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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
EJAN icon
776
Innovator Emerging Markets Power Buffer ETF January
EJAN
$144M
$797K 0.02%
23,482
+2,166
+10% +$74.8K
FNY icon
777
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$585M
$795K 0.02%
8,790
-152
-2% -$14.4K
PPA icon
778
Invesco Aerospace & Defense ETF
PPA
$8.37B
$794K 0.02%
4,792
+160
+3% +$28K
ARCC icon
779
Ares Capital
ARCC
$13.6B
$793K 0.02%
44,002
+4,353
+11% +$84.3K
FLBL icon
780
Franklin Senior Loan ETF
FLBL
$852M
$792K 0.02%
34,434
+8,817
+34% +$204K
HSCZ icon
781
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$241M
$788K 0.02%
19,866
-370
-2% -$15K
F icon
782
Ford
F
$58.5B
$788K 0.02%
68,282
-2,342
-3% -$30.8K
HYGH icon
783
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$591M
$787K 0.02%
9,193
-35
-0.4% -$3.01K
ESGU icon
784
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$785K 0.02%
5,549
+179
+3% +$26.5K
AEP icon
785
American Electric Power
AEP
$72.7B
$781K 0.02%
5,962
-11,314
-65% -$1.42M
WWJD icon
786
Inspire International ETF
WWJD
$546M
$781K 0.02%
20,898
+301
+1% +$11.5K
RMIF icon
787
LHA Risk-Managed Income ETF
RMIF
$5.55M
$780K 0.02%
32,203
-11,442
-26% -$282K
MDB icon
788
MongoDB
MDB
$24.9B
$772K 0.02%
3,156
+1,484
+89% +$496K
TT icon
789
Trane Technologies
TT
$107B
$772K 0.02%
1,853
-227
-11% -$96.4K
JMBS icon
790
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.75B
$771K 0.02%
17,057
+15,015
+735% +$688K
IBDY icon
791
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$766K 0.02%
29,648
+1,058
+4% +$27.6K
DES icon
792
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$766K 0.02%
21,302
+313
+1% +$11.3K
XTWO icon
793
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$212M
$759K 0.02%
15,400
-400
-3% -$19.8K
TMUS icon
794
T-Mobile US
TMUS
$190B
$759K 0.02%
3,613
-3,289
-48% -$676K
NUE icon
795
Nucor
NUE
$56.4B
$759K 0.02%
4,487
+619
+16% +$108K
XYL icon
796
Xylem
XYL
$28.6B
$757K 0.02%
6,335
-164
-3% -$21.5K
FHLC icon
797
Fidelity MSCI Health Care Index ETF
FHLC
$3.3B
$757K 0.02%
10,756
+88
+0.8% +$6.49K
DG icon
798
Dollar General
DG
$27.2B
$755K 0.02%
6,361
-1,439
-18% -$205K
KR icon
799
Kroger
KR
$35.5B
$752K 0.02%
10,396
+1,075
+12% +$72.7K
DIVO icon
800
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.48B
$752K 0.02%
16,769
+559
+3% +$25.6K
30 31
32
33 34

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PA
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PWM
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SC
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EW
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GVAG
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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.