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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
+2.63%
1 Year Est. Return
+27.43%
3 Year Est. Return
+73.16%
5 Year Est. Return
+63.71%
10 Year Est. Return
–
AUM
$4.45B
AUM Growth
+$604M
Cap. Flow
+$534M
Cap. Flow %
12%
Top 10 Hldgs %
15.52%
Holding
5,084
New
254
Increased
2,299
Reduced
1,372
Closed
201

Top Buys

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$31.7M
2
NVDA icon
NVIDIA
NVDA
+$30.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$29.6M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
GFI icon
Gold Fields
GFI
+$20.3M

Top Sells

Rank Stock Value
1
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$8.77M
2
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.55M
3
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$5.34M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.69M

Sector Composition

Rank Sector Weight
1 Technology 11.98%
2 Financials 4.3%
3 Communication Services 4.06%
4 Consumer Discretionary 3.83%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRUS icon
2576
Cirrus Logic
CRUS
$6.53B
$26.4K ﹤0.01%
223
-17
-7% -$2.09K
SHC icon
2577
Sotera Health
SHC
$5.06B
$26.4K ﹤0.01%
1,495
+1,371
+1,106% +$22.7K
FRSH icon
2578
Freshworks
FRSH
$3.15B
$26.4K ﹤0.01%
2,152
+1,948
+955% +$23K
NTSK
2579
Netskope Inc
NTSK
$5.05B
$26.3K ﹤0.01%
1,500
+800
+114% +$16.7K
KIM icon
2580
Kimco Realty
KIM
$17.2B
$26.3K ﹤0.01%
1,296
-122
-9% -$2.53K
UTES icon
2581
Virtus Reaves Utilities ETF
UTES
$1.33B
$26.2K ﹤0.01%
332
-23
-6% -$1.9K
VTES icon
2582
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$26.2K ﹤0.01%
258
+2
+0.8% +$203
BUFY
2583
FT Vest Laddered International Moderate Buffer ETF
BUFY
$141M
$26.2K ﹤0.01%
1,177
– –
BUZZ icon
2584
VanEck Social Sentiment ETF
BUZZ
$90.4M
$26.2K ﹤0.01%
805
– –
AUB icon
2585
Atlantic Union Bankshares
AUB
$5.99B
$26.1K ﹤0.01%
740
+580
+363% +$19.9K
ZMAY
2586
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$88.4M
$26.1K ﹤0.01%
1,026
– –
ALC icon
2587
Alcon
ALC
$33.6B
$26.1K ﹤0.01%
331
+116
+54% +$8.93K
DFIP icon
2588
Dimensional Inflation-Protected Securities ETF
DFIP
$1.11B
$26K ﹤0.01%
626
+123
+24% +$5.17K
HNI icon
2589
HNI Corp
HNI
$3.06B
$26K ﹤0.01%
618
+573
+1,273% +$24.2K
AMPH icon
2590
Amphastar Pharmaceuticals
AMPH
$883M
$26K ﹤0.01%
970
-600
-38% -$15.5K
SPBX
2591
AllianzIM 6 Month Buffer10 Allocation ETF
SPBX
$68.1M
$26K ﹤0.01%
945
+845
+845% +$22.9K
HP icon
2592
Helmerich & Payne
HP
$3.42B
$25.9K ﹤0.01%
902
+3
+0.3% +$80
NFRA icon
2593
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
$25.8K ﹤0.01%
+427
New +$26.7K
SUSC icon
2594
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$25.8K ﹤0.01%
1,104
-16
-1% -$376
CGNX icon
2595
Cognex
CGNX
$10.6B
$25.8K ﹤0.01%
717
-15
-2% -$607
AMH icon
2596
American Homes 4 Rent
AMH
$11.8B
$25.7K ﹤0.01%
802
+441
+122% +$14.1K
KBA icon
2597
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$148M
$25.7K ﹤0.01%
832
-376
-31% -$11.4K
ICLR icon
2598
Icon
ICLR
$12.8B
$25.7K ﹤0.01%
141
-46
-25% -$8.19K
QTAP icon
2599
Innovator Growth Accelerated Plus ETF April
QTAP
$20.3M
$25.6K ﹤0.01%
571
-300
-34% -$13.2K
IGLB icon
2600
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.61B
$25.4K ﹤0.01%
504
+1
+0.2% +$51
102 103
104
105 106

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DSC
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PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
PWM
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SC
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EW
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GVAG
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SWP
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IFP Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, IFP Advisors held 5,084 positions worth $4.45B, up 16% from $3.85B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

IFP Advisors deployed $534M of net new capital in Q4 2025, opening 254 new positions and adding to 2,299 existing holdings. Its largest new stake was Innovator US Equity Ultra Buffer ETF November: 94,828 shares worth $3.61M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was First Trust Global Tactical Commodity Strategy Fund, an estimated $8.77M trimmed.

  • IFP Advisors's largest Q4 2025 buy was Innovator US Equity Ultra Buffer ETF November: 94,828 shares worth $3.61M.
  • IFP Advisors added most to iShares 20+ Year Treasury Bond ETF in Q4 2025, an estimated $31.7M increase.
  • IFP Advisors's biggest Q4 2025 reduction was First Trust Global Tactical Commodity Strategy Fund, cutting an estimated $8.77M.
  • IFP Advisors fully exited iShares Core MSCI Pacific ETF in Q4 2025, selling an estimated $5.34M.
  • IFP Advisors's ten largest holdings make up 16% of its $4.45B portfolio in Q4 2025.
  • IFP Advisors opened 254 new positions and closed 201 in Q4 2025.
  • IFP Advisors's portfolio value rose 16% quarter-over-quarter to $4.45B.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.