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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
SNDK
726
Sandisk
SNDK
$189B
$919K 0.02%
1,446
+404
+39% +$228K
UTHR icon
727
United Therapeutics
UTHR
$26.3B
$916K 0.02%
1,545
-193
-11% -$96.1K
FMDE icon
728
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.67B
$914K 0.02%
25,424
-5,631
-18% -$208K
FDX icon
729
FedEx
FDX
$73.5B
$908K 0.02%
2,548
-571
-18% -$198K
XLG icon
730
Invesco S&P 500 Top 50 ETF
XLG
$10.4B
$905K 0.02%
16,586
+1,421
+9% +$81.6K
DRI icon
731
Darden Restaurants
DRI
$23.4B
$904K 0.02%
4,609
+328
+8% +$67.4K
SDY icon
732
State Street SPDR S&P Dividend ETF
SDY
$22B
$901K 0.02%
6,175
-96
-2% -$14.3K
FIX icon
733
Comfort Systems
FIX
$60.9B
$899K 0.02%
652
-64
-9% -$81.3K
SPGI icon
734
S&P Global
SPGI
$130B
$897K 0.02%
2,109
+169
+9% +$78.5K
XJUN icon
735
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$136M
$894K 0.02%
20,805
+12,944
+165% +$558K
PAYX icon
736
Paychex
PAYX
$41.1B
$894K 0.02%
9,702
+1,714
+21% +$170K
PTL icon
737
Inspire 500 ETF
PTL
$873M
$893K 0.02%
3,565
+28
+0.8% +$7.2K
IYH icon
738
iShares US Healthcare ETF
IYH
$3.38B
$891K 0.02%
14,461
-2,007
-12% -$130K
NVO
739
Novo Nordisk
NVO
$220B
$891K 0.02%
24,240
-2,677
-10% -$127K
SYK icon
740
Stryker
SYK
$129B
$887K 0.02%
2,699
-323
-11% -$116K
EMN icon
741
Eastman Chemical
EMN
$7.74B
$883K 0.02%
11,567
-380
-3% -$27.4K
GUNR icon
742
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.14B
$883K 0.02%
16,000
+746
+5% +$38.9K
HEFA icon
743
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$879K 0.02%
20,695
+16,784
+429% +$723K
WELL icon
744
Welltower
WELL
$175B
$877K 0.02%
4,434
+226
+5% +$44.7K
KJUL icon
745
Innovator US Small Cap Power Buffer ETF July
KJUL
$208M
$876K 0.02%
27,339
+1,102
+4% +$35.5K
WSBC icon
746
WesBanco
WSBC
$3.93B
$872K 0.02%
25,296
+261
+1% +$9.11K
MDY icon
747
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$870K 0.02%
1,410
-6
-0.4% -$3.8K
ENB icon
748
Enbridge
ENB
$121B
$869K 0.02%
16,056
-2,256
-12% -$115K
SHOP icon
749
Shopify
SHOP
$165B
$865K 0.02%
7,292
-520
-7% -$68.3K
EBND icon
750
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$863K 0.02%
41,819
+26,761
+178% +$572K
28 29
30
31 32

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PA
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PWM
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SC
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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.