IFP Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Value Line Dividend Fund
FVD
|
+$9.57M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$7.28M |
| 3 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$5.13M |
| 4 |
iShares S&P 100 ETF
OEF
|
+$3.98M |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$3.64M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$11.6M |
| 2 |
iShares Mortgage Real Estate ETF
REM
|
+$11.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$10.2M |
| 4 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$9.72M |
| 5 |
VanEck Gold Miners ETF
GDX
|
+$9.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.34% |
| 2 | Financials | 5.05% |
| 3 | Healthcare | 4.56% |
| 4 | Consumer Discretionary | 4.28% |
| 5 | Communication Services | 3.87% |
Similar funds
IFP Advisors's Q1 2020 Portfolio in Review
As of Q1 2020, IFP Advisors held 3,409 positions worth $991M, down 26% from $1.33B the previous quarter. Its ten largest holdings account for 17% of the portfolio.
IFP Advisors withdrew a net $133M in Q1 2020, closing 348 positions and reducing 1,064 holdings. Its most notable exit was iShares MSCI Intl Quality Factor ETF, an estimated $1.41M position sold in full.
By sector, the portfolio is most concentrated in Technology at 8.3% of assets, up from 7.2% a quarter earlier, followed by Financials and Healthcare.
Against the trend, IFP Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF worth $5.3M.
- IFP Advisors's largest Q1 2020 buy was Schwab Intermediately-Term US Treasury ETF: 181,516 shares worth $5.3M.
- IFP Advisors added most to First Trust Value Line Dividend Fund in Q1 2020, an estimated $9.57M increase.
- IFP Advisors's biggest Q1 2020 reduction was State Street Utilities Select Sector SPDR ETF, cutting an estimated $11.6M.
- IFP Advisors fully exited iShares MSCI Intl Quality Factor ETF in Q1 2020, selling an estimated $1.41M.
- IFP Advisors's ten largest holdings make up 17% of its $991M portfolio in Q1 2020.
- IFP Advisors opened 396 new positions and closed 348 in Q1 2020.
- IFP Advisors's portfolio value fell 26% quarter-over-quarter to $991M.
Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.