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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
SNPS icon
1026
Synopsys
SNPS
$73B
$436K 0.01%
1,099
+135
+14% +$61K
ONON icon
1027
On Holding
ONON
$12.7B
$435K 0.01%
12,774
-682
-5% -$29.8K
SIXO icon
1028
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$122M
$434K 0.01%
12,839
+125
+1% +$4.34K
EMLC icon
1029
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
$433K 0.01%
17,235
+12,610
+273% +$327K
ARKK icon
1030
ARK Innovation ETF
ARKK
$5.71B
$433K 0.01%
6,401
-743
-10% -$55.1K
HAL icon
1031
Halliburton
HAL
$26.1B
$431K 0.01%
11,064
+648
+6% +$22.4K
CBRE icon
1032
CBRE Group
CBRE
$43.3B
$429K 0.01%
3,168
+990
+45% +$150K
ALAB icon
1033
Astera Labs
ALAB
$45B
$426K 0.01%
3,885
-1,614
-29% -$230K
FSLR icon
1034
First Solar
FSLR
$21.7B
$425K 0.01%
2,156
-154
-7% -$34.1K
YLD icon
1035
Principal Active High Yield ETF
YLD
$569M
$425K 0.01%
22,424
+4,837
+28% +$92.1K
IMCB icon
1036
iShares Morningstar Mid-Cap ETF
IMCB
$1.67B
$425K 0.01%
5,089
+459
+10% +$39.3K
MLPA icon
1037
Global X MLP ETF
MLPA
$2.27B
$423K 0.01%
7,852
-79
-1% -$4.14K
HCMT icon
1038
Direxion HCM Tactical Enhanced US ETF
HCMT
$558M
$422K 0.01%
12,002
+38
+0.3% +$1.44K
SCYB icon
1039
Schwab High Yield Bond ETF
SCYB
$2.72B
$421K 0.01%
16,179
+5,131
+46% +$135K
OBIO icon
1040
Orchestra BioMed
OBIO
$231M
$420K 0.01%
98,887
+12,189
+14% +$51.9K
DFGX icon
1041
Dimensional International Core Fixed Income ETF
DFGX
$1.71B
$415K 0.01%
7,917
+309
+4% +$16.4K
MRNA icon
1042
Moderna
MRNA
$22B
$414K 0.01%
8,149
+1,364
+20% +$63.6K
IBN icon
1043
ICICI Bank
IBN
$109B
$412K 0.01%
15,913
-435
-3% -$12.8K
CPNG icon
1044
Coupang
CPNG
$27.7B
$412K 0.01%
21,827
+14,119
+183% +$276K
PSKY
1045
Paramount Skydance Corp
PSKY
$8.99B
$412K 0.01%
45,640
+9,633
+27% +$105K
RJF icon
1046
Raymond James Financial
RJF
$33.9B
$411K 0.01%
2,842
+1,402
+97% +$222K
FOXA icon
1047
Fox Class A
FOXA
$24.1B
$411K 0.01%
7,033
-373
-5% -$23.8K
NVBW icon
1048
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$95.4M
$408K 0.01%
12,266
-872
-7% -$29.5K
KEY icon
1049
KeyCorp
KEY
$24.2B
$407K 0.01%
20,295
-51
-0.3% -$1.07K
IGM icon
1050
iShares Expanded Tech Sector ETF
IGM
$9.8B
$406K 0.01%
3,425
– –
40 41
42
43 44

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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.