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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
HNDL icon
3001
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$630M
$13.5K ﹤0.01%
619
+20
+3% +$445
BY icon
3002
Byline Bancorp
BY
$1.78B
$13.5K ﹤0.01%
428
– –
LJUL
3003
Innovator Premium Income 15 Buffer ETF - July
LJUL
$8.37M
$13.5K ﹤0.01%
566
+10
+2% +$240
SANM icon
3004
Sanmina
SANM
$9.83B
$13.5K ﹤0.01%
104
+23
+28% +$3.38K
GREK
3005
Global X MSCI Greece ETF
GREK
$302M
$13.5K ﹤0.01%
211
-1,256
-86% -$86.8K
ALIT icon
3006
Alight
ALIT
$481M
$13.4K ﹤0.01%
1,152
+1,040
+929% +$24.8K
BNTX icon
3007
BioNTech
BNTX
$23.5B
$13.4K ﹤0.01%
151
– –
BBAI icon
3008
BigBear.ai
BBAI
$1.36B
$13.4K ﹤0.01%
3,807
+365
+11% +$1.7K
ATKR icon
3009
Atkore
ATKR
$2.4B
$13.4K ﹤0.01%
227
– –
MDXG icon
3010
MiMedx Group
MDXG
$636M
$13.4K ﹤0.01%
3,380
+2,439
+259% +$12.3K
CNK icon
3011
Cinemark Holdings
CNK
$4.22B
$13.3K ﹤0.01%
468
-1
-0.2% -$26
SDIV icon
3012
Global X SuperDividend ETF
SDIV
$1.22B
$13.3K ﹤0.01%
528
-92
-15% -$2.34K
TLS icon
3013
Telos
TLS
$324M
$13.3K ﹤0.01%
3,174
+2,910
+1,102% +$13.8K
NXC
3014
DELISTED
Nuveen CA Select Tax-Free Income Portfolio
NXC
$13.3K ﹤0.01%
1,000
– –
IDN icon
3015
Intellicheck
IDN
$74.5M
$13.3K ﹤0.01%
+1,901
New +$10.3K
KEX icon
3016
Kirby Corp
KEX
$7.08B
$13.3K ﹤0.01%
100
+2
+2% +$253
GDE icon
3017
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$437M
$13.3K ﹤0.01%
211
– –
DDFF
3018
Innovator Equity Dual Directional 15 Buffer ETF - February
DDFF
$61.1M
$13.2K ﹤0.01%
+700
New +$13.4K
HOG icon
3019
Harley-Davidson
HOG
$2.59B
$13.2K ﹤0.01%
655
-10
-2% -$196
VFF icon
3020
Village Farms International
VFF
$242M
$13.2K ﹤0.01%
+4,647
New +$15.1K
IBRX icon
3021
ImmunityBio
IBRX
$7.8B
$13.2K ﹤0.01%
1,715
+1,328
+343% +$9.09K
BMBL icon
3022
Bumble
BMBL
$380M
$13.1K ﹤0.01%
4,029
+2,796
+227% +$9.3K
XSHD icon
3023
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.2M
$13.1K ﹤0.01%
1,000
– –
UDR icon
3024
UDR
UDR
$12.3B
$13.1K ﹤0.01%
388
+230
+146% +$8.45K
NMZ icon
3025
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.19B
$13.1K ﹤0.01%
1,262
+112
+10% +$1.17K
119 120
121
122 123

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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.