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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
INTA icon
3901
Intapp
INTA
$2.44B
$2.36K ﹤0.01%
92
-263
-74% -$7.84K
PAY icon
3902
Paymentus
PAY
$4.62B
$2.36K ﹤0.01%
+93
New +$2.44K
CWBC
3903
Community West Bancshares
CWBC
$685M
$2.35K ﹤0.01%
101
– –
FLGV icon
3904
Franklin US Treasury Bond ETF
FLGV
$1.03B
$2.35K ﹤0.01%
115
-75
-39% -$1.54K
RIFR
3905
Russell Investments Global Infrastructure ETF
RIFR
$43.4M
$2.33K ﹤0.01%
83
– –
PACS icon
3906
PACS Group
PACS
$7.35B
$2.31K ﹤0.01%
72
+38
+112% +$1.4K
BDC icon
3907
Belden
BDC
$3.97B
$2.3K ﹤0.01%
20
-1
-5% -$126
SSTK icon
3908
Shutterstock
SSTK
$209M
$2.29K ﹤0.01%
138
-38
-22% -$669
UAMY icon
3909
United States Antimony
UAMY
$728M
$2.29K ﹤0.01%
262
– –
DBL
3910
DoubleLine Opportunistic Credit Fund
DBL
$278M
$2.28K ﹤0.01%
156
– –
PRAA icon
3911
PRA Group
PRAA
$672M
$2.27K ﹤0.01%
130
-159
-55% -$2.42K
APGE icon
3912
Apogee Therapeutics
APGE
$10.1B
$2.27K ﹤0.01%
27
+25
+1,250% +$1.82K
UTZ icon
3913
Utz Brands
UTZ
$1.24B
$2.27K ﹤0.01%
287
+254
+770% +$2.36K
HTFL
3914
Heartflow Inc
HTFL
$2.16B
$2.26K ﹤0.01%
+93
New +$2.52K
MVO
3915
DELISTED
MV Oil Trust
MVO
$2.26K ﹤0.01%
+1,000
New +$1.88K
SRET icon
3916
Global X SuperDividend REIT ETF
SRET
$238M
$2.25K ﹤0.01%
106
– –
TSI
3917
TCW Strategic Income Fund
TSI
$213M
$2.25K ﹤0.01%
500
– –
GCO icon
3918
Genesco
GCO
$434M
$2.23K ﹤0.01%
77
+72
+1,440% +$2.07K
XP icon
3919
XP
XP
$8.43B
$2.23K ﹤0.01%
117
-17
-13% -$329
BKKT icon
3920
Bakkt Inc
BKKT
$306M
$2.21K ﹤0.01%
300
+299
+29,900% +$3.54K
SHG icon
3921
Shinhan Financial Group
SHG
$32.1B
$2.21K ﹤0.01%
36
+23
+177% +$1.41K
AS icon
3922
Amer Sports
AS
$21B
$2.21K ﹤0.01%
67
+45
+205% +$1.64K
BZAI
3923
Blaize Holdings
BZAI
$108M
$2.2K ﹤0.01%
1,211
+1,181
+3,937% +$1.74K
WDS icon
3924
Woodside Energy
WDS
$44.2B
$2.2K ﹤0.01%
92
+70
+318% +$1.36K
BVS icon
3925
Bioventus
BVS
$889M
$2.18K ﹤0.01%
239
-3
-1% -$25
155 156
157
158 159

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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.