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 | |
|---|---|---|---|---|---|---|---|
176
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.14B
| $7.6M | 0.13% |
304,558
+1,276
| +0.4% | +$32.1K |
2022 Q4
15 quarters
|
|
177
Salesforce
CRM
$179B
| $7.58M | 0.13% |
33,014
-1,608
| -5% | -$332K |
2015 Q4
43 quarters
|
|
178
Fortinet
FTNT
$93.5B
| $7.52M | 0.13% |
42,070
+5,549
| +15% | +$900K |
2015 Q4
43 quarters
|
|
179
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
| $7.49M | 0.13% |
133,160
+2,970
| +2% | +$179K |
2015 Q4
43 quarters
|
|
180
TJX Companies
TJX
$148B
| $7.47M | 0.13% |
56,474
+2,198
| +4% | +$317K |
2015 Q4
43 quarters
|
|
181
Jazz Pharmaceuticals
JAZZ
$15.5B
| $7.44M | 0.13% |
32,153
-2,040
| -6% | -$504K |
2024 Q4
7 quarters
|
|
182
RingCentral
RNG
$6.3B
| $7.4M | 0.13% |
99,079
+11
| +0% | +$668 |
2018 Q2
33 quarters
|
|
183
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$556M
| $7.37M | 0.13% |
334,162
+100,103
| +43% | +$2.27M |
2025 Q4
3 quarters
|
|
184
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.5B
| $7.37M | 0.13% |
95,417
+19,578
| +26% | +$1.53M |
2015 Q4
43 quarters
|
|
185
iShares 0-5 Year TIPS Bond ETF
STIP
$16.8B
| $7.36M | 0.13% |
73,849
+6,841
| +10% | +$689K |
2015 Q4
43 quarters
|
|
186
American Century Diversified Municipal Bond ETF
TAXF
$761M
| $7.32M | 0.13% |
154,511
+6,330
| +4% | +$314K |
2021 Q4
19 quarters
|
|
187
Vanguard Extended Market ETF
VXF
$30.2B
| $7.31M | 0.12% |
31,556
+2,477
| +9% | +$596K |
2015 Q4
43 quarters
|
|
188
SPDR Gold Trust
GLD
$130B
| $7.29M | 0.12% |
19,141
+2,547
| +15% | +$996K |
2015 Q4
43 quarters
|
|
189
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$1.42B
| $7.29M | 0.12% |
349,334
+97,010
| +38% | +$2.01M |
2026 Q1
2 quarters
|
|
190
First Trust Dorsey Wright Focus 5 ETF
FV
$3.78B
| $7.2M | 0.12% |
98,132
-78
| -0.1% | -$5.64K |
2015 Q4
43 quarters
|
|
191
Corning
GLW
$98.3B
| $7.18M | 0.12% |
46,703
+2,839
| +6% | +$451K |
2015 Q4
43 quarters
|
|
192
Applied Materials
AMAT
$294B
| $7.18M | 0.12% |
14,032
-546
| -4% | -$277K |
2015 Q4
43 quarters
|
|
193
VanEck Uranium + Nuclear Energy ETF
NLR
$2.94B
| $7.16M | 0.12% |
69,167
+388
| +0.6% | +$43.9K |
2024 Q4
7 quarters
|
|
194
iShares Russell Top 200 Growth ETF
IWY
$14.7B
| $7.08M | 0.12% |
23,996
-858
| -3% | -$246K |
2015 Q4
43 quarters
|
|
195
Goldman Sachs
GS
$264B
| $7.06M | 0.12% |
7,843
-1,329
| -14% | -$1.36M |
2015 Q4
43 quarters
|
|
196
Invesco Variable Rate Investment Grade ETF
VRIG
$1.99B
| $6.97M | 0.12% |
278,402
+36,570
| +15% | +$917K |
2024 Q2
9 quarters
|
|
197
Pfizer
PFE
$165B
| $6.96M | 0.12% |
243,978
+15,567
| +7% | +$414K |
2015 Q4
43 quarters
|
|
198
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.87B
| $6.96M | 0.12% |
249,561
+10,081
| +4% | +$293K |
2023 Q1
14 quarters
|
|
199
Eaton
ETN
$137B
| $6.89M | 0.12% |
16,026
+5,212
| +48% | +$2.18M |
2015 Q4
43 quarters
|
|
200
Schwab U.S Small- Cap ETF
SCHA
$22B
| $6.85M | 0.12% |
209,993
+15,214
| +8% | +$520K |
2015 Q4
43 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.