in Technology at 6.5% of assets, followed by Consumer Discretionary and Financials.
- IFP Advisors's largest Q3 2019 buy was State Street SPDR S&P 500 ETF Trust: 119,467 shares worth $35.3M.
- IFP Advisors's ten largest holdings make up 15% of its $1.49B portfolio in Q3 2019.
- IFP Advisors disclosed 3,357 positions in Q3 2019, its first 13F filing on record.
Based on IFP Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.