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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
+15.89%
1 Year Est. Return
+27.43%
3 Year Est. Return
+73.16%
5 Year Est. Return
+63.71%
10 Year Est. Return
–
AUM
$5.54B
AUM Growth
+$715M
Cap. Flow
+$185M
Cap. Flow %
3.33%
Top 10 Hldgs %
14.49%
Holding
5,335
New
323
Increased
2,345
Reduced
1,618
Closed
205

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$16.1M
2
HDV
iShares Core High Dividend ETF
HDV
+$16M
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$15.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$13.4M
5
DD icon
DuPont de Nemours
DD
+$12.8M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M
2
VOT icon
Vanguard Morningstar Mid-Cap Growth ETF
VOT
+$15.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$9.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.66M

Sector Composition

Rank Sector Weight
1 Miscellaneous 59.39%
2 Technology 14.06%
3 Industrials 4.22%
4 Healthcare 4.03%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KROS icon
2676
Keros Therapeutics
KROS
$220M
$32.2K ﹤0.01%
3,013
+161
+6% +$1.79K
XBJA icon
2677
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$93.3M
$32.2K ﹤0.01%
952
– –
MSGS icon
2678
Madison Square Garden
MSGS
$9.44B
$32.1K ﹤0.01%
80
– –
JHI
2679
John Hancock Investors Trust
JHI
$110M
$32.1K ﹤0.01%
+2,409
New +$32K
MFA
2680
MFA Financial
MFA
$865M
$32.1K ﹤0.01%
3,309
+437
+15% +$4.24K
WSFS icon
2681
WSFS Financial
WSFS
$4.07B
$32K ﹤0.01%
417
+7
+2% +$502
BIPC icon
2682
Brookfield Infrastructure
BIPC
$4.55B
$32K ﹤0.01%
831
+654
+369% +$26.4K
LAPR icon
2683
Innovator Premium Income 15 Buffer ETF April
LAPR
$11.4M
$31.9K ﹤0.01%
1,263
-35
-3% -$887
VGM icon
2684
Invesco Trust Investment Grade Municipals
VGM
$534M
$31.9K ﹤0.01%
3,009
-626
-17% -$6.4K
TREE icon
2685
LendingTree
TREE
$377M
$31.8K ﹤0.01%
719
+612
+572% +$24.7K
DBA icon
2686
Invesco DB Agriculture Fund
DBA
$1.25B
$31.8K ﹤0.01%
1,194
-100
-8% -$2.73K
RELY icon
2687
Remitly
RELY
$4.65B
$31.8K ﹤0.01%
1,419
+527
+59% +$10.8K
LSAK icon
2688
Lesaka Technologies
LSAK
$366M
$31.8K ﹤0.01%
6,391
– –
CM icon
2689
Canadian Imperial Bank of Commerce
CM
$104B
$31.6K ﹤0.01%
275
-20
-7% -$2.19K
IXP icon
2690
iShares Global Comm Services ETF
IXP
$468M
$31.6K ﹤0.01%
280
+46
+20% +$5.54K
NOV icon
2691
NOV
NOV
$7.52B
$31.5K ﹤0.01%
1,699
+1,130
+199% +$22.5K
RXRX icon
2692
Recursion Pharmaceuticals
RXRX
$1.72B
$31.4K ﹤0.01%
8,554
+899
+12% +$2.99K
FMC icon
2693
FMC
FMC
$1.43B
$31.3K ﹤0.01%
2,726
+1,356
+99% +$18.9K
VG
2694
Venture Global Inc
VG
$39.5B
$31.3K ﹤0.01%
+2,816
New +$35.6K
PACB icon
2695
Pacific Biosciences
PACB
$404M
$31.3K ﹤0.01%
18,609
-16,097
-46% -$23.4K
NXST icon
2696
Nexstar Media Group
NXST
$5.21B
$31.3K ﹤0.01%
175
+2
+1% +$375
SPVM icon
2697
Invesco S&P 500 Value with Momentum ETF
SPVM
$137M
$31.2K ﹤0.01%
419
+343
+451% +$24.7K
XMLV icon
2698
Invesco S&P MidCap Low Volatility ETF
XMLV
$731M
$31.2K ﹤0.01%
470
– –
GFL icon
2699
GFL Environmental
GFL
$18.7B
$31.2K ﹤0.01%
847
– –
GPZ
2700
VanEck Alternative Asset Manager ETF
GPZ
$238M
$31.1K ﹤0.01%
+1,450
New +$33.1K
106 107
108
109 110

Similar funds

AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
MC
Maplelane Capital New York $5.51B AUM 67.92% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

IFP Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, IFP Advisors held 5,335 positions worth $5.54B, up 15% from $4.82B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

IFP Advisors deployed $185M of net new capital in Q2 2026, opening 323 new positions and adding to 2,345 existing holdings. Its largest new stake was SpaceX: 52,736 shares worth $9.01M.

By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, down from 60% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $17.1M trimmed.

  • IFP Advisors's largest Q2 2026 buy was SpaceX: 52,736 shares worth $9.01M.
  • IFP Advisors added most to Abbott in Q2 2026, an estimated $16.1M increase.
  • IFP Advisors's biggest Q2 2026 reduction was iShares Russell 2000 ETF, cutting an estimated $17.1M.
  • IFP Advisors fully exited MRP SynthEquity ETF in Q2 2026, selling an estimated $2.98M.
  • IFP Advisors's ten largest holdings make up 14% of its $5.54B portfolio in Q2 2026.
  • IFP Advisors opened 323 new positions and closed 205 in Q2 2026.
  • IFP Advisors's portfolio value rose 15% quarter-over-quarter to $5.54B.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.