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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
+15.89%
1 Year Est. Return
+27.43%
3 Year Est. Return
+73.16%
5 Year Est. Return
+63.71%
10 Year Est. Return
–
AUM
$5.54B
AUM Growth
+$715M
Cap. Flow
+$185M
Cap. Flow %
3.33%
Top 10 Hldgs %
14.49%
Holding
5,339
New
327
Increased
2,344
Reduced
1,619
Closed
206

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$16.1M
2
HDV
iShares Core High Dividend ETF
HDV
+$16M
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$15.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$13.4M
5
DD icon
DuPont de Nemours
DD
+$12.8M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M
2
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$9.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.66M

Sector Composition

Rank Sector Weight
1 Technology 14.06%
2 Industrials 4.22%
3 Healthcare 4.03%
4 Financials 3.99%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GROZ
4576
Zacks Focus Growth ETF
GROZ
$103M
$763 ﹤0.01%
24
– –
PAC icon
4577
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$759 ﹤0.01%
3
– –
AOSL icon
4578
Alpha and Omega Semiconductor
AOSL
$923M
$757 ﹤0.01%
16
– –
ODD icon
4579
ODDITY Tech
ODD
$708M
$756 ﹤0.01%
50
– –
WIMI
4580
WiMi Hologram Cloud
WIMI
$21.1M
$755 ﹤0.01%
500
– –
SLDE
4581
Slide Insurance Holdings
SLDE
$2.32B
$755 ﹤0.01%
39
-4
-9% -$72
VSH icon
4582
Vishay Intertechnology
VSH
$5.86B
$753 ﹤0.01%
14
– –
FRAF icon
4583
Franklin Financial Services
FRAF
$280M
$751 ﹤0.01%
12
+6
+100% +$347
PRM icon
4584
Perimeter Solutions
PRM
$5.5B
$749 ﹤0.01%
21
– –
GXIG
4585
Global X Investment Grade Corporate Bond ETF
GXIG
$170M
$749 ﹤0.01%
+30
New +$748
FGDL icon
4586
Franklin Responsibly Sourced Gold ETF
FGDL
$419M
$747 ﹤0.01%
+14
New +$841
RIME
4587
Algorhythm Holdings
RIME
$7.16M
$747 ﹤0.01%
1,306
– –
MRTN icon
4588
Marten Transport
MRTN
$1.33B
$746 ﹤0.01%
43
-13
-23% -$207
GOAU icon
4589
US Global GO Gold and Precious Metal Miners ETF
GOAU
$164M
$744 ﹤0.01%
+20
New +$855
SUNS
4590
Sunrise Realty Trust
SUNS
$108M
$743 ﹤0.01%
94
+92
+4,600% +$740
AMAL icon
4591
Amalgamated Financial
AMAL
$1.48B
$734 ﹤0.01%
16
+10
+167% +$422
CHRS icon
4592
Coherus Oncology
CHRS
$217M
$734 ﹤0.01%
524
-86
-14% -$140
ICL icon
4593
ICL Group
ICL
$6.81B
$732 ﹤0.01%
147
– –
CPF icon
4594
Central Pacific Financial
CPF
$997M
$726 ﹤0.01%
19
+12
+171% +$417
HNVR icon
4595
Hanover Bancorp
HNVR
$179M
$723 ﹤0.01%
31
+30
+3,000% +$689
BUYW icon
4596
Main BuyWrite ETF
BUYW
$1.27B
$722 ﹤0.01%
50
-29
-37% -$417
ANF icon
4597
Abercrombie & Fitch
ANF
$4.17B
$720 ﹤0.01%
8
-147
-95% -$12.5K
ACU icon
4598
Acme United Corp
ACU
$206M
$716 ﹤0.01%
15
+13
+650% +$569
CHPT icon
4599
ChargePoint
CHPT
$133M
$709 ﹤0.01%
120
– –
HWBK icon
4600
Hawthorn Bancshares
HWBK
$265M
$707 ﹤0.01%
18
+9
+100% +$322
182 183
184
185 186

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PA
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PWM
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SC
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GVAG
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IFP Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, IFP Advisors held 5,339 positions worth $5.54B, up 15% from $4.82B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

IFP Advisors deployed $185M of net new capital in Q2 2026, opening 327 new positions and adding to 2,344 existing holdings. Its largest new stake was SpaceX: 52,736 shares worth $9.01M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $17.1M trimmed.

  • IFP Advisors's largest Q2 2026 buy was SpaceX: 52,736 shares worth $9.01M.
  • IFP Advisors added most to Abbott in Q2 2026, an estimated $16.1M increase.
  • IFP Advisors's biggest Q2 2026 reduction was iShares Russell 2000 ETF, cutting an estimated $17.1M.
  • IFP Advisors fully exited MRP SynthEquity ETF in Q2 2026, selling an estimated $2.98M.
  • IFP Advisors's ten largest holdings make up 14% of its $5.54B portfolio in Q2 2026.
  • IFP Advisors opened 327 new positions and closed 206 in Q2 2026.
  • IFP Advisors's portfolio value rose 15% quarter-over-quarter to $5.54B.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.