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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
SPBU
2276
AllianzIM Buffer15 Uncapped Allocation ETF
SPBU
$174M
$47K ﹤0.01%
1,730
+650
+60% +$18.3K
AMH icon
2277
American Homes 4 Rent
AMH
$11.9B
$46.9K ﹤0.01%
1,681
+879
+110% +$26.6K
ELMD icon
2278
Electromed
ELMD
$333M
$46.8K ﹤0.01%
2,001
– –
XUSP icon
2279
Innovator Uncapped Accelerated US Equity ETF
XUSP
$50.5M
$46.8K ﹤0.01%
1,059
-39
-4% -$1.83K
NECB icon
2280
Northeast Community Bancorp
NECB
$366M
$46.7K ﹤0.01%
1,963
+312
+19% +$7.36K
EWM icon
2281
iShares MSCI Malaysia ETF
EWM
$312M
$46.6K ﹤0.01%
1,641
– –
GME icon
2282
GameStop
GME
$9.82B
$46.6K ﹤0.01%
2,023
+483
+31% +$11.2K
SPPP
2283
Sprott Physical Platinum and Palladium Trust
SPPP
$587M
$46.6K ﹤0.01%
3,000
– –
PNI
2284
PIMCO New York Municipal Income Fund II
PNI
$76.3M
$46.6K ﹤0.01%
+6,800
New +$47.6K
NANR icon
2285
State Street SPDR S&P North American Natural Resources ETF
NANR
$757M
$46.5K ﹤0.01%
554
– –
GHC icon
2286
Graham Holdings Company
GHC
$5.28B
$46.5K ﹤0.01%
44
-2
-4% -$2.2K
AMKR icon
2287
Amkor Technology
AMKR
$12B
$46.5K ﹤0.01%
1,033
+12
+1% +$575
TPL icon
2288
Texas Pacific Land
TPL
$27.2B
$46.5K ﹤0.01%
98
+1
+1% +$430
ESLG
2289
Eventide Large Cap Growth ETF
ESLG
$22.1M
$46.4K ﹤0.01%
+1,987
New +$48.9K
FLRT icon
2290
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$657M
$46.3K ﹤0.01%
+1,000
New +$46.8K
BRZE icon
2291
Braze
BRZE
$2.82B
$46.1K ﹤0.01%
1,954
+1,843
+1,660% +$39.9K
BLSH
2292
Bullish
BLSH
$3.43B
$46.1K ﹤0.01%
1,291
-98
-7% -$3.44K
FYEE icon
2293
Fidelity Yield Enhanced Equity ETF
FYEE
$212M
$46.1K ﹤0.01%
+1,700
New +$48.7K
IAG icon
2294
IAMGOLD
IAG
$8.42B
$46.1K ﹤0.01%
2,449
+2,132
+673% +$42.3K
RTO icon
2295
Rentokil
RTO
$12.2B
$46.1K ﹤0.01%
1,464
-667
-31% -$21K
IXC icon
2296
iShares Global Energy ETF
IXC
$2.77B
$46K ﹤0.01%
799
+211
+36% +$10.5K
AVMV icon
2297
Avantis US Mid Cap Value ETF
AVMV
$725M
$45.9K ﹤0.01%
619
-11
-2% -$826
BGIG icon
2298
Bahl & Gaynor Income Growth ETF
BGIG
$2.21B
$45.9K ﹤0.01%
1,380
+1,318
+2,126% +$44.3K
RIVN icon
2299
Rivian
RIVN
$24.4B
$45.9K ﹤0.01%
3,047
-614
-17% -$9.81K
PACB icon
2300
Pacific Biosciences
PACB
$460M
$45.8K ﹤0.01%
34,706
-18,081
-34% -$32.3K
90 91
92
93 94

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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.