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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
HBAN icon
1951
Huntington Bancshares
HBAN
$34B
$85.1K ﹤0.01%
5,435
-2,680
-33% -$45.8K
BSMY
1952
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$139M
$84.9K ﹤0.01%
3,500
– –
AIOO
1953
AllianzIM U.S. Equity Buffer100 Protection ETF
AIOO
$48.6M
$84.6K ﹤0.01%
3,292
+1,542
+88% +$39.7K
UMMA icon
1954
Wahed Dow Jones Islamic World ETF
UMMA
$271M
$84.5K ﹤0.01%
2,757
+726
+36% +$23.3K
BAPR icon
1955
Innovator US Equity Buffer ETF April
BAPR
$401M
$84.2K ﹤0.01%
1,719
-300
-15% -$14.5K
DIV icon
1956
Global X SuperDividend US ETF
DIV
$792M
$84K ﹤0.01%
4,445
– –
AAXJ icon
1957
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.51B
$84K ﹤0.01%
872
– –
RR icon
1958
Richtech Robotics
RR
$302M
$83.8K ﹤0.01%
40,075
+14,250
+55% +$43.8K
IYM icon
1959
iShares US Basic Materials ETF
IYM
$1.13B
$83.7K ﹤0.01%
476
-219
-32% -$38.3K
TMFS icon
1960
Motley Fool Small-Cap Growth ETF
TMFS
$57.5M
$83.6K ﹤0.01%
2,614
– –
FNB icon
1961
FNB Corp
FNB
$6.76B
$83.4K ﹤0.01%
4,987
– –
UVV icon
1962
Universal Corp
UVV
$1.37B
$83.3K ﹤0.01%
1,581
+1,487
+1,582% +$80K
FULT icon
1963
Fulton Financial
FULT
$4.68B
$83.3K ﹤0.01%
4,093
+3,021
+282% +$62.2K
NXTG icon
1964
First Trust Indxx NextG ETF
NXTG
$523M
$82.9K ﹤0.01%
741
-763
-51% -$87.3K
BJUL icon
1965
Innovator US Equity Buffer ETF July
BJUL
$340M
$82.9K ﹤0.01%
1,669
-15
-0.9% -$762
IMCR icon
1966
Immunocore
IMCR
$1.7B
$82.9K ﹤0.01%
2,749
– –
FCOM icon
1967
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
$82.8K ﹤0.01%
1,216
+444
+58% +$32K
PRIM icon
1968
Primoris Services
PRIM
$4.06B
$82.8K ﹤0.01%
579
-47
-8% -$6.88K
IBND icon
1969
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$457M
$82.8K ﹤0.01%
2,664
-472
-15% -$15.1K
SSB icon
1970
SouthState Bank Corp
SSB
$10.3B
$82.5K ﹤0.01%
892
– –
NULV icon
1971
Nuveen ESG Large-Cap Value ETF
NULV
$2.17B
$82.5K ﹤0.01%
1,813
– –
VRSK icon
1972
Verisk Analytics
VRSK
$27.7B
$82.4K ﹤0.01%
434
-475
-52% -$96.4K
KTEC icon
1973
KraneShares Hang Seng TECH Index ETF
KTEC
$59.3M
$82.1K ﹤0.01%
5,983
– –
LIT icon
1974
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$82K ﹤0.01%
1,103
– –
ADNT icon
1975
Adient
ADNT
$1.69B
$81.6K ﹤0.01%
4,039
+50
+1% +$1.11K
77 78
79
80 81

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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.