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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
DECK icon
826
Deckers Outdoor
DECK
$11.1B
$813K 0.01%
8,188
+54
+0.7% +$5.69K
SCHP icon
827
Schwab US TIPS ETF
SCHP
$16B
$813K 0.01%
30,670
+3,318
+12% +$88.5K
IBMQ icon
828
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$665M
$813K 0.01%
31,772
+5,389
+20% +$138K
LNT icon
829
Alliant Energy
LNT
$17.4B
$812K 0.01%
10,639
+841
+9% +$61.3K
EBND icon
830
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
$811K 0.01%
38,756
-3,063
-7% -$64.2K
CGMU icon
831
Capital Group Municipal Income ETF
CGMU
$6.59B
$808K 0.01%
29,432
+1,867
+7% +$51.1K
FDX icon
832
FedEx
FDX
$73.8B
$805K 0.01%
2,571
+23
+0.9% +$8.36K
FPEI icon
833
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$805K 0.01%
41,730
+10,108
+32% +$194K
WWJD icon
834
Inspire International ETF
WWJD
$578M
$804K 0.01%
21,084
+186
+0.9% +$7.27K
EOG icon
835
EOG Resources
EOG
$77.3B
$804K 0.01%
6,196
+2,032
+49% +$277K
TOST icon
836
Toast
TOST
$18.6B
$801K 0.01%
28,809
-2,108
-7% -$55K
HPQ icon
837
HP
HPQ
$32B
$801K 0.01%
36,510
+12,026
+49% +$266K
IJUL icon
838
Innovator International Developed Power Buffer ETF July
IJUL
$258M
$800K 0.01%
22,241
+3,338
+18% +$117K
TMUS icon
839
T-Mobile US
TMUS
$196B
$799K 0.01%
4,766
+1,153
+32% +$218K
SYK icon
840
Stryker
SYK
$106B
$799K 0.01%
2,537
-162
-6% -$51K
ARCC icon
841
Ares Capital
ARCC
$14.2B
$798K 0.01%
43,071
-931
-2% -$17.4K
CVRT icon
842
Calamos Convertible Equity Alternative ETF
CVRT
$42.4M
$796K 0.01%
15,470
-24
-0.2% -$1.19K
BDX icon
843
Becton Dickinson
BDX
$48.4B
$794K 0.01%
5,244
-1,254
-19% -$188K
OLLI icon
844
Ollie's Bargain Outlet
OLLI
$4.37B
$790K 0.01%
10,275
+9,893
+2,590% +$825K
BUFY
845
FT Vest Laddered International Moderate Buffer ETF
BUFY
$164M
$789K 0.01%
33,708
+22,434
+199% +$519K
CLX icon
846
Clorox
CLX
$10.6B
$789K 0.01%
8,264
+5,956
+258% +$572K
GGOV
847
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.08B
$787K 0.01%
+15,654
New +$782K
SPG icon
848
Simon Property Group
SPG
$66.3B
$785K 0.01%
3,512
+681
+24% +$140K
GUNR icon
849
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$7.34B
$784K 0.01%
15,904
-96
-0.6% -$5.16K
TPIF icon
850
Timothy Plan International ETF
TPIF
$269M
$771K 0.01%
20,666
+43
+0.2% +$1.61K
32 33
34
35 36

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AFI
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BCL
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GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
MC
Maplelane Capital New York $5.51B AUM 67.92% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

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.