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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
LAZ icon
2826
Lazard
LAZ
$4.01B
$25.4K ﹤0.01%
605
-392
-39% -$17.9K
APPN icon
2827
Appian
APPN
$2.49B
$25.4K ﹤0.01%
1,108
+290
+35% +$6.45K
FSM icon
2828
Fortuna Silver Mines
FSM
$3.55B
$25.4K ﹤0.01%
3,000
– –
RDN icon
2829
Radian Group
RDN
$4.71B
$25.3K ﹤0.01%
672
+351
+109% +$12.5K
TSAT icon
2830
Telesat
TSAT
$757M
$25.3K ﹤0.01%
500
– –
SANM icon
2831
Sanmina
SANM
$11.6B
$25.3K ﹤0.01%
100
-4
-4% -$877
LCID icon
2832
Lucid Motors
LCID
$1.66B
$25.3K ﹤0.01%
3,781
+3,497
+1,231% +$22.6K
ALK icon
2833
Alaska Air
ALK
$4.59B
$25.3K ﹤0.01%
484
-200
-29% -$8.54K
NTLA icon
2834
Intellia Therapeutics
NTLA
$1.65B
$25.2K ﹤0.01%
1,492
-6
-0.4% -$84
HYBI
2835
NEOS Enhanced Income Credit Select ETF
HYBI
$220M
$25.2K ﹤0.01%
511
+86
+20% +$4.25K
KYMR icon
2836
Kymera Therapeutics
KYMR
$9.56B
$25.1K ﹤0.01%
219
+22
+11% +$1.89K
NTB icon
2837
Bank of N.T. Butterfield & Son
NTB
$2.37B
$25.1K ﹤0.01%
422
-65
-13% -$3.68K
SEZL
2838
Sezzle
SEZL
$4B
$25.1K ﹤0.01%
146
+101
+224% +$10.6K
NXDT
2839
NexPoint Diversified Real Estate Trust
NXDT
$283M
$24.9K ﹤0.01%
4,801
-6
-0.1% -$30
HUSV icon
2840
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$56.2M
$24.9K ﹤0.01%
634
– –
IX icon
2841
ORIX
IX
$41.7B
$24.9K ﹤0.01%
654
– –
BEAM icon
2842
Beam Therapeutics
BEAM
$2.48B
$24.8K ﹤0.01%
724
+332
+85% +$10K
ARR
2843
Armour Residential REIT
ARR
$2.24B
$24.8K ﹤0.01%
1,420
+1,210
+576% +$20.8K
HPP
2844
Hudson Pacific Properties
HPP
$664M
$24.8K ﹤0.01%
1,631
+1,596
+4,560% +$17.5K
ENOV icon
2845
Enovis
ENOV
$1.11B
$24.7K ﹤0.01%
1,195
+1,174
+5,590% +$27.7K
TM icon
2846
Toyota
TM
$235B
$24.6K ﹤0.01%
146
– –
JUCY icon
2847
Aptus Enhanced Yield ETF
JUCY
$354M
$24.5K ﹤0.01%
+1,116
New +$24.7K
PML
2848
PIMCO Municipal Income Fund II
PML
$466M
$24.5K ﹤0.01%
3,221
– –
NESR
2849
National Energy Services Reunited Corp
NESR
$3.38B
$24.5K ﹤0.01%
817
-8
-1% -$198
EWD icon
2850
iShares MSCI Sweden ETF
EWD
$740M
$24.4K ﹤0.01%
489
+36
+8% +$1.85K
112 113
114
115 116

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.