IFP Advisors Portfolio holdings
Independent Financial Partners, the name IFP Advisors works under, supports financial professionals with resources and services to help them grow their practices. It offers them technology it builds itself, an in-house design group for branding and websites, and a team that can take over their portfolio management. IFP Group is its majority owner and WKW Enterprises its indirect owner, and the firm shares that ownership with a brokerage, IFP Securities, and an insurance agency, IFP Insurance Group. IFP Advisors itself also offers a family office service for high net worth families and a real estate advisory platform for the wealthiest clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Active Value ETF
JAVA
|
+$21.6M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$19.2M |
| 3 |
Altria Group
MO
|
+$13.8M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$10.3M |
| 5 |
Marvell Technology
MRVL
|
+$10.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$15.3M |
| 2 |
iShares Gold Trust
IAU
|
+$12.7M |
| 3 |
DuPont de Nemours
DD
|
+$12.2M |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$8.8M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$8.76M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 59.5% |
| 2 | Technology | 14.99% |
| 3 | Healthcare | 4.12% |
| 4 | Communication Services | 4.07% |
| 5 | Financials | 3.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Zillow
Z
$6.49B
| $12.7M | 0.22% |
469,184
+231,002
| +97% | +$7.61M |
2020 Q3
24 quarters
|
|
102
iShares Russell Mid-Cap Growth ETF
IWP
$18.3B
| $12.3M | 0.21% |
89,564
+1,412
| +2% | +$198K |
2015 Q4
43 quarters
|
|
103
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.4B
| $12.1M | 0.21% |
35,959
-2,591
| -7% | -$905K |
2015 Q4
43 quarters
|
|
104
First Trust WCM International Equity ETF
WCMI
$2.05B
| $12M | 0.21% |
629,582
+11,935
| +2% | +$232K |
2025 Q3
4 quarters
|
|
105
JPMorgan Ultra-Short Income ETF
JPST
$42.5B
| $11.9M | 0.2% |
237,172
-8,162
| -3% | -$412K |
2018 Q2
33 quarters
|
|
106
Charles Schwab
SCHW
$158B
| $11.8M | 0.2% |
120,943
+58,320
| +93% | +$6.14M |
2015 Q4
43 quarters
|
|
107
Vanguard Morningstar Small-Cap ETF
VB
$79B
| $11.7M | 0.2% |
41,232
+6,859
| +20% | +$2.04M |
2015 Q4
43 quarters
|
|
108
iShares MSCI Intl Value Factor ETF
IVLU
$4.58B
| $11.6M | 0.2% |
271,309
+20,177
| +8% | +$879K |
2023 Q1
14 quarters
|
|
109
iShares 0-3 Month Treasury Bond ETF
SGOV
$117B
| $11.6M | 0.2% |
115,291
-2,753
| -2% | -$277K |
2022 Q1
18 quarters
|
|
110
TG Therapeutics
TGTX
$9.8B
| $11.5M | 0.2% |
206,949
-2,369
| -1% | -$128K |
2024 Q3
8 quarters
|
|
111
Axsome Therapeutics
AXSM
$7.59B
| $11.5M | 0.2% |
62,384
+111
| +0.2% | +$24.1K |
2024 Q3
8 quarters
|
|
112
iShares MSCI USA Value Factor ETF
VLUE
$9.26B
| $11.4M | 0.19% |
57,668
+7,049
| +14% | +$1.4M |
2019 Q3
28 quarters
|
|
113
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$2.76B
| $11.4M | 0.19% |
469,655
-25,480
| -5% | -$617K |
2022 Q3
16 quarters
|
|
114
Intel
INTC
$325B
| $11.4M | 0.19% |
94,626
+4,288
| +5% | +$437K |
2015 Q4
43 quarters
|
|
115
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
| $11.1M | 0.19% |
207,134
+39,767
| +24% | +$2.17M |
2015 Q4
43 quarters
|
|
116
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.34B
| $11.1M | 0.19% |
96,052
+5,232
| +6% | +$629K |
2015 Q4
43 quarters
|
|
117
Teva Pharmaceutical Industries Limited
TEVA
$50.9B
| $11M | 0.19% |
287,767
+143,891
| +100% | +$5.14M |
2015 Q4
43 quarters
|
|
118
RTX Corp
RTX
$268B
| $10.7M | 0.18% |
57,898
-2,572
| -4% | -$527K |
2015 Q4
43 quarters
|
|
119
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
| $10.7M | 0.18% |
136,800
+4,340
| +3% | +$351K |
2015 Q4
43 quarters
|
|
120
Vertiv
VRT
$80.7B
| $10.6M | 0.18% |
44,067
-890
| -2% | -$242K |
2023 Q3
12 quarters
|
|
121
Johnson & Johnson
JNJ
$683B
| $10.6M | 0.18% |
39,876
+1,116
| +3% | +$294K |
2015 Q4
43 quarters
|
|
122
Teradyne
TER
$41.2B
| $10.5M | 0.18% |
26,303
-1,366
| -5% | -$504K |
2019 Q3
28 quarters
|
|
|
123
iShares MSCI EAFE Growth ETF
EFG
$15.1B
| $10.5M | 0.18% |
263,682
-214,230
| -45% | -$8.76M |
2015 Q4
43 quarters
|
|
124
VanEck Semiconductor ETF
SMH
$64.9B
| $10.5M | 0.18% |
17,203
+9,480
| +123% | +$5.43M |
2016 Q3
40 quarters
|
|
125
ServiceNow
NOW
$104B
| $10.3M | 0.18% |
76,810
-1,484
| -2% | -$182K |
2015 Q4
43 quarters
|
|
Similar funds
IFP Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, IFP Advisors held 5,445 positions worth $5.86B, up 5.8% from $5.54B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
IFP Advisors deployed $297M of net new capital in Q3 2026, opening 316 new positions and adding to 1,970 existing holdings. Its largest new stake was Innovator US Equity Ultra Buffer ETF August: 92,270 shares worth $3.96M.
By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, up from 59% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was iShares 20+ Year Treasury Bond ETF, an estimated $15.3M trimmed.
- IFP Advisors's largest Q3 2026 buy was Innovator US Equity Ultra Buffer ETF August: 92,270 shares worth $3.96M.
- IFP Advisors added most to JPMorgan Active Value ETF in Q3 2026, an estimated $21.6M increase.
- IFP Advisors's biggest Q3 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $15.3M.
- IFP Advisors fully exited ProShares UltraShort Bloomberg Crude Oil in Q3 2026, selling an estimated $277K.
- IFP Advisors's ten largest holdings make up 15% of its $5.86B portfolio in Q3 2026.
- IFP Advisors opened 316 new positions and closed 215 in Q3 2026.
- IFP Advisors's portfolio value rose 5.8% quarter-over-quarter to $5.86B.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.