IFP Advisors Portfolio holdings
Independent Financial Partners, the name IFP Advisors works under, supports financial professionals with resources and services to help them grow their practices. It offers them technology it builds itself, an in-house design group for branding and websites, and a team that can take over their portfolio management. IFP Group is its majority owner and WKW Enterprises its indirect owner, and the firm shares that ownership with a brokerage, IFP Securities, and an insurance agency, IFP Insurance Group. IFP Advisors itself also offers a family office service for high net worth families and a real estate advisory platform for the wealthiest clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Active Value ETF
JAVA
|
+$21.6M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$19.2M |
| 3 |
Altria Group
MO
|
+$13.8M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$10.3M |
| 5 |
Marvell Technology
MRVL
|
+$10.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$15.3M |
| 2 |
iShares Gold Trust
IAU
|
+$12.7M |
| 3 |
DuPont de Nemours
DD
|
+$12.2M |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$8.8M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$8.76M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 59.5% |
| 2 | Technology | 14.99% |
| 3 | Healthcare | 4.12% |
| 4 | Communication Services | 4.07% |
| 5 | Financials | 3.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Apple
AAPL
$5.09T
| $155M | 2.64% |
465,269
-19,689
| -4% | -$6.32M |
2015 Q4
43 quarters
|
|
2
NVIDIA
NVDA
$5.16T
| $151M | 2.58% |
662,737
-1,041
| -0.2% | -$223K |
2015 Q4
43 quarters
|
|
3
Microsoft
MSFT
$3.94T
| $94.5M | 1.61% |
184,214
+3,752
| +2% | +$1.74M |
2015 Q4
43 quarters
|
|
4
Invesco QQQ Trust
QQQ
$483B
| $88.2M | 1.51% |
119,241
+10,602
| +10% | +$7.58M |
2015 Q4
43 quarters
|
|
|
5
Vanguard Morningstar Growth ETF
VUG
$227B
| $86.7M | 1.48% |
962,543
+219,562
| +30% | +$19.2M |
2015 Q4
43 quarters
|
|
6
Amazon
AMZN
$2.63T
| $84.6M | 1.44% |
339,392
+11,149
| +3% | +$2.83M |
2015 Q4
43 quarters
|
|
7
Alphabet (Google) Class C
GOOG
$3.45T
| $65M | 1.11% |
190,693
+2,651
| +1% | +$914K |
2015 Q4
43 quarters
|
|
8
State Street SPDR S&P 500 ETF Trust
SPY
$816B
| $59.5M | 1.02% |
78,038
+1,206
| +2% | +$916K |
2015 Q4
43 quarters
|
|
9
Alphabet (Google) Class A
GOOGL
$3.47T
| $58.1M | 0.99% |
168,955
+695
| +0.4% | +$241K |
2015 Q4
43 quarters
|
|
10
State Street SPDR Portfolio S&P 500 ETF
SPYM
$184B
| $57.1M | 0.98% |
636,584
+3,695
| +0.6% | +$330K |
2017 Q4
35 quarters
|
|
11
Advanced Micro Devices
AMD
$925B
| $48.7M | 0.83% |
79,620
-838
| -1% | -$431K |
2015 Q4
43 quarters
|
|
12
Vanguard S&P 500 ETF
VOO
$1.04T
| $47.9M | 0.82% |
68,294
+3,955
| +6% | +$2.76M |
2015 Q4
43 quarters
|
|
13
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
| $46M | 0.78% |
915,168
-825
| -0.1% | -$42K |
2015 Q4
43 quarters
|
|
14
Palo Alto Networks
PANW
$311B
| $43.9M | 0.75% |
110,523
-5,846
| -5% | -$2.08M |
2015 Q4
43 quarters
|
|
15
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.1B
| $39.8M | 0.68% |
408,970
+1,999
| +0.5% | +$196K |
2015 Q4
43 quarters
|
|
16
iShares Core S&P 500 ETF
IVV
$885B
| $39.7M | 0.68% |
51,899
-2,362
| -4% | -$1.8M |
2015 Q4
43 quarters
|
|
17
iShares 7-10 Year Treasury Bond ETF
IEF
$41.6B
| $39M | 0.67% |
436,490
-30,537
| -7% | -$2.83M |
2015 Q4
43 quarters
|
|
18
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.6B
| $38.4M | 0.66% |
750,214
+22,801
| +3% | +$1.18M |
2015 Q4
43 quarters
|
|
19
iShares S&P 500 Growth ETF
IVW
$76.3B
| $36.7M | 0.63% |
258,251
-11,729
| -4% | -$1.63M |
2015 Q4
43 quarters
|
|
20
First Trust Smith Unconstrained Bond ETF
UCON
$3.13B
| $36.5M | 0.62% |
1,538,154
+408,615
| +36% | +$10M |
2020 Q4
23 quarters
|
|
21
Vanguard Information Technology ETF
VGT
$150B
| $36.1M | 0.62% |
287,049
+11,587
| +4% | +$1.38M |
2015 Q4
43 quarters
|
|
22
iShares S&P 500 Value ETF
IVE
$51.1B
| $35.7M | 0.61% |
156,316
+7,577
| +5% | +$1.77M |
2015 Q4
43 quarters
|
|
23
Capital Group Growth ETF
CGGR
$25.9B
| $35.6M | 0.61% |
749,889
+145,840
| +24% | +$6.79M |
2022 Q1
18 quarters
|
|
24
Meta Platforms (Facebook)
META
$1.63T
| $34.4M | 0.59% |
47,417
+5,943
| +14% | +$3.71M |
2015 Q4
43 quarters
|
|
25
Schwab US Large-Cap Growth ETF
SCHG
$63.2B
| $34.2M | 0.58% |
950,919
+13,166
| +1% | +$462K |
2015 Q4
43 quarters
|
|
Similar funds
IFP Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, IFP Advisors held 5,445 positions worth $5.86B, up 5.8% from $5.54B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
IFP Advisors deployed $297M of net new capital in Q3 2026, opening 316 new positions and adding to 1,970 existing holdings. Its largest new stake was Innovator US Equity Ultra Buffer ETF August: 92,270 shares worth $3.96M.
By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, up from 59% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was iShares 20+ Year Treasury Bond ETF, an estimated $15.3M trimmed.
- IFP Advisors's largest Q3 2026 buy was Innovator US Equity Ultra Buffer ETF August: 92,270 shares worth $3.96M.
- IFP Advisors added most to JPMorgan Active Value ETF in Q3 2026, an estimated $21.6M increase.
- IFP Advisors's biggest Q3 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $15.3M.
- IFP Advisors fully exited ProShares UltraShort Bloomberg Crude Oil in Q3 2026, selling an estimated $277K.
- IFP Advisors's ten largest holdings make up 15% of its $5.86B portfolio in Q3 2026.
- IFP Advisors opened 316 new positions and closed 214 in Q3 2026.
- IFP Advisors's portfolio value rose 5.8% quarter-over-quarter to $5.86B.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.