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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
5,339
New
327
Increased
2,344
Reduced
1,619
Closed
206

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 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 Technology 14.06%
2 Industrials 4.22%
3 Healthcare 4.03%
4 Financials 3.99%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACEI
3776
Innovator Equity Autocallable Income Strategy ETF
ACEI
$40.9M
$5.14K ﹤0.01%
222
+22
+11% +$532
UCB
3777
United Community Banks
UCB
$4.22B
$5.12K ﹤0.01%
146
+34
+30% +$1.14K
BUFB icon
3778
Innovator Laddered Allocation Buffer ETF
BUFB
$314M
$5.11K ﹤0.01%
130
– –
PAAS icon
3779
Pan American Silver
PAAS
$18.6B
$5.11K ﹤0.01%
114
-26
-19% -$1.39K
ACI icon
3780
Albertsons Companies
ACI
$5.4B
$5.09K ﹤0.01%
376
+259
+221% +$4.15K
ELVA
3781
Electrovaya
ELVA
$412M
$5.08K ﹤0.01%
484
– –
TDOC icon
3782
Teladoc Health
TDOC
$1.58B
$5.07K ﹤0.01%
598
-213
-26% -$1.42K
AMCX icon
3783
AMC Global Media
AMCX
$430M
$5.05K ﹤0.01%
506
+499
+7,129% +$4.43K
WIT icon
3784
Wipro
WIT
$18.5B
$5.04K ﹤0.01%
2,242
+990
+79% +$2.11K
GRNT icon
3785
Granite Ridge Resources
GRNT
$640M
$5.01K ﹤0.01%
1,136
+796
+234% +$4.18K
FIVA
3786
Fidelity International Value Factor ETF
FIVA
$574M
$5.01K ﹤0.01%
130
+18
+16% +$673
FULC icon
3787
Fulcrum Therapeutics
FULC
$248M
$5.01K ﹤0.01%
1,368
+380
+38% +$2.31K
PLUS icon
3788
ePlus
PLUS
$2.33B
$4.99K ﹤0.01%
60
– –
CRDF icon
3789
Cardiff Oncology
CRDF
$64.3M
$4.99K ﹤0.01%
3,840
+3,835
+76,700% +$6.09K
UNIT
3790
Uniti Group
UNIT
$2.63B
$4.99K ﹤0.01%
435
-11,836
-96% -$134K
ARI
3791
Apollo Commercial Real Estate
ARI
$887M
$4.99K ﹤0.01%
467
-4
-0.8% -$44
QUIZ
3792
Zacks Quality International ETF
QUIZ
$86M
$4.97K ﹤0.01%
170
+19
+13% +$547
MTW icon
3793
Manitowoc
MTW
$516M
$4.96K ﹤0.01%
357
+125
+54% +$1.59K
LASE icon
3794
Laser Photonics
LASE
$54.2M
$4.95K ﹤0.01%
+3,000
New +$4.12K
OCTT icon
3795
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$55.8M
$4.94K ﹤0.01%
106
-50
-32% -$2.27K
HBNC icon
3796
Horizon Bancorp
HBNC
$1.03B
$4.93K ﹤0.01%
247
+181
+274% +$3.33K
SUPN icon
3797
Supernus Pharmaceuticals
SUPN
$2.68B
$4.93K ﹤0.01%
106
– –
SVM
3798
Silvercorp Metals
SVM
$2.13B
$4.93K ﹤0.01%
488
– –
CHCT
3799
Community Healthcare Trust
CHCT
$537M
$4.92K ﹤0.01%
269
+162
+151% +$2.81K
MIRM icon
3800
Mirum Pharmaceuticals
MIRM
$6.89B
$4.92K ﹤0.01%
42
– –
150 151
152
153 154

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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 Q2 2026 Portfolio in Review

As of Q2 2026, IFP Advisors held 5,339 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 327 new positions and adding to 2,344 existing holdings. Its largest new stake was SpaceX: 52,736 shares worth $9.01M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Industrials and Healthcare.

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 327 new positions and closed 206 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.