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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
+15.89%
1 Year Est. Return
+27.43%
3 Year Est. Return
+73.16%
5 Year Est. Return
+63.71%
10 Year Est. Return
–
AUM
$5.54B
AUM Growth
+$715M
Cap. Flow
+$185M
Cap. Flow %
3.33%
Top 10 Hldgs %
14.49%
Holding
5,335
New
323
Increased
2,345
Reduced
1,618
Closed
205

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$16.1M
2
HDV
iShares Core High Dividend ETF
HDV
+$16M
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$15.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$13.4M
5
DD icon
DuPont de Nemours
DD
+$12.8M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M
2
VOT icon
Vanguard Morningstar Mid-Cap Growth ETF
VOT
+$15.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$9.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.66M

Sector Composition

Rank Sector Weight
1 Miscellaneous 59.39%
2 Technology 14.06%
3 Industrials 4.22%
4 Healthcare 4.03%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAOI icon
1551
Applied Optoelectronics
AAOI
$8.13B
$193K ﹤0.01%
1,302
-821
-39% -$133K
CFA icon
1552
VictoryShares US 500 Volatility Wtd ETF
CFA
$523M
$193K ﹤0.01%
1,951
+2
+0.1% +$192
HYBL icon
1553
State Street Blackstone High Income ETF
HYBL
$578M
$193K ﹤0.01%
+6,895
New +$193K
STM icon
1554
STMicroelectronics
STM
$42.6B
$192K ﹤0.01%
2,569
+1,433
+126% +$86.2K
USDU icon
1555
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$276M
$192K ﹤0.01%
+7,167
New +$188K
CBOE icon
1556
Cboe Global Markets
CBOE
$29.7B
$191K ﹤0.01%
789
+129
+20% +$39.5K
EWP icon
1557
iShares MSCI Spain ETF
EWP
$2.22B
$191K ﹤0.01%
3,218
-1,988
-38% -$114K
SAP icon
1558
SAP
SAP
$252B
$191K ﹤0.01%
1,239
+14
+1% +$2.39K
FDXF
1559
FedEx Freight
FDXF
$19.4B
$191K ﹤0.01%
+1,263
New +$207K
THC icon
1560
Tenet Healthcare
THC
$21.3B
$191K ﹤0.01%
1,019
-1,109
-52% -$204K
KVUE icon
1561
Kenvue
KVUE
$34.4B
$191K ﹤0.01%
9,973
-4,251
-30% -$74.9K
FHN icon
1562
First Horizon
FHN
$11.5B
$190K ﹤0.01%
7,391
+951
+15% +$23.2K
OIH icon
1563
VanEck Oil Services ETF
OIH
$1.97B
$189K ﹤0.01%
509
– –
HST icon
1564
Host Hotels & Resorts
HST
$15.3B
$189K ﹤0.01%
7,982
-128
-2% -$2.86K
EVSB icon
1565
Eaton Vance Ultra-Short Income ETF
EVSB
$259M
$189K ﹤0.01%
3,723
+39
+1% +$1.98K
AMH icon
1566
American Homes 4 Rent
AMH
$11.4B
$188K ﹤0.01%
5,608
+3,927
+234% +$124K
YMAR icon
1567
FT Vest International Equity Moderate Buffer ETF March
YMAR
$162M
$188K ﹤0.01%
6,552
-1,395
-18% -$39.5K
FDIS icon
1568
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.64B
$187K ﹤0.01%
1,823
-142
-7% -$14.3K
FRT icon
1569
Federal Realty Investment Trust
FRT
$9.95B
$187K ﹤0.01%
1,516
-11
-0.7% -$1.28K
ACGL icon
1570
Arch Capital
ACGL
$33.4B
$187K ﹤0.01%
1,925
-94
-5% -$8.87K
BUFF icon
1571
Innovator Laddered Allocation Power Buffer ETF
BUFF
$1.02B
$187K ﹤0.01%
3,545
-1,188
-25% -$61.6K
TCBX icon
1572
Third Coast Bancshares
TCBX
$756M
$187K ﹤0.01%
4,622
+4,600
+20,909% +$179K
VTC icon
1573
Vanguard Total Corporate Bond ETF
VTC
$1.67B
$187K ﹤0.01%
2,431
-948
-28% -$72.8K
OPLN
1574
Openlane
OPLN
$4.33B
$187K ﹤0.01%
4,523
+4,031
+819% +$141K
ALLY icon
1575
Ally Financial
ALLY
$12.8B
$186K ﹤0.01%
4,049
+1,063
+36% +$46.1K
61 62
63
64 65

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BCL
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GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VAM
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MC
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HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

IFP Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, IFP Advisors held 5,335 positions worth $5.54B, up 15% from $4.82B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

IFP Advisors deployed $185M of net new capital in Q2 2026, opening 323 new positions and adding to 2,345 existing holdings. Its largest new stake was SpaceX: 52,736 shares worth $9.01M.

By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, down from 60% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $17.1M trimmed.

  • IFP Advisors's largest Q2 2026 buy was SpaceX: 52,736 shares worth $9.01M.
  • IFP Advisors added most to Abbott in Q2 2026, an estimated $16.1M increase.
  • IFP Advisors's biggest Q2 2026 reduction was iShares Russell 2000 ETF, cutting an estimated $17.1M.
  • IFP Advisors fully exited MRP SynthEquity ETF in Q2 2026, selling an estimated $2.98M.
  • IFP Advisors's ten largest holdings make up 14% of its $5.54B portfolio in Q2 2026.
  • IFP Advisors opened 323 new positions and closed 205 in Q2 2026.
  • IFP Advisors's portfolio value rose 15% quarter-over-quarter to $5.54B.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.