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
CRI icon
4476
Carter's
CRI
$1.45B
$393 ﹤0.01%
11
+4
+57% +$145
OLPX
4477
DELISTED
Olaplex Holdings
OLPX
$392 ﹤0.01%
193
+115
+147% +$177
JPUS
4478
JPMorgan Diversified Return US Equity ETF
JPUS
$463M
$391 ﹤0.01%
3
– –
CURV icon
4479
Torrid Holdings
CURV
$271M
$390 ﹤0.01%
219
+196
+852% +$242
RCUS icon
4480
Arcus Biosciences
RCUS
$3.4B
$389 ﹤0.01%
18
– –
FMAO icon
4481
Farmers & Merchants Bancorp
FMAO
$474M
$385 ﹤0.01%
15
-14
-48% -$365
GETY icon
4482
Getty Images
GETY
$171M
$383 ﹤0.01%
483
+444
+1,138% +$447
RNAC icon
4483
Cartesian Therapeutics
RNAC
$225M
$381 ﹤0.01%
+62
New +$442
SKIN icon
4484
SkinHealth Systems
SKIN
$90.5M
$381 ﹤0.01%
428
+270
+171% +$331
PLOW icon
4485
Douglas Dynamics
PLOW
$1.04B
$379 ﹤0.01%
9
– –
NEO icon
4486
NeoGenomics
NEO
$1.74B
$378 ﹤0.01%
51
+13
+34% +$137
LLYVK icon
4487
Liberty Live Group Series C
LLYVK
$9.45B
$376 ﹤0.01%
4
-8
-67% -$719
WOLF icon
4488
Wolfspeed
WOLF
$1.14B
$375 ﹤0.01%
23
-30
-57% -$541
FRST icon
4489
Primis Financial Corp
FRST
$398M
$372 ﹤0.01%
28
-30
-52% -$403
EE icon
4490
Excelerate Energy
EE
$1.19B
$368 ﹤0.01%
11
-997
-99% -$35.7K
VMD icon
4491
Viemed Healthcare
VMD
$457M
$368 ﹤0.01%
40
+5
+14% +$42
SKYW icon
4492
Skywest
SKYW
$4.51B
$367 ﹤0.01%
4
-7
-64% -$690
JELD icon
4493
JELD-WEN Holding
JELD
$98.2M
$365 ﹤0.01%
294
-97
-25% -$212
KRO icon
4494
KRONOS Worldwide
KRO
$712M
$361 ﹤0.01%
55
-1,976
-97% -$11.2K
PSFE icon
4495
Paysafe
PSFE
$463M
$361 ﹤0.01%
53
+34
+179% +$241
SMTI icon
4496
Sanara MedTech
SMTI
$244M
$361 ﹤0.01%
21
+19
+950% +$391
KN icon
4497
Knowles
KN
$3.07B
$360 ﹤0.01%
14
-1
-7% -$25
BHR
4498
Braemar Hotels & Resorts
BHR
$160M
$359 ﹤0.01%
152
+143
+1,589% +$398
KMTS
4499
Kestra Medical Technologies
KMTS
$1.4B
$359 ﹤0.01%
18
– –
BIRK icon
4500
Birkenstock
BIRK
$7.7B
$358 ﹤0.01%
10
-11
-52% -$429
178 179
180
181 182

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.