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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
PHIN icon
2301
Phinia Inc
PHIN
$2.7B
$45.8K ﹤0.01%
669
– –
XVOL
2302
DELISTED
Acruence Active Hedge US Equity ETF
XVOL
$45.8K ﹤0.01%
2,050
– –
YETI icon
2303
Yeti Holdings
YETI
$3.76B
$45.8K ﹤0.01%
1,251
+1
+0.1% +$44
ITRI icon
2304
Itron
ITRI
$4.33B
$45.6K ﹤0.01%
509
-27
-5% -$2.59K
IDVO icon
2305
Amplify International Enhanced Dividend Income ETF
IDVO
$1.35B
$45.4K ﹤0.01%
+1,123
New +$46.5K
PBA icon
2306
Pembina Pipeline
PBA
$29.3B
$45.4K ﹤0.01%
1,015
-184
-15% -$7.8K
PID icon
2307
Invesco International Dividend Achievers ETF
PID
$934M
$45.3K ﹤0.01%
2,038
– –
SFD
2308
Smithfield Foods
SFD
$10.5B
$45.1K ﹤0.01%
1,614
+513
+47% +$12.3K
FYX icon
2309
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.37B
$45.1K ﹤0.01%
378
– –
IGHG icon
2310
ProShares Investment Grade-Interest Rate Hedged
IGHG
$330M
$45K ﹤0.01%
580
+197
+51% +$15.4K
R icon
2311
Ryder
R
$9.9B
$45K ﹤0.01%
220
– –
GDIV icon
2312
Harbor Dividend Growth Leaders ETF
GDIV
$236M
$45K ﹤0.01%
2,699
– –
ATR icon
2313
AptarGroup
ATR
$8.54B
$44.9K ﹤0.01%
356
-13
-4% -$1.69K
CDE icon
2314
Coeur Mining
CDE
$15.9B
$44.7K ﹤0.01%
2,382
+406
+21% +$8.84K
DAY
2315
DELISTED
Dayforce
DAY
$44.7K ﹤0.01%
640
-1
-0.2% -$69
AAP icon
2316
Advance Auto Parts
AAP
$3.39B
$44.6K ﹤0.01%
845
-19
-2% -$951
BSVN icon
2317
Bank7 Corp
BSVN
$476M
$44.5K ﹤0.01%
1,117
+158
+16% +$6.68K
SWX icon
2318
Southwest Gas
SWX
$6.54B
$44.3K ﹤0.01%
510
+6
+1% +$512
OUSM icon
2319
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$887M
$44.3K ﹤0.01%
1,013
– –
BAM icon
2320
Brookfield Asset Management
BAM
$76.6B
$44.2K ﹤0.01%
995
+421
+73% +$20.6K
PRDO icon
2321
Perdoceo Education
PRDO
$2.04B
$44.2K ﹤0.01%
1,188
-175
-13% -$5.79K
PBYI icon
2322
Puma Biotechnology
PBYI
$402M
$44.1K ﹤0.01%
6,908
+6,704
+3,286% +$43.2K
WFC.PRL icon
2323
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.69B
$43.9K ﹤0.01%
38
-40
-51% -$48.7K
VIV icon
2324
Telefônica Brasil
VIV
$20.6B
$43.8K ﹤0.01%
2,750
-99
-3% -$1.46K
PRAY icon
2325
FIS Christian Stock Fund
PRAY
$79.6M
$43.7K ﹤0.01%
1,348
+674
+100% +$22.1K
91 92
93
94 95

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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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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.