Skip to main content

IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 9, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
3,050
−261 vs. Q3 2023
Portfolio value
$2.12B
−$106.0M (−4.8%) vs. Q3 2023
Filed
Jan 9, 2024
SEC
Holdings of IFP Advisors, Inc in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock280,382$54.0M2.5%−26,356−8.6%ReducedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW732,844$43.7M2.1%−153,073−17.3%Reduced–
SPYSPDR S&P 500 ETF TrustETF90,449$43.0M2.0%+16,802+22.8%AddedHistory
iShares Tr46428743220 YR TR BD ETF328,739$32.5M1.5%+148,731+82.6%Added–
WisdomTree Tr97717X669US QTLY DIV GRT448,665$31.5M1.5%−16,921−3.6%Reduced–
Invesco QQQ Trust Series I46090E103ETF61,832$25.3M1.2%+3,095+5.3%Added–
iShares S&P 500 Growth ETF464287309ETF306,803$23.0M1.1%+17,665+6.1%Added–
iShares Core S&P 500 ETF464287200ETF47,953$22.9M1.1%−4,068−7.8%Reduced–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR464,442$22.2M1.0%−4,391−0.9%Reduced–
MSFTMicrosoft CorpStock57,914$21.8M1.0%−7,139−11.0%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT135,969$21.5M1.0%+9,198+7.3%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF358,157$20.0M0.9%−48,561−11.9%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF239,778$19.9M0.9%−315−0.1%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF257,070$19.4M0.9%+10,883+4.4%Added–
iShares Tr464287150CORE S&P TTL STK179,101$18.8M0.9%+19,916+12.5%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF506,849$17.2M0.8%−115,302−18.5%Reduced–
iShares S&P 100 ETF464287101ETF76,647$17.1M0.8%+2,089+2.8%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 144,152$16.6M0.8%+22,306+102.1%AddedHistory
BRK.BBerkshire Hathaway IncStock44,598$15.9M0.8%−2,137−4.6%ReducedHistory
AMZNAmazon Com IncStock104,299$15.8M0.7%−3,050−2.8%ReducedHistory
First Tr Exchange Trad FD VI33739H101FST TR GLB FD698,432$15.7M0.7%+49,080+7.6%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF308,128$15.6M0.7%−18,683−5.7%Reduced–
Vanguard Morningstar Growth ETF922908736ETF49,650$15.4M0.7%−12,090−19.6%Reduced–
First Tr Exchange-Traded FD33734H106SHS340,723$13.8M0.7%+23,399+7.4%Added–
XOMExxonMobil Holdings CorpCOM133,060$13.3M0.6%−11,404−7.9%ReducedHistory
GOOGLAlphabet Inc.Stock93,628$13.1M0.6%−5,284−5.3%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF145,664$12.4M0.6%−8,767−5.7%Reduced–
First Tr Exchng Traded FD VI33740F631FT VEST US355,462$12.3M0.6%+4,350+1.2%Added–
iShares Core High Dividend ETF46429B663ETF117,088$11.9M0.6%−7,633−6.1%Reduced–
Vanguard S&P 500 ETF922908363ETF27,326$11.9M0.6%−7,269−21.0%Reduced–
Innovator ETFs Trust45782C631INTERNATIONAL DV416,683$11.6M0.5%−51,672−11.0%Reduced–
Dimensional ETF Trust25434V104US CORE EQT MKT348,604$11.6M0.5%+96,562+38.3%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT235,234$11.4M0.5%−188,820−44.5%Reduced–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT267,290$11.4M0.5%+260,826+4,035.1%Added–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT351,941$11.3M0.5%+347,805+8,409.2%Added–
iShares MSCI Eafe ETF464287465ETF146,729$11.1M0.5%−146,486−50.0%Reduced–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF99,725$11.0M0.5%+54,285+119.5%Added–
IAUiShares Gold TrustETF277,478$10.8M0.5%+194,486+234.3%AddedHistory
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US160,921$10.8M0.5%+8,878+5.8%Added–
Vanguard Dividend Appreciation ETF921908844ETF61,399$10.5M0.5%−205−0.3%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF181,806$10.3M0.5%−21,027−10.4%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM185,097$10.2M0.5%−1,052−0.6%Reduced–
Schwab Fundamental International Equity ETF808524755ETF299,873$10.1M0.5%+4,539+1.5%Added–
iShares Tr464287739U.S. REAL ES ETF109,055$9.97M0.5%+106,048+3,526.7%Added–
iShares Tr46436E874IBONDS 24 TRM TS417,532$9.96M0.5%+6,435+1.6%Added–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF398,674$9.86M0.5%+364,625+1,070.9%Added–
Goldman Sachs ETF Tr381430602ACTIVEBETA US149,487$9.44M0.4%+17,416+13.2%Added–
iShares Tr464288646ISHS 1-5YR INVS182,716$9.37M0.4%+17,371+10.5%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF63,104$9.29M0.4%+33,824+115.5%Added–
NVDANVIDIA CorpStock18,374$9.10M0.4%−486−2.6%ReducedHistory
COSTCostco Wholesale CorpStock13,328$8.80M0.4%+22+0.2%AddedHistory
Schwab US Dividend Equity ETF808524797ETF115,138$8.77M0.4%−27,417−19.2%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF36,816$8.73M0.4%−9,507−20.5%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF76,800$8.57M0.4%−18,842−19.7%Reduced–
iShares Russell Top 200 Growth ETF464289438ETF48,901$8.57M0.4%−10,127−17.2%Reduced–
MAMastercard IncStock18,879$8.05M0.4%−39−0.2%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF88,015$8.04M0.4%−199,844−69.4%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF159,518$8.01M0.4%−54,376−25.4%Reduced–
Schwab U.S. Broad Market ETF808524102ETF143,195$7.97M0.4%−6,005−4.0%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF163,610$7.84M0.4%−9,351−5.4%Reduced–
VVisa Inc.Stock29,415$7.66M0.4%−427−1.4%ReducedHistory
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP119,687$7.53M0.4%+10,531+9.6%Added–
Pacer US Cash Cows 100 ETF69374H881ETF142,468$7.41M0.3%−94,840−40.0%Reduced–
JPMJPMorgan Chase & CoStock42,977$7.31M0.3%−5,619−11.6%ReducedHistory
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD163,191$7.28M0.3%−52,459−24.3%Reduced–
iShares Tr464288885EAFE GRWTH ETF74,720$7.24M0.3%−5,298−6.6%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF85,097$7.13M0.3%−28,502−25.1%Reduced–
ETEnergy Transfer LPCOM UT LTD PTN510,620$7.05M0.3%+36,073+7.6%AddedHistory
Vanguard Morningstar Value ETF922908744ETF46,965$7.02M0.3%+9,408+25.0%Added–
PGProcter & Gamble CoStock46,433$6.80M0.3%−7,029−13.1%ReducedHistory
LLYEli Lilly & CoStock11,504$6.71M0.3%+411+3.7%AddedHistory
First Tr Exchng Traded FD VI33740F854FT VEST U.S.182,728$6.47M0.3%−6,960−3.7%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF22,754$6.31M0.3%−6,834−23.1%Reduced–
UNHUnitedHealth Group IncStock11,951$6.29M0.3%−3,891−24.6%ReducedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF262,037$6.26M0.3%+116,483+80.0%Added–
SBUXStarbucks CorpStock64,425$6.19M0.3%−2,861−4.3%ReducedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF53,920$6.15M0.3%+51,058+1,784.0%Added–
iShares Tr46435G409MSCI INTL VLU FT222,734$5.90M0.3%−2,785−1.2%Reduced–
GOOGAlphabet Inc.Stock40,589$5.72M0.3%−1,896−4.5%ReducedHistory
iShares Tr46432F388MSCI USA VALUE56,067$5.67M0.3%−977−1.7%Reduced–
CVXChevron CorpStock37,927$5.66M0.3%−3,677−8.8%ReducedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF120,260$5.61M0.3%−2,275−1.9%Reduced–
Vanguard Total Bond Market ETF921937835ETF75,799$5.57M0.3%−203,283−72.8%Reduced–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF223,764$5.54M0.3%+15,049+7.2%Added–
iShares Tr4642874407-10 YR TRSY BD55,002$5.30M0.3%+21,406+63.7%Added–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF66,172$5.30M0.3%+4,283+6.9%Added–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF102,247$5.27M0.2%−3,995−3.8%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF44,663$5.09M0.2%−3,162−6.6%Reduced–
BABoeing CoStock19,523$5.09M0.2%−485−2.4%ReducedHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF209,775$5.02M0.2%+105,563+101.3%Added–
METAMeta Platforms, Inc.Stock13,993$4.95M0.2%+162+1.2%AddedHistory
JNJJohnson & JohnsonStock31,319$4.91M0.2%−7,783−19.9%ReducedHistory
First Tr Exchng Traded FD VI33740F839FT VEST US EQT125,189$4.85M0.2%+3,987+3.3%Added–
American Centy ETF Tr025072505DIVERSIFIED MU94,994$4.84M0.2%+57,742+155.0%Added–
ABBVAbbVie Inc.Stock31,161$4.83M0.2%−16,869−35.1%ReducedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF193,461$4.82M0.2%−2,498−1.3%Reduced–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL142,297$4.73M0.2%−109,445−43.5%Reduced–
iShares Core S&P Small Cap ETF464287804ETF43,298$4.69M0.2%−20,602−32.2%Reduced–
HDHome Depot, Inc.Stock13,456$4.66M0.2%−4,048−23.1%ReducedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF70,318$4.57M0.2%−79,209−53.0%Reduced–

Sold out since Q3 2023 (412)

Positions held at the end of Q3 2023 that are gone from this filing.

The largest 100 of 412 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Pacer FDS Tr69374H428ARIST HIGH ETF218,924$10.2M0.5%–
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF38,574$4.07M0.2%–
PIMCO ETF Tr72201R88225YR+ ZERO U S18,841$1.37M0.1%–
Victory Portfolios II92647N873VCSHS US SMCP HG20,912$1.02M<0.1%–
WisdomTree Tr97717W588US LARGECAP FUND17,747$811.9K<0.1%–
Two RDS Shared Tr90214Q642REGENTS PK HDGD83,064$719.3K<0.1%–
Innovator ETFs Trust45782C284US SML CP PWR B26,743$669.1K<0.1%–
Kraneshares Trust500767306CSI CHI INTERNET24,389$667.5K<0.1%–
Global X FDS37954Y780INTERNET OF THNG15,305$468.8K<0.1%–
HLHecla Mining CoCOM110,013$430.1K<0.1%History
QTWOQ2 Holdings, Inc.COM13,000$419.5K<0.1%History
WNS Hldgs Ltd92932M101SPON ADR5,271$360.8K<0.1%–
AESIAtlas Energy Solutions Inc.COM CLASS A16,156$359.1K<0.1%History
iShares Tr464288166AGENCY BOND ETF3,281$347.1K<0.1%–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD12,481$347.0K<0.1%–
Ea Series Trust02072L698STRIVE EMERGING13,838$345.9K<0.1%–
Innovator ETFs Trust45783Y723POWER BUFFER SET12,491$333.0K<0.1%–
BNBROOKFIELD CorpCL A LTD VT SH10,423$325.9K<0.1%History
Tidal ETF Tr886364454NOBLE ABSOLUTE34,750$290.9K<0.1%–
BANDBandwidth Inc.COM CL A22,755$256.4K<0.1%History
Simplify Exchange Traded Fun82889N863VOLATILITY PREM11,189$251.9K<0.1%–
Etfis Ser Tr I26923G798VIRTUS PVT CR10,625$228.2K<0.1%–
EBTCEnterprise Bancorp IncCOM8,000$219.0K<0.1%History
SPDR Index Shs FDS78463X434ST STR MSCI EAFE3,155$211.5K<0.1%–
SPDR Series Trust78468R804ST STR R1K LOWV1,382$184.5K<0.1%–
Etfis Ser Tr I26923G400INFRACP REIT PFD10,500$182.4K<0.1%–
RHPRyman Hospitality Properties, Inc.COM2,129$177.3K<0.1%History
VIXYProShares Trust IIVIX SH TRM FUTRS7,609$177.3K<0.1%History
ProShares Tr74348A533PRIV EQTY-LSTD6,756$176.7K<0.1%–
New York Life Invts Active E45409F827MACKAY MUN INTER7,363$173.0K<0.1%–
FUTUFutu Holdings LtdSPON ADS CL A2,916$168.6K<0.1%History
Ea Series Trust02072L615STRIVE 1000 GRWT5,475$164.5K<0.1%–
VanEck ETF Trust92189F353EMERGING MRKT HI7,900$140.8K<0.1%–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP0$131.4K<0.1%History
Ea Series Trust02072L581STRIVE 1000 DIV4,476$117.9K<0.1%–
Ea Series Trust02072L573STRIVE 2000 ETF4,476$112.8K<0.1%–
Direxion Shs ETF Tr25460G336DLY SEMICNDTR BR9,175$102.8K<0.1%–
VanEck ETF Trust92189F429PREFERRED SECURT5,500$92.5K<0.1%–
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS2,768$92.3K<0.1%History
Legg Mason ETF Invt52468L406FRANKLIN US LOW2,626$89.0K<0.1%–
FTAIFTAI Aviation Ltd.SHS2,500$88.9K<0.1%History
American Centy ETF Tr025072885US EQT ETF1,198$87.8K<0.1%–
Invesco Exchange Traded FD T46137V589GBL LISTED PVT7,905$87.2K<0.1%–
AMCAMC Entertainment Holdings, Inc.CL A COM4,425$86.9K<0.1%History
New York Life Invts Active E45409F843MACK MU INSD ETF3,443$78.7K<0.1%–
DXDynex Capital IncCOM6,265$74.8K<0.1%History
ProShares Tr74347B201PSHS ULTSH 20YRS1,812$71.1K<0.1%–
Angel Oak Funds Trust03463K752OAK ULTRASHORT1,332$67.5K<0.1%–
KNSAKiniksa Pharmaceuticals International, plcCOM CL A3,750$65.1K<0.1%History
American Centy ETF Tr025072752LARG CA EQUI ETF1,206$64.2K<0.1%–
Innovator ETFs Trust45782C649US EQTY ULTRA B2,098$61.4K<0.1%–
Victory Portfolios II92647N667VICSHS DV AC ETF1,385$60.1K<0.1%–
RETAReata Pharmaceuticals IncCL A300$51.7K<0.1%History
RTLNecessity Retail REIT, Inc.COM CLASS A6,501$48.8K<0.1%History
Innovator ETFs Tr45782C243INVTOR 2 PLS 52,500$48.2K<0.1%–
iShares Tr464287127MORNINGSTR US EQ761$44.8K<0.1%–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF914$41.4K<0.1%–
First Tr Exchng Traded FD VI33740F508FLEXIBL MUN HIGH2,629$41.4K<0.1%–
PIMCO ETF Tr72201R403BROAD US TIPS750$38.8K<0.1%–
First Tr Exch Traded FD III33739P608RIVRFRNT DYN DEV641$35.6K<0.1%–
PIMCO ETF Tr72201R643ENHANCD SHORT352$34.5K<0.1%–
STAGSTAG Industrial, Inc.COM984$33.9K<0.1%History
SPDR Series Trust78468R531SPDR S&P 500 ESG778$32.3K<0.1%–
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS735$31.0K<0.1%–
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU1,500$29.9K<0.1%–
DBX ETF Tr233051192XTKR EMGRIN MKTS1,126$29.1K<0.1%–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN674$28.4K<0.1%–
GasLog Partners LPY2687W108UNIT LTD PTNRP3,216$27.8K<0.1%–
Victory Portfolios II92647N535SHORT TRM BD ETF546$26.7K<0.1%–
OGEOGE Energy Corp.COM800$26.7K<0.1%History
Innovator ETFs Trust45783Y731BUFF STEP UP ETF1,000$26.4K<0.1%–
Innovator ETFs Trust45783Y673QUITY MANAGD FLR1,000$25.6K<0.1%–
Schwab Strategic Tr808524649MUN BD ETF500$24.8K<0.1%–
Victory Portfolios II92647N865VCSHS US LRG CAP430$23.3K<0.1%–
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30846$22.7K<0.1%–
CLHClean Harbors IncCOM135$22.6K<0.1%History
Northern LTS FD Tr IV66538H237MAIN INTNL ETF1,118$22.4K<0.1%–
American Centy ETF Tr025072349US LARGE CAP VLU425$22.4K<0.1%–
Fidelity Covington Trust316092527SML MID MLTFCT683$22.0K<0.1%–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT697$21.9K<0.1%–
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR439$21.8K<0.1%–
ALVAutoliv IncCOM224$21.6K<0.1%History
FWONALiberty Media CorpCOM SER A FRMLA356$21.6K<0.1%History
UTLUnitil CorpCOM500$21.4K<0.1%History
WLYJohn Wiley & Sons, Inc.CL A571$21.2K<0.1%History
CHEFChefs' Warehouse, Inc.COM1,000$21.2K<0.1%History
BNOUnited States Brent Oil Fund, LPETF639$20.5K<0.1%History
WWEWorld Wrestling Entertainment, LLCCL A234$19.7K<0.1%History
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST897$19.7K<0.1%–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF623$19.4K<0.1%–
APAMArtisan Partners Asset Management Inc.CL A513$19.2K<0.1%History
iShares Tr464287549EXPND TEC SC ETF50$19.1K<0.1%–
First Tr Exchange-Traded FD33734X150INDLS PROD DUR318$18.3K<0.1%–
iShares Inc464286608MSCI EURZONE ETF428$18.1K<0.1%–
HIHillenbrand, Inc.COM422$17.9K<0.1%History
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP450$17.8K<0.1%History
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF387$17.4K<0.1%–
FFAFirst Trust Enhanced Equity Income FundCOM968$16.7K<0.1%History
TWITitan International IncCOM1,231$16.5K<0.1%History
WisdomTree Tr97717X156US SHT TRM CORP353$16.4K<0.1%–