IFP Advisors Portfolio holdings
Independent Financial Partners, the name IFP Advisors works under, supports financial professionals with resources and services to help them grow their practices. It offers them technology it builds itself, an in-house design group for branding and websites, and a team that can take over their portfolio management. IFP Group is its majority owner and WKW Enterprises its indirect owner, and the firm shares that ownership with a brokerage, IFP Securities, and an insurance agency, IFP Insurance Group. IFP Advisors itself also offers a family office service for high net worth families and a real estate advisory platform for the wealthiest clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Active Value ETF
JAVA
|
+$21.6M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$19.2M |
| 3 |
Altria Group
MO
|
+$13.8M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$10.3M |
| 5 |
Marvell Technology
MRVL
|
+$10.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$15.3M |
| 2 |
iShares Gold Trust
IAU
|
+$12.7M |
| 3 |
DuPont de Nemours
DD
|
+$12.2M |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$8.8M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$8.76M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 59.5% |
| 2 | Technology | 14.99% |
| 3 | Healthcare | 4.12% |
| 4 | Communication Services | 4.07% |
| 5 | Financials | 3.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Capital Group Dividend Value ETF
CGDV
$40.1B
| $33.9M | 0.58% |
694,874
+28,777
| +4% | +$1.43M |
2022 Q1
18 quarters
|
|
27
Broadcom
AVGO
$1.65T
| $33.2M | 0.57% |
94,615
+6,729
| +8% | +$2.53M |
2015 Q4
43 quarters
|
|
28
iShares Core High Dividend ETF
HDV
$16B
| $31.5M | 0.54% |
1,128,077
-91,015
| -7% | -$2.62M |
2015 Q4
43 quarters
|
|
29
Invesco S&P 500 Equal Weight ETF
RSP
$101B
| $31.2M | 0.53% |
149,794
-6,726
| -4% | -$1.45M |
2015 Q4
43 quarters
|
|
|
30
iShares Gold Trust
IAU
$59.6B
| $31M | 0.53% |
396,394
-158,742
| -29% | -$12.7M |
2015 Q4
43 quarters
|
|
31
ExxonMobil
XOM
$754B
| $30.2M | 0.52% |
185,705
+14,409
| +8% | +$2.25M |
2015 Q4
43 quarters
|
|
32
Berkshire Hathaway Class B
BRK.B
$1.16T
| $29.6M | 0.51% |
59,464
+4,684
| +9% | +$2.36M |
2015 Q4
43 quarters
|
|
33
Costco
COST
$441B
| $27.9M | 0.48% |
30,687
+1,059
| +4% | +$989K |
2015 Q4
43 quarters
|
|
34
Vanguard High Dividend Yield ETF
VYM
$83.9B
| $27.7M | 0.47% |
178,714
+4,646
| +3% | +$753K |
2015 Q4
43 quarters
|
|
35
Schwab US Mid-Cap ETF
SCHM
$15B
| $27.3M | 0.47% |
803,554
+28,425
| +4% | +$1.01M |
2015 Q4
43 quarters
|
|
36
Abbott
ABT
$181B
| $27.3M | 0.47% |
276,043
+41,870
| +18% | +$4.37M |
2015 Q4
43 quarters
|
|
37
iShares S&P 100 ETF
OEF
$20.5B
| $27.1M | 0.46% |
70,833
-1,948
| -3% | -$733K |
2015 Q4
43 quarters
|
|
38
Vanguard Dividend Appreciation ETF
VIG
$117B
| $26.6M | 0.45% |
113,867
+3,924
| +4% | +$943K |
2015 Q4
43 quarters
|
|
39
Schwab US Dividend Equity ETF
SCHD
$120B
| $24.6M | 0.42% |
756,809
+44,086
| +6% | +$1.49M |
2015 Q4
43 quarters
|
|
40
Eli Lilly
LLY
$1.22T
| $24.4M | 0.42% |
21,057
+705
| +3% | +$832K |
2015 Q4
43 quarters
|
|
41
Schwab US Large- Cap ETF
SCHX
$74.5B
| $23.7M | 0.4% |
789,539
+32,971
| +4% | +$988K |
2015 Q4
43 quarters
|
|
42
Vanguard FTSE Developed Markets ETF
VEA
$231B
| $23.5M | 0.4% |
332,935
+5,450
| +2% | +$391K |
2015 Q4
43 quarters
|
|
|
43
JPMorgan Active Value ETF
JAVA
$7.41B
| $23.4M | 0.4% |
293,835
+265,011
| +919% | +$21.6M |
2023 Q1
14 quarters
|
|
44
iShares Core MSCI EAFE ETF
IEFA
$191B
| $23.1M | 0.39% |
238,028
+4,105
| +2% | +$405K |
2015 Q4
43 quarters
|
|
45
iShares Treasury Floating Rate Bond ETF
TFLO
$7.23B
| $22.9M | 0.39% |
452,788
+89,512
| +25% | +$4.53M |
2021 Q4
19 quarters
|
|
46
JPMorgan Chase
JPM
$912B
| $22.9M | 0.39% |
69,231
-1,311
| -2% | -$459K |
2015 Q4
43 quarters
|
|
47
iShares US Aerospace & Defense ETF
ITA
$12.5B
| $22.4M | 0.38% |
108,334
-1,425
| -1% | -$332K |
2015 Q4
43 quarters
|
|
48
Netflix
NFLX
$258B
| $22.2M | 0.38% |
319,749
+66,177
| +26% | +$4.97M |
2015 Q4
43 quarters
|
|
49
Franco-Nevada
FNV
$44.7B
| $22M | 0.38% |
92,455
+2,685
| +3% | +$639K |
2015 Q4
43 quarters
|
|
50
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.2B
| $21.8M | 0.37% |
234,712
+9,195
| +4% | +$882K |
2019 Q3
28 quarters
|
|
Similar funds
IFP Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, IFP Advisors held 5,445 positions worth $5.86B, up 5.8% from $5.54B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
IFP Advisors deployed $297M of net new capital in Q3 2026, opening 316 new positions and adding to 1,970 existing holdings. Its largest new stake was Innovator US Equity Ultra Buffer ETF August: 92,270 shares worth $3.96M.
By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, up from 59% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was iShares 20+ Year Treasury Bond ETF, an estimated $15.3M trimmed.
- IFP Advisors's largest Q3 2026 buy was Innovator US Equity Ultra Buffer ETF August: 92,270 shares worth $3.96M.
- IFP Advisors added most to JPMorgan Active Value ETF in Q3 2026, an estimated $21.6M increase.
- IFP Advisors's biggest Q3 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $15.3M.
- IFP Advisors fully exited ProShares UltraShort Bloomberg Crude Oil in Q3 2026, selling an estimated $277K.
- IFP Advisors's ten largest holdings make up 15% of its $5.86B portfolio in Q3 2026.
- IFP Advisors opened 316 new positions and closed 214 in Q3 2026.
- IFP Advisors's portfolio value rose 5.8% quarter-over-quarter to $5.86B.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.