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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
BBJP icon
2976
JPMorgan BetaBuilders Japan ETF
BBJP
$19.9B
$20.2K ﹤0.01%
268
+128
+91% +$9.44K
AIZ icon
2977
Assurant
AIZ
$13.9B
$20.1K ﹤0.01%
75
– –
XHLF icon
2978
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.01B
$20.1K ﹤0.01%
400
+100
+33% +$5.03K
MT icon
2979
ArcelorMittal
MT
$56.1B
$20.1K ﹤0.01%
334
– –
UUUU icon
2980
Energy Fuels
UUUU
$3.43B
$20.1K ﹤0.01%
1,386
– –
PTON icon
2981
Peloton Interactive
PTON
$2.17B
$20.1K ﹤0.01%
3,399
+443
+15% +$2.39K
LNN icon
2982
Lindsay Corp
LNN
$1.18B
$20.1K ﹤0.01%
162
+146
+913% +$16.3K
FLJJ icon
2983
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.59M
$20K ﹤0.01%
591
+1
+0.2% +$33
NWBI icon
2984
Northwest Bancshares
NWBI
$2.27B
$20K ﹤0.01%
1,316
+1,104
+521% +$15.4K
AJAN icon
2985
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$42.8M
$19.9K ﹤0.01%
700
– –
UPST icon
2986
Upstart Holdings
UPST
$2.49B
$19.8K ﹤0.01%
558
+152
+37% +$4.68K
UNTY icon
2987
Unity Bancorp
UNTY
$604M
$19.7K ﹤0.01%
336
+54
+19% +$2.95K
CLH icon
2988
Clean Harbors
CLH
$17B
$19.7K ﹤0.01%
66
-35
-35% -$10.3K
PSP icon
2989
Invesco Global Listed Private Equity ETF
PSP
$234M
$19.7K ﹤0.01%
354
– –
RXST icon
2990
RxSight
RXST
$250M
$19.7K ﹤0.01%
4,088
+259
+7% +$1.56K
GCO icon
2991
Genesco
GCO
$380M
$19.7K ﹤0.01%
583
+506
+657% +$17.8K
ATKR icon
2992
Atkore
ATKR
$3.18B
$19.6K ﹤0.01%
258
+31
+14% +$2.33K
UFO icon
2993
Procure Space ETF
UFO
$553M
$19.6K ﹤0.01%
387
+43
+13% +$2.31K
RC
2994
Ready Capital
RC
$271M
$19.6K ﹤0.01%
11,197
+583
+5% +$1.02K
TSEM icon
2995
Tower Semiconductor
TSEM
$23.9B
$19.5K ﹤0.01%
75
+5
+7% +$1.2K
KORU icon
2996
Direxion Daily MSCI South Korea Bull 3X ETF
KORU
$1.67B
$19.5K ﹤0.01%
+500
New +$18.1K
HP icon
2997
Helmerich & Payne
HP
$4.4B
$19.5K ﹤0.01%
595
-310
-34% -$11.6K
IDRV icon
2998
iShares Self-Driving EV and Tech ETF
IDRV
$147M
$19.4K ﹤0.01%
508
+1
+0.2% +$42
SANA icon
2999
Sana Biotechnology
SANA
$937M
$19.4K ﹤0.01%
5,545
+145
+3% +$467
BY icon
3000
Byline Bancorp
BY
$1.75B
$19.2K ﹤0.01%
511
+83
+19% +$2.79K
118 119
120
121 122

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BCL
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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
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MC
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HIP
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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.