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 | |
|---|---|---|---|---|---|---|---|
201
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$2.8B
| $6.73M | 0.11% |
163,073
-6,165
| -4% | -$264K |
2017 Q4
35 quarters
|
|
202
Capital Group International Core Equity ETF
CGIC
$2.57B
| $6.72M | 0.11% |
186,653
+185,799
| +21,756% | +$6.76M |
2026 Q1
2 quarters
|
|
203
First Trust Core Investment Grade ETF
FTCB
$2.73B
| $6.71M | 0.11% |
339,981
+7,540
| +2% | +$154K |
2024 Q4
7 quarters
|
|
204
Invesco S&P 500 Quality ETF
SPHQ
$18.8B
| $6.68M | 0.11% |
79,487
+25,063
| +46% | +$2.14M |
2018 Q2
33 quarters
|
|
205
FT Vest US Equity Deep Buffer ETF November
DNOV
$413M
| $6.63M | 0.11% |
125,779
| – | – |
2020 Q1
26 quarters
|
|
206
State Street SPDR Portfolio Aggregate Bond Index ETF
SPAB
$10.2B
| $6.61M | 0.11% |
271,465
+27,646
| +11% | +$692K |
2019 Q3
28 quarters
|
|
207
iShares 0-1 Year Treasury Bond ETF
SHV
$21.3B
| $6.56M | 0.11% |
59,494
-4,764
| -7% | -$525K |
2015 Q4
43 quarters
|
|
208
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.6B
| $6.55M | 0.11% |
47,609
+1,575
| +3% | +$216K |
2023 Q4
11 quarters
|
|
209
Parker-Hannifin
PH
$121B
| $6.51M | 0.11% |
6,813
-224
| -3% | -$220K |
2019 Q3
28 quarters
|
|
210
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.02B
| $6.48M | 0.11% |
285,607
+12,632
| +5% | +$290K |
2022 Q4
15 quarters
|
|
211
Newmont
NEM
$117B
| $6.46M | 0.11% |
56,036
+882
| +2% | +$98.7K |
2015 Q4
43 quarters
|
|
212
iShares Select Dividend ETF
DVY
$23.8B
| $6.42M | 0.11% |
42,211
+443
| +1% | +$71.4K |
2015 Q4
43 quarters
|
|
213
McKesson
MCK
$124B
| $6.42M | 0.11% |
7,514
+728
| +11% | +$626K |
2015 Q4
43 quarters
|
|
214
iShares International Select Dividend ETF
IDV
$8.38B
| $6.4M | 0.11% |
151,760
+89,885
| +145% | +$3.94M |
2015 Q4
43 quarters
|
|
215
Lam Research
LRCX
$293B
| $6.33M | 0.11% |
19,275
-1,769
| -8% | -$552K |
2015 Q4
43 quarters
|
|
216
Defiance AI & Power Infrastructure ETF
AIPO
$733M
| $6.27M | 0.11% |
222,246
+222,088
| +140,562% | +$6.52M |
2026 Q2
1 quarter
|
|
217
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.91B
| $6.24M | 0.11% |
123,761
+67,326
| +119% | +$3.4M |
2019 Q4
27 quarters
|
|
218
Schwab International Equity ETF
SCHF
$67.5B
| $6.16M | 0.11% |
224,238
+10,001
| +5% | +$278K |
2015 Q4
43 quarters
|
|
219
Deere & Co
DE
$183B
| $6.16M | 0.11% |
9,169
+123
| +1% | +$78.2K |
2015 Q4
43 quarters
|
|
220
iShares Russell 1000 Growth ETF
IWF
$118B
| $6.08M | 0.1% |
48,572
-908
| -2% | -$111K |
2015 Q4
43 quarters
|
|
221
GE Vernova
GEV
$217B
| $6.07M | 0.1% |
6,385
-455
| -7% | -$451K |
2024 Q2
9 quarters
|
|
222
iShares MSCI Taiwan ETF
EWT
$10.2B
| $6.04M | 0.1% |
53,505
+53,304
| +26,519% | +$5.62M |
2025 Q3
4 quarters
|
|
223
State Street Industrial Select Sector SPDR ETF
XLI
$30.9B
| $6.01M | 0.1% |
36,016
-1,090
| -3% | -$194K |
2015 Q4
43 quarters
|
|
224
American Express
AXP
$213B
| $5.99M | 0.1% |
19,689
-208
| -1% | -$69.5K |
2015 Q4
43 quarters
|
|
225
Aurinia Pharmaceuticals
AUPH
$2.17B
| $5.98M | 0.1% |
368,966
+7,332
| +2% | +$117K |
2024 Q3
8 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.