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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
5,339
New
327
Increased
2,344
Reduced
1,619
Closed
206

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 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 Technology 14.06%
2 Industrials 4.22%
3 Healthcare 4.03%
4 Financials 3.99%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELD icon
2776
WisdomTree Emerging Markets Local Debt Fund
ELD
$140M
$26.9K ﹤0.01%
939
+8
+0.9% +$230
SRRK icon
2777
Scholar Rock
SRRK
$5.71B
$26.9K ﹤0.01%
489
-137
-22% -$6.62K
HNGE
2778
Hinge Health
HNGE
$5.75B
$26.9K ﹤0.01%
324
+189
+140% +$10.3K
CHI
2779
Calamos Convertible Opportunities and Income Fund
CHI
$1.02B
$26.9K ﹤0.01%
2,000
– –
ZBRA icon
2780
Zebra Technologies
ZBRA
$12.4B
$26.9K ﹤0.01%
102
-80
-44% -$18.8K
BAND
2781
Bandwidth Inc
BAND
$1.91B
$26.8K ﹤0.01%
424
-104
-20% -$4.67K
PFGC icon
2782
Performance Food Group
PFGC
$17.5B
$26.8K ﹤0.01%
240
+5
+2% +$476
IGRO icon
2783
iShares International Dividend Growth ETF
IGRO
$1.27B
$26.8K ﹤0.01%
305
-601
-66% -$52.6K
SEB icon
2784
Seaboard Corp
SEB
$4.52B
$26.8K ﹤0.01%
+6
New +$31.4K
IEX icon
2785
IDEX
IEX
$16.5B
$26.8K ﹤0.01%
118
-8
-6% -$1.69K
WD icon
2786
Walker & Dunlop
WD
$1.65B
$26.7K ﹤0.01%
489
+338
+224% +$17.1K
MOO icon
2787
VanEck Agribusiness ETF
MOO
$989M
$26.7K ﹤0.01%
337
-273
-45% -$22.2K
ZMAY
2788
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$87M
$26.6K ﹤0.01%
1,026
– –
WRLD icon
2789
World Acceptance Corp
WRLD
$950M
$26.6K ﹤0.01%
119
+73
+159% +$11.7K
AAPR icon
2790
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$72.1M
$26.5K ﹤0.01%
900
-30
-3% -$880
UNFI icon
2791
United Natural Foods
UNFI
$3.01B
$26.5K ﹤0.01%
581
+71
+14% +$3.52K
JCAL
2792
JPMorgan California Tax Free Bond ETF
JCAL
$503M
$26.5K ﹤0.01%
+527
New +$26.5K
MYRG icon
2793
MYR Group
MYRG
$5.9B
$26.5K ﹤0.01%
53
+26
+96% +$10.7K
DFSI
2794
Dimensional International Sustainability Core 1 ETF
DFSI
$1.12B
$26.5K ﹤0.01%
588
+1
+0.2% +$45
FTRE icon
2795
Fortrea Holdings
FTRE
$1.85B
$26.5K ﹤0.01%
1,524
+81
+6% +$1.09K
DDM icon
2796
ProShares Ultra Dow30
DDM
$531M
$26.5K ﹤0.01%
404
+304
+304% +$18.3K
VTES icon
2797
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$26.4K ﹤0.01%
261
+1
+0.4% +$101
PATH icon
2798
UiPath
PATH
$5.62B
$26.4K ﹤0.01%
2,432
-582
-19% -$6.21K
ENS icon
2799
EnerSys
ENS
$6.95B
$26.4K ﹤0.01%
113
-105
-48% -$22.8K
PIE icon
2800
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$271M
$26.4K ﹤0.01%
+790
New +$24.5K
110 111
112
113 114

Similar funds

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

IFP Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, IFP Advisors held 5,339 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 327 new positions and adding to 2,344 existing holdings. Its largest new stake was SpaceX: 52,736 shares worth $9.01M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Industrials and Healthcare.

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 327 new positions and closed 206 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.