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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
5,335
New
323
Increased
2,345
Reduced
1,618
Closed
205

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 Morningstar 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 Miscellaneous 59.39%
2 Technology 14.06%
3 Industrials 4.22%
4 Healthcare 4.03%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATYR
4976
aTyr Pharma
ATYR
$42.2M
$85 ﹤0.01%
143
-5,858
-98% -$3.83K
CBNA
4977
Chain Bridge Bancorp
CBNA
$304M
$84 ﹤0.01%
2
– –
ANIP icon
4978
ANI Pharmaceuticals
ANIP
$1.61B
$83 ﹤0.01%
1
– –
LVWR icon
4979
LiveWire
LVWR
$234M
$83 ﹤0.01%
74
+15
+25% +$23
GPMT
4980
Granite Point Mortgage Trust
GPMT
$45.4M
$82 ﹤0.01%
+55
New +$79
AFRI icon
4981
Forafric Global
AFRI
$298M
$81 ﹤0.01%
8
– –
VALU icon
4982
Value Line
VALU
$369M
$81 ﹤0.01%
2
-2
-50% -$69
CCRN
4983
DELISTED
Cross Country Healthcare
CCRN
$79 ﹤0.01%
6
-94
-94% -$1.11K
TMQ
4984
Trilogy Metals
TMQ
$565M
$77 ﹤0.01%
22
– –
CCSI icon
4985
Consensus Cloud Solutions
CCSI
$673M
$76 ﹤0.01%
2
-37
-95% -$1.11K
TFIN icon
4986
Triumph Financial Inc
TFIN
$1.58B
$76 ﹤0.01%
1
– –
CIA icon
4987
Citizens
CIA
$181M
$75 ﹤0.01%
13
+11
+550% +$60
HQI icon
4988
HireQuest
HQI
$223M
$75 ﹤0.01%
6
– –
OLMA icon
4989
Olema Pharmaceuticals
OLMA
$894M
$75 ﹤0.01%
6
– –
GRWG icon
4990
GrowGeneration
GRWG
$90.1M
$74 ﹤0.01%
+50
New +$71
PRPO icon
4991
Precipio
PRPO
$48.9M
$74 ﹤0.01%
3
– –
IRON icon
4992
Disc Medicine
IRON
$2.69B
$73 ﹤0.01%
1
-2
-67% -$137
DOMO icon
4993
Domo
DOMO
$180M
$72 ﹤0.01%
23
+8
+53% +$27
NAAS
4994
NaaS Technology Inc
NAAS
$55.4M
$71 ﹤0.01%
24
– –
TECX
4995
Tectonic Therapeutic
TECX
$568M
$69 ﹤0.01%
+2
New +$59
ANAB icon
4996
AnaptysBio
ANAB
$1.6B
$68 ﹤0.01%
1
– –
CAFG icon
4997
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$45M
$68 ﹤0.01%
2
– –
UHAL icon
4998
U-Haul Holding Co
UHAL
$12.5B
$65 ﹤0.01%
1
-1
-50% -$55
LE icon
4999
Lands' End
LE
$306M
$63 ﹤0.01%
6
– –
LAC
5000
Lithium Americas
LAC
$1.06B
$62 ﹤0.01%
16
-480
-97% -$2.29K
198 199
200
201 202

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BCL
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GAM
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CTC
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SEIA
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VAM
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MC
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HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

IFP Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, IFP Advisors held 5,335 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 323 new positions and adding to 2,345 existing holdings. Its largest new stake was SpaceX: 52,736 shares worth $9.01M.

By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, down from 60% a quarter earlier, followed by Technology and Industrials.

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 323 new positions and closed 205 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.