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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
FISI icon
4801
Financial Institutions
FISI
$812M
$63 ﹤0.01%
2
– –
LFT
4802
Lument Finance Trust
LFT
$41.2M
$63 ﹤0.01%
50
+21
+72% +$28
SILO icon
4803
Silo Pharma
SILO
$4.97M
$63 ﹤0.01%
+12
New +$62
TSHA icon
4804
Taysha Gene Therapies
TSHA
$1.59B
$63 ﹤0.01%
14
– –
BFIN
4805
DELISTED
BankFinancial
BFIN
$60 ﹤0.01%
5
-2
-29% -$24
ERII icon
4806
Energy Recovery
ERII
$439M
$60 ﹤0.01%
6
– –
GRND icon
4807
Grindr
GRND
$2.75B
$60 ﹤0.01%
5
– –
HQI icon
4808
HireQuest
HQI
$192M
$60 ﹤0.01%
6
+3
+100% +$33
RVSB icon
4809
Riverview Bancorp
RVSB
$108M
$60 ﹤0.01%
11
-10
-48% -$53
TFIN icon
4810
Triumph Financial Inc
TFIN
$1.8B
$60 ﹤0.01%
1
– –
NAAS
4811
NaaS Technology Inc
NAAS
$40.1M
$58 ﹤0.01%
24
– –
USGO icon
4812
US GoldMining
USGO
$104M
$58 ﹤0.01%
+5
New +$60
PANL icon
4813
Pangaea Logistics
PANL
$488M
$57 ﹤0.01%
8
– –
VYX icon
4814
NCR Voyix
VYX
$1.13B
$57 ﹤0.01%
9
-100
-92% -$883
GTN icon
4815
Gray Television
GTN
$409M
$56 ﹤0.01%
13
– –
ANAB icon
4816
AnaptysBio
ANAB
$1.59B
$55 ﹤0.01%
1
– –
SKYT icon
4817
SkyWater Technology
SKYT
$1.55B
$55 ﹤0.01%
2
– –
CAFG icon
4818
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$29.9M
$54 ﹤0.01%
2
– –
CTLP
4819
DELISTED
Cantaloupe
CTLP
$54 ﹤0.01%
5
– –
SNCR
4820
DELISTED
Synchronoss Technologies
SNCR
$54 ﹤0.01%
+6
New +$53
GBFH
4821
GBank Financial Holdings
GBFH
$453M
$54 ﹤0.01%
+2
New +$61
ACNT icon
4822
Ascent Industries
ACNT
$138M
$53 ﹤0.01%
4
-4
-50% -$62
ESCA icon
4823
Escalade
ESCA
$262M
$52 ﹤0.01%
3
-1
-25% -$15
DXLG icon
4824
Destination XL Group
DXLG
$34.3M
$51 ﹤0.01%
100
– –
CSPF
4825
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$293M
$51 ﹤0.01%
+2
New +$52
191 192
193
194 195

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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.