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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
(+15%)
Cap. Flow
+$185M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
14.49%
Holding
5,339
New
327
Increased
2,344
Reduced
1,619
Closed
206
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Abbott
ABT
|
+$16.1M |
| 2 |
HDV
iShares Core High Dividend ETF
HDV
|
+$16M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$15.7M |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$13.4M |
| 5 |
DuPont de Nemours
DD
|
+$12.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$17.1M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$15.8M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$11.3M |
| 4 |
Invesco WilderHill Clean Energy ETF
PBW
|
+$9.74M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2226
PBF Energy
PBF
$7.43B
| $66K | ﹤0.01% |
1,451
+591
| +69% | +$24.6K |
|
|
ZJAN
2227
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$115M
| $66K | ﹤0.01% |
2,358
| – | – |
|
2228
West Pharmaceutical
WST
$23.3B
| $65.7K | ﹤0.01% |
183
-90
| -33% | -$27.5K |
|
2229
monday.com
MNDY
$3.47B
| $65.7K | ﹤0.01% |
907
-374
| -29% | -$27.4K |
|
2230
iShares New York Muni Bond ETF
NYF
$1.38B
| $65.5K | ﹤0.01% |
1,216
-509
| -30% | -$27.3K |
|
2231
Verisk Analytics
VRSK
$27.1B
| $65.5K | ﹤0.01% |
365
-69
| -16% | -$12.2K |
|
2232
iShares MSCI Emerging Markets Asia ETF
EEMA
$830M
| $65.4K | ﹤0.01% |
559
-441
| -44% | -$49.2K |
|
2233
Uranium Energy
UEC
$4.9B
| $65.3K | ﹤0.01% |
6,125
-6,542
| -52% | -$87.8K |
|
2234
SBA Communications
SBAC
$18.3B
| $65.1K | ﹤0.01% |
369
+294
| +392% | +$60.6K |
|
2235
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
| $65K | ﹤0.01% |
729
+85
| +13% | +$7.32K |
|
2236
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$551M
| $64.9K | ﹤0.01% |
800
| – | – |
|
2237
WisdomTree US SmallCap Earnings Fund
EES
$721M
| $64.9K | ﹤0.01% |
957
+342
| +56% | +$21.7K |
|
2238
Cimpress
CMPR
$2.41B
| $64.8K | ﹤0.01% |
637
-50
| -7% | -$4.44K |
|
2239
Forum Energy Technologies
FET
$640M
| $64.7K | ﹤0.01% |
1,289
+246
| +24% | +$13.7K |
|
2240
US Global Jets ETF
JETS
$768M
| $64.6K | ﹤0.01% |
1,945
+1,426
| +275% | +$39.5K |
|
2241
RH
RH
$3.4B
| $64.6K | ﹤0.01% |
392
-3,450
| -90% | -$475K |
|
2242
PTC Therapeutics
PTCT
$6.29B
| $64.3K | ﹤0.01% |
788
-534
| -40% | -$38.6K |
|
2243
Tanger
SKT
$4.8B
| $64.3K | ﹤0.01% |
1,628
+726
| +80% | +$26.9K |
|
2244
Pentair
PNR
$10.2B
| $64.2K | ﹤0.01% |
838
+121
| +17% | +$9.57K |
|
2245
Planet Fitness
PLNT
$4.29B
| $64K | ﹤0.01% |
1,227
| – | – |
|
2246
Daktronics
DAKT
$956M
| $64K | ﹤0.01% |
3,270
+2,284
| +232% | +$45.2K |
|
2247
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
| $64K | ﹤0.01% |
2,555
-337
| -12% | -$8.44K |
|
2248
Bruker
BRKR
$9.14B
| $63.8K | ﹤0.01% |
1,060
+498
| +89% | +$23.2K |
|
2249
Puma Biotechnology
PBYI
$407M
| $63.8K | ﹤0.01% |
7,863
+955
| +14% | +$6.99K |
|
2250
Hancock Whitney
HWC
$6.07B
| $63.7K | ﹤0.01% |
852
+176
| +26% | +$12K |
|
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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.