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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
LPX icon
1276
Louisiana-Pacific
LPX
$5.35B
$248K 0.01%
3,411
+210
+7% +$17.7K
FITB
1277
Fifth Third Bancorp
FITB
$52.4B
$248K 0.01%
5,335
-1,355
-20% -$66.8K
GWW icon
1278
W.W. Grainger
GWW
$66B
$247K 0.01%
226
-2,009
-90% -$2.19M
VTR icon
1279
Ventas
VTR
$47.7B
$246K 0.01%
3,009
-1,260
-30% -$103K
INGR icon
1280
Ingredion
INGR
$6.48B
$246K 0.01%
2,182
-3
-0.1% -$344
BWA icon
1281
BorgWarner
BWA
$13B
$246K 0.01%
4,528
-10,460
-70% -$551K
HIGH icon
1282
Simplify Enhanced Income ETF
HIGH
$68.8M
$245K 0.01%
11,502
-241
-2% -$5.27K
KVUE icon
1283
Kenvue
KVUE
$37.9B
$245K 0.01%
14,224
+1,955
+16% +$34.8K
UNM icon
1284
Unum
UNM
$14B
$245K 0.01%
3,357
-2,738
-45% -$204K
SMCI icon
1285
Super Micro Computer
SMCI
$18.4B
$245K 0.01%
10,766
-6,501
-38% -$195K
AGNC icon
1286
AGNC Investment
AGNC
$12.9B
$245K 0.01%
24,417
+3,610
+17% +$39.9K
APRW icon
1287
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$202M
$244K 0.01%
6,911
– –
IMAR icon
1288
Innovator International Developed Power Buffer ETF March
IMAR
$113M
$243K 0.01%
8,380
-870
-9% -$25.9K
SNDA icon
1289
Sonida Senior Living
SNDA
$2.04B
$243K 0.01%
+7,526
New +$252K
KAPR icon
1290
Innovator US Small Cap Power Buffer ETF April
KAPR
$215M
$242K 0.01%
6,689
+78
+1% +$2.78K
AOR icon
1291
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.65B
$242K 0.01%
3,754
-122
-3% -$8.04K
CDW icon
1292
CDW
CDW
$18.4B
$241K 0.01%
1,989
-13
-0.6% -$1.64K
CLX icon
1293
Clorox
CLX
$12.1B
$239K 0.01%
2,308
-3,317
-59% -$376K
DGRE icon
1294
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$138M
$239K 0.01%
7,209
– –
MDGL icon
1295
Madrigal Pharmaceuticals
MDGL
$12.4B
$239K ﹤0.01%
456
-5
-1% -$2.39K
PRI icon
1296
Primerica
PRI
$10B
$238K ﹤0.01%
952
-9
-0.9% -$2.32K
FIVE icon
1297
Five Below
FIVE
$11.5B
$238K ﹤0.01%
1,042
+528
+103% +$110K
YUMC icon
1298
Yum China
YUMC
$15.6B
$238K ﹤0.01%
4,873
-38
-0.8% -$1.97K
NDSN icon
1299
Nordson
NDSN
$16.9B
$238K ﹤0.01%
893
+16
+2% +$4.41K
STAG icon
1300
STAG Industrial
STAG
$7.79B
$237K ﹤0.01%
6,580
-44
-0.7% -$1.67K
50 51
52
53 54

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PA
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PWM
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SC
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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.