We are live on
!
Find out more
IA
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
99.82%
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 | Miscellaneous | 63.72% |
| 2 | Technology | 6.69% |
| 3 | Consumer Discretionary | 5.08% |
| 4 | Financials | 4.52% |
| 5 | Communication Services | 3.5% |
Similar funds
AFI
BCL
GAM
CTC
SEIA
VAM
MC
HIP
IFP Advisors's Q3 2019 Portfolio in Review
As of Q3 2019, IFP Advisors held 3,357 positions worth $1.49B. Its ten largest holdings account for 15% of the portfolio.
IFP Advisors deployed $1.49B of net new capital in Q3 2019, opening 3,346 new positions. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 119,467 shares worth $35.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 64% of assets, followed by Technology and Consumer Discretionary.
- 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 opened 3,346 new positions and closed 0 in Q3 2019.
Based on IFP Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.