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 | |
|---|---|---|---|---|---|---|---|
126
iShares Biotechnology ETF
IBB
$11.1B
| $10.3M | 0.18% |
48,877
-1,111
| -2% | -$223K |
2015 Q4
43 quarters
|
|
127
State Street Health Care Select Sector SPDR ETF
XLV
$51B
| $10.2M | 0.17% |
60,778
-371
| -0.6% | -$61.9K |
2015 Q4
43 quarters
|
|
|
128
VanEck Gold Miners ETF
GDX
$25.2B
| $10.2M | 0.17% |
115,979
-100,669
| -46% | -$8.8M |
2015 Q4
43 quarters
|
|
129
United Rentals
URI
$69.6B
| $10.1M | 0.17% |
10,101
-442
| -4% | -$471K |
2015 Q4
43 quarters
|
|
130
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $10M | 0.17% |
168,872
-629
| -0.4% | -$37.6K |
2015 Q4
43 quarters
|
|
131
State Street Utilities Select Sector SPDR ETF
XLU
$24.3B
| $10M | 0.17% |
252,643
+44,838
| +22% | +$1.95M |
2015 Q4
43 quarters
|
|
132
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
| $10M | 0.17% |
450,734
+21,204
| +5% | +$482K |
2019 Q3
28 quarters
|
|
133
Vistra
VST
$45.1B
| $9.9M | 0.17% |
71,638
-559
| -0.8% | -$82.2K |
2018 Q2
33 quarters
|
|
134
Home Depot
HD
$348B
| $9.9M | 0.17% |
34,808
-7,951
| -19% | -$2.61M |
2015 Q4
43 quarters
|
|
135
iShares MSCI USA Momentum Factor ETF
MTUM
$16.9B
| $9.8M | 0.17% |
123,412
-3,860
| -3% | -$298K |
2015 Q4
43 quarters
|
|
136
Philip Morris
PM
$310B
| $9.7M | 0.17% |
51,049
+7,848
| +18% | +$1.48M |
2015 Q4
43 quarters
|
|
137
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.56B
| $9.7M | 0.17% |
199,587
-70,762
| -26% | -$3.5M |
2016 Q3
40 quarters
|
|
138
Bank of America
BAC
$352B
| $9.6M | 0.16% |
176,029
+4,009
| +2% | +$244K |
2015 Q4
43 quarters
|
|
139
iShares Systematic Alternatives Active ETF
IALT
$5.51B
| $9.6M | 0.16% |
320,587
+27,531
| +9% | +$797K |
2026 Q2
1 quarter
|
|
140
iShares Core US Aggregate Bond ETF
AGG
$137B
| $9.5M | 0.16% |
100,925
+7,144
| +8% | +$694K |
2015 Q4
43 quarters
|
|
141
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
| $9.45M | 0.16% |
88,734
-12,540
| -12% | -$1.26M |
2017 Q1
38 quarters
|
|
142
IBM
IBM
$234B
| $9.39M | 0.16% |
42,691
-582
| -1% | -$138K |
2015 Q4
43 quarters
|
|
143
AT&T
T
$149B
| $9.33M | 0.16% |
382,410
+11,671
| +3% | +$282K |
2015 Q4
43 quarters
|
|
144
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
| $9.29M | 0.16% |
179,460
+15,162
| +9% | +$786K |
2016 Q1
42 quarters
|
|
145
Mastercard
MA
$576B
| $9.13M | 0.16% |
16,564
-5,051
| -23% | -$2.84M |
2015 Q4
43 quarters
|
|
146
State Street Energy Select Sector SPDR ETF
XLE
$42.6B
| $9.13M | 0.16% |
148,522
-149
| -0.1% | -$9.03K |
2015 Q4
43 quarters
|
|
147
McDonald's
MCD
$192B
| $9.1M | 0.16% |
39,410
+7,147
| +22% | +$1.88M |
2015 Q4
43 quarters
|
|
148
TSMC
TSM
$2.07T
| $9.06M | 0.15% |
19,856
-149
| -0.7% | -$63.1K |
2015 Q4
43 quarters
|
|
149
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.77B
| $9.02M | 0.15% |
65,465
+12,738
| +24% | +$1.87M |
2015 Q4
43 quarters
|
|
150
BNY Mellon US Large Cap Core Equity ETF
BKLC
$6.91B
| $8.95M | 0.15% |
183,174
+31,950
| +21% | +$1.55M |
2024 Q1
10 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.