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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
FLJP icon
976
Franklin FTSE Japan ETF
FLJP
$3.85B
$482K 0.01%
13,324
+1,554
+13% +$57.5K
JTEK icon
977
JPMorgan US Tech Leaders ETF
JTEK
$3.96B
$481K 0.01%
6,053
+746
+14% +$63.9K
TOL icon
978
Toll Brothers
TOL
$14.5B
$481K 0.01%
3,526
+326
+10% +$47.9K
PINS icon
979
Pinterest
PINS
$13.4B
$480K 0.01%
26,185
-4,042
-13% -$84.4K
DTCR icon
980
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.08B
$478K 0.01%
19,969
-1,128
-5% -$27.6K
ACYN
981
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$1.25B
$478K 0.01%
+23,462
New +$475K
EOCT icon
982
Innovator Emerging Markets Power Buffer ETF October
EOCT
$105M
$478K 0.01%
14,955
+1,764
+13% +$57.4K
BKH icon
983
Black Hills Corp
BKH
$5.75B
$477K 0.01%
6,876
-42
-0.6% -$3.02K
QSPT icon
984
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$615M
$477K 0.01%
15,568
+1,109
+8% +$35K
IBDZ
985
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$868M
$474K 0.01%
18,197
+183
+1% +$4.82K
DAUG icon
986
FT Vest US Equity Deep Buffer ETF August
DAUG
$368M
$474K 0.01%
10,882
– –
MLPB icon
987
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$248M
$473K 0.01%
16,310
– –
VCR icon
988
Vanguard Consumer Discretionary ETF
VCR
$5.98B
$473K 0.01%
1,318
-88
-6% -$34K
IWV icon
989
iShares Russell 3000 ETF
IWV
$19.4B
$473K 0.01%
1,276
+220
+21% +$85.1K
DDWM icon
990
WisdomTree Dynamic International Equity Fund
DDWM
$1.47B
$472K 0.01%
10,711
-2,511
-19% -$114K
RBRK icon
991
Rubrik
RBRK
$14.7B
$472K 0.01%
9,641
+805
+9% +$46.2K
HPQ icon
992
HP
HPQ
$24.8B
$470K 0.01%
24,484
+335
+1% +$6.51K
INOV icon
993
Innovator International Developed Power Buffer ETF November
INOV
$36.6M
$470K 0.01%
13,554
+1,416
+12% +$50K
UBSI icon
994
United Bankshares
UBSI
$6.59B
$469K 0.01%
11,335
+438
+4% +$18.2K
GEN icon
995
Gen Digital
GEN
$16.4B
$469K 0.01%
24,922
+20,606
+477% +$477K
EMXC icon
996
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.6B
$469K 0.01%
5,957
-277
-4% -$22.3K
PNW icon
997
Pinnacle West Capital
PNW
$12.9B
$467K 0.01%
4,634
-133
-3% -$12.8K
HLT icon
998
Hilton Worldwide
HLT
$72.5B
$465K 0.01%
1,530
+126
+9% +$38.2K
PSA icon
999
Public Storage
PSA
$61.7B
$463K 0.01%
1,710
-1,699
-50% -$487K
DELL icon
1000
Dell
DELL
$244B
$462K 0.01%
2,815
+55
+2% +$7.33K
38 39
40
41 42

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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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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.