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 | |
|---|---|---|---|---|---|---|---|
151
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
| $8.8M | 0.15% |
112,372
-4,931
| -4% | -$399K |
2015 Q4
43 quarters
|
|
152
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.08B
| $8.7M | 0.15% |
205,708
+3,029
| +1% | +$128K |
2023 Q4
11 quarters
|
|
153
Vanguard Health Care ETF
VHT
$21B
| $8.61M | 0.15% |
27,226
+1,613
| +6% | +$505K |
2015 Q4
43 quarters
|
|
154
iShares US Technology ETF
IYW
$23.3B
| $8.51M | 0.15% |
32,114
-1,830
| -5% | -$457K |
2015 Q4
43 quarters
|
|
155
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$4B
| $8.5M | 0.15% |
352,410
-18,419
| -5% | -$445K |
2022 Q1
18 quarters
|
|
156
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54B
| $8.46M | 0.14% |
68,766
+18,374
| +36% | +$2.21M |
2015 Q4
43 quarters
|
|
157
Sprott Physical Gold and Silver Trust
CEF
$6.5B
| $8.43M | 0.14% |
202,948
+7,134
| +4% | +$306K |
2022 Q1
18 quarters
|
|
158
Innovator International Developed Power Buffer ETF October
IOCT
$200M
| $8.4M | 0.14% |
222,267
+6,179
| +3% | +$233K |
2022 Q4
15 quarters
|
|
159
PGIM Ultra Short Bond ETF
PULS
$19.8B
| $8.36M | 0.14% |
168,999
+9,875
| +6% | +$490K |
2022 Q1
18 quarters
|
|
160
Quanta Services
PWR
$91.3B
| $8.2M | 0.14% |
12,761
-273
| -2% | -$176K |
2015 Q4
43 quarters
|
|
161
First Trust Value Line Dividend Fund
FVD
$8.19B
| $8.11M | 0.14% |
172,961
-5,296
| -3% | -$263K |
2015 Q4
43 quarters
|
|
162
JPMorgan Active Bond ETF
JBND
$9.5B
| $8.1M | 0.14% |
158,491
+64,395
| +68% | +$3.38M |
2024 Q2
9 quarters
|
|
163
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
| $8.1M | 0.14% |
121,316
-653
| -0.5% | -$44.5K |
2021 Q3
20 quarters
|
|
164
PGIM AAA CLO ETF
PAAA
$15.3B
| $8.08M | 0.14% |
157,564
+364
| +0.2% | +$18.7K |
2024 Q3
8 quarters
|
|
165
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.2B
| $8M | 0.14% |
287,497
-13,398
| -4% | -$371K |
2024 Q4
7 quarters
|
|
166
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.98B
| $7.96M | 0.14% |
173,714
+14,903
| +9% | +$701K |
2019 Q3
28 quarters
|
|
167
iShares MSCI Emerging Markets ETF
EEM
$28.3B
| $7.91M | 0.13% |
118,361
+14,502
| +14% | +$959K |
2015 Q4
43 quarters
|
|
168
Capital Group International Focus Equity ETF
CGXU
$6.41B
| $7.83M | 0.13% |
228,212
+225,556
| +8,492% | +$7.78M |
2024 Q2
9 quarters
|
|
169
Oracle
ORCL
$396B
| $7.81M | 0.13% |
56,917
+3,427
| +6% | +$484K |
2015 Q4
43 quarters
|
|
170
iShares International Country Rotation Active ETF
CORO
$12.7B
| $7.81M | 0.13% |
214,838
+24,384
| +13% | +$889K |
2026 Q1
2 quarters
|
|
171
Coca-Cola
KO
$419B
| $7.81M | 0.13% |
90,709
+20,061
| +28% | +$1.74M |
2015 Q4
43 quarters
|
|
172
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
| $7.81M | 0.13% |
94,086
+1,726
| +2% | +$145K |
2015 Q4
43 quarters
|
|
173
iShares Russell 2000 ETF
IWM
$77.3B
| $7.75M | 0.13% |
27,887
+2,768
| +11% | +$813K |
2015 Q4
43 quarters
|
|
174
Verizon
VZ
$193B
| $7.69M | 0.13% |
167,568
-275
| -0.2% | -$12.9K |
2015 Q4
43 quarters
|
|
175
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.86B
| $7.68M | 0.13% |
111,052
+82,977
| +296% | +$5.72M |
2024 Q3
8 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.