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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
5,339
New
327
Increased
2,344
Reduced
1,619
Closed
206

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 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 Technology 14.06%
2 Industrials 4.22%
3 Healthcare 4.03%
4 Financials 3.99%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CFA icon
1551
VictoryShares US 500 Volatility Wtd ETF
CFA
$540M
$193K ﹤0.01%
1,951
+2
+0.1% +$192
HYBL icon
1552
State Street Blackstone High Income ETF
HYBL
$569M
$193K ﹤0.01%
+6,895
New +$193K
STM icon
1553
STMicroelectronics
STM
$47.7B
$192K ﹤0.01%
2,569
+1,433
+126% +$86.2K
USDU icon
1554
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$461M
$192K ﹤0.01%
+7,167
New +$188K
CBOE icon
1555
Cboe Global Markets
CBOE
$30.2B
$191K ﹤0.01%
789
+129
+20% +$39.5K
EWP icon
1556
iShares MSCI Spain ETF
EWP
$2.08B
$191K ﹤0.01%
3,218
-1,988
-38% -$114K
SAP icon
1557
SAP
SAP
$200B
$191K ﹤0.01%
1,239
+14
+1% +$2.39K
FDXF
1558
FedEx Freight
FDXF
$22.4B
$191K ﹤0.01%
+1,263
New +$207K
THC icon
1559
Tenet Healthcare
THC
$21B
$191K ﹤0.01%
1,019
-1,109
-52% -$204K
KVUE icon
1560
Kenvue
KVUE
$37.4B
$191K ﹤0.01%
9,973
-4,251
-30% -$74.9K
FHN icon
1561
First Horizon
FHN
$12.1B
$190K ﹤0.01%
7,391
+951
+15% +$23.2K
OIH icon
1562
VanEck Oil Services ETF
OIH
$2.06B
$189K ﹤0.01%
509
– –
HST icon
1563
Host Hotels & Resorts
HST
$17.1B
$189K ﹤0.01%
7,982
-128
-2% -$2.86K
EVSB icon
1564
Eaton Vance Ultra-Short Income ETF
EVSB
$244M
$189K ﹤0.01%
3,723
+39
+1% +$1.98K
AMH icon
1565
American Homes 4 Rent
AMH
$12B
$188K ﹤0.01%
5,608
+3,927
+234% +$124K
YMAR icon
1566
FT Vest International Equity Moderate Buffer ETF March
YMAR
$160M
$188K ﹤0.01%
6,552
-1,395
-18% -$39.5K
FDIS icon
1567
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.62B
$187K ﹤0.01%
1,823
-142
-7% -$14.3K
FRT icon
1568
Federal Realty Investment Trust
FRT
$11B
$187K ﹤0.01%
1,516
-11
-0.7% -$1.28K
ACGL icon
1569
Arch Capital
ACGL
$36.3B
$187K ﹤0.01%
1,925
-94
-5% -$8.87K
BUFF icon
1570
Innovator Laddered Allocation Power Buffer ETF
BUFF
$908M
$187K ﹤0.01%
3,545
-1,188
-25% -$61.6K
TCBX icon
1571
Third Coast Bancshares
TCBX
$700M
$187K ﹤0.01%
4,622
+4,600
+20,909% +$179K
VTC icon
1572
Vanguard Total Corporate Bond ETF
VTC
$1.72B
$187K ﹤0.01%
2,431
-948
-28% -$72.8K
OPLN
1573
Openlane
OPLN
$4.25B
$187K ﹤0.01%
4,523
+4,031
+819% +$141K
ALLY icon
1574
Ally Financial
ALLY
$13.3B
$186K ﹤0.01%
4,049
+1,063
+36% +$46.1K
CSTM icon
1575
Constellium
CSTM
$4.02B
$186K ﹤0.01%
5,837
+2,605
+81% +$84.1K
61 62
63
64 65

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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 Q2 2026 Portfolio in Review

As of Q2 2026, IFP Advisors held 5,339 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 327 new positions and adding to 2,344 existing holdings. Its largest new stake was SpaceX: 52,736 shares worth $9.01M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Industrials and Healthcare.

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 327 new positions and closed 206 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.