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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
ENZL icon
3226
iShares MSCI New Zealand ETF
ENZL
$77.6M
$8.53K ﹤0.01%
200
– –
BGS icon
3227
B&G Foods
BGS
$303M
$8.52K ﹤0.01%
1,772
-40
-2% -$194
EWK icon
3228
iShares MSCI Belgium ETF
EWK
$164M
$8.51K ﹤0.01%
350
– –
MAC icon
3229
Macerich
MAC
$7.4B
$8.51K ﹤0.01%
450
– –
NEA icon
3230
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
$8.49K ﹤0.01%
756
– –
CC icon
3231
Chemours
CC
$2.48B
$8.48K ﹤0.01%
385
-22
-5% -$383
BTSG icon
3232
BrightSpring Health Services
BTSG
$13.6B
$8.48K ﹤0.01%
199
-2,334
-92% -$94K
IDNA icon
3233
iShares Genomics Immunology and Healthcare ETF
IDNA
$190M
$8.45K ﹤0.01%
291
– –
GXO icon
3234
GXO Logistics
GXO
$5.93B
$8.45K ﹤0.01%
163
-250
-61% -$14.3K
MAN icon
3235
ManpowerGroup
MAN
$2.6B
$8.43K ﹤0.01%
286
+211
+281% +$6.27K
FIVN icon
3236
FIVE9
FIVN
$2.08B
$8.39K ﹤0.01%
553
-87
-14% -$1.51K
REX icon
3237
REX American Resources
REX
$1.39B
$8.38K ﹤0.01%
184
– –
NEXA icon
3238
Nexa Resources
NEXA
$1.61B
$8.33K ﹤0.01%
+787
New +$9.09K
JPO
3239
YieldMax JP Option Income Strategy ETF
JPO
$49.9M
$8.33K ﹤0.01%
600
– –
MHO icon
3240
M/I Homes
MHO
$3.95B
$8.33K ﹤0.01%
68
-21
-24% -$2.83K
SAM icon
3241
Boston Beer
SAM
$1.95B
$8.29K ﹤0.01%
36
+23
+177% +$5.17K
DDIV icon
3242
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$72.3M
$8.29K ﹤0.01%
205
– –
UVSP icon
3243
Univest Financial
UVSP
$1.23B
$8.29K ﹤0.01%
242
– –
PPLI
3244
People Inc
PPLI
$3.12B
$8.29K ﹤0.01%
207
+198
+2,200% +$7.51K
RTH icon
3245
VanEck Retail ETF
RTH
$253M
$8.28K ﹤0.01%
33
– –
IBFR
3246
Innovator International Developed Managed 10 Buffer ETF
IBFR
$15M
$8.27K ﹤0.01%
+170
New +$8.36K
DMC
3247
Del Monte Corp
DMC
$1.42B
$8.25K ﹤0.01%
205
-83
-29% -$3.31K
MWA icon
3248
Mueller Water Products
MWA
$3.94B
$8.25K ﹤0.01%
300
-326
-52% -$9.04K
LEN.B icon
3249
Lennar Class B
LEN.B
$19.9B
$8.24K ﹤0.01%
98
+8
+9% +$806
CALX icon
3250
Calix
CALX
$2.24B
$8.23K ﹤0.01%
168
+94
+127% +$4.93K
128 129
130
131 132

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AS
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DSC
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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
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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.