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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
PCOR icon
1326
Procore
PCOR
$7.37B
$225K ﹤0.01%
3,952
+1,462
+59% +$86.5K
DLAG
1327
FT Vest U.S. Equity Dual Directional Buffer ETF - August
DLAG
$11.6M
$225K ﹤0.01%
7,309
-3
-0% -$94
B
1328
Barrick Mining
B
$61.5B
$225K ﹤0.01%
5,513
-949
-15% -$43.8K
IRM icon
1329
Iron Mountain
IRM
$37.4B
$225K ﹤0.01%
2,201
-920
-29% -$91.5K
XNOV icon
1330
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$55.7M
$225K ﹤0.01%
6,004
– –
FSK icon
1331
FS KKR Capital
FSK
$3.08B
$224K ﹤0.01%
21,985
-11,299
-34% -$141K
FLKR icon
1332
Franklin FTSE South Korea ETF
FLKR
$1.19B
$223K ﹤0.01%
+5,599
New +$228K
VEEV icon
1333
Veeva Systems
VEEV
$32.7B
$223K ﹤0.01%
1,270
+214
+20% +$42K
BITO icon
1334
ProShares Bitcoin Strategy ETF
BITO
$1.39B
$223K ﹤0.01%
+23,937
New +$253K
WAT icon
1335
Waters Corp
WAT
$37.7B
$222K ﹤0.01%
747
+701
+1,524% +$240K
DKNG icon
1336
DraftKings
DKNG
$12.2B
$222K ﹤0.01%
10,277
-23,895
-70% -$647K
OAIM icon
1337
OneAscent International Equity ETF
OAIM
$354M
$222K ﹤0.01%
5,151
+92
+2% +$4.03K
IJUN
1338
Innovator International Developed Power Buffer ETF - June
IJUN
$78.9M
$222K ﹤0.01%
7,531
– –
JKHY icon
1339
Jack Henry & Associates
JKHY
$11.2B
$221K ﹤0.01%
1,400
+2
+0.1% +$343
FSTA icon
1340
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
$221K ﹤0.01%
4,223
+258
+7% +$13.8K
JULM
1341
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$26.9M
$220K ﹤0.01%
6,560
– –
JHMM icon
1342
John Hancock Multifactor Mid Cap ETF
JHMM
$5.96B
$220K ﹤0.01%
3,276
+477
+17% +$32.8K
GPI icon
1343
Group 1 Automotive
GPI
$4.17B
$220K ﹤0.01%
665
-13
-2% -$4.54K
NIM icon
1344
Nuveen Select Maturities Municipal Fund
NIM
$116M
$219K ﹤0.01%
23,134
+6,530
+39% +$62.4K
BBAG icon
1345
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.03B
$218K ﹤0.01%
4,729
+475
+11% +$22.1K
WRD
1346
WeRide Inc
WRD
$1.91B
$218K ﹤0.01%
26,933
+25,772
+2,220% +$199K
ZAUG
1347
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$97.4M
$218K ﹤0.01%
8,170
– –
YMAR icon
1348
FT Vest International Equity Moderate Buffer ETF March
YMAR
$160M
$217K ﹤0.01%
7,947
– –
HRMY icon
1349
Harmony Biosciences
HRMY
$2.07B
$217K ﹤0.01%
7,749
+330
+4% +$10.8K
TNA icon
1350
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.34B
$217K ﹤0.01%
4,914
+2,400
+95% +$123K
52 53
54
55 56

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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.