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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
-0.57%
1 Year Est. Return
+27.43%
3 Year Est. Return
+73.16%
5 Year Est. Return
+63.71%
10 Year Est. Return
–
AUM
$4.82B
AUM Growth
+$368M
(+8.3%)
Cap. Flow
+$462M
Cap. Flow
% of AUM
9.59%
Top 10 Holdings %
Top 10 Hldgs %
14.55%
Holding
5,221
New
339
Increased
1,984
Reduced
1,635
Closed
205
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$21.4M |
| 2 |
NVIDIA
NVDA
|
+$20.6M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$15.9M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$13.8M |
| 5 |
Apple
AAPL
|
+$13.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Gold Fields
GFI
|
+$16.8M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$15.1M |
| 3 |
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
|
+$9.48M |
| 4 |
HDV
iShares Core High Dividend ETF
HDV
|
+$8.96M |
| 5 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$8.07M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.06% |
| 2 | Communication Services | 4.19% |
| 3 | Financials | 4.05% |
| 4 | Industrials | 3.89% |
| 5 | Healthcare | 3.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2676
Global X MSCI Argentina ETF
ARGT
$866M
| $24.3K | ﹤0.01% |
260
+135
| +108% | +$12.4K |
|
|
SEMR
2677
DELISTED
Semrush
SEMR
| $24K | ﹤0.01% |
2,010
| – | – |
|
|
TGNA
2678
DELISTED
TEGNA Inc
TGNA
| $24K | ﹤0.01% |
1,198
-1
| -0.1% | -$20 |
|
|
CSGS
2679
DELISTED
CSG Systems International
CSGS
| $23.9K | ﹤0.01% |
299
+258
| +629% | +$20.5K |
|
2680
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
| $23.9K | ﹤0.01% |
493
+10
| +2% | +$487 |
|
2681
IDEX
IEX
$17.2B
| $23.9K | ﹤0.01% |
126
-3
| -2% | -$592 |
|
2682
iShares MSCI France ETF
EWQ
$335M
| $23.9K | ﹤0.01% |
550
+120
| +28% | +$5.43K |
|
|
CGNG
2683
Capital Group New Geography Equity ETF
CGNG
$2.67B
| $23.6K | ﹤0.01% |
748
+106
| +17% | +$3.52K |
|
2684
FMC
FMC
$1.48B
| $23.6K | ﹤0.01% |
1,370
+155
| +13% | +$2.32K |
|
2685
RxSight
RXST
$252M
| $23.6K | ﹤0.01% |
3,829
+105
| +3% | +$872 |
|
2686
Phillips Edison & Co
PECO
$5.45B
| $23.6K | ﹤0.01% |
630
-57
| -8% | -$2.12K |
|
2687
Recursion Pharmaceuticals
RXRX
$1.61B
| $23.5K | ﹤0.01% |
7,655
-22,700
| -75% | -$87.7K |
|
|
THS
2688
DELISTED
Treehouse Foods
THS
| $23.5K | ﹤0.01% |
966
+304
| +46% | +$7.37K |
|
2689
AerCap
AER
$24B
| $23.5K | ﹤0.01% |
171
+13
| +8% | +$1.86K |
|
2690
Smith & Nephew
SNN
$13.6B
| $23.5K | ﹤0.01% |
738
-68
| -8% | -$2.31K |
|
2691
Ichor Holdings
ICHR
$2.61B
| $23.4K | ﹤0.01% |
502
-8
| -2% | -$311 |
|
2692
Vodafone
VOD
$37.2B
| $23.4K | ﹤0.01% |
1,555
+100
| +7% | +$1.46K |
|
2693
NewtekOne
NEWT
$423M
| $23.3K | ﹤0.01% |
2,130
-14
| -0.7% | -$178 |
|
2694
Bio-Techne
TECH
$11.2B
| $23.3K | ﹤0.01% |
445
-164
| -27% | -$9.84K |
|
2695
iShares MSCI Italy ETF
EWI
$1.01B
| $23.2K | ﹤0.01% |
435
-1,715
| -80% | -$94K |
|
2696
Merit Medical Systems
MMSI
$4.97B
| $23.2K | ﹤0.01% |
337
+9
| +3% | +$703 |
|
2697
VanEck Social Sentiment ETF
BUZZ
$91M
| $23.2K | ﹤0.01% |
805
| – | – |
|
2698
Zillow
ZG
$7.79B
| $23.1K | ﹤0.01% |
558
+227
| +69% | +$12K |
|
2699
nLIGHT
LASR
$3.71B
| $23.1K | ﹤0.01% |
405
| – | – |
|
2700
National Bank Holdings
NBHC
$1.9B
| $23K | ﹤0.01% |
587
+4
| +0.7% | +$160 |
|
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IFP Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, IFP Advisors held 5,221 positions worth $4.82B, up 8.3% from $4.45B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
IFP Advisors deployed $462M of net new capital in Q1 2026, opening 339 new positions and adding to 1,984 existing holdings. Its largest new stake was Eaton Vance Mortgage Opportunities ETF: 85,091 shares worth $4.28M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Communication Services and Financials.
On the sell side, the largest reduction was Gold Fields, an estimated $16.8M trimmed.
- IFP Advisors's largest Q1 2026 buy was Eaton Vance Mortgage Opportunities ETF: 85,091 shares worth $4.28M.
- IFP Advisors added most to Microsoft in Q1 2026, an estimated $21.4M increase.
- IFP Advisors's biggest Q1 2026 reduction was Gold Fields, cutting an estimated $16.8M.
- IFP Advisors fully exited Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2026, selling an estimated $9.48M.
- IFP Advisors's ten largest holdings make up 15% of its $4.82B portfolio in Q1 2026.
- IFP Advisors opened 339 new positions and closed 205 in Q1 2026.
- IFP Advisors's portfolio value rose 8.3% quarter-over-quarter to $4.82B.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.