IFP Advisors Portfolio holdings
Independent Financial Partners, the name IFP Advisors works under, supports financial professionals with resources and services to help them grow their practices. It offers them technology it builds itself, an in-house design group for branding and websites, and a team that can take over their portfolio management. IFP Group is its majority owner and WKW Enterprises its indirect owner, and the firm shares that ownership with a brokerage, IFP Securities, and an insurance agency, IFP Insurance Group. IFP Advisors itself also offers a family office service for high net worth families and a real estate advisory platform for the wealthiest clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Active Value ETF
JAVA
|
+$21.6M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$19.2M |
| 3 |
Altria Group
MO
|
+$13.8M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$10.3M |
| 5 |
Marvell Technology
MRVL
|
+$10.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$15.3M |
| 2 |
iShares Gold Trust
IAU
|
+$12.7M |
| 3 |
DuPont de Nemours
DD
|
+$12.2M |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$8.8M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$8.76M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 59.5% |
| 2 | Technology | 14.99% |
| 3 | Healthcare | 4.12% |
| 4 | Communication Services | 4.07% |
| 5 | Financials | 3.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
iShares Semiconductor ETF
SOXX
$43.5B
| $15.2M | 0.26% |
80,118
+14,310
| +22% | +$2.55M |
2015 Q4
43 quarters
|
|
77
AngloGold Ashanti
AU
$47B
| $15.1M | 0.26% |
160,515
-4,786
| -3% | -$455K |
2025 Q3
4 quarters
|
|
78
Fiserv Inc
FISV
$33.8B
| $15.1M | 0.26% |
333,245
+159,785
| +92% | +$8.18M |
2015 Q4
43 quarters
|
|
79
iShares 1-3 Year Treasury Bond ETF
SHY
$27.4B
| $14.9M | 0.26% |
183,969
+3,477
| +2% | +$284K |
2015 Q4
43 quarters
|
|
80
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $14.5M | 0.25% |
73,883
+6,482
| +10% | +$1.2M |
2015 Q4
43 quarters
|
|
81
AbbVie
ABBV
$516B
| $14.4M | 0.25% |
54,869
+1,939
| +4% | +$497K |
2015 Q4
43 quarters
|
|
82
Block Inc
XYZ
$52.7B
| $14.2M | 0.24% |
192,474
-3,668
| -2% | -$292K |
2015 Q4
43 quarters
|
|
83
Putnam Focused Large Cap Value ETF
PVAL
$15.7B
| $14.1M | 0.24% |
268,688
+113,535
| +73% | +$6.05M |
2024 Q3
8 quarters
|
|
84
Capital Group Core Balanced ETF
CGBL
$8.03B
| $14M | 0.24% |
381,081
+34,066
| +10% | +$1.28M |
2024 Q2
9 quarters
|
|
85
Vanguard Morningstar Value ETF
VTV
$196B
| $14M | 0.24% |
64,772
+6,793
| +12% | +$1.51M |
2015 Q4
43 quarters
|
|
86
iShares Core S&P Small-Cap ETF
IJR
$107B
| $14M | 0.24% |
102,590
-6,311
| -6% | -$913K |
2015 Q4
43 quarters
|
|
87
BlackRock Flexible Income ETF
BINC
$17.1B
| $13.8M | 0.23% |
270,796
+85,313
| +46% | +$4.42M |
2024 Q1
10 quarters
|
|
88
Procter & Gamble
PG
$387B
| $13.6M | 0.23% |
93,296
+5,817
| +7% | +$852K |
2015 Q4
43 quarters
|
|
89
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.7B
| $13.6M | 0.23% |
69,305
+4,701
| +7% | +$961K |
2015 Q4
43 quarters
|
|
90
Caterpillar
CAT
$270B
| $13.5M | 0.23% |
16,645
+2,696
| +19% | +$2.29M |
2015 Q4
43 quarters
|
|
91
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
| $13.4M | 0.23% |
35,919
-827
| -2% | -$310K |
2017 Q3
36 quarters
|
|
92
BlackRock US Equity Factor Rotation ETF
DYNF
$41.7B
| $13.4M | 0.23% |
193,822
+26,897
| +16% | +$1.85M |
2024 Q1
10 quarters
|
|
93
UnitedHealth
UNH
$357B
| $13M | 0.22% |
35,504
-3,729
| -10% | -$1.5M |
2015 Q4
43 quarters
|
|
94
Janus Henderson AAA CLO ETF
JAAA
$32.6B
| $13M | 0.22% |
257,265
+28,983
| +13% | +$1.47M |
2022 Q1
18 quarters
|
|
95
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.3B
| $12.8M | 0.22% |
127,618
+38,888
| +44% | +$3.91M |
2015 Q4
43 quarters
|
|
96
iShares Core International Aggregate Bond Fund
IAGG
$13.1B
| $12.8M | 0.22% |
260,450
+9,594
| +4% | +$477K |
2016 Q3
40 quarters
|
|
97
SpaceX
SPCX
$1.89T
| $12.8M | 0.22% |
84,890
+32,154
| +61% | +$4.45M |
2026 Q2
1 quarter
|
|
98
Dimensional US Core Equity Market ETF
DFAU
$12.9B
| $12.8M | 0.22% |
244,342
-1,692
| -0.7% | -$88.9K |
2020 Q4
23 quarters
|
|
99
Cisco
CSCO
$395B
| $12.8M | 0.22% |
118,564
+9,327
| +9% | +$1.05M |
2015 Q4
43 quarters
|
|
100
Chevron
CVX
$413B
| $12.7M | 0.22% |
62,341
-3,517
| -5% | -$693K |
2015 Q4
43 quarters
|
|
Similar funds
IFP Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, IFP Advisors held 5,445 positions worth $5.86B, up 5.8% from $5.54B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
IFP Advisors deployed $297M of net new capital in Q3 2026, opening 316 new positions and adding to 1,970 existing holdings. Its largest new stake was Innovator US Equity Ultra Buffer ETF August: 92,270 shares worth $3.96M.
By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, up from 59% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was iShares 20+ Year Treasury Bond ETF, an estimated $15.3M trimmed.
- IFP Advisors's largest Q3 2026 buy was Innovator US Equity Ultra Buffer ETF August: 92,270 shares worth $3.96M.
- IFP Advisors added most to JPMorgan Active Value ETF in Q3 2026, an estimated $21.6M increase.
- IFP Advisors's biggest Q3 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $15.3M.
- IFP Advisors fully exited ProShares UltraShort Bloomberg Crude Oil in Q3 2026, selling an estimated $277K.
- IFP Advisors's ten largest holdings make up 15% of its $5.86B portfolio in Q3 2026.
- IFP Advisors opened 316 new positions and closed 215 in Q3 2026.
- IFP Advisors's portfolio value rose 5.8% quarter-over-quarter to $5.86B.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.