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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
UAA icon
4226
Under Armour
UAA
$3.04B
$969 ﹤0.01%
164
+76
+86% +$493
RM icon
4227
Regional Management Corp
RM
$392M
$968 ﹤0.01%
30
-22
-42% -$765
HELP
4228
Cybin Inc
HELP
$471M
$960 ﹤0.01%
200
– –
WIMI
4229
WiMi Hologram Cloud
WIMI
$21M
$960 ﹤0.01%
500
– –
CCBG icon
4230
Capital City Bank Group
CCBG
$904M
$956 ﹤0.01%
22
-6
-21% -$258
DAPP icon
4231
VanEck Digital Transformation ETF
DAPP
$236M
$955 ﹤0.01%
64
– –
JAMF
4232
DELISTED
Jamf
JAMF
$953 ﹤0.01%
73
+25
+52% +$325
CCRN
4233
DELISTED
Cross Country Healthcare
CCRN
$940 ﹤0.01%
100
+45
+82% +$403
LTM
4234
LATAM Airlines Group S.A.
LTM
$15.4B
$939 ﹤0.01%
+19
New +$1.07K
CWK icon
4235
Cushman & Wakefield Ltd
CWK
$3.2B
$932 ﹤0.01%
76
-76
-50% -$1.09K
VSTS icon
4236
Vestis
VSTS
$2.03B
$927 ﹤0.01%
118
+20
+20% +$146
CCSI icon
4237
Consensus Cloud Solutions
CCSI
$683M
$926 ﹤0.01%
39
-15
-28% -$386
LILAK icon
4238
Liberty Latin America Class C
LILAK
$1.65B
$926 ﹤0.01%
116
-42
-27% -$300
SFST icon
4239
Southern First Bancshares
SFST
$592M
$926 ﹤0.01%
17
– –
HASI icon
4240
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.95B
$919 ﹤0.01%
25
– –
VTS icon
4241
Vitesse Energy
VTS
$626M
$908 ﹤0.01%
50
-114
-70% -$2.29K
IYZ icon
4242
iShares US Telecommunications ETF
IYZ
$1.19B
$904 ﹤0.01%
23
– –
ATLO icon
4243
AMES National
ATLO
$271M
$903 ﹤0.01%
32
– –
KOPN icon
4244
Kopin
KOPN
$654M
$902 ﹤0.01%
401
-1,619
-80% -$3.92K
CCO icon
4245
Clear Channel Outdoor Holdings
CCO
$1.23B
$896 ﹤0.01%
378
– –
HYT icon
4246
BlackRock Corporate High Yield Fund
HYT
$1.36B
$895 ﹤0.01%
105
+3
+3% +$26
CECO icon
4247
Ceco Environmental
CECO
$3.94B
$894 ﹤0.01%
15
– –
QMOM icon
4248
Alpha Architect US Quantitative Momentum ETF
QMOM
$416M
$888 ﹤0.01%
13
-2
-13% -$139
NEXN
4249
Nexxen International
NEXN
$583M
$887 ﹤0.01%
136
+87
+178% +$556
YSS
4250
York Space Systems
YSS
$2.34B
$887 ﹤0.01%
+40
New +$970
168 169
170
171 172

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PWM
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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.