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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
AXON
876
Axon Enterprise
AXON
$42.4B
$623K 0.01%
1,466
+728
+99% +$378K
CRWV
877
CoreWeave
CRWV
$38.6B
$621K 0.01%
8,022
-3,141
-28% -$273K
Q
878
Qnity Electronics Inc
Q
$27.8B
$621K 0.01%
5,386
-21,057
-80% -$2.24M
COWG icon
879
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.2B
$616K 0.01%
18,271
-1,040
-5% -$36.4K
PAUG icon
880
Innovator US Equity Power Buffer ETF August
PAUG
$859M
$613K 0.01%
14,351
-3,364
-19% -$146K
SPXX icon
881
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$333M
$612K 0.01%
38,104
+9,164
+32% +$161K
CRDO icon
882
Credo Technology Group
CRDO
$38.8B
$609K 0.01%
6,484
-200
-3% -$24.3K
CRUS icon
883
Cirrus Logic
CRUS
$6.87B
$604K 0.01%
4,174
+3,951
+1,772% +$532K
USHY icon
884
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$603K 0.01%
16,378
-5,709
-26% -$213K
BNY
885
Bank of New York Mellon
BNY
$107B
$602K 0.01%
5,077
+1,222
+32% +$145K
EOG icon
886
EOG Resources
EOG
$74.7B
$602K 0.01%
4,164
-6,540
-61% -$794K
FPEI icon
887
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$601K 0.01%
31,622
+6,645
+27% +$129K
ALL icon
888
Allstate
ALL
$67.3B
$600K 0.01%
2,893
+441
+18% +$90.4K
ISMD icon
889
Inspire Small/Mid Cap Impact ETF
ISMD
$335M
$598K 0.01%
14,968
+383
+3% +$15.7K
FTHI icon
890
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.39B
$598K 0.01%
26,065
-4,719
-15% -$111K
FTSD icon
891
Franklin Short Duration US Government ETF
FTSD
$300M
$598K 0.01%
6,587
+2,322
+54% +$211K
NXT icon
892
Nextpower Inc
NXT
$15.7B
$598K 0.01%
4,960
-137
-3% -$15.2K
QYLD icon
893
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$598K 0.01%
34,859
-101
-0.3% -$1.78K
IOO icon
894
iShares Global 100 ETF
IOO
$8.68B
$597K 0.01%
4,933
+1,277
+35% +$161K
BUFQ icon
895
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.5B
$596K 0.01%
16,879
+1,270
+8% +$45.5K
PDI icon
896
PIMCO Dynamic Income Fund
PDI
$7.33B
$595K 0.01%
34,770
+12,035
+53% +$217K
APD icon
897
Air Products & Chemicals
APD
$65.2B
$593K 0.01%
2,040
-38
-2% -$10.5K
NLY icon
898
Annaly Capital Management
NLY
$16.9B
$591K 0.01%
27,920
+17,960
+180% +$409K
DDTD
899
Innovator Equity Dual Directional 10 Buffer ETF Dec
DDTD
$29M
$590K 0.01%
31,551
– –
AOHY icon
900
Angel Oak High Yield Opportunities ETF
AOHY
$124M
$589K 0.01%
53,862
+10,851
+25% +$121K
34 35
36
37 38

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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 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.