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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
HIW icon
3976
Highwoods Properties
HIW
$3.79B
$1.93K ﹤0.01%
90
-167
-65% -$4.01K
GOSS icon
3977
Gossamer Bio
GOSS
$101M
$1.92K ﹤0.01%
5,843
+4,898
+518% +$7.7K
SMMV icon
3978
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$291M
$1.92K ﹤0.01%
44
– –
VEL icon
3979
Velocity Financial
VEL
$696M
$1.92K ﹤0.01%
106
-11
-9% -$208
CDNA icon
3980
CareDx
CDNA
$1.83B
$1.91K ﹤0.01%
110
+50
+83% +$946
LNN icon
3981
Lindsay Corp
LNN
$1.14B
$1.91K ﹤0.01%
16
-4
-20% -$507
SJT
3982
San Juan Basin Royalty Trust
SJT
$119M
$1.9K ﹤0.01%
395
– –
SA
3983
Seabridge Gold
SA
$2.71B
$1.9K ﹤0.01%
67
-186
-74% -$5.94K
PRGS icon
3984
Progress Software
PRGS
$1.75B
$1.9K ﹤0.01%
74
-9
-11% -$344
FTHF icon
3985
First Trust Emerging Markets Human Flourishing ETF
FTHF
$115M
$1.87K ﹤0.01%
+50
New +$1.9K
INGM
3986
Ingram Micro Holding
INGM
$6.94B
$1.84K ﹤0.01%
79
+2
+3% +$43
BRF icon
3987
VanEck Brazil Small-Cap ETF
BRF
$21.4M
$1.83K ﹤0.01%
100
– –
LODE icon
3988
Comstock
LODE
$206M
$1.83K ﹤0.01%
600
– –
IMAX icon
3989
IMAX
IMAX
$2.67B
$1.82K ﹤0.01%
+48
New +$1.78K
VC icon
3990
Visteon
VC
$2.85B
$1.82K ﹤0.01%
20
-2
-9% -$189
TK icon
3991
Teekay
TK
$998M
$1.82K ﹤0.01%
149
-52
-26% -$574
FBK icon
3992
FB Financial Corp
FBK
$2.98B
$1.82K ﹤0.01%
35
– –
UGP icon
3993
Ultrapar
UGP
$6.67B
$1.82K ﹤0.01%
330
– –
GCT icon
3994
GigaCloud Technology
GCT
$1.55B
$1.81K ﹤0.01%
40
+2
+5% +$81
AKTX
3995
Akari Therapeutics
AKTX
$14.4M
$1.81K ﹤0.01%
+7,431
New +$69.5K
FSV icon
3996
FirstService
FSV
$6.54B
$1.81K ﹤0.01%
13
– –
INDB icon
3997
Independent Bank
INDB
$4.04B
$1.8K ﹤0.01%
24
– –
FFTY icon
3998
CapForce IBD 50 ETF
FFTY
$78.8M
$1.8K ﹤0.01%
54
-2
-4% -$74
ORRF icon
3999
Orrstown Financial Services
ORRF
$849M
$1.8K ﹤0.01%
50
– –
AADR icon
4000
AdvisorShares Dorsey Wright ADR ETF
AADR
$38.6M
$1.8K ﹤0.01%
22
– –
158 159
160
161 162

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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.