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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
YGLD
4676
Simplify Gold Strategy ETF
YGLD
$36.4M
$503 ﹤0.01%
+16
New +$608
DDTM
4677
Innovator Equity Dual Directional 10 Buffer ETF - March
DDTM
$13M
$501 ﹤0.01%
25
– –
MAPS
4678
DELISTED
WM TECHNOLOGY INC A
MAPS
$500 ﹤0.01%
1,273
-51
-4% -$23
JELD icon
4679
JELD-WEN Holding
JELD
$94.8M
$498 ﹤0.01%
332
+38
+13% +$59
PDLB icon
4680
Ponce Financial Group
PDLB
$489M
$498 ﹤0.01%
25
-949
-97% -$17.3K
CGON icon
4681
CG Oncology
CGON
$6.11B
$497 ﹤0.01%
7
– –
BANC icon
4682
Banc of California
BANC
$3.28B
$490 ﹤0.01%
24
-57
-70% -$1.09K
SMRT icon
4683
SmartRent
SMRT
$183M
$488 ﹤0.01%
410
– –
BFS
4684
Saul Centers
BFS
$875M
$486 ﹤0.01%
13
-9
-41% -$314
PLOW icon
4685
Douglas Dynamics
PLOW
$1.07B
$486 ﹤0.01%
9
– –
CNDT icon
4686
Conduent
CNDT
$230M
$483 ﹤0.01%
331
-54
-14% -$84
KMTS
4687
Kestra Medical Technologies
KMTS
$1.23B
$483 ﹤0.01%
19
+1
+6% +$21
SSTI icon
4688
SoundThinking
SSTI
$107M
$480 ﹤0.01%
53
– –
BOUT icon
4689
CapForce IBD Breakout Opportunities ETF
BOUT
$16.2M
$479 ﹤0.01%
10
+5
+100% +$227
ROAD icon
4690
Construction Partners
ROAD
$5.84B
$475 ﹤0.01%
4
– –
ALGT icon
4691
Allegiant Air
ALGT
$2.64B
$470 ﹤0.01%
4
-1
-20% -$86
ONTF
4692
DELISTED
ON24
ONTF
$470 ﹤0.01%
58
-4
-6% -$32
EMQQ icon
4693
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$258M
$468 ﹤0.01%
15
– –
LFVN icon
4694
LifeVantage
LFVN
$82.4M
$462 ﹤0.01%
74
+21
+40% +$127
ERX icon
4695
Direxion Daily Energy Bull 2X ETF
ERX
$249M
$457 ﹤0.01%
+6
New +$532
DDD icon
4696
3D Systems Corp
DDD
$420M
$453 ﹤0.01%
+150
New +$409
SKIN icon
4697
SkinHealth Systems
SKIN
$94.9M
$453 ﹤0.01%
654
+226
+53% +$173
RAMP icon
4698
LiveRamp
RAMP
$2.29B
$452 ﹤0.01%
12
-1
-8% -$33
RVSB icon
4699
Riverview Bancorp
RVSB
$107M
$451 ﹤0.01%
83
+72
+655% +$398
ARQ icon
4700
Arq
ARQ
$86.9M
$449 ﹤0.01%
176
+7
+4% +$17
186 187
188
189 190

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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 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.