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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
BCRX icon
4151
BioCryst Pharmaceuticals
BCRX
$2.44B
$1.18K ﹤0.01%
124
– –
QS icon
4152
QuantumScape Corp
QS
$3.12B
$1.18K ﹤0.01%
185
-8
-4% -$66
IBOT icon
4153
VanEck Robotics ETF
IBOT
$91.9M
$1.17K ﹤0.01%
22
– –
PLAY icon
4154
Dave & Buster's
PLAY
$360M
$1.17K ﹤0.01%
108
+12
+13% +$192
LXEO icon
4155
Lexeo Therapeutics
LXEO
$335M
$1.17K ﹤0.01%
203
– –
MEXX icon
4156
Direxion Daily MSCI Mexico Bull 3X ETF
MEXX
$19.2M
$1.16K ﹤0.01%
+40
New +$1.25K
INGN icon
4157
Inogen
INGN
$175M
$1.16K ﹤0.01%
187
-30
-14% -$185
CRNC icon
4158
Cerence
CRNC
$368M
$1.16K ﹤0.01%
183
+180
+6,000% +$1.62K
NATR icon
4159
Nature's Sunshine
NATR
$362M
$1.15K ﹤0.01%
48
+47
+4,700% +$1.16K
PROP icon
4160
Prairie Operating Co
PROP
$71.5M
$1.15K ﹤0.01%
564
+19
+3% +$34
CARE icon
4161
Carter Bankshares
CARE
$768M
$1.14K ﹤0.01%
49
– –
BLE
4162
DELISTED
BlackRock Municipal Income Trust II
BLE
$1.14K ﹤0.01%
100
– –
GWX icon
4163
State Street SPDR S&P International Small Cap ETF
GWX
$844M
$1.14K ﹤0.01%
27
-126
-82% -$5.49K
SKK
4164
SKK Holdings
SKK
$11.7M
$1.14K ﹤0.01%
500
– –
BORR
4165
Borr Drilling
BORR
$1.19B
$1.14K ﹤0.01%
197
– –
EBS icon
4166
Emergent Biosolutions
EBS
$373M
$1.14K ﹤0.01%
137
+87
+174% +$901
SEM
4167
DELISTED
Select Medical
SEM
$1.12K ﹤0.01%
69
+5
+8% +$78
SAFE
4168
Safehold
SAFE
$1.19B
$1.12K ﹤0.01%
83
+35
+73% +$519
BTQ
4169
BTQ Technologies Corp
BTQ
$495M
$1.12K ﹤0.01%
420
– –
GCBC icon
4170
Greene County Bancorp
GCBC
$575M
$1.12K ﹤0.01%
50
-7
-12% -$159
SVV icon
4171
Savers
SVV
$1.55B
$1.12K ﹤0.01%
150
-162
-52% -$1.55K
AIV
4172
Aimco
AIV
$378M
$1.11K ﹤0.01%
274
-69
-20% -$361
TEND
4173
iShares Large Cap 10% Target Buffer Dec ETF
TEND
$68.6M
$1.11K ﹤0.01%
45
+35
+350% +$889
BUYW icon
4174
Main BuyWrite ETF
BUYW
$1.28B
$1.11K ﹤0.01%
79
-66
-46% -$940
AMC icon
4175
AMC Entertainment Holdings
AMC
$2.41B
$1.11K ﹤0.01%
1,133
+561
+98% +$722
165 166
167
168 169

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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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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.