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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
+15.89%
1 Year Est. Return
+27.43%
3 Year Est. Return
+73.16%
5 Year Est. Return
+63.71%
10 Year Est. Return
–
AUM
$5.54B
AUM Growth
+$715M
Cap. Flow
+$185M
Cap. Flow %
3.33%
Top 10 Hldgs %
14.49%
Holding
5,339
New
327
Increased
2,344
Reduced
1,619
Closed
206

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$16.1M
2
HDV
iShares Core High Dividend ETF
HDV
+$16M
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$15.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$13.4M
5
DD icon
DuPont de Nemours
DD
+$12.8M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M
2
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.8M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$9.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.66M

Sector Composition

Rank Sector Weight
1 Technology 14.06%
2 Industrials 4.22%
3 Healthcare 4.03%
4 Financials 3.99%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXE
2051
Expand Energy Corp
EXE
$21.2B
$89.8K ﹤0.01%
985
-75
-7% -$7.12K
FCG icon
2052
First Trust Natural Gas ETF
FCG
$611M
$89.8K ﹤0.01%
3,375
– –
PNFP icon
2053
Pinnacle Financial Partners Inc
PNFP
$15.8B
$89.5K ﹤0.01%
887
-835
-48% -$80.1K
SHOO icon
2054
Steven Madden
SHOO
$3.23B
$89.5K ﹤0.01%
2,125
– –
BHVN icon
2055
Biohaven
BHVN
$2.08B
$89.4K ﹤0.01%
6,011
+1,816
+43% +$19.5K
RDNT icon
2056
RadNet
RDNT
$4.96B
$89.3K ﹤0.01%
1,448
+80
+6% +$4.5K
EWL icon
2057
iShares MSCI Switzerland ETF
EWL
$2.19B
$89K ﹤0.01%
1,416
+103
+8% +$6.34K
ARMK icon
2058
Aramark
ARMK
$15.1B
$89K ﹤0.01%
1,564
-250
-14% -$12.3K
CNX icon
2059
CNX Resources
CNX
$4.8B
$88.9K ﹤0.01%
2,619
+2,247
+604% +$81K
EMMF icon
2060
WisdomTree Emerging Markets Multifactor Fund
EMMF
$167M
$88.6K ﹤0.01%
2,294
– –
BJUL icon
2061
Innovator US Equity Buffer ETF July
BJUL
$344M
$88.5K ﹤0.01%
1,629
-40
-2% -$2.12K
HAS icon
2062
Hasbro
HAS
$13.6B
$88.4K ﹤0.01%
1,070
-286
-21% -$25.7K
BA.PRA
2063
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.9B
$88.4K ﹤0.01%
1,313
-171
-12% -$12K
QGRW icon
2064
WisdomTree US Quality Growth Fund
QGRW
$2.67B
$88.1K ﹤0.01%
1,334
+1,133
+564% +$71.5K
IMCR icon
2065
Immunocore
IMCR
$1.7B
$87.3K ﹤0.01%
2,749
– –
HTO
2066
H2O America
HTO
$2.71B
$87.3K ﹤0.01%
1,436
-16
-1% -$928
WYNN icon
2067
Wynn Resorts
WYNN
$10.3B
$87K ﹤0.01%
896
-665
-43% -$68.6K
PIPR icon
2068
Piper Sandler
PIPR
$5.21B
$86.8K ﹤0.01%
1,200
-335
-22% -$27.2K
DRS icon
2069
Leonardo DRS
DRS
$13B
$86.6K ﹤0.01%
2,030
+430
+27% +$19.1K
TTC icon
2070
Toro Company
TTC
$9.05B
$86.6K ﹤0.01%
889
-28
-3% -$2.6K
AX icon
2071
Axos Financial
AX
$5.65B
$86.5K ﹤0.01%
888
+381
+75% +$34.3K
NAIL icon
2072
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$632M
$86.5K ﹤0.01%
1,663
+367
+28% +$15.3K
IYT icon
2073
iShares US Transportation ETF
IYT
$2.32B
$86.4K ﹤0.01%
996
+96
+11% +$7.86K
BBIO icon
2074
BridgeBio Pharma
BBIO
$16.5B
$86.4K ﹤0.01%
1,160
+359
+45% +$25.1K
RSPH icon
2075
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$773M
$86.4K ﹤0.01%
2,602
+773
+42% +$24.1K
81 82
83
84 85

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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 Q2 2026 Portfolio in Review

As of Q2 2026, IFP Advisors held 5,339 positions worth $5.54B, up 15% from $4.82B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

IFP Advisors deployed $185M of net new capital in Q2 2026, opening 327 new positions and adding to 2,344 existing holdings. Its largest new stake was SpaceX: 52,736 shares worth $9.01M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $17.1M trimmed.

  • IFP Advisors's largest Q2 2026 buy was SpaceX: 52,736 shares worth $9.01M.
  • IFP Advisors added most to Abbott in Q2 2026, an estimated $16.1M increase.
  • IFP Advisors's biggest Q2 2026 reduction was iShares Russell 2000 ETF, cutting an estimated $17.1M.
  • IFP Advisors fully exited MRP SynthEquity ETF in Q2 2026, selling an estimated $2.98M.
  • IFP Advisors's ten largest holdings make up 14% of its $5.54B portfolio in Q2 2026.
  • IFP Advisors opened 327 new positions and closed 206 in Q2 2026.
  • IFP Advisors's portfolio value rose 15% quarter-over-quarter to $5.54B.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.