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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
SE icon
1076
Sea Limited
SE
$65.8B
$382K 0.01%
4,617
+769
+20% +$82.4K
IBMT
1077
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$126M
$382K 0.01%
14,888
+3,210
+27% +$83.8K
VDC icon
1078
Vanguard Consumer Staples ETF
VDC
$8.14B
$382K 0.01%
1,701
+36
+2% +$8.25K
DHI icon
1079
D.R. Horton
DHI
$42.3B
$381K 0.01%
2,779
+632
+29% +$95.5K
WRBY icon
1080
Warby Parker
WRBY
$3.19B
$381K 0.01%
18,098
+17,925
+10,361% +$444K
SPMB icon
1081
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7B
$377K 0.01%
16,850
-6,525
-28% -$147K
CANQ icon
1082
Calamos ETF Trust Calamos Nasdaq Equity & Income ETF
CANQ
$20.9M
$377K 0.01%
13,529
-10,444
-44% -$305K
CBXJ
1083
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
CBXJ
$18M
$377K 0.01%
18,150
-3,180
-15% -$70.1K
IDCC icon
1084
InterDigital
IDCC
$6.72B
$376K 0.01%
1,246
+1,196
+2,392% +$406K
CLOI icon
1085
VanEck CLO ETF
CLOI
$1.49B
$376K 0.01%
7,140
+1,478
+26% +$78K
MARM icon
1086
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$375K 0.01%
11,215
– –
FLJH icon
1087
Franklin FTSE Japan Hedged ETF
FLJH
$177M
$375K 0.01%
9,368
– –
INSM icon
1088
Insmed
INSM
$22.6B
$375K 0.01%
2,291
-31
-1% -$4.77K
XEL icon
1089
Xcel Energy
XEL
$50.1B
$374K 0.01%
4,713
-2,402
-34% -$188K
ACWX icon
1090
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$374K 0.01%
5,463
+200
+4% +$14.1K
ALV icon
1091
Autoliv
ALV
$9.09B
$372K 0.01%
3,537
+3,237
+1,079% +$382K
VNLA icon
1092
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
$371K 0.01%
7,597
+3,016
+66% +$148K
STLD icon
1093
Steel Dynamics
STLD
$37.5B
$371K 0.01%
2,062
-15
-0.7% -$2.73K
CLS icon
1094
Celestica
CLS
$40.3B
$370K 0.01%
1,315
+872
+197% +$253K
COMB icon
1095
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$147M
$369K 0.01%
14,066
+9,630
+217% +$228K
EXR icon
1096
Extra Space Storage
EXR
$32.2B
$369K 0.01%
2,815
-78
-3% -$11K
GOCT icon
1097
FT Vest US Equity Moderate Buffer ETF October
GOCT
$263M
$368K 0.01%
9,531
+14
+0.1% +$551
NBIX icon
1098
Neurocrine Biosciences
NBIX
$18.4B
$368K 0.01%
2,792
-89
-3% -$11.8K
DTD icon
1099
WisdomTree US Total Dividend Fund
DTD
$1.66B
$367K 0.01%
4,250
-30
-0.7% -$2.64K
TEAM icon
1100
Atlassian
TEAM
$25.4B
$366K 0.01%
5,357
-1,828
-25% -$180K
42 43
44
45 46

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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.