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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
LAMR icon
2026
Lamar Advertising Co
LAMR
$16.7B
$74K ﹤0.01%
584
-90
-13% -$11.8K
ETB
2027
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$444M
$73.9K ﹤0.01%
5,128
+129
+3% +$1.96K
ENVA icon
2028
Enova International
ENVA
$6.09B
$73.8K ﹤0.01%
543
+338
+165% +$50.3K
ARMK icon
2029
Aramark
ARMK
$15B
$73.5K ﹤0.01%
1,814
-970
-35% -$38.5K
BSJQ icon
2030
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$899M
$73.3K ﹤0.01%
+3,163
New +$73.6K
WHR icon
2031
Whirlpool
WHR
$2.49B
$73.2K ﹤0.01%
1,358
+391
+40% +$28.7K
EIPI
2032
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
$73K ﹤0.01%
3,244
-5,915
-65% -$127K
FIW icon
2033
First Trust Water ETF
FIW
$1.87B
$72.8K ﹤0.01%
706
-25
-3% -$2.77K
ONEV icon
2034
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$309M
$72.7K ﹤0.01%
542
– –
SJNK icon
2035
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$72.2K ﹤0.01%
2,892
-289
-9% -$7.29K
POR icon
2036
Portland General Electric
POR
$5.82B
$72.2K ﹤0.01%
1,368
+194
+17% +$9.97K
QLV icon
2037
FlexShares US Quality Low Volatility Index Fund
QLV
$164M
$72.2K ﹤0.01%
1,004
– –
SHOO icon
2038
Steven Madden
SHOO
$3.17B
$72.1K ﹤0.01%
2,125
– –
U icon
2039
Unity
U
$14B
$72.1K ﹤0.01%
3,285
+1,031
+46% +$28.6K
XPO icon
2040
XPO
XPO
$23.4B
$72K ﹤0.01%
370
– –
IMAY
2041
Innovator International Developed Power Buffer ETF - May
IMAY
$54.8M
$72K ﹤0.01%
2,388
-500
-17% -$15.2K
MLPX icon
2042
Global X MLP & Energy Infrastructure ETF
MLPX
$3.58B
$71.9K ﹤0.01%
973
+35
+4% +$2.38K
NULG icon
2043
Nuveen ESG Large-Cap Growth ETF
NULG
$2.6B
$71.8K ﹤0.01%
790
-81
-9% -$7.76K
CNH
2044
CNH Industrial
CNH
$13.3B
$71.8K ﹤0.01%
6,531
+298
+5% +$3.35K
DAR icon
2045
Darling Ingredients
DAR
$9.32B
$71.8K ﹤0.01%
1,161
+987
+567% +$48.6K
SFM icon
2046
Sprouts Farmers Market
SFM
$7.44B
$71.8K ﹤0.01%
931
-631
-40% -$47.1K
CLMT icon
2047
Calumet Specialty Products
CLMT
$3.7B
$71.8K ﹤0.01%
2,000
– –
PXI icon
2048
Invesco Dorsey Wright Energy Momentum ETF
PXI
$58.5M
$71.7K ﹤0.01%
1,204
– –
MGEE icon
2049
MGE Energy Inc
MGEE
$3.03B
$71.6K ﹤0.01%
926
+12
+1% +$945
IYLD icon
2050
iShares Morningstar Multi-Asset Income ETF
IYLD
$124M
$71.5K ﹤0.01%
3,290
-816
-20% -$17.9K
80 81
82
83 84

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AS
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DSC
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PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
SC
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EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
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.