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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
WYNN icon
1526
Wynn Resorts
WYNN
$10.3B
$159K ﹤0.01%
1,561
-615
-28% -$67.3K
EXLS icon
1527
EXL Service
EXLS
$5.51B
$158K ﹤0.01%
5,199
+2,174
+72% +$75K
IDA icon
1528
Idacorp
IDA
$8B
$158K ﹤0.01%
1,105
-110
-9% -$15.1K
WCN
1529
Waste Connections
WCN
$43.6B
$158K ﹤0.01%
972
-289
-23% -$48.2K
VTWG icon
1530
Vanguard Russell 2000 Growth ETF
VTWG
$1.44B
$158K ﹤0.01%
689
+97
+16% +$23.6K
VICI icon
1531
VICI Properties
VICI
$29.9B
$158K ﹤0.01%
5,775
+359
+7% +$10.3K
CGGO icon
1532
Capital Group Global Growth Equity ETF
CGGO
$11B
$157K ﹤0.01%
4,705
-1,305
-22% -$46.5K
PCAR icon
1533
PACCAR
PCAR
$70.5B
$157K ﹤0.01%
1,356
+163
+14% +$19.7K
VIOO icon
1534
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.12B
$157K ﹤0.01%
1,363
-605
-31% -$70.9K
G icon
1535
Genpact
G
$6.22B
$156K ﹤0.01%
4,201
-3,507
-45% -$144K
ONTO icon
1536
Onto Innovation
ONTO
$10.9B
$156K ﹤0.01%
761
-61
-7% -$12.5K
CCCX
1537
DELISTED
Churchill Capital Corp X
CCCX
$155K ﹤0.01%
13,175
-3,000
-19% -$47.2K
HST icon
1538
Host Hotels & Resorts
HST
$17.5B
$155K ﹤0.01%
8,110
+2,254
+38% +$43K
TMSL icon
1539
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.7B
$155K ﹤0.01%
4,228
– –
KXI icon
1540
iShares Global Consumer Staples ETF
KXI
$1.09B
$155K ﹤0.01%
2,313
-174
-7% -$12K
BAC.PRL icon
1541
Bank of America Series L
BAC.PRL
$3.93B
$155K ﹤0.01%
130
+6
+5% +$7.42K
UI icon
1542
Ubiquiti
UI
$31.6B
$155K ﹤0.01%
196
-193
-50% -$131K
CF icon
1543
CF Industries
CF
$19.6B
$155K ﹤0.01%
1,190
-966
-45% -$98.5K
SBRA icon
1544
Sabra Healthcare REIT
SBRA
$5.56B
$153K ﹤0.01%
7,979
+2,264
+40% +$44.6K
LVS icon
1545
Las Vegas Sands
LVS
$32.2B
$153K ﹤0.01%
2,847
-658
-19% -$37.4K
VFH icon
1546
Vanguard Financials ETF
VFH
$13.4B
$153K ﹤0.01%
1,268
+50
+4% +$6.38K
JEF icon
1547
Jefferies Financial Group
JEF
$12.7B
$153K ﹤0.01%
3,711
+1,007
+37% +$52.3K
KAUG
1548
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$59.1M
$152K ﹤0.01%
5,658
– –
FCPI icon
1549
Fidelity Stocks for Inflation ETF
FCPI
$268M
$152K ﹤0.01%
3,082
– –
JUST icon
1550
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$550M
$151K ﹤0.01%
1,637
– –
60 61
62
63 64

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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.