We are live on ! Find out more
IA

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
NX icon
3951
Quanex
NX
$825M
$2.05K ﹤0.01%
+114
New +$2.15K
RGNX icon
3952
Regenxbio
RGNX
$616M
$2.04K ﹤0.01%
244
-385
-61% -$4.04K
WOR icon
3953
Worthington Enterprises
WOR
$2.74B
$2.03K ﹤0.01%
39
-15
-28% -$803
EPC icon
3954
Edgewell Personal Care
EPC
$1.3B
$2.03K ﹤0.01%
95
– –
BFC icon
3955
Bank First Corp
BFC
$1.68B
$2.03K ﹤0.01%
15
-1
-6% -$136
WNC icon
3956
Wabash National
WNC
$504M
$2.03K ﹤0.01%
235
-67
-22% -$666
LPL icon
3957
LG Display
LPL
$2.79B
$2.02K ﹤0.01%
+522
New +$2.21K
TOWN icon
3958
Towne Bank
TOWN
$3.54B
$2.02K ﹤0.01%
60
-10
-14% -$347
EWCZ
3959
DELISTED
European Wax Center
EWCZ
$2.02K ﹤0.01%
349
+36
+12% +$179
ARDT
3960
Ardent Health
ARDT
$1.57B
$2K ﹤0.01%
234
+210
+875% +$1.88K
IHG icon
3961
InterContinental Hotels
IHG
$23.8B
$2K ﹤0.01%
15
-15
-50% -$2.06K
GRNT icon
3962
Granite Ridge Resources
GRNT
$621M
$2K ﹤0.01%
340
-107
-24% -$537
ACI icon
3963
Albertsons Companies
ACI
$5.91B
$1.99K ﹤0.01%
117
+42
+56% +$729
GOVI icon
3964
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.22B
$1.99K ﹤0.01%
+73
New +$2.02K
IGLB icon
3965
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
$1.99K ﹤0.01%
40
-464
-92% -$23.4K
LAC
3966
Lithium Americas
LAC
$951M
$1.96K ﹤0.01%
496
-6,000
-92% -$29.5K
ASC icon
3967
Ardmore Shipping
ASC
$683M
$1.95K ﹤0.01%
128
-179
-58% -$2.46K
TTGT icon
3968
TechTarget
TTGT
$327M
$1.95K ﹤0.01%
502
+486
+3,038% +$2.24K
EAD
3969
Allspring Income Opportunities Fund
EAD
$371M
$1.94K ﹤0.01%
300
– –
STLA icon
3970
Stellantis
STLA
$17.4B
$1.94K ﹤0.01%
273
– –
AMSF icon
3971
AMERISAFE
AMSF
$562M
$1.93K ﹤0.01%
58
-24
-29% -$866
PRAX icon
3972
Praxis Precision Medicines
PRAX
$8.11B
$1.93K ﹤0.01%
6
– –
DMAY icon
3973
FT Vest US Equity Deep Buffer ETF May
DMAY
$370M
$1.93K ﹤0.01%
43
– –
CIFR icon
3974
Cipher Digital
CIFR
$7.24B
$1.93K ﹤0.01%
150
-98
-40% -$1.55K
KALU icon
3975
Kaiser Aluminum
KALU
$2.48B
$1.93K ﹤0.01%
16
– –
157 158
159
160 161

Similar funds

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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.