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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
SYLD icon
1676
Cambria Shareholder Yield ETF
SYLD
$1B
$126K ﹤0.01%
1,670
– –
ZWS icon
1677
Zurn Elkay Water Solutions
ZWS
$8.55B
$126K ﹤0.01%
2,805
-253
-8% -$12.1K
FDHY icon
1678
Fidelity High Yield Factor ETF
FDHY
$567M
$126K ﹤0.01%
2,586
-346
-12% -$17K
COO icon
1679
Cooper Companies
COO
$14.2B
$125K ﹤0.01%
1,751
-7,692
-81% -$609K
FFEB icon
1680
FT Vest US Equity Buffer ETF February
FFEB
$1.36B
$125K ﹤0.01%
2,240
– –
TTE icon
1681
TotalEnergies
TTE
$193B
$125K ﹤0.01%
1,374
-1,446
-51% -$110K
VTEI icon
1682
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$125K ﹤0.01%
1,250
+250
+25% +$25.4K
BFAM icon
1683
Bright Horizons
BFAM
$4.35B
$125K ﹤0.01%
1,520
-209
-12% -$17.6K
QBTS icon
1684
D-Wave Quantum Inc. Common Stock
QBTS
$5.99B
$125K ﹤0.01%
8,650
+694
+9% +$14.7K
PALC icon
1685
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$206M
$124K ﹤0.01%
2,401
-42
-2% -$2.27K
NEU icon
1686
NewMarket
NEU
$7.24B
$124K ﹤0.01%
194
-36
-16% -$23.3K
PSLV icon
1687
Sprott Physical Silver Trust
PSLV
$11.8B
$124K ﹤0.01%
5,095
– –
BUD icon
1688
AB InBev
BUD
$164B
$124K ﹤0.01%
1,790
+255
+17% +$18.4K
WULF icon
1689
TeraWulf
WULF
$7.48B
$124K ﹤0.01%
8,600
-3,778
-31% -$56K
IFF icon
1690
International Flavors & Fragrances
IFF
$20.3B
$124K ﹤0.01%
1,710
+88
+5% +$6.46K
ZBH icon
1691
Zimmer Biomet
ZBH
$18.8B
$124K ﹤0.01%
1,370
-118
-8% -$10.8K
DGICA icon
1692
Donegal Group Class A
DGICA
$715M
$124K ﹤0.01%
7,210
+3,442
+91% +$62.5K
FUL icon
1693
H.B. Fuller
FUL
$3B
$123K ﹤0.01%
2,001
-28
-1% -$1.72K
AVLV icon
1694
Avantis US Large Cap Value ETF
AVLV
$17.8B
$123K ﹤0.01%
1,531
+6
+0.4% +$487
IFEB icon
1695
Innovator International Developed Power Buffer ETF February
IFEB
$60.3M
$123K ﹤0.01%
4,139
+3,939
+1,970% +$120K
OUT icon
1696
Outfront Media
OUT
$5.75B
$123K ﹤0.01%
4,644
+1,255
+37% +$32.7K
BMRN icon
1697
BioMarin Pharmaceuticals
BMRN
$11.9B
$123K ﹤0.01%
2,178
+88
+4% +$5.13K
FBIN icon
1698
Fortune Brands Innovations
FBIN
$5.86B
$123K ﹤0.01%
3,154
-504
-14% -$26.2K
CGW icon
1699
Invesco S&P Global Water Index ETF
CGW
$1.05B
$123K ﹤0.01%
1,921
+321
+20% +$21K
SMR icon
1700
NuScale Power
SMR
$2.63B
$123K ﹤0.01%
11,320
+3,728
+49% +$56.7K
66 67
68
69 70

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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.