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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
Cap. Flow
+$462M
Cap. Flow %
9.59%
Top 10 Hldgs %
14.55%
Holding
5,221
New
339
Increased
1,984
Reduced
1,635
Closed
205

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$21.4M
2
NVDA icon
NVIDIA
NVDA
+$20.6M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$15.9M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.8M
5
AAPL icon
Apple
AAPL
+$13.7M

Top Sells

Rank Stock Value
1
GFI icon
Gold Fields
GFI
+$16.8M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$15.1M
3
RSPR icon
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
ACIW icon
2801
ACI Worldwide
ACIW
$5.86B
$19.3K ﹤0.01%
470
-87
-16% -$3.65K
NTLA icon
2802
Intellia Therapeutics
NTLA
$1.55B
$19.2K ﹤0.01%
1,498
+705
+89% +$8.98K
IZRL icon
2803
ARK Israel Innovative Technology ETF
IZRL
$137M
$19.2K ﹤0.01%
712
– –
ECOW icon
2804
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$223M
$19.1K ﹤0.01%
717
– –
KYN icon
2805
Kayne Anderson Energy Infrastructure Fund
KYN
$2.45B
$19.1K ﹤0.01%
1,339
-117
-8% -$1.57K
RING icon
2806
iShares MSCI Global Gold Miners ETF
RING
$2.34B
$19.1K ﹤0.01%
242
+192
+384% +$16.3K
FORM icon
2807
FormFactor
FORM
$8.21B
$19K ﹤0.01%
196
+78
+66% +$6.71K
APLS
2808
DELISTED
Apellis Pharmaceuticals
APLS
$18.9K ﹤0.01%
471
-511
-52% -$11K
CVSA
2809
Covista Inc
CVSA
$4.3B
$18.9K ﹤0.01%
164
– –
PK icon
2810
Park Hotels & Resorts
PK
$3.03B
$18.9K ﹤0.01%
1,793
-2
-0.1% -$22
EGY icon
2811
Vaalco Energy
EGY
$567M
$18.9K ﹤0.01%
2,977
-4,433
-60% -$22.3K
LBRDK icon
2812
Liberty Broadband Class C
LBRDK
$4.79B
$18.9K ﹤0.01%
375
+242
+182% +$12.2K
PCVX icon
2813
Vaxcyte
PCVX
$8.08B
$18.8K ﹤0.01%
324
-1,271
-80% -$69K
VALE icon
2814
Vale
VALE
$63.8B
$18.8K ﹤0.01%
1,180
-71
-6% -$1.11K
CRMD icon
2815
CorMedix
CRMD
$588M
$18.7K ﹤0.01%
+2,751
New +$20.3K
TNXP icon
2816
Tonix Pharmaceuticals
TNXP
$161M
$18.6K ﹤0.01%
1,356
+1,056
+352% +$16.3K
SLI
2817
Standard Lithium
SLI
$505M
$18.6K ﹤0.01%
5,467
-4,533
-45% -$20.3K
FLG
2818
Flagstar Bank National Association
FLG
$5.94B
$18.5K ﹤0.01%
1,408
– –
FLJJ icon
2819
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.45M
$18.5K ﹤0.01%
590
+375
+174% +$12K
IBOC icon
2820
International Bancshares
IBOC
$4.75B
$18.5K ﹤0.01%
275
– –
SNDX icon
2821
Syndax Pharmaceuticals
SNDX
$1.73B
$18.5K ﹤0.01%
791
– –
SILJ icon
2822
Amplify Junior Silver Miners ETF
SILJ
$3.3B
$18.5K ﹤0.01%
+621
New +$20.6K
LBTYK icon
2823
Liberty Global Class C
LBTYK
$3.49B
$18.4K ﹤0.01%
1,571
-12
-0.8% -$138
NWG icon
2824
NatWest
NWG
$73.7B
$18.3K ﹤0.01%
1,230
-1,029
-46% -$17.1K
ACMR icon
2825
ACM Research
ACMR
$5.44B
$18.3K ﹤0.01%
465
+150
+48% +$7.96K
111 112
113
114 115

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DSC
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PA
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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 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.