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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
IBHI icon
1101
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$497M
$365K 0.01%
15,667
-4,852
-24% -$114K
JIG icon
1102
JPMorgan International Growth ETF
JIG
$464M
$365K 0.01%
4,913
+1,824
+59% +$141K
SF
1103
Stifel
SF
$12.8B
$364K 0.01%
4,926
+558
+13% +$44.3K
DON icon
1104
WisdomTree US MidCap Dividend Fund
DON
$4.08B
$363K 0.01%
6,902
-2,208
-24% -$119K
BBIN icon
1105
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.49B
$362K 0.01%
4,953
-371
-7% -$28.1K
BOX icon
1106
Box
BOX
$4.36B
$361K 0.01%
15,260
+174
+1% +$4.38K
DFGR icon
1107
Dimensional Global Real Estate ETF
DFGR
$3.9B
$360K 0.01%
13,531
+879
+7% +$24.1K
DSEP icon
1108
FT Vest US Equity Deep Buffer ETF September
DSEP
$349M
$359K 0.01%
8,174
-575
-7% -$25.8K
ZIM icon
1109
ZIM Integrated Shipping Services
ZIM
$2.9B
$358K 0.01%
13,594
+13,235
+3,687% +$330K
FJUN icon
1110
FT Vest US Equity Buffer ETF June
FJUN
$1.35B
$358K 0.01%
6,338
-1,631
-20% -$93.4K
QMNV
1111
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$57M
$358K 0.01%
15,714
+7,857
+100% +$183K
TWLO icon
1112
Twilio
TWLO
$29.5B
$358K 0.01%
2,844
+82
+3% +$10.1K
FE icon
1113
FirstEnergy
FE
$28.7B
$358K 0.01%
7,061
-517
-7% -$25.1K
EWY icon
1114
iShares MSCI South Korea ETF
EWY
$21.1B
$357K 0.01%
2,905
+2,402
+478% +$301K
FJAN icon
1115
FT Vest US Equity Buffer ETF January
FJAN
$1.42B
$354K 0.01%
7,020
+125
+2% +$6.46K
TEL icon
1116
TE Connectivity
TEL
$62.1B
$354K 0.01%
1,692
+543
+47% +$120K
ALB icon
1117
Albemarle
ALB
$13.3B
$350K 0.01%
1,948
-2,113
-52% -$361K
BFOR icon
1118
Barron's 400 ETF
BFOR
$231M
$347K 0.01%
16,720
+400
+2% +$8.55K
BAUG icon
1119
Innovator US Equity Buffer ETF August
BAUG
$199M
$347K 0.01%
7,094
+8
+0.1% +$400
CHWY icon
1120
Chewy
CHWY
$9.38B
$346K 0.01%
12,798
+1,061
+9% +$29.6K
VRSN icon
1121
VeriSign
VRSN
$25.4B
$344K 0.01%
1,384
+532
+62% +$127K
SIXP icon
1122
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$44.1M
$344K 0.01%
10,990
+250
+2% +$7.93K
GRMN
1123
Garmin
GRMN
$48.9B
$342K 0.01%
1,475
-127
-8% -$28.4K
LPG icon
1124
Dorian LPG
LPG
$1.9B
$341K 0.01%
9,961
-299
-3% -$9.47K
FETH
1125
Fidelity Ethereum Fund
FETH
$1.04B
$341K 0.01%
16,313
+6,391
+64% +$153K
43 44
45
46 47

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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.