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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
LYV icon
2326
Live Nation Entertainment
LYV
$42.7B
$43.6K ﹤0.01%
286
+43
+18% +$6.51K
RPM icon
2327
RPM International
RPM
$13.8B
$43.4K ﹤0.01%
437
-82
-16% -$8.86K
MKSI icon
2328
MKS Inc
MKSI
$19.8B
$43.4K ﹤0.01%
189
+17
+10% +$3.84K
VPC icon
2329
Virtus Private Credit Strategy ETF
VPC
$30.2M
$43.4K ﹤0.01%
+2,869
New +$47.8K
RMBS icon
2330
Rambus
RMBS
$9.72B
$43.2K ﹤0.01%
502
+39
+8% +$3.89K
MFM
2331
Aberdeen Municipal Income Fund
MFM
$222M
$43.2K ﹤0.01%
8,010
– –
TMAR
2332
FT Vest Emerging Markets Buffer ETF - March
TMAR
$14M
$43.2K ﹤0.01%
1,831
+845
+86% +$19.6K
AX icon
2333
Axos Financial
AX
$5.6B
$43.1K ﹤0.01%
507
– –
KFRC icon
2334
Kforce
KFRC
$1.01B
$43.1K ﹤0.01%
1,475
+1,250
+556% +$38K
SILA
2335
DELISTED
Sila Realty Trust
SILA
$43.1K ﹤0.01%
1,819
– –
FRSH icon
2336
Freshworks
FRSH
$3.11B
$43K ﹤0.01%
5,355
+3,203
+149% +$29.6K
HWC icon
2337
Hancock Whitney
HWC
$6.14B
$43K ﹤0.01%
676
-46
-6% -$3.08K
OLN icon
2338
Olin
OLN
$2.53B
$43K ﹤0.01%
1,445
-29
-2% -$709
ALNT icon
2339
Allient
ALNT
$1.47B
$42.9K ﹤0.01%
726
-99
-12% -$6.24K
OC icon
2340
Owens Corning
OC
$11.2B
$42.9K ﹤0.01%
396
-113
-22% -$13.5K
EAT icon
2341
Brinker International
EAT
$9B
$42.7K ﹤0.01%
299
-9
-3% -$1.37K
ECC
2342
Eagle Point Credit Company
ECC
$508M
$42.7K ﹤0.01%
11,350
+450
+4% +$2.09K
PFFA icon
2343
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.44B
$42.5K ﹤0.01%
2,088
+1,017
+95% +$21.8K
JVAL icon
2344
JPMorgan US Value Factor ETF
JVAL
$834M
$42.4K ﹤0.01%
868
+42
+5% +$2.12K
LAZ icon
2345
Lazard
LAZ
$4.09B
$42.4K ﹤0.01%
997
+17
+2% +$832
RSPG icon
2346
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$555M
$42.1K ﹤0.01%
385
– –
FTXG icon
2347
First Trust Nasdaq Food & Beverage ETF
FTXG
$24.5M
$41.8K ﹤0.01%
1,890
– –
INDY icon
2348
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$41.8K ﹤0.01%
990
-1,094
-52% -$50.8K
AVB icon
2349
AvalonBay Communities
AVB
$26.8B
$41.7K ﹤0.01%
255
+20
+9% +$3.5K
BUI icon
2350
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$727M
$41.6K ﹤0.01%
1,576
+23
+1% +$633
92 93
94
95 96

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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.