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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
GTY
2851
Getty Realty Corp
GTY
$2.12B
$17.1K ﹤0.01%
539
+51
+10% +$1.59K
SBSW icon
2852
Sibanye-Stillwater
SBSW
$6.43B
$17.1K ﹤0.01%
1,391
+433
+45% +$6.74K
TDW icon
2853
Tidewater
TDW
$3.65B
$17.1K ﹤0.01%
205
-275
-57% -$19.1K
JANU
2854
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF
JANU
$80.5M
$17.1K ﹤0.01%
625
+490
+363% +$13.8K
EMTL
2855
DELISTED
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$17.1K ﹤0.01%
401
+159
+66% +$6.86K
MFIC icon
2856
MidCap Financial Investment
MFIC
$796M
$17K ﹤0.01%
1,515
– –
ESLT icon
2857
Elbit Systems
ESLT
$36.8B
$17K ﹤0.01%
20
– –
BUL icon
2858
Pacer US Cash Cows Growth ETF
BUL
$132M
$17K ﹤0.01%
314
+1
+0.3% +$56
AUGO
2859
Aura Minerals Inc
AUGO
$4.76B
$17K ﹤0.01%
+208
New +$14.6K
IPGP icon
2860
IPG Photonics
IPGP
$3.6B
$17K ﹤0.01%
148
-2
-1% -$217
CNS icon
2861
Cohen & Steers
CNS
$4.19B
$17K ﹤0.01%
271
+139
+105% +$9.07K
GJAN icon
2862
FT Vest US Equity Moderate Buffer ETF January
GJAN
$436M
$16.9K ﹤0.01%
404
– –
FWONK icon
2863
Liberty Media Series C
FWONK
$25.1B
$16.9K ﹤0.01%
199
-98
-33% -$8.57K
OS
2864
DELISTED
OneStream Inc
OS
$16.8K ﹤0.01%
700
+39
+6% +$915
KRYS icon
2865
Krystal Biotech
KRYS
$10.8B
$16.8K ﹤0.01%
65
-200
-75% -$53.2K
BRBR icon
2866
BellRing Brands
BRBR
$1.53B
$16.8K ﹤0.01%
1,043
-945
-48% -$19.1K
PSFF icon
2867
Pacer Swan SOS Fund of Funds ETF
PSFF
$591M
$16.8K ﹤0.01%
523
+5
+1% +$162
CGAU
2868
Centerra Gold
CGAU
$3.58B
$16.7K ﹤0.01%
940
+331
+54% +$5.89K
MOG.A icon
2869
Moog Inc Class A
MOG.A
$13.3B
$16.7K ﹤0.01%
57
+26
+84% +$7.96K
OTTR icon
2870
Otter Tail
OTTR
$3.75B
$16.7K ﹤0.01%
190
-4
-2% -$346
TOGA
2871
Tremblant Global ETF
TOGA
$176M
$16.7K ﹤0.01%
+612
New +$18.8K
QCLN icon
2872
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$605M
$16.6K ﹤0.01%
358
– –
RARE icon
2873
Ultragenyx Pharmaceutical
RARE
$2.56B
$16.6K ﹤0.01%
793
+357
+82% +$8.04K
HYGW icon
2874
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$112M
$16.5K ﹤0.01%
561
-619
-52% -$18.4K
WAY
2875
Waystar Holding Corp
WAY
$4.02B
$16.5K ﹤0.01%
+686
New +$18.2K
113 114
115
116 117

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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.