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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 7, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
4,609
−189 vs. Q3 2022
Portfolio value
$3.24B
−$141.0M (−4.2%) vs. Q3 2022
Filed
Feb 7, 2023
SEC
Holdings of IFP Advisors, Inc in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock762,435$71.1M2.2%−3,588−0.5%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF574,231$52.5M1.6%+156,861+37.6%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW654,626$39.3M1.2%+185,813+39.6%Added–
Schwab U.S. Large-Cap ETF808524201ETF589,265$38.6M1.2%−20,171−3.3%Reduced–
Vanguard Total Bond Market ETF921937835ETF437,679$36.7M1.1%+164,579+60.3%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA722,069$36.3M1.1%+268,925+59.3%Added–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF311,379$31.6M1.0%+15,234+5.1%Added–
Vanguard Ftse Developed Markets ETF921943858ETF687,649$30.8M0.9%−981−0.1%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF381,098$29.0M0.9%+55,890+17.2%Added–
iShares Core S&P 500 ETF464287200ETF136,451$29.0M0.9%−16,208−10.6%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF574,222$28.9M0.9%+102,575+21.7%Added–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF257,489$28.4M0.9%+189,219+277.2%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF300,443$24.9M0.8%+11,091+3.8%Added–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF293,118$24.5M0.8%−6,723−2.2%Reduced–
iShares Tr464287150CORE S&P TTL STK381,316$24.1M0.7%+150,883+65.5%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF943,645$22.9M0.7%+36,170+4.0%Added–
iShares Tr46429B655FLTG RATE NT ETF430,086$21.9M0.7%+103,279+31.6%Added–
State Street Utilities Select Sector SPDR ETF81369Y886ETF513,595$21.4M0.7%+198,616+63.1%Added–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD959,748$20.8M0.6%−101,535−9.6%Reduced–
SPYSPDR S&P 500 ETF TrustETF100,593$20.0M0.6%−20,351−16.8%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF100,073$19.8M0.6%+51,985+108.1%Added–
Pacer US Cash Cows 100 ETF69374H881ETF619,607$18.6M0.6%+134,931+27.8%Added–
NEENextera Energy IncStock112,378$18.1M0.6%+18,224+19.4%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF559,124$18.1M0.6%−84,185−13.1%Reduced–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF305,812$18.1M0.6%−35,620−10.4%Reduced–
Schwab US Dividend Equity ETF808524797ETF355,370$17.7M0.5%+18,565+5.5%Added–
PGProcter & Gamble CoStock195,806$17.7M0.5%+1,299+0.7%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT420,372$17.5M0.5%+12,867+3.2%Added–
iShares Tr4642874571 3 YR TREAS BD208,305$17.3M0.5%+16,077+8.4%Added–
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD695,740$17.3M0.5%+539,099+344.2%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF233,393$17.3M0.5%+66,514+39.9%Added–
BRK.BBerkshire Hathaway IncStock87,036$16.7M0.5%+309+0.4%AddedHistory
iShares Tr464288414NATIONAL MUN ETF153,325$16.7M0.5%−46,411−23.2%Reduced–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD336,733$16.6M0.5%+93,972+38.7%Added–
Vanguard High Dividend Yield Index ETF921946406ETF189,663$16.1M0.5%+7,070+3.9%Added–
Invesco QQQ Trust Series I46090E103ETF91,673$16.0M0.5%−47,010−33.9%Reduced–
First Trust Rising Dividend Achievers ETF33738R506ETF505,045$15.9M0.5%−47,422−8.6%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT151,450$15.5M0.5%+1,797+1.2%Added–
iShares Tr464288646ISHS 1-5YR INVS147,548$15.3M0.5%+27,633+23.0%Added–
XOMExxonMobil Holdings CorpCOM170,544$15.0M0.5%−4,995−2.8%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF329,615$13.9M0.4%+8,519+2.7%Added–
Innovator ETFs Trust45782C631INTERNATIONAL DV532,161$13.5M0.4%+532,161New–
Kraneshares Tr500767736QUADRTC INT RT531,633$13.4M0.4%−180,723−25.4%Reduced–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF444,664$13.3M0.4%+100,826+29.3%Added–
Schwab U.S. Mid-Cap ETF808524508ETF234,719$13.1M0.4%+12,633+5.7%Added–
iShares Tr46436E7180-3 MTH TREASURY127,174$12.7M0.4%+126,164+12,491.5%Added–
iShares MSCI Eafe ETF464287465ETF231,406$12.4M0.4%+177,185+326.8%Added–
First Tr Exchange-Traded FD33734H106SHS401,946$12.4M0.4%+1,343+0.3%Added–
iShares Core MSCI Eafe ETF46432F842ETF185,697$12.3M0.4%−10,838−5.5%Reduced–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF343,688$12.3M0.4%−68,753−16.7%Reduced–
iShares Core S&P Small Cap ETF464287804ETF142,903$12.0M0.4%−69,359−32.7%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD232,300$11.8M0.4%+41,137+21.5%Added–
VZVerizon Communications IncStock237,284$11.6M0.4%+14,817+6.7%AddedHistory
iShares Core High Dividend ETF46429B663ETF132,960$11.4M0.4%+89,896+208.7%Added–
iShares Tr46436E874IBONDS 24 TRM TS450,339$11.3M0.3%+424,211+1,623.6%Added–
Vanguard S&P 500 ETF922908363ETF61,996$11.3M0.3%+6,184+11.1%Added–
JNJJohnson & JohnsonStock97,844$11.2M0.3%+3,670+3.9%AddedHistory
VFCV F CorpStock137,226$11.2M0.3%−3,054−2.2%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF166,612$11.1M0.3%−1,567−0.9%Reduced–
First Tr Exchng Traded FD VI33740F573FT VEST INTER EQ547,364$11.1M0.3%−19,184−3.4%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF192,971$11.1M0.3%−3,438−1.8%Reduced–
WisdomTree Tr97717X511YIELD ENHANCD US226,919$11.1M0.3%−12,794−5.3%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF109,150$11.0M0.3%−15,437−12.4%Reduced–
JPMJPMorgan Chase & CoStock128,207$10.8M0.3%−3,113−2.4%ReducedHistory
First Tr Exchng Traded FD VI33740F631FT VEST US358,170$10.8M0.3%−880.0%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF104,507$10.7M0.3%−489−0.5%Reduced–
MOAltria Group, Inc.Stock147,408$10.5M0.3%+19,230+15.0%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF113,491$10.4M0.3%+5,851+5.4%Added–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF314,062$10.3M0.3%−27,078−7.9%Reduced–
Victory Portfolios II92647N824VCSHS US EQ INCM223,249$10.3M0.3%+619+0.3%Added–
DISWalt Disney CoStock89,363$10.2M0.3%−39,889−30.9%ReducedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT197,482$10.1M0.3%−17,361−8.1%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF92,181$9.81M0.3%+9,539+11.5%Added–
ETEnergy Transfer LPCOM UT LTD PTN550,607$9.64M0.3%−13,068−2.3%ReducedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF250,488$9.62M0.3%+13,438+5.7%Added–
TAT&T Inc.Stock375,034$9.55M0.3%−92,004−19.7%ReducedHistory
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE208,862$9.44M0.3%+4,503+2.2%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF167,416$9.05M0.3%+69,568+71.1%Added–
Pacer FDS Tr69374H717LUNT LRG CP ALTR372,678$8.99M0.3%+14,224+4.0%Added–
iShares S&P 500 Growth ETF464287309ETF54,319$8.94M0.3%−50,302−48.1%Reduced–
iShares S&P 100 ETF464287101ETF73,535$8.89M0.3%−3,453−4.5%Reduced–
WisdomTree Tr97717W380INTRST RATE HDGE184,281$8.84M0.3%−11,798−6.0%Reduced–
Vanguard Morningstar Value ETF922908744ETF149,551$8.77M0.3%+13,845+10.2%Added–
NVDANVIDIA CorpStock33,825$8.76M0.3%−12,208−26.5%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD80,276$8.43M0.3%−73,698−47.9%Reduced–
iShares Tr464288158SHRT NAT MUN ETF77,081$8.07M0.2%+15,549+25.3%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD416,309$7.88M0.2%−438,741−51.3%Reduced–
iShares Tr464288281JPMORGAN USD EMG72,447$7.85M0.2%−21,731−23.1%Reduced–
Innovator ETFs Trust45782C508US EQTY PWR BUF308,475$7.80M0.2%+89,691+41.0%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM150,455$7.50M0.2%+22,022+17.1%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF71,573$7.47M0.2%+3,286+4.8%Added–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US161,643$7.21M0.2%+13,535+9.1%Added–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF190,666$7.11M0.2%−93,315−32.9%Reduced–
CHDNChurchill Downs IncCOM23,923$7.09M0.2%−6,339−20.9%ReducedHistory
TSLATesla, Inc.Stock33,384$6.92M0.2%+2,335+7.5%AddedHistory
iShares Tr46434V878ULTRA SHORT DUR135,291$6.76M0.2%+81,280+150.5%Added–
DBX ETF Tr233051432XTRACK USD HIGH129,926$6.73M0.2%−89,797−40.9%Reduced–
IAUiShares Gold TrustETF184,739$6.72M0.2%−65,709−26.2%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF57,704$6.60M0.2%+14,757+34.4%Added–
WisdomTree Tr97717X578EM EX ST-OWNED206,108$6.48M0.2%+5,899+2.9%Added–

Sold out since Q3 2022 (473)

Positions held at the end of Q3 2022 that are gone from this filing.

The largest 100 of 473 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Advisorshares Tr00768Y412RANGER EQUITY BE131,402$3.39M0.1%–
DKNGDraftKings Inc.COM CL A49,030$981.0K<0.1%History
NLYAnnaly Capital Management IncCOM75,537$792.0K<0.1%History
Direxion Shs ETF Tr25460G864DAILY RGNAL BULL13,026$681.0K<0.1%–
WBDWarner Bros. Discovery, Inc.COM SER A26,637$606.0K<0.1%History
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF22,293$555.0K<0.1%–
Osi ETF Tr67110P506OSHARES EUR QLT23,250$550.0K<0.1%–
CERNCERNER CorpCOM6,972$549.0K<0.1%History
iShares Tr464288406MRGSTR MD CP VAL3,185$507.0K<0.1%–
Simplify Exchange Traded Fun82889N509NASDAQ 100 DS CN16,224$419.0K<0.1%–
LILi Auto Inc.SPONSORED ADS24,784$414.0K<0.1%History
CTTCatchMark Timber Trust, Inc.CL A27,000$345.0K<0.1%History
BRK.ABerkshire Hathaway IncCL A0$289.0K<0.1%History
Direxion Shs ETF Tr25459W771DL FTSE BLL 3X7,955$261.0K<0.1%–
Discovery Inc25470F302COM SER C11,324$237.0K<0.1%–
ProShares Tr74347G705ULTRA ENERGY3,942$228.0K<0.1%–
Shaw Communications Inc82028K200CL B CONV10,036$212.0K<0.1%–
DIDIYDiDi Global Inc.SPONSORED ADS14,000$198.0K<0.1%History
Barclays Bank PLC06746P498ETN LKD 483,789$196.0K<0.1%–
Transamerica ETF Tr89349P107DELTASHS S&P 5003,555$194.0K<0.1%–
Barclays Bank PLC06746P522ETN LKD 483,183$193.0K<0.1%–
ABEOAbeona Therapeutics Inc.COM0$175.0K<0.1%History
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP6,072$154.0K<0.1%–
SPDR Series Trust78468R887ST STR R2K LOWV1,616$152.0K<0.1%–
ProShares Tr74347R776ULTRA MATERIALS2,040$145.0K<0.1%–
Osi ETF Tr67110P704OSHS GBL INTER5,575$141.0K<0.1%–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV2,392$135.0K<0.1%–
Healthcare Realty Trust Inc42225P501CL A NEW4,607$119.0K<0.1%–
iShares Tr46429B200CHINA SM-CAP ETF2,137$118.0K<0.1%–
POWLPowell Industries IncStock3,155$108.0K<0.1%History
Transamerica ETF Tr89349P404DELTASHS S&P INT1,967$103.0K<0.1%–
MNDTMandiant, Inc.Stock5,296$94.0K<0.1%History
SLR Senior Investment Corp.83416M105COM4,900$82.0K<0.1%–
CRCrane CoCOM790$80.0K<0.1%History
iShares Inc464286327MSCI GLB SLV&MTL7,400$79.0K<0.1%–
First Tr Exchng Traded FD VI33740F813ACTV FCTR MDCP3,855$77.0K<0.1%–
Two RDS Shared Tr90214Q766ANFIELD UNVL ETF7,676$77.0K<0.1%–
SLVOCredit Suisse AGX LINK SILVER9,718$74.0K<0.1%History
OIAInvesco Municipal Income Opportunities TrustCOM9,608$72.0K<0.1%History
ITRMIterum Therapeutics plcSHS6,000$72.0K<0.1%History
BFKBlackRock Municipal Income TrustSH BEN INT5,482$71.0K<0.1%History
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM3,472$68.0K<0.1%History
MQTBlackRock Muniyield Quality Fund II, Inc.COM5,494$68.0K<0.1%History
CDKCDK Global, Inc.COM1,017$67.0K<0.1%History
CHNChina Fund, Inc.COM3,000$67.0K<0.1%History
SCOProShares Trust IIULSHT BLOOMB OIL3,000$67.0K<0.1%History
MWAMueller Water Products, Inc.COM SER A4,845$60.0K<0.1%History
TYMETyme Technologies, Inc.COM18,000$59.0K<0.1%History
APTSPreferred Apartment Communities IncCOM3,985$56.0K<0.1%History
PTEPolarityte, Inc.COM2,000$54.0K<0.1%History
Invesco Exchange Traded FD T46137V860DWA FINL MUMT1,405$51.0K<0.1%–
Dimensional ETF Trust25434V823US REAL ESTA ETF1,963$49.0K<0.1%–
Nuveen Enhanced Mun Value FD67074M101COM3,500$49.0K<0.1%–
Global X FDS37954Y426CANNABIS ETF1,900$45.0K<0.1%–
HPSJohn Hancock Preferred Income Fund IIICOM2,450$45.0K<0.1%History
IOTSamsara Inc.Stock1,728$44.0K<0.1%History
FWRGFirst Watch Restaurant Group, Inc.COM2,000$44.0K<0.1%History
PBCTPeople's United Financial, Inc.COM2,241$44.0K<0.1%History
HIVEHIVE Digital Technologies Ltd.COM25,114$43.0K<0.1%History
IVRInvesco Mortgage Capital Inc.COM2,427$43.0K<0.1%History
ZNTLZentalis Pharmaceuticals, Inc.COM1,382$42.0K<0.1%History
ProShares Tr74347G689ULTSHT RUSS20002,400$41.0K<0.1%–
SNDLSNDL Inc.COM4,835$41.0K<0.1%History
RESRPC IncCOM2,600$40.0K<0.1%History
Global Blue Group Holding AGH33700107ORD SHS4,000$40.0K<0.1%–
BRWSaba Capital Income & Opportunities FundSHARES7,676$40.0K<0.1%History
Invesco Exchange Traded FD T46137V761ENERG EXPL ETF1,437$38.0K<0.1%–
LEOBNY Mellon Strategic Municipals, Inc.COM4,555$38.0K<0.1%History
2nd Vote FDS81386P3062ND VOTE SOCIETY1,517$38.0K<0.1%–
Nushares ETF Tr67092P102NUVEEN ENHNC YLD1,583$37.0K<0.1%–
MRSNMersana Therapeutics, Inc.COM1,800$36.0K<0.1%History
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF321$35.0K<0.1%–
WKEYWisekey International Holding S.A.SPON ADS3,199$35.0K<0.1%History
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT946$34.0K<0.1%–
Coherent Inc192479103COM205$34.0K<0.1%–
Invesco Exchange Traded FD T46137V803DWA CYCLICALS636$34.0K<0.1%–
Collaborative Investmnt Ser19423L565TUTTLE CAP SHORT1,050$34.0K<0.1%–
GFIGold Fields LtdSPONSORED ADR4,597$33.0K<0.1%History
CF Acquisition Corp VI12521J103COM CL A3,167$33.0K<0.1%–
VBFInvesco Bond FundCOM1,800$32.0K<0.1%History
UDMYUdemy, Inc.COM1,200$32.0K<0.1%History
Transamerica ETF Tr89349P206DELTASHS S&P 400578$31.0K<0.1%–
BKTBlackRock Income Trust, Inc.COM4,800$28.0K<0.1%History
SAFMSanderson Farms IncCOM178$27.0K<0.1%History
ZNGAZynga IncCL A4,165$27.0K<0.1%History
ACCAmerican Campus Communities IncCOM287$26.0K<0.1%History
Osi ETF Tr67110P100OSHARES US SMLCP960$26.0K<0.1%–
DBRGDigitalBridge Group, Inc.CL A COM2,662$26.0K<0.1%History
Invesco India Exchange-Trade46137R109INDIA ETF1,000$25.0K<0.1%–
LOOPLoop Industries, Inc.COM2,000$24.0K<0.1%History
HRHealthcare Realty Trust IncCOM805$24.0K<0.1%History
Golden Ocean Group LtdG39637205SHS NEW1,078$24.0K<0.1%–
PCKPIMCO California Municipal Income Fund IICOM2,800$23.0K<0.1%History
GNTGAMCO Natural Resources, Gold & Income TrustSH BEN INT3,459$22.0K<0.1%History
Invesco Exchange Traded FD T46137V811DORSEY WRGT TECH354$22.0K<0.1%–
ICLICL Group Ltd.SHS1,517$22.0K<0.1%History
ProShares Tr74347R404PSHS ULT MCAP400520$22.0K<0.1%–
ESLTElbit Systems LtdStock42$21.0K<0.1%History
iShares Tr46434V787YLD OPTIM BD870$21.0K<0.1%–
OMFOneMain Holdings, Inc.COM519$21.0K<0.1%History