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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
KOP icon
3751
Koppers
KOP
$946M
$3.37K ﹤0.01%
87
-41
-32% -$1.37K
WEBL icon
3752
Direxion Daily Dow Jones Internet Bull 3X ETF
WEBL
$85.4M
$3.36K ﹤0.01%
+200
New +$4.26K
CNR
3753
Core Natural Resources Inc
CNR
$3.93B
$3.35K ﹤0.01%
32
– –
CXM icon
3754
Sprinklr
CXM
$1.51B
$3.35K ﹤0.01%
558
+413
+285% +$2.56K
FLOW icon
3755
Global X US Cash Flow Kings 100 ETF
FLOW
$31M
$3.35K ﹤0.01%
94
– –
SGMO
3756
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$3.33K ﹤0.01%
+13,509
New +$5.38K
GOLD
3757
Gold.com Inc
GOLD
$1.16B
$3.33K ﹤0.01%
83
– –
PXJ icon
3758
Invesco Oil & Gas Services ETF
PXJ
$63.3M
$3.32K ﹤0.01%
80
– –
AXGN icon
3759
Axogen
AXGN
$2.2B
$3.31K ﹤0.01%
100
– –
ITRG
3760
Integra Resources
ITRG
$414M
$3.31K ﹤0.01%
+1,212
New +$4.48K
VNOM icon
3761
Viper Energy
VNOM
$8.43B
$3.29K ﹤0.01%
70
+33
+89% +$1.42K
CLSK icon
3762
CleanSpark
CLSK
$3.08B
$3.28K ﹤0.01%
385
– –
CWH icon
3763
Camping World
CWH
$384M
$3.27K ﹤0.01%
479
+430
+878% +$4.43K
WGO icon
3764
Winnebago Industries
WGO
$900M
$3.25K ﹤0.01%
+105
New +$4.37K
RPD icon
3765
Rapid7
RPD
$628M
$3.24K ﹤0.01%
588
+26
+5% +$239
STEL
3766
DELISTED
Stellar Bancorp
STEL
$3.22K ﹤0.01%
88
+2
+2% +$72
DSL
3767
DoubleLine Income Solutions Fund
DSL
$1.22B
$3.22K ﹤0.01%
297
+8
+3% +$90
GIII icon
3768
G-III Apparel Group
GIII
$1.54B
$3.21K ﹤0.01%
116
-174
-60% -$5.09K
CHEF icon
3769
Chefs' Warehouse
CHEF
$4.31B
$3.21K ﹤0.01%
54
-3
-5% -$192
SMMT icon
3770
Summit Therapeutics
SMMT
$10.2B
$3.2K ﹤0.01%
169
-4,260
-96% -$68.9K
BIAF icon
3771
bioAffinity Technologies
BIAF
$3.68M
$3.19K ﹤0.01%
833
– –
UA icon
3772
Under Armour Class C
UA
$2.95B
$3.19K ﹤0.01%
551
+183
+50% +$1.16K
APRH icon
3773
Innovator Premium Income 20 Barrier ETF April
APRH
$25M
$3.19K ﹤0.01%
130
– –
DBEM icon
3774
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$101M
$3.17K ﹤0.01%
93
– –
SCHY icon
3775
Schwab International Dividend Equity ETF
SCHY
$2.49B
$3.17K ﹤0.01%
100
– –
149 150
151
152 153

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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.