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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% |
Similar funds
AS
DSC
PA
PWM
SC
EW
GVAG
SWP
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.