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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
CGHM
776
Capital Group Municipal High-Income ETF
CGHM
$3.26B
$913K 0.02%
35,324
+12,131
+52% +$311K
ANGL icon
777
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.14B
$912K 0.02%
31,176
+3,335
+12% +$97.1K
IGOV icon
778
iShares International Treasury Bond ETF
IGOV
$1.53B
$911K 0.02%
22,199
+5,550
+33% +$231K
CRWV
779
CoreWeave
CRWV
$49.1B
$911K 0.02%
9,149
+1,127
+14% +$122K
NFG icon
780
National Fuel Gas
NFG
$7.7B
$910K 0.02%
11,784
+1,361
+13% +$113K
EJAN icon
781
Innovator Emerging Markets Power Buffer ETF January
EJAN
$150M
$908K 0.02%
25,213
+1,731
+7% +$61.6K
HYMB icon
782
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.39B
$906K 0.02%
35,609
+1,932
+6% +$48.5K
VFMO icon
783
Vanguard US Momentum Factor ETF
VFMO
$1.93B
$906K 0.02%
3,630
+3,525
+3,357% +$801K
JTEK icon
784
JPMorgan US Tech Leaders ETF
JTEK
$4.44B
$895K 0.02%
8,019
+1,966
+32% +$195K
AIRR icon
785
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.33B
$893K 0.02%
6,705
+848
+14% +$107K
ROK icon
786
Rockwell Automation
ROK
$47.6B
$892K 0.02%
1,801
-269
-13% -$117K
AGI icon
787
Alamos Gold
AGI
$15B
$891K 0.02%
29,368
-1,653
-5% -$66.9K
ESGU icon
788
iShares ESG Aware MSCI USA ETF
ESGU
$18B
$891K 0.02%
5,444
-105
-2% -$16.6K
IBDY icon
789
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
$889K 0.02%
34,534
+4,886
+16% +$126K
HSCZ icon
790
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$257M
$889K 0.02%
20,680
+814
+4% +$34.5K
AZO icon
791
AutoZone
AZO
$47B
$888K 0.02%
278
-4
-1% -$13.3K
IGM icon
792
iShares Expanded Tech Sector ETF
IGM
$10.7B
$884K 0.02%
5,405
+1,980
+58% +$297K
Q
793
Qnity Electronics Inc
Q
$26.4B
$881K 0.02%
5,394
+8
+0.1% +$1.18K
ETSY icon
794
Etsy
ETSY
$6.68B
$879K 0.02%
11,667
-2,541
-18% -$164K
FTMU
795
Franklin Municipal Income ETF
FTMU
$452M
$877K 0.02%
110,647
+4,449
+4% +$35K
BUFZ icon
796
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.06B
$877K 0.02%
31,396
+9,261
+42% +$255K
PZA icon
797
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.14B
$876K 0.02%
37,264
+9,724
+35% +$226K
IBMP icon
798
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$662M
$870K 0.02%
34,242
-2,227
-6% -$56.5K
ICE icon
799
Intercontinental Exchange
ICE
$88.4B
$870K 0.02%
7,068
-1,063
-13% -$160K
FDEM icon
800
Fidelity Emerging Markets Multifactor ETF
FDEM
$608M
$870K 0.02%
23,945
+138
+0.6% +$4.91K
30 31
32
33 34

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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
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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.