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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
+15.89%
1 Year Est. Return
+27.43%
3 Year Est. Return
+73.16%
5 Year Est. Return
+63.71%
10 Year Est. Return
–
AUM
$5.54B
AUM Growth
+$715M
Cap. Flow
+$185M
Cap. Flow %
3.33%
Top 10 Hldgs %
14.49%
Holding
5,335
New
323
Increased
2,345
Reduced
1,618
Closed
205

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$16.1M
2
HDV
iShares Core High Dividend ETF
HDV
+$16M
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$15.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$13.4M
5
DD icon
DuPont de Nemours
DD
+$12.8M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M
2
VOT icon
Vanguard Morningstar Mid-Cap Growth ETF
VOT
+$15.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$9.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.66M

Sector Composition

Rank Sector Weight
1 Miscellaneous 59.39%
2 Technology 14.06%
3 Industrials 4.22%
4 Healthcare 4.03%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UGA icon
3776
United States Gasoline Fund
UGA
$180M
$5.15K ﹤0.01%
50
– –
OXY.WS icon
3777
Occidental Petroleum Corp Warrants
OXY.WS
$37.2B
$5.14K ﹤0.01%
193
+6
+3% +$209
ACEI
3778
Innovator Equity Autocallable Income Strategy ETF
ACEI
$48.3M
$5.14K ﹤0.01%
222
+22
+11% +$532
UCB
3779
United Community Banks
UCB
$4.26B
$5.12K ﹤0.01%
146
+34
+30% +$1.14K
BUFB icon
3780
Innovator Laddered Allocation Buffer ETF
BUFB
$337M
$5.11K ﹤0.01%
130
– –
PAAS icon
3781
Pan American Silver
PAAS
$20.9B
$5.11K ﹤0.01%
114
-26
-19% -$1.39K
ACI icon
3782
Albertsons Companies
ACI
$5.86B
$5.09K ﹤0.01%
376
+259
+221% +$4.15K
ELVA
3783
Electrovaya
ELVA
$318M
$5.08K ﹤0.01%
484
– –
TDOC icon
3784
Teladoc Health
TDOC
$1.12B
$5.07K ﹤0.01%
598
-213
-26% -$1.42K
AMCX icon
3785
AMC Global Media
AMCX
$502M
$5.05K ﹤0.01%
506
+499
+7,129% +$4.43K
WIT icon
3786
Wipro
WIT
$16.7B
$5.04K ﹤0.01%
2,242
+990
+79% +$2.11K
GRNT icon
3787
Granite Ridge Resources
GRNT
$674M
$5.01K ﹤0.01%
1,136
+796
+234% +$4.18K
FIVA
3788
Fidelity International Value Factor ETF
FIVA
$637M
$5.01K ﹤0.01%
130
+18
+16% +$673
FULC icon
3789
Fulcrum Therapeutics
FULC
$290M
$5.01K ﹤0.01%
1,368
+380
+38% +$2.31K
PLUS icon
3790
ePlus
PLUS
$2.4B
$4.99K ﹤0.01%
60
– –
CRDF icon
3791
Cardiff Oncology
CRDF
$94.1M
$4.99K ﹤0.01%
3,840
+3,835
+76,700% +$6.09K
UNIT
3792
Uniti Group
UNIT
$2.44B
$4.99K ﹤0.01%
435
-11,836
-96% -$134K
ARI
3793
Apollo Commercial Real Estate
ARI
$852M
$4.99K ﹤0.01%
467
-4
-0.8% -$44
QUIZ
3794
Zacks Quality International ETF
QUIZ
$92.8M
$4.97K ﹤0.01%
170
+19
+13% +$547
MTW icon
3795
Manitowoc
MTW
$749M
$4.96K ﹤0.01%
357
+125
+54% +$1.59K
LASE icon
3796
Laser Photonics
LASE
$34.9M
$4.95K ﹤0.01%
+3,000
New +$4.12K
OCTT icon
3797
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$56.4M
$4.94K ﹤0.01%
106
-50
-32% -$2.27K
HBNC icon
3798
Horizon Bancorp
HBNC
$1.02B
$4.93K ﹤0.01%
247
+181
+274% +$3.33K
SUPN icon
3799
Supernus Pharmaceuticals
SUPN
$2.42B
$4.93K ﹤0.01%
106
– –
SVM
3800
Silvercorp Metals
SVM
$2.63B
$4.93K ﹤0.01%
488
– –
150 151
152
153 154

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BCL
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GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CTC
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SEIA
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VAM
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MC
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HIP
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IFP Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, IFP Advisors held 5,335 positions worth $5.54B, up 15% from $4.82B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

IFP Advisors deployed $185M of net new capital in Q2 2026, opening 323 new positions and adding to 2,345 existing holdings. Its largest new stake was SpaceX: 52,736 shares worth $9.01M.

By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, down from 60% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $17.1M trimmed.

  • IFP Advisors's largest Q2 2026 buy was SpaceX: 52,736 shares worth $9.01M.
  • IFP Advisors added most to Abbott in Q2 2026, an estimated $16.1M increase.
  • IFP Advisors's biggest Q2 2026 reduction was iShares Russell 2000 ETF, cutting an estimated $17.1M.
  • IFP Advisors fully exited MRP SynthEquity ETF in Q2 2026, selling an estimated $2.98M.
  • IFP Advisors's ten largest holdings make up 14% of its $5.54B portfolio in Q2 2026.
  • IFP Advisors opened 323 new positions and closed 205 in Q2 2026.
  • IFP Advisors's portfolio value rose 15% quarter-over-quarter to $5.54B.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.