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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
OPCH icon
3851
Option Care Health
OPCH
$3.58B
$2.61K ﹤0.01%
97
+3
+3% +$97
SOWG
3852
Sow Good
SOWG
$63.8M
$2.61K ﹤0.01%
433
– –
CBLL
3853
CeriBell Inc
CBLL
$673M
$2.6K ﹤0.01%
142
+20
+16% +$402
BBMC icon
3854
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.02B
$2.6K ﹤0.01%
24
-5
-17% -$560
ESRT icon
3855
Empire State Realty Trust
ESRT
$1B
$2.59K ﹤0.01%
498
+369
+286% +$2.22K
TBLA icon
3856
Taboola.com
TBLA
$1.41B
$2.59K ﹤0.01%
835
+717
+608% +$2.56K
SGDJ icon
3857
Sprott Junior Gold Miners ETF
SGDJ
$268M
$2.58K ﹤0.01%
30
-93
-76% -$8.99K
KT icon
3858
KT
KT
$8.74B
$2.57K ﹤0.01%
120
– –
CPS icon
3859
Cooper-Standard Automotive
CPS
$517M
$2.56K ﹤0.01%
92
– –
BBBS icon
3860
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
$180M
$2.56K ﹤0.01%
50
– –
MYGN icon
3861
Myriad Genetics
MYGN
$476M
$2.55K ﹤0.01%
567
-812
-59% -$4.23K
INFY icon
3862
Infosys
INFY
$51B
$2.54K ﹤0.01%
188
-84
-31% -$1.32K
ASIX icon
3863
AdvanSix
ASIX
$542M
$2.54K ﹤0.01%
104
+59
+131% +$1.11K
ADTN icon
3864
Adtran
ADTN
$675M
$2.53K ﹤0.01%
201
+198
+6,600% +$2.01K
WERN icon
3865
Werner Enterprises
WERN
$2.2B
$2.53K ﹤0.01%
86
+11
+15% +$357
BNS icon
3866
Scotiabank
BNS
$105B
$2.5K ﹤0.01%
36
-12
-25% -$880
SRCE icon
3867
1st Source
SRCE
$2.17B
$2.49K ﹤0.01%
36
– –
DECT icon
3868
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$123M
$2.49K ﹤0.01%
70
+20
+40% +$732
KRT icon
3869
Karat Packaging
KRT
$810M
$2.48K ﹤0.01%
89
-45
-34% -$1.13K
NRDS icon
3870
NerdWallet
NRDS
$632M
$2.48K ﹤0.01%
239
+215
+896% +$2.42K
OLB icon
3871
OLB
OLB
$4.03M
$2.48K ﹤0.01%
+5,000
New +$3.11K
AMN icon
3872
AMN Healthcare
AMN
$1.35B
$2.48K ﹤0.01%
135
+110
+440% +$2.09K
WPP icon
3873
WPP
WPP
$4.67B
$2.47K ﹤0.01%
159
-99
-38% -$1.86K
GFF icon
3874
Griffon
GFF
$4.02B
$2.47K ﹤0.01%
34
-487
-93% -$39.5K
JULH icon
3875
Innovator Premium Income 20 Barrier ETF July
JULH
$15.5M
$2.47K ﹤0.01%
100
– –
153 154
155
156 157

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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 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.