We are live on ! Find out more
IA

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
LWLG icon
2226
Lightwave Logic
LWLG
$931M
$51.2K ﹤0.01%
7,285
– –
HRTG icon
2227
Heritage Insurance Holdings
HRTG
$907M
$51.2K ﹤0.01%
1,949
+1,387
+247% +$36.6K
ILTB icon
2228
iShares Core 10+ Year USD Bond ETF
ILTB
$595M
$51.1K ﹤0.01%
1,043
+83
+9% +$4.14K
LFUS icon
2229
Littelfuse
LFUS
$11.2B
$50.9K ﹤0.01%
150
+1
+0.7% +$325
PURR
2230
Hyperliquid Strategies Inc
PURR
$1.24B
$50.9K ﹤0.01%
+10,000
New +$45.2K
YPF icon
2231
YPF
YPF
$20.4B
$50.8K ﹤0.01%
1,100
– –
DVA icon
2232
DaVita
DVA
$15.3B
$50.7K ﹤0.01%
330
+87
+36% +$11.8K
AMZY icon
2233
YieldMax AMZN Option Income Strategy ETF
AMZY
$238M
$50.7K ﹤0.01%
4,600
+600
+15% +$7.21K
CBT icon
2234
Cabot Corp
CBT
$4.55B
$50.7K ﹤0.01%
673
-52
-7% -$3.77K
BOE icon
2235
BlackRock Enhanced Global Dividend Trust
BOE
$675M
$50.7K ﹤0.01%
4,622
– –
HYLS icon
2236
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
$50.6K ﹤0.01%
1,248
-82
-6% -$3.39K
HESM icon
2237
Hess Midstream
HESM
$5.17B
$50.6K ﹤0.01%
1,301
-112
-8% -$4.15K
JHML icon
2238
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$50.4K ﹤0.01%
+644
New +$52.1K
QMMY
2239
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$141M
$50.2K ﹤0.01%
2,021
– –
CMPR icon
2240
Cimpress
CMPR
$2.29B
$50.2K ﹤0.01%
687
+537
+358% +$39.7K
CENX icon
2241
Century Aluminum
CENX
$4.44B
$50K ﹤0.01%
852
+840
+7,000% +$42.1K
AXTA icon
2242
Axalta
AXTA
$7.71B
$50K ﹤0.01%
1,804
+351
+24% +$11.1K
JMEE icon
2243
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.85B
$49.9K ﹤0.01%
747
– –
NVBU
2244
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$34.3M
$49.8K ﹤0.01%
1,770
+135
+8% +$3.9K
MAA icon
2245
Mid-America Apartment Communities
MAA
$15.5B
$49.8K ﹤0.01%
408
+73
+22% +$9.63K
DSU icon
2246
BlackRock Debt Strategies Fund
DSU
$591M
$49.8K ﹤0.01%
5,193
+108
+2% +$1.08K
SOBO
2247
South Bow Corp
SOBO
$7.81B
$49.8K ﹤0.01%
1,494
+227
+18% +$6.89K
WEX icon
2248
WEX
WEX
$6.35B
$49.7K ﹤0.01%
325
-46
-12% -$7.19K
BELFA icon
2249
Bel Fuse Inc Class A
BELFA
$2.98B
$49.7K ﹤0.01%
+276
New +$52.9K
SPBX
2250
AllianzIM 6 Month Buffer10 Allocation ETF
SPBX
$68.1M
$49.6K ﹤0.01%
1,840
+895
+95% +$24.6K
88 89
90
91 92

Similar funds

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
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
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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.