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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
GTLS
1176
DELISTED
Chart Industries
GTLS
$309K 0.01%
1,496
+4
+0.3% +$828
APA icon
1177
APA Corp
APA
$12.3B
$309K 0.01%
7,272
-5,331
-42% -$161K
LECO icon
1178
Lincoln Electric
LECO
$14.6B
$308K 0.01%
1,238
– –
USFD icon
1179
US Foods
USFD
$22.3B
$308K 0.01%
3,343
+45
+1% +$3.98K
FROG icon
1180
JFrog
FROG
$9.26B
$308K 0.01%
6,563
+66
+1% +$3.24K
XLRE icon
1181
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.73B
$308K 0.01%
7,532
+463
+7% +$19.4K
DFUS
1182
Dimensional US Equity ETF
DFUS
$20.7B
$307K 0.01%
4,324
+348
+9% +$25.8K
BDEC icon
1183
Innovator US Equity Buffer ETF December
BDEC
$217M
$306K 0.01%
6,381
-200
-3% -$9.89K
BR icon
1184
Broadridge
BR
$18.3B
$306K 0.01%
1,885
-292
-13% -$55.5K
MUSA icon
1185
Murphy USA
MUSA
$11.1B
$306K 0.01%
619
-20
-3% -$8.56K
SPXL icon
1186
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.57B
$305K 0.01%
1,652
+253
+18% +$54.5K
MEDP icon
1187
Medpace
MEDP
$15.9B
$305K 0.01%
636
-371
-37% -$190K
NTRA icon
1188
Natera
NTRA
$36.1B
$305K 0.01%
1,524
-160
-10% -$34.4K
ASTS icon
1189
AST SpaceMobile
ASTS
$16.9B
$303K 0.01%
3,660
+644
+21% +$60.8K
SPGP icon
1190
Invesco S&P 500 GARP ETF
SPGP
$2.26B
$303K 0.01%
2,818
-1,051
-27% -$120K
JIVE icon
1191
JPMorgan International Value ETF
JIVE
$3.33B
$303K 0.01%
3,535
+605
+21% +$52.2K
RRBI icon
1192
Red River Bancshares
RRBI
$672M
$303K 0.01%
3,345
– –
PKG icon
1193
Packaging Corp of America
PKG
$22.6B
$302K 0.01%
1,422
-31
-2% -$6.91K
FCNCA icon
1194
First Citizens BancShares
FCNCA
$25B
$302K 0.01%
160
-1
-0.6% -$2.01K
PODD icon
1195
Insulet
PODD
$11.6B
$301K 0.01%
1,434
-142
-9% -$35.7K
LZB icon
1196
La-Z-Boy
LZB
$1.65B
$301K 0.01%
9,361
+127
+1% +$4.59K
EXC icon
1197
Exelon
EXC
$48.4B
$301K 0.01%
6,137
+149
+2% +$6.93K
AOA icon
1198
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$300K 0.01%
3,391
+114
+3% +$10.4K
IDXX icon
1199
Idexx Laboratories
IDXX
$44.9B
$299K 0.01%
533
+270
+103% +$173K
FNCL icon
1200
Fidelity MSCI Financials Index ETF
FNCL
$2.4B
$299K 0.01%
4,260
-91
-2% -$6.75K
46 47
48
49 50

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PA
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PWM
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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.