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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
AIZ icon
2976
Assurant
AIZ
$13.7B
$20.1K ﹤0.01%
75
– –
XHLF icon
2977
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
$20.1K ﹤0.01%
400
+100
+33% +$5.03K
MT icon
2978
ArcelorMittal
MT
$50.4B
$20.1K ﹤0.01%
334
– –
UUUU icon
2979
Energy Fuels
UUUU
$2.82B
$20.1K ﹤0.01%
1,386
– –
PTON icon
2980
Peloton Interactive
PTON
$2.63B
$20.1K ﹤0.01%
3,399
+443
+15% +$2.39K
LNN icon
2981
Lindsay Corp
LNN
$1.16B
$20.1K ﹤0.01%
162
+146
+913% +$16.3K
FLJJ icon
2982
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.44M
$20K ﹤0.01%
591
+1
+0.2% +$33
NWBI icon
2983
Northwest Bancshares
NWBI
$2.25B
$20K ﹤0.01%
1,316
+1,104
+521% +$15.4K
AJAN icon
2984
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$44.6M
$19.9K ﹤0.01%
700
– –
UPST icon
2985
Upstart Holdings
UPST
$2.58B
$19.8K ﹤0.01%
558
+152
+37% +$4.68K
UNTY icon
2986
Unity Bancorp
UNTY
$583M
$19.7K ﹤0.01%
336
+54
+19% +$2.95K
CLH icon
2987
Clean Harbors
CLH
$16.1B
$19.7K ﹤0.01%
66
-35
-35% -$10.3K
PSP icon
2988
Invesco Global Listed Private Equity ETF
PSP
$228M
$19.7K ﹤0.01%
354
– –
RXST icon
2989
RxSight
RXST
$215M
$19.7K ﹤0.01%
4,088
+259
+7% +$1.56K
GCO icon
2990
Genesco
GCO
$396M
$19.7K ﹤0.01%
583
+506
+657% +$17.8K
ATKR icon
2991
Atkore
ATKR
$2.59B
$19.6K ﹤0.01%
258
+31
+14% +$2.33K
UFO icon
2992
Procure Space ETF
UFO
$620M
$19.6K ﹤0.01%
387
+43
+13% +$2.31K
RC
2993
Ready Capital
RC
$265M
$19.6K ﹤0.01%
11,197
+583
+5% +$1.02K
TSEM icon
2994
Tower Semiconductor
TSEM
$26.4B
$19.5K ﹤0.01%
75
+5
+7% +$1.2K
KORU icon
2995
Direxion Daily MSCI South Korea Bull 3X ETF
KORU
$1.33B
$19.5K ﹤0.01%
+500
New +$18.1K
HP icon
2996
Helmerich & Payne
HP
$3.53B
$19.5K ﹤0.01%
595
-310
-34% -$11.6K
IDRV icon
2997
iShares Self-Driving EV and Tech ETF
IDRV
$122M
$19.4K ﹤0.01%
508
+1
+0.2% +$42
SANA icon
2998
Sana Biotechnology
SANA
$885M
$19.4K ﹤0.01%
5,545
+145
+3% +$467
BY icon
2999
Byline Bancorp
BY
$1.75B
$19.2K ﹤0.01%
511
+83
+19% +$2.79K
NMAX
3000
Newsmax Inc
NMAX
$969M
$19.2K ﹤0.01%
2,319
+350
+18% +$2.51K
118 119
120
121 122

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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 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.