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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
CGHM
901
Capital Group Municipal High-Income ETF
CGHM
$3.22B
$587K 0.01%
23,193
+12,409
+115% +$318K
BP icon
902
BP
BP
$109B
$587K 0.01%
12,480
+867
+7% +$34K
DVYE icon
903
iShares Emerging Markets Dividend ETF
DVYE
$1.2B
$582K 0.01%
16,933
+7,327
+76% +$248K
BUFZ icon
904
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.01B
$581K 0.01%
22,135
+6,790
+44% +$180K
DFSV
905
Dimensional US Small Cap Value ETF
DFSV
$8.17B
$581K 0.01%
16,569
– –
FTQI icon
906
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$921M
$579K 0.01%
29,060
-5,982
-17% -$123K
KNSL icon
907
Kinsale Capital Group
KNSL
$8.24B
$577K 0.01%
1,689
+1,619
+2,313% +$614K
DAL icon
908
Delta Air Lines
DAL
$57B
$572K 0.01%
8,597
-2,135
-20% -$144K
CP icon
909
Canadian Pacific Kansas City
CP
$81.1B
$569K 0.01%
7,235
-454
-6% -$35.9K
HUBB icon
910
Hubbell
HUBB
$26.3B
$568K 0.01%
1,157
-6
-0.5% -$2.95K
EQIX icon
911
Equinix
EQIX
$103B
$567K 0.01%
578
-17
-3% -$15.1K
AFOS
912
ARS Focused Opportunity Strategy ETF
AFOS
$283M
$564K 0.01%
+15,622
New +$585K
NVS icon
913
Novartis
NVS
$297B
$562K 0.01%
3,679
+708
+24% +$109K
FCOR icon
914
Fidelity Corporate Bond ETF
FCOR
$353M
$561K 0.01%
11,913
+89
+0.8% +$4.26K
PDP icon
915
Invesco Dorsey Wright Momentum ETF
PDP
$1.47B
$560K 0.01%
4,638
+235
+5% +$29.2K
EW icon
916
Edwards Lifesciences
EW
$47.8B
$559K 0.01%
6,981
-5,527
-44% -$456K
MPLX icon
917
MPLX
MPLX
$59.2B
$558K 0.01%
9,773
+2,231
+30% +$127K
AM icon
918
Antero Midstream
AM
$10.4B
$557K 0.01%
24,449
-1,721
-7% -$35.5K
DBX icon
919
Dropbox
DBX
$7.13B
$553K 0.01%
24,334
-1,864
-7% -$47.4K
SM icon
920
SM Energy
SM
$7.26B
$552K 0.01%
17,691
+757
+4% +$17.3K
PHM icon
921
Pultegroup
PHM
$24.9B
$549K 0.01%
4,672
+803
+21% +$103K
NEAR icon
922
iShares Short Maturity Bond ETF
NEAR
$4.82B
$546K 0.01%
10,738
+2,055
+24% +$105K
ARWR icon
923
Arrowhead Research
ARWR
$12B
$546K 0.01%
8,704
+1
+0% +$63
LULU icon
924
lululemon athletica
LULU
$13.4B
$545K 0.01%
3,563
+1,036
+41% +$186K
FLMI icon
925
Franklin Dynamic Municipal Bond ETF
FLMI
$2.29B
$545K 0.01%
21,993
-446
-2% -$11.2K
35 36
37
38 39

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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.