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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
ARM icon
951
Arm
ARM
$263B
$511K 0.01%
3,375
+2,290
+211% +$278K
SPLV icon
952
Invesco S&P 500 Low Volatility ETF
SPLV
$7.32B
$510K 0.01%
6,967
+61
+0.9% +$4.52K
DUHP icon
953
Dimensional US High Profitability ETF
DUHP
$12.3B
$508K 0.01%
13,826
– –
GPC icon
954
Genuine Parts
GPC
$18.1B
$506K 0.01%
4,786
+1,315
+38% +$163K
LGOV icon
955
First Trust Long Duration Opportunities ETF
LGOV
$622M
$505K 0.01%
23,423
-7,549
-24% -$165K
FOCT icon
956
FT Vest US Equity Buffer ETF October
FOCT
$1.15B
$505K 0.01%
10,596
-3,200
-23% -$157K
ELF icon
957
e.l.f. Beauty
ELF
$5.07B
$505K 0.01%
8,329
+5,706
+218% +$464K
MLN icon
958
VanEck Long Muni ETF
MLN
$680M
$504K 0.01%
28,887
-2,333
-7% -$41K
FDEC icon
959
FT Vest US Equity Buffer ETF December
FDEC
$1.31B
$503K 0.01%
10,118
-508
-5% -$25.9K
IMCG icon
960
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.91B
$502K 0.01%
6,373
+129
+2% +$10.6K
INCY icon
961
Incyte
INCY
$24.3B
$502K 0.01%
5,333
+1,436
+37% +$143K
BTAL icon
962
AGF US Market Neutral Anti-Beta Fund
BTAL
$309M
$497K 0.01%
35,572
+9,441
+36% +$132K
NVT icon
963
nVent Electric
NVT
$22.3B
$495K 0.01%
4,183
+368
+10% +$41.8K
GIS icon
964
General Mills
GIS
$20.2B
$494K 0.01%
13,263
+1,532
+13% +$66.5K
EWC icon
965
iShares MSCI Canada ETF
EWC
$6.11B
$491K 0.01%
8,966
+6,574
+275% +$365K
ABNB icon
966
Airbnb
ABNB
$88.8B
$491K 0.01%
3,886
+434
+13% +$56.4K
PTNQ icon
967
Pacer Trendpilot 100 ETF
PTNQ
$1.18B
$491K 0.01%
6,723
-68
-1% -$5.29K
SCHI icon
968
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$487K 0.01%
21,475
-8,604
-29% -$197K
PCG icon
969
PG&E
PCG
$39.9B
$487K 0.01%
27,702
+3,459
+14% +$58.9K
MGOV icon
970
First Trust Intermediate Government Opportunities ETF
MGOV
$100M
$486K 0.01%
23,977
-7,681
-24% -$158K
PRU icon
971
Prudential Financial
PRU
$42.6B
$486K 0.01%
4,972
+116
+2% +$12K
CCEF icon
972
Calamos CEF Income & Arbitrage ETF
CCEF
$32.3M
$486K 0.01%
+17,237
New +$503K
BWXT icon
973
BWX Technologies
BWXT
$15.7B
$483K 0.01%
2,363
-102
-4% -$20.7K
VMBS icon
974
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$483K 0.01%
10,286
+725
+8% +$34.2K
IBHH icon
975
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$452M
$483K 0.01%
20,561
+3,827
+23% +$90.4K
37 38
39
40 41

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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.