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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
ANIP icon
4976
ANI Pharmaceuticals
ANIP
$1.77B
$83 ﹤0.01%
1
– –
LVWR icon
4977
LiveWire
LVWR
$299M
$83 ﹤0.01%
74
+15
+25% +$23
GPMT
4978
Granite Point Mortgage Trust
GPMT
$63.7M
$82 ﹤0.01%
+55
New +$79
AFRI icon
4979
Forafric Global
AFRI
$283M
$81 ﹤0.01%
8
– –
VALU icon
4980
Value Line
VALU
$358M
$81 ﹤0.01%
2
-2
-50% -$69
CCRN
4981
DELISTED
Cross Country Healthcare
CCRN
$79 ﹤0.01%
6
-94
-94% -$1.11K
TMQ
4982
Trilogy Metals
TMQ
$522M
$77 ﹤0.01%
22
– –
CCSI icon
4983
Consensus Cloud Solutions
CCSI
$669M
$76 ﹤0.01%
2
-37
-95% -$1.11K
TFIN icon
4984
Triumph Financial Inc
TFIN
$1.84B
$76 ﹤0.01%
1
– –
CIA icon
4985
Citizens
CIA
$245M
$75 ﹤0.01%
13
+11
+550% +$60
HQI icon
4986
HireQuest
HQI
$180M
$75 ﹤0.01%
6
– –
OLMA icon
4987
Olema Pharmaceuticals
OLMA
$1.02B
$75 ﹤0.01%
6
– –
GRWG icon
4988
GrowGeneration
GRWG
$82.9M
$74 ﹤0.01%
+50
New +$71
PRPO icon
4989
Precipio
PRPO
$42.3M
$74 ﹤0.01%
3
– –
IRON icon
4990
Disc Medicine
IRON
$2.83B
$73 ﹤0.01%
1
-2
-67% -$137
DOMO icon
4991
Domo
DOMO
$166M
$72 ﹤0.01%
23
+8
+53% +$27
NAAS
4992
NaaS Technology Inc
NAAS
$37.6M
$71 ﹤0.01%
24
– –
TECX
4993
Tectonic Therapeutic
TECX
$573M
$69 ﹤0.01%
+2
New +$59
ANAB icon
4994
AnaptysBio
ANAB
$1.6B
$68 ﹤0.01%
1
– –
CAFG icon
4995
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$29.6M
$68 ﹤0.01%
2
– –
UHAL icon
4996
U-Haul Holding Co
UHAL
$14B
$65 ﹤0.01%
1
-1
-50% -$55
LE icon
4997
Lands' End
LE
$361M
$63 ﹤0.01%
6
– –
LAC
4998
Lithium Americas
LAC
$986M
$62 ﹤0.01%
16
-480
-97% -$2.29K
GOLI
4999
Defiance Gold Enhanced Options Income ETF
GOLI
$24.9M
$62 ﹤0.01%
+5
New +$72
PMI
5000
Picard Medical
PMI
$62 ﹤0.01%
377
+350
+1,296% +$149
198 199
200
201 202

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PA
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PWM
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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.