We are live on ! Find out more
IA

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
MBLY icon
2951
Mobileye
MBLY
$1.99B
$14.7K ﹤0.01%
2,137
+114
+6% +$1.03K
DBO icon
2952
Invesco DB Oil Fund
DBO
$396M
$14.7K ﹤0.01%
+746
New +$11.5K
BETZ icon
2953
Roundhill Sports Betting & iGaming ETF
BETZ
$50M
$14.6K ﹤0.01%
820
-3
-0.4% -$56
MSLC
2954
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.94B
$14.6K ﹤0.01%
283
– –
WEN icon
2955
Wendy's
WEN
$1.4B
$14.6K ﹤0.01%
2,107
-1,773
-46% -$13.6K
SIXJ icon
2956
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$145M
$14.6K ﹤0.01%
435
+305
+235% +$10.5K
UNTY icon
2957
Unity Bancorp
UNTY
$589M
$14.6K ﹤0.01%
282
+199
+240% +$10.5K
BITQ icon
2958
Bitwise Crypto Industry Innovators ETF
BITQ
$393M
$14.6K ﹤0.01%
+774
New +$16.1K
FEBU
2959
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
FEBU
$50M
$14.6K ﹤0.01%
541
+245
+83% +$6.79K
EQR icon
2960
Equity Residential
EQR
$25.2B
$14.5K ﹤0.01%
245
+28
+13% +$1.73K
OSCR icon
2961
Oscar Health
OSCR
$9.42B
$14.5K ﹤0.01%
1,262
-5,126
-80% -$72.2K
ABCL icon
2962
AbCellera Biologics
ABCL
$1.74B
$14.4K ﹤0.01%
4,132
+1,793
+77% +$6.45K
PQJA
2963
PGIM Nasdaq-100 Buffer 12 ETF - January
PQJA
$28.8M
$14.4K ﹤0.01%
+509
New +$14.8K
BATRK icon
2964
Atlanta Braves Holdings Series B
BATRK
$3.26B
$14.3K ﹤0.01%
336
-2
-0.6% -$83
OPLN
2965
Openlane
OPLN
$4.29B
$14.3K ﹤0.01%
492
– –
CNX icon
2966
CNX Resources
CNX
$4.9B
$14.3K ﹤0.01%
372
-3
-0.8% -$117
VFLO icon
2967
VictoryShares Free Cash Flow ETF
VFLO
$8.88B
$14.3K ﹤0.01%
363
+131
+56% +$5.22K
CYD icon
2968
China Yuchai International
CYD
$1.81B
$14.3K ﹤0.01%
+372
New +$16.6K
CNXC icon
2969
Concentrix
CNXC
$1.52B
$14.3K ﹤0.01%
523
-221
-30% -$7.84K
ICLR icon
2970
Icon
ICLR
$12.8B
$14.3K ﹤0.01%
129
-12
-9% -$1.64K
EWT icon
2971
iShares MSCI Taiwan ETF
EWT
$9.6B
$14.3K ﹤0.01%
201
-92,041
-100% -$6.47M
ANF icon
2972
Abercrombie & Fitch
ANF
$4.45B
$14.2K ﹤0.01%
155
+91
+142% +$8.85K
IRWD icon
2973
Ironwood Pharmaceuticals
IRWD
$614M
$14.2K ﹤0.01%
4,033
– –
PTMC icon
2974
Pacer Trendpilot US Mid Cap ETF
PTMC
$392M
$14.1K ﹤0.01%
386
– –
BLCN
2975
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$14.1K ﹤0.01%
670
– –
117 118
119
120 121

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 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.