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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
MUST icon
1901
Columbia Multi-Sector Municipal Income ETF
MUST
$593M
$91.5K ﹤0.01%
4,460
-2
-0% -$42
FPF
1902
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.07B
$91.3K ﹤0.01%
5,179
– –
MFC icon
1903
Manulife Financial
MFC
$73B
$91.3K ﹤0.01%
2,650
-27
-1% -$972
PLNT icon
1904
Planet Fitness
PLNT
$4.45B
$91.3K ﹤0.01%
1,227
+25
+2% +$2.2K
ROBO icon
1905
ROBO Global Robotics & Automation Index ETF
ROBO
$1.87B
$91K ﹤0.01%
1,330
-85
-6% -$6.24K
DJUN icon
1906
FT Vest US Equity Deep Buffer ETF June
DJUN
$344M
$90.7K ﹤0.01%
1,929
– –
TD icon
1907
Toronto Dominion Bank
TD
$193B
$90.4K ﹤0.01%
969
+193
+25% +$18.4K
PPC icon
1908
Pilgrim's Pride
PPC
$7.13B
$90.3K ﹤0.01%
2,391
-1,921
-45% -$77.5K
AVDV icon
1909
Avantis International Small Cap Value ETF
AVDV
$18.6B
$90.3K ﹤0.01%
904
+764
+546% +$78K
OND icon
1910
ProShares On-Demand ETF
OND
$3.46M
$90.1K ﹤0.01%
2,700
+275
+11% +$10.3K
PTCT icon
1911
PTC Therapeutics
PTCT
$6.18B
$90.1K ﹤0.01%
1,322
+65
+5% +$4.6K
SPSB icon
1912
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$90K ﹤0.01%
2,993
-151
-5% -$4.56K
FLXS icon
1913
Flexsteel Industries
FLXS
$307M
$89.9K ﹤0.01%
2,001
+1,277
+176% +$59.2K
SPYD icon
1914
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.76B
$89.9K ﹤0.01%
1,974
+7
+0.4% +$322
PLMR icon
1915
Palomar
PLMR
$3.79B
$89.7K ﹤0.01%
751
+87
+13% +$10.9K
CWEN.A
1916
DELISTED
Clearway Energy Class A
CWEN.A
$89.3K ﹤0.01%
2,280
+605
+36% +$21.5K
KFEB
1917
Innovator U.S. Small Cap Power Buffer ETF - February
KFEB
$40.8M
$89.2K ﹤0.01%
3,177
-12,773
-80% -$365K
VFC icon
1918
VF Corp
VFC
$5.92B
$89.2K ﹤0.01%
5,251
+1,000
+24% +$18.9K
DEO icon
1919
Diageo
DEO
$49.6B
$89.2K ﹤0.01%
1,198
-868
-42% -$75.7K
MNDY icon
1920
monday.com
MNDY
$3.82B
$88.5K ﹤0.01%
1,281
+41
+3% +$3.93K
IYE icon
1921
iShares US Energy ETF
IYE
$1.72B
$88.5K ﹤0.01%
1,366
-53
-4% -$3.01K
RELX icon
1922
RELX
RELX
$66.7B
$88.3K ﹤0.01%
2,663
-265
-9% -$9.32K
FENY icon
1923
Fidelity MSCI Energy Index ETF
FENY
$1.97B
$87.9K ﹤0.01%
2,584
+14
+0.5% +$416
FXN icon
1924
First Trust Energy AlphaDEX Fund
FXN
$379M
$87.9K ﹤0.01%
3,912
-1,074
-22% -$20.8K
GPN icon
1925
Global Payments
GPN
$24.1B
$87.8K ﹤0.01%
1,305
-168
-11% -$12.4K
75 76
77
78 79

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PA
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PWM
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GVAG
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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.