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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
AVD icon
4701
American Vanguard Corp
AVD
$73.2M
$127 ﹤0.01%
51
-67
-57% -$285
EWTX icon
4702
Edgewise Therapeutics
EWTX
$4.31B
$126 ﹤0.01%
4
– –
FMAG icon
4703
Fidelity Magellan ETF
FMAG
$239M
$126 ﹤0.01%
4
– –
SLQT icon
4704
SelectQuote
SLQT
$127M
$125 ﹤0.01%
198
+170
+607% +$179
MYO icon
4705
Myomo
MYO
$38.2M
$124 ﹤0.01%
184
-982
-84% -$805
BRCC icon
4706
BRC Inc
BRCC
$117M
$122 ﹤0.01%
157
+109
+227% +$92
ASIC
4707
Ategrity Specialty Insurance
ASIC
$1.24B
$119 ﹤0.01%
6
-3
-33% -$58
RCEL icon
4708
Avita Medical
RCEL
$141M
$118 ﹤0.01%
32
+2
+7% +$8
TIPT icon
4709
Tiptree Inc
TIPT
$685M
$118 ﹤0.01%
7
-15
-68% -$257
OSW icon
4710
OneSpaWorld
OSW
$2.81B
$115 ﹤0.01%
5
– –
BWMN icon
4711
Bowman Consulting
BWMN
$446M
$114 ﹤0.01%
4
+1
+33% +$33
CIVB icon
4712
Civista Bancshares
CIVB
$608M
$114 ﹤0.01%
5
-1
-17% -$23
SH icon
4713
ProShares Short S&P500
SH
$917M
$114 ﹤0.01%
3
-3
-50% -$109
TVRD
4714
Tvardi Therapeutics
TVRD
$23.1M
$114 ﹤0.01%
36
+30
+500% +$118
ALTG icon
4715
Alta Equipment Group
ALTG
$208M
$113 ﹤0.01%
21
– –
MNSO icon
4716
MINISO
MNSO
$3.76B
$113 ﹤0.01%
+7
New +$128
RLGT icon
4717
Radiant Logistics
RLGT
$408M
$113 ﹤0.01%
16
-12
-43% -$84
ADCT icon
4718
ADC Therapeutics
ADCT
$141M
$112 ﹤0.01%
30
-39
-57% -$154
FFWM
4719
DELISTED
First Foundation Inc
FFWM
$112 ﹤0.01%
19
– –
SGC icon
4720
Superior Group of Companies
SGC
$204M
$112 ﹤0.01%
11
+9
+450% +$91
GLIBK
4721
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$928M
$112 ﹤0.01%
3
-1
-25% -$38
EOLS icon
4722
Evolus
EOLS
$408M
$111 ﹤0.01%
27
-4,700
-99% -$22.8K
PSNY icon
4723
Polestar Automotive Holding UK
PSNY
$2.13B
$111 ﹤0.01%
6
-200
-97% -$3.62K
PKE icon
4724
Park Aerospace
PKE
$743M
$110 ﹤0.01%
4
– –
NREF
4725
NexPoint Real Estate Finance
NREF
$325M
$108 ﹤0.01%
8
-22
-73% -$315
187 188
189
190 191

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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 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.