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 | |
|---|---|---|---|---|---|---|---|
|
51
iShares MSCI USA Quality Factor ETF
QUAL
$48.6B
| $21.8M | 0.37% |
392,808
+186,576
| +90% | +$10.3M |
2015 Q4
43 quarters
|
|
52
iShares Core MSCI Emerging Markets ETF
IEMG
$148B
| $21.4M | 0.37% |
264,158
+5,535
| +2% | +$445K |
2015 Q4
43 quarters
|
|
53
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.34B
| $21.2M | 0.36% |
187,713
-6,966
| -4% | -$790K |
2015 Q4
43 quarters
|
|
54
Vanguard Total Bond Market
BND
$166B
| $20.6M | 0.35% |
293,039
+78,031
| +36% | +$5.62M |
2015 Q4
43 quarters
|
|
55
iShares Core S&P Total US Stock Market ETF
ITOT
$96B
| $20.4M | 0.35% |
122,603
+3,790
| +3% | +$631K |
2015 Q4
43 quarters
|
|
|
56
iShares 20+ Year Treasury Bond ETF
TLT
$48.4B
| $20.3M | 0.35% |
261,478
-185,232
| -41% | -$15.3M |
2017 Q3
36 quarters
|
|
57
Schwab US Broad Market ETF
SCHB
$44.4B
| $20.2M | 0.34% |
689,089
+87,531
| +15% | +$2.57M |
2015 Q4
43 quarters
|
|
58
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$5.14B
| $20.2M | 0.34% |
281,636
+84,799
| +43% | +$5.78M |
2025 Q3
4 quarters
|
|
59
Capital Group Core Equity ETF
CGUS
$12.4B
| $20.1M | 0.34% |
451,590
+12,565
| +3% | +$563K |
2022 Q1
18 quarters
|
|
60
First Trust Enhanced Short Maturity ETF
FTSM
$6.83B
| $19.9M | 0.34% |
334,919
-77,742
| -19% | -$4.65M |
2015 Q4
43 quarters
|
|
61
Palantir
PLTR
$418B
| $18.9M | 0.32% |
101,075
+8,989
| +10% | +$1.43M |
2020 Q3
24 quarters
|
|
62
CrowdStrike
CRWD
$241B
| $18.3M | 0.31% |
69,310
-1,730
| -2% | -$367K |
2019 Q3
28 quarters
|
|
63
Visa
V
$781B
| $18.2M | 0.31% |
50,696
+4,247
| +9% | +$1.55M |
2015 Q4
43 quarters
|
|
64
Uber
UBER
$141B
| $17.4M | 0.3% |
254,608
+110,787
| +77% | +$8.1M |
2019 Q3
28 quarters
|
|
65
Vanguard Total International Stock ETF
VXUS
$162B
| $17.4M | 0.3% |
205,185
+9,072
| +5% | +$780K |
2015 Q4
43 quarters
|
|
66
iShares MSCI EAFE ETF
EFA
$77.3B
| $17.3M | 0.3% |
166,820
+944
| +0.6% | +$100K |
2015 Q4
43 quarters
|
|
67
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
| $17.1M | 0.29% |
161,295
+8,603
| +6% | +$941K |
2015 Q4
43 quarters
|
|
68
iShares Core S&P Mid-Cap ETF
IJH
$125B
| $17M | 0.29% |
236,754
+10,004
| +4% | +$755K |
2015 Q4
43 quarters
|
|
69
Fidelity High Dividend ETF
FDVV
$10.5B
| $16.9M | 0.29% |
278,832
+15,498
| +6% | +$971K |
2022 Q1
18 quarters
|
|
70
Micron Technology
MU
$876B
| $16.8M | 0.29% |
15,779
-700
| -4% | -$665K |
2015 Q4
43 quarters
|
|
|
71
Altria Group
MO
$126B
| $16.7M | 0.29% |
248,166
+199,318
| +408% | +$13.8M |
2015 Q4
43 quarters
|
|
|
72
Marvell Technology
MRVL
$150B
| $16.4M | 0.28% |
62,204
+45,125
| +264% | +$10.1M |
2015 Q4
43 quarters
|
|
73
Walmart Inc
WMT
$991B
| $16.1M | 0.28% |
155,276
+1,076
| +0.7% | +$118K |
2015 Q4
43 quarters
|
|
74
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.07B
| $15.5M | 0.26% |
180,723
+6,517
| +4% | +$585K |
2021 Q1
22 quarters
|
|
75
Tesla
TSLA
$1.53T
| $15.3M | 0.26% |
43,184
+2,017
| +5% | +$722K |
2015 Q4
43 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 215 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.