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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
SPD icon
3476
Simplify US Equity PLUS Downside Convexity ETF
SPD
$103M
$5.38K ﹤0.01%
148
– –
ELS icon
3477
Equity Lifestyle Properties
ELS
$13.1B
$5.37K ﹤0.01%
86
-18
-17% -$1.17K
FRPT icon
3478
Freshpet
FRPT
$3.04B
$5.37K ﹤0.01%
91
-19
-17% -$1.33K
LILA icon
3479
Liberty Latin America Class A
LILA
$1.72B
$5.37K ﹤0.01%
914
-21
-2% -$111
FCF icon
3480
First Commonwealth Financial
FCF
$2.2B
$5.36K ﹤0.01%
305
-5
-2% -$88
NABL icon
3481
N-able
NABL
$844M
$5.35K ﹤0.01%
1,146
+804
+235% +$4.49K
VSXY
3482
Victoria's Secret
VSXY
$7.09B
$5.33K ﹤0.01%
115
+17
+17% +$949
KELYA icon
3483
Kelly Services Class A
KELYA
$548M
$5.33K ﹤0.01%
602
-343
-36% -$3.27K
JULJ icon
3484
Innovator Premium Income 30 Barrier ETF July
JULJ
$13.6M
$5.33K ﹤0.01%
215
+10
+5% +$250
PJT icon
3485
PJT Partners
PJT
$4.26B
$5.31K ﹤0.01%
38
-20
-34% -$3.15K
HIMX
3486
Himax Technologies
HIMX
$2.03B
$5.3K ﹤0.01%
+674
New +$5.53K
WSR
3487
DELISTED
Whitestone REIT
WSR
$5.3K ﹤0.01%
328
– –
LYFT icon
3488
Lyft
LYFT
$5.86B
$5.29K ﹤0.01%
398
-5,312
-93% -$82.3K
HMN icon
3489
Horace Mann Educators
HMN
$2.11B
$5.29K ﹤0.01%
124
-43
-26% -$1.86K
AAMI
3490
Acadian Asset Management
AAMI
$2.88B
$5.28K ﹤0.01%
97
-1
-1% -$53
CZNC icon
3491
Citizens & Northern Corp
CZNC
$449M
$5.27K ﹤0.01%
236
-12
-5% -$266
STGW icon
3492
Stagwell
STGW
$2B
$5.26K ﹤0.01%
837
+282
+51% +$1.58K
EOSE icon
3493
Eos Energy Enterprises
EOSE
$1.14B
$5.25K ﹤0.01%
1,059
+4
+0.4% +$43
MGPI icon
3494
MGP Ingredients
MGPI
$404M
$5.24K ﹤0.01%
285
-128
-31% -$2.86K
SVM
3495
Silvercorp Metals
SVM
$2.02B
$5.24K ﹤0.01%
+488
New +$5.37K
SPVM icon
3496
Invesco S&P 500 Value with Momentum ETF
SPVM
$129M
$5.24K ﹤0.01%
76
+14
+23% +$981
LBRDA icon
3497
Liberty Broadband Class A
LBRDA
$4.89B
$5.22K ﹤0.01%
104
+32
+44% +$1.61K
HNGE
3498
Hinge Health
HNGE
$5.73B
$5.21K ﹤0.01%
+135
New +$5.61K
DDM icon
3499
ProShares Ultra Dow30
DDM
$524M
$5.21K ﹤0.01%
100
– –
SEIX icon
3500
Virtus SEIX Senior Loan ETF
SEIX
$249M
$5.19K ﹤0.01%
+225
New +$5.22K
138 139
140
141 142

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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.