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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
WBS icon
2176
Webster Financial
WBS
$12.3B
$56K ﹤0.01%
806
– –
VONV icon
2177
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$55.8K ﹤0.01%
595
+120
+25% +$11.5K
NTSK
2178
Netskope Inc
NTSK
$4.83B
$55.7K ﹤0.01%
6,560
+5,060
+337% +$62.8K
VNT icon
2179
Vontier
VNT
$4.54B
$55.7K ﹤0.01%
1,570
+30
+2% +$1.16K
CG icon
2180
Carlyle Group
CG
$16.1B
$55.6K ﹤0.01%
1,148
-1,801
-61% -$99.3K
COPP icon
2181
Sprott Copper Miners ETF
COPP
$254M
$55.5K ﹤0.01%
+1,555
New +$60.5K
TW icon
2182
Tradeweb Markets
TW
$23B
$55.5K ﹤0.01%
472
-49
-9% -$5.61K
DECW icon
2183
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$225M
$55.5K ﹤0.01%
1,661
-365
-18% -$12.4K
PAGP icon
2184
Plains GP Holdings
PAGP
$5.28B
$55.5K ﹤0.01%
2,285
+1,351
+145% +$29.5K
ACII
2185
Innovator Index Autocallable Income Strategy ETF
ACII
$115M
$55.4K ﹤0.01%
2,209
+209
+10% +$5.32K
PREF icon
2186
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
$55.3K ﹤0.01%
2,939
+386
+15% +$7.36K
GFLW
2187
VictoryShares Free Cash Flow Growth ETF
GFLW
$853M
$55.3K ﹤0.01%
2,103
– –
RSPH icon
2188
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$773M
$55.2K ﹤0.01%
1,829
-2,139
-54% -$68.6K
SMTC icon
2189
Semtech
SMTC
$9.65B
$55.2K ﹤0.01%
718
-2
-0.3% -$164
RLI icon
2190
RLI Corp
RLI
$6.02B
$55.2K ﹤0.01%
967
+283
+41% +$17K
EVV
2191
Eaton Vance Limited Duration Income Fund
EVV
$1.05B
$54.9K ﹤0.01%
5,813
– –
FEUZ icon
2192
First Trust Eurozone AlphaDEX
FEUZ
$133M
$54.7K ﹤0.01%
879
+275
+46% +$17.6K
MD icon
2193
Pediatrix Medical
MD
$2.2B
$54.4K ﹤0.01%
2,542
– –
BBLU icon
2194
EA Bridgeway Blue Chip ETF
BBLU
$439M
$54.2K ﹤0.01%
3,675
– –
FFC
2195
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$767M
$54.2K ﹤0.01%
3,500
– –
FMAY icon
2196
FT Vest US Equity Buffer ETF May
FMAY
$1.39B
$54.1K ﹤0.01%
1,025
-332
-24% -$17.8K
RYN icon
2197
Rayonier
RYN
$6.67B
$53.9K ﹤0.01%
2,615
-1,250
-32% -$27.5K
BTCI
2198
NEOS Bitcoin High Income ETF
BTCI
$1.09B
$53.9K ﹤0.01%
1,643
+902
+122% +$33.9K
DSI icon
2199
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
$53.8K ﹤0.01%
444
+167
+60% +$21.4K
LBTYA icon
2200
Liberty Global Class A
LBTYA
$3.59B
$53.6K ﹤0.01%
4,436
-1,204
-21% -$14K
86 87
88
89 90

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DSC
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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.