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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
ENPH icon
3826
Enphase Energy
ENPH
$4.62B
$2.76K ﹤0.01%
73
-35
-32% -$1.45K
CARG icon
3827
CarGurus
CARG
$3.34B
$2.76K ﹤0.01%
81
-61
-43% -$2K
VET icon
3828
Vermilion Energy
VET
$1.66B
$2.76K ﹤0.01%
+200
New +$2.12K
LZ icon
3829
LegalZoom.com
LZ
$1.45B
$2.75K ﹤0.01%
485
-1,180
-71% -$8.95K
ASND icon
3830
Ascendis Pharma A/S
ASND
$16.5B
$2.75K ﹤0.01%
12
+5
+71% +$1.12K
CTO
3831
CTO Realty Growth
CTO
$756M
$2.74K ﹤0.01%
148
+7
+5% +$131
GMAB icon
3832
Genmab
GMAB
$17.5B
$2.74K ﹤0.01%
102
+2
+2% +$60
ABG icon
3833
Asbury Automotive
ABG
$4.62B
$2.74K ﹤0.01%
14
– –
INSE icon
3834
Inspired Entertainment
INSE
$183M
$2.73K ﹤0.01%
383
-1
-0.3% -$8
ELME
3835
Elme Communities
ELME
$145M
$2.73K ﹤0.01%
1,357
+1,069
+371% +$3.52K
FLOC
3836
Flowco Holdings
FLOC
$811M
$2.72K ﹤0.01%
132
– –
HOPE icon
3837
Hope Bancorp
HOPE
$1.8B
$2.71K ﹤0.01%
243
– –
UTI icon
3838
Universal Technical Institute
UTI
$2.26B
$2.71K ﹤0.01%
75
– –
LCID icon
3839
Lucid Motors
LCID
$3.11B
$2.71K ﹤0.01%
284
+49
+21% +$509
CBSH icon
3840
Commerce Bancshares
CBSH
$8.68B
$2.71K ﹤0.01%
55
-27
-33% -$1.4K
MTW icon
3841
Manitowoc
MTW
$491M
$2.7K ﹤0.01%
232
– –
NWBI icon
3842
Northwest Bancshares
NWBI
$2.33B
$2.69K ﹤0.01%
212
-7
-3% -$88
MART icon
3843
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$30.2M
$2.69K ﹤0.01%
70
+20
+40% +$780
GVI icon
3844
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$2.67K ﹤0.01%
+25
New +$2.68K
GSBD icon
3845
Goldman Sachs BDC
GSBD
$997M
$2.66K ﹤0.01%
300
– –
WIT icon
3846
Wipro
WIT
$19.5B
$2.65K ﹤0.01%
1,252
+791
+172% +$1.93K
BUSE icon
3847
First Busey Corp
BUSE
$2.6B
$2.65K ﹤0.01%
105
– –
IDLV icon
3848
Invesco S&P International Developed Low Volatility ETF
IDLV
$345M
$2.65K ﹤0.01%
77
– –
BRX icon
3849
Brixmor Property Group
BRX
$9.72B
$2.65K ﹤0.01%
92
-28
-23% -$790
TWST icon
3850
Twist Bioscience
TWST
$5.32B
$2.61K ﹤0.01%
55
-20
-27% -$897
152 153
154
155 156

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PA
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PWM
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SC
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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.