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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
CEPT
3551
DELISTED
Cantor Equity Partners II
CEPT
$4.79K ﹤0.01%
+440
New +$5.04K
TEF
3552
DELISTED
Telefonica
TEF
$4.79K ﹤0.01%
1,095
– –
METV icon
3553
Roundhill Ball Metaverse ETF
METV
$212M
$4.78K ﹤0.01%
300
– –
BCD icon
3554
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$403M
$4.76K ﹤0.01%
133
– –
PRVA icon
3555
Privia Health
PRVA
$3.04B
$4.75K ﹤0.01%
231
+209
+950% +$4.71K
CVI icon
3556
CVR Energy
CVI
$3.48B
$4.75K ﹤0.01%
141
+94
+200% +$2.42K
IWMI
3557
NEOS Russell 2000 High Income ETF
IWMI
$1.08B
$4.74K ﹤0.01%
+100
New +$4.95K
VWAV
3558
VisionWave Holdings
VWAV
$57.6M
$4.74K ﹤0.01%
1,000
– –
EZPW icon
3559
Ezcorp Inc
EZPW
$1.79B
$4.72K ﹤0.01%
186
– –
ABR icon
3560
Arbor Realty Trust
ABR
$977M
$4.72K ﹤0.01%
612
-1,841
-75% -$14.4K
NWS icon
3561
News Corp Class B
NWS
$17.7B
$4.7K ﹤0.01%
165
+4
+2% +$113
TSPA icon
3562
T. Rowe Price US Equity Research ETF
TSPA
$4.12B
$4.7K ﹤0.01%
115
– –
WDFC icon
3563
WD-40
WDFC
$2.98B
$4.69K ﹤0.01%
23
+1
+5% +$223
ATYR
3564
aTyr Pharma
ATYR
$47.4M
$4.68K ﹤0.01%
+6,001
New +$5.07K
MJ icon
3565
Amplify Alternative Harvest ETF
MJ
$96.9M
$4.67K ﹤0.01%
203
-7
-3% -$185
BUFB icon
3566
Innovator Laddered Allocation Buffer ETF
BUFB
$316M
$4.67K ﹤0.01%
130
– –
ANDE icon
3567
Andersons Inc
ANDE
$2.39B
$4.67K ﹤0.01%
65
– –
REZ icon
3568
iShares Residential and Multisector Real Estate ETF
REZ
$906M
$4.66K ﹤0.01%
56
– –
FSIG icon
3569
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.51B
$4.66K ﹤0.01%
246
-112
-31% -$2.14K
LDI icon
3570
loanDepot
LDI
$548M
$4.66K ﹤0.01%
3,278
+258
+9% +$530
XPEV icon
3571
XPeng
XPEV
$12.5B
$4.64K ﹤0.01%
271
– –
ACEI
3572
Innovator Equity Autocallable Income Strategy ETF
ACEI
$40M
$4.63K ﹤0.01%
200
+190
+1,900% +$4.58K
HTEC icon
3573
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$75.9M
$4.62K ﹤0.01%
140
– –
NOVT icon
3574
Novanta
NOVT
$4.91B
$4.61K ﹤0.01%
39
+5
+15% +$656
TREE icon
3575
LendingTree
TREE
$551M
$4.59K ﹤0.01%
107
+97
+970% +$4.64K
141 142
143
144 145

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PA
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PWM
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SC
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GVAG
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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.