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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
SCHP icon
826
Schwab US TIPS ETF
SCHP
$16.3B
$813K 0.01%
30,670
+3,318
+12% +$88.5K
IBMQ icon
827
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$655M
$813K 0.01%
31,772
+5,389
+20% +$138K
LNT icon
828
Alliant Energy
LNT
$19.4B
$812K 0.01%
10,639
+841
+9% +$61.3K
EBND icon
829
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.24B
$811K 0.01%
38,756
-3,063
-7% -$64.2K
CGMU icon
830
Capital Group Municipal Income ETF
CGMU
$6.35B
$808K 0.01%
29,432
+1,867
+7% +$51.1K
FDX icon
831
FedEx
FDX
$74.5B
$805K 0.01%
2,571
+23
+0.9% +$8.36K
FPEI icon
832
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.91B
$805K 0.01%
41,730
+10,108
+32% +$194K
WWJD icon
833
Inspire International ETF
WWJD
$546M
$804K 0.01%
21,084
+186
+0.9% +$7.27K
EOG icon
834
EOG Resources
EOG
$78B
$804K 0.01%
6,196
+2,032
+49% +$277K
TOST icon
835
Toast
TOST
$16.8B
$801K 0.01%
28,809
-2,108
-7% -$55K
HPQ icon
836
HP
HPQ
$23.5B
$801K 0.01%
36,510
+12,026
+49% +$266K
IJUL icon
837
Innovator International Developed Power Buffer ETF July
IJUL
$238M
$800K 0.01%
22,241
+3,338
+18% +$117K
TMUS icon
838
T-Mobile US
TMUS
$193B
$799K 0.01%
4,766
+1,153
+32% +$218K
SYK icon
839
Stryker
SYK
$127B
$799K 0.01%
2,537
-162
-6% -$51K
ARCC icon
840
Ares Capital
ARCC
$13.5B
$798K 0.01%
43,071
-931
-2% -$17.4K
CVRT icon
841
Calamos Convertible Equity Alternative ETF
CVRT
$33.2M
$796K 0.01%
15,470
-24
-0.2% -$1.19K
BDX icon
842
Becton Dickinson
BDX
$43.1B
$794K 0.01%
5,244
-1,254
-19% -$188K
OLLI icon
843
Ollie's Bargain Outlet
OLLI
$4.01B
$790K 0.01%
10,275
+9,893
+2,590% +$825K
BUFY
844
FT Vest Laddered International Moderate Buffer ETF
BUFY
$137M
$789K 0.01%
33,708
+22,434
+199% +$519K
CLX icon
845
Clorox
CLX
$11.6B
$789K 0.01%
8,264
+5,956
+258% +$572K
GGOV
846
iShares Global Government Bond USD Hedged Active ETF
GGOV
$2.92B
$787K 0.01%
+15,654
New +$782K
SPG icon
847
Simon Property Group
SPG
$74.5B
$785K 0.01%
3,512
+681
+24% +$140K
GUNR icon
848
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$784K 0.01%
15,904
-96
-0.6% -$5.16K
TPIF icon
849
Timothy Plan International ETF
TPIF
$251M
$771K 0.01%
20,666
+43
+0.2% +$1.61K
JGLO icon
850
JPMorgan Global Select Equity ETF
JGLO
$6.78B
$771K 0.01%
10,826
-6,044
-36% -$423K
32 33
34
35 36

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DSC
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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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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.