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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Jul 30, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
3,136
+86 vs. Q4 2023
Portfolio value
$2.28B
+$161.8M (+7.6%) vs. Q4 2023
Filed
Jul 30, 2024
SEC
Holdings of IFP Advisors, Inc in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock285,939$49.0M2.2%+5,557+2.0%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT457,560$34.9M1.5%+8,895+2.0%Added–
Invesco QQQ Trust Series I46090E103ETF76,886$34.1M1.5%+15,054+24.3%Added–
iShares Tr46428743220 YR TR BD ETF344,156$32.6M1.4%+15,417+4.7%Added–
iShares Core S&P 500 ETF464287200ETF55,796$29.3M1.3%+7,843+16.4%Added–
SPYSPDR S&P 500 ETF TrustETF52,818$27.6M1.2%−37,631−41.6%ReducedHistory
MSFTMicrosoft CorpStock62,905$26.5M1.2%+4,991+8.6%AddedHistory
iShares S&P 100 ETF464287101ETF106,934$26.5M1.2%+30,287+39.5%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW406,078$24.2M1.1%−326,766−44.6%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF391,781$24.1M1.1%+33,624+9.4%Added–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR448,614$23.7M1.0%−15,828−3.4%Reduced–
Vanguard Morningstar Value ETF922908744ETF132,973$21.7M0.9%+86,008+183.1%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF594,059$21.3M0.9%+87,210+17.2%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF222,406$20.6M0.9%−17,372−7.2%Reduced–
AMZNAmazon Com IncStock113,571$20.5M0.9%+9,272+8.9%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF248,546$20.2M0.9%−8,524−3.3%Reduced–
iShares Tr464287150CORE S&P TTL STK166,754$19.2M0.8%−12,347−6.9%Reduced–
BRK.BBerkshire Hathaway IncStock44,666$18.8M0.8%+68+0.2%AddedHistory
NVDANVIDIA CorpStock20,128$18.2M0.8%+1,754+9.5%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT105,983$18.0M0.8%−29,986−22.1%Reduced–
Vanguard Morningstar Growth ETF922908736ETF50,418$17.4M0.8%+768+1.5%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 142,328$16.8M0.7%−1,824−4.1%ReducedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF97,618$16.0M0.7%+34,514+54.7%Added–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF632,532$15.6M0.7%+233,858+58.7%Added–
IAUiShares Gold TrustETF364,213$15.3M0.7%+86,735+31.3%AddedHistory
Vanguard S&P 500 ETF922908363ETF31,651$15.2M0.7%+4,325+15.8%Added–
GOOGLAlphabet Inc.Stock98,499$14.9M0.7%+4,871+5.2%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF287,402$14.5M0.6%+127,884+80.2%Added–
XOMExxonMobil Holdings CorpCOM124,415$14.5M0.6%−8,645−6.5%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT395,636$14.5M0.6%+47,032+13.5%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT298,500$14.4M0.6%+63,266+26.9%Added–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF125,756$13.9M0.6%+26,031+26.1%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF153,655$13.8M0.6%+7,991+5.5%Added–
First Tr Exchange-Traded FD33734H106SHS324,146$13.7M0.6%−16,577−4.9%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF264,551$13.7M0.6%−43,577−14.1%Reduced–
Schwab US Dividend Equity ETF808524797ETF166,974$13.5M0.6%+51,836+45.0%Added–
First Tr Exchng Traded FD VI33740F631FT VEST US355,569$12.8M0.6%+1070.0%Added–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT363,131$12.3M0.5%+11,190+3.2%Added–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT274,260$12.3M0.5%+6,970+2.6%Added–
iShares MSCI Eafe ETF464287465ETF151,194$12.1M0.5%+4,465+3.0%Added–
Vanguard Dividend Appreciation ETF921908844ETF62,534$11.4M0.5%+1,135+1.8%Added–
COSTCostco Wholesale CorpStock15,526$11.4M0.5%+2,198+16.5%AddedHistory
Innovator ETFs Trust45782C631INTERNATIONAL DV387,056$11.2M0.5%−29,627−7.1%Reduced–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US152,082$11.1M0.5%−8,839−5.5%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF176,200$10.9M0.5%−5,606−3.1%Reduced–
Schwab Fundamental International Equity ETF808524755ETF300,463$10.7M0.5%+590+0.2%Added–
iShares Tr464288646ISHS 1-5YR INVS202,487$10.4M0.5%+19,771+10.8%Added–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD237,637$10.4M0.5%+74,446+45.6%Added–
iShares Tr464287739U.S. REAL ES ETF113,615$10.2M0.4%+4,560+4.2%Added–
Goldman Sachs ETF Tr381430602ACTIVEBETA US155,031$10.2M0.4%+5,544+3.7%Added–
Vanguard High Dividend Yield Index ETF921946406ETF79,240$9.59M0.4%+2,440+3.2%Added–
iShares Russell Top 200 Growth ETF464289438ETF48,695$9.50M0.4%−206−0.4%Reduced–
MAMastercard IncStock18,860$9.08M0.4%−19−0.1%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF142,621$8.71M0.4%−574−0.4%Reduced–
iShares Tr46436E874IBONDS 24 TRM TS363,681$8.71M0.4%−53,851−12.9%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF32,697$8.50M0.4%−4,119−11.2%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF168,757$8.47M0.4%+5,147+3.1%Added–
Pacer US Cash Cows 100 ETF69374H881ETF144,239$8.38M0.4%+1,771+1.2%Added–
LLYEli Lilly & CoStock10,717$8.34M0.4%−787−6.8%ReducedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM143,220$8.29M0.4%−41,877−22.6%Reduced–
ETEnergy Transfer LPCOM UT LTD PTN519,170$8.17M0.4%+8,550+1.7%AddedHistory
VVisa Inc.Stock29,221$8.16M0.4%−194−0.7%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF92,970$7.85M0.3%−213,833−69.7%Reduced–
JPMJPMorgan Chase & CoStock36,405$7.65M0.3%−6,572−15.3%ReducedHistory
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP115,032$7.56M0.3%−4,655−3.9%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF81,126$7.45M0.3%−6,889−7.8%Reduced–
First Tr Exchng Traded FD VI33740F854FT VEST U.S.197,549$7.31M0.3%+14,821+8.1%Added–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL208,052$6.84M0.3%+65,755+46.2%Added–
iShares Russell 2000 ETF464287655ETF32,413$6.82M0.3%+20,793+178.9%Added–
iShares Tr4642874407-10 YR TRSY BD69,413$6.57M0.3%+14,411+26.2%Added–
GOOGAlphabet Inc.Stock42,889$6.53M0.3%+2,300+5.7%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF107,431$6.53M0.3%−6,339−5.6%ReducedConverted for a 5-for-1 split–
iShares Core S&P Small Cap ETF464287804ETF59,031$6.52M0.3%+15,733+36.3%Added–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF273,146$6.51M0.3%+11,109+4.2%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF41,788$6.51M0.3%+37,359+843.5%Added–
iShares Tr46435G409MSCI INTL VLU FT229,874$6.49M0.3%+7,140+3.2%Added–
iShares Tr464289446RUS TOP 200 ETF50,929$6.47M0.3%+50,166+6,574.8%Added–
Vanguard World FD921910873MEGA CAP INDEX34,241$6.40M0.3%+32,473+1,836.7%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF53,683$6.35M0.3%−237−0.4%Reduced–
UNHUnitedHealth Group IncStock12,824$6.34M0.3%+873+7.3%AddedHistory
METAMeta Platforms, Inc.Stock12,935$6.28M0.3%−1,058−7.6%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF65,787$6.21M0.3%−19,310−22.7%Reduced–
Vanguard Total Bond Market ETF921937835ETF85,982$6.06M0.3%+10,183+13.4%Added–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF119,409$5.98M0.3%−851−0.7%Reduced–
iShares Tr46432F388MSCI USA VALUE54,548$5.91M0.3%−1,519−2.7%Reduced–
HDHome Depot, Inc.Stock15,367$5.90M0.3%+1,911+14.2%AddedHistory
CVXChevron CorpStock37,307$5.89M0.3%−620−1.6%ReducedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF102,062$5.84M0.3%−185−0.2%Reduced–
SBUXStarbucks CorpStock63,866$5.84M0.3%−559−0.9%ReducedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF233,745$5.80M0.3%+9,981+4.5%Added–
PGProcter & Gamble CoStock34,634$5.63M0.2%−11,799−25.4%ReducedHistory
American Centy ETF Tr025072505DIVERSIFIED MU109,129$5.52M0.2%+14,135+14.9%Added–
ABBVAbbVie Inc.Stock29,910$5.45M0.2%−1,251−4.0%ReducedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF63,238$5.42M0.2%−2,934−4.4%Reduced–
iShares Core High Dividend ETF46429B663ETF48,215$5.31M0.2%−68,873−58.8%Reduced–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF222,192$5.29M0.2%+12,417+5.9%Added–
SPDR Series Trust78468R523ST STR BL 12 ETF51,626$5.13M0.2%+17,083+49.5%Added–
iShares Tr464288885EAFE GRWTH ETF49,445$5.13M0.2%−25,275−33.8%Reduced–
Vanguard Short-Term Bond ETF921937827ETF66,865$5.13M0.2%+13,060+24.3%Added–
First Tr Exchng Traded FD VI33740F839FT VEST US EQT125,189$5.06M0.2%00.0%Unchanged–

Sold out since Q4 2023 (199)

Positions held at the end of Q4 2023 that are gone from this filing.

The largest 100 of 199 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
iShares Tr46434VAX8IBONDS DEC23 ETF102,548$2.60M0.1%–
ATVIActivision Blizzard, Inc.COM18,626$1.76M0.1%History
iShares Tr46435U150IBONDS 23 TRM HG50,157$1.18M0.1%–
iShares Tr46435G318IBONDS DEC202333,758$861.9K<0.1%–
Matthews Asia FDS577125834CHINA ACTIVE ETF43,102$820.5K<0.1%–
iShares Tr46436E882IBONDS 23 TRM TS30,869$764.9K<0.1%–
Direxion Shs ETF Tr25459W54020YR TRES BULL7,200$387.5K<0.1%–
SGENSeagen Inc.COM1,422$325.1K<0.1%History
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT14,100$282.8K<0.1%History
Columbia ETF Tr I19761L607MULTI SEC MUNI8,966$187.1K<0.1%–
HUTHut 8 Corp.Common Stock13,950$146.6K<0.1%History
MODModine Manufacturing CoCOM2,446$146.0K<0.1%History
LTHMLivent Corp.COM7,521$135.2K<0.1%History
Innov Prem Inc 30 Barr-July45783Y566ETP5,395$134.3K<0.1%–
iShares Tr464287291GLOBAL TECH ETF1,686$115.0K<0.1%–
EMANEmagin CorpCOM NEW50,000$104.0K<0.1%History
PCTIPC Tel IncCOM10,000$70.0K<0.1%History
iShares Tr46435G441ESG ADVNCD HY BD1,500$68.2K<0.1%–
Direxion Shs ETF Tr25459W862DRX S&P500BULL560$58.2K<0.1%–
BVHBluegreen Vacations Holding CorpCLASS A765$57.5K<0.1%History
iShares Inc464286657MSCI BIC ETF1,460$49.9K<0.1%–
COLDAmericold Realty TrustCOM1,600$48.4K<0.1%History
ETF Ser Solutions26922A388APTUS DEFINED1,864$47.0K<0.1%–
BGBunge Global SACOM417$45.8K<0.1%History
NFBKNorthfield Bancorp, Inc.COM3,508$44.1K<0.1%History
Invesco Exch TRD SLF Idx FD46138J858BULSHS 2023 HY1,750$41.1K<0.1%–
PGTIPGT Innovations, Inc.COM1,000$40.7K<0.1%History
iShares Tr464288729GLOB INDSTRL ETF304$38.7K<0.1%–
HZNPHorizon Therapeutics Public Ltd CoSHS332$38.4K<0.1%History
Fidelity Covington Trust316092782VLU FACTOR ETF639$33.8K<0.1%–
PIMCO Equity Ser72202L389RAFI DYN EMERG1,736$33.3K<0.1%–
VMWVmware LLCCL A COM233$33.2K<0.1%History
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY790$28.4K<0.1%–
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH280$27.5K<0.1%–
Vanguard Wellington FD921935805US VALUE FACTR222$25.0K<0.1%–
EMFTempleton Emerging Markets FundCOM2,000$23.4K<0.1%History
NMCONuveen Municipal Credit Opportunities FundCOM2,243$22.4K<0.1%History
Global X FDS37950E408MSCI CHINA CNSMR1,190$20.9K<0.1%–
ETF Ser Solutions26922B865U S GLOBAL SEA T1,293$19.5K<0.1%–
iShares Tr464288521CRE U S REIT ETF326$17.7K<0.1%–
LBTYKLiberty Global Ltd.SHS CL C1,065$17.7K<0.1%History
GPRKGeoPark LtdUSD SHS2,008$17.2K<0.1%History
PCNPIMCO Corporate & Income Strategy FundCOM1,367$17.0K<0.1%History
LBTYALiberty Global Ltd.SHS CL A1,065$16.9K<0.1%History
MQYBlackRock Muniyield Quality Fund, Inc.COM1,385$16.9K<0.1%History
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL190$16.8K<0.1%–
SASeabridge Gold IncCOM1,345$16.3K<0.1%History
Invesco Exch TRD SLF Idx FD46138J544BULSHS 2023 MUNI603$15.1K<0.1%–
Ssga Active Tr78470P846ST STR BLACK ETF522$14.7K<0.1%–
WERNWerner Enterprises IncCOM341$14.4K<0.1%History
ProShares Tr74347R693PSHS ULTRA TECH268$14.2K<0.1%–
Invesco Exch TRD SLF Idx FD46138J437INTL DEV DYNAMIC550$13.8K<0.1%–
Principal Exchange-Traded FD74255Y508PRCPL MIL INDX348$13.7K<0.1%–
NEWRNew Relic, Inc.COM155$13.5K<0.1%History
WisdomTree Tr97717W877GLB HIGH DIV FD265$12.9K<0.1%–
LOVELovesac CoCOM499$12.8K<0.1%History
NHINational Health Investors IncCOM211$11.8K<0.1%History
HEHawaiian Electric Industries IncCOM811$11.5K<0.1%History
MMIMarcus & Millichap, Inc.COM248$10.8K<0.1%History
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT195$10.6K<0.1%–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB497$10.5K<0.1%–
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt TrustCOM650$10.5K<0.1%History
ITGRInteger Holdings CorpCOM104$10.3K<0.1%History
First Tr Exchange-Traded FD33733B100WTR ETF108$10.2K<0.1%–
Victory Portfolios II92647N774VCSHS US DISCVRY185$9.10K<0.1%–
Flexshares Tr33939L506IBOXX 3R TARGT381$9.00K<0.1%–
DISHDISH Network CORPCL A1,549$8.94K<0.1%History
MCRIMonarch Casino & Resort IncCOM120$8.30K<0.1%History
iShares U S ETF Tr46431W663DISCRETIONARY186$8.21K<0.1%–
CENXCentury Aluminum CoCOM643$7.81K<0.1%History
BHEBenchmark Electronics IncCOM280$7.74K<0.1%History
AUBAtlantic Union Bankshares CorpCOM202$7.38K<0.1%History
BGRBlackRock Energy & Resources TrustCOM575$7.16K<0.1%History
CCAPCrescent Capital BDC, Inc.COM400$6.95K<0.1%History
LCIILci IndustriesCOM55$6.94K<0.1%History
DORMDorman Products, Inc.COM80$6.67K<0.1%History
Simplify Exchange Traded Fun82889N731CONVEXITY ETF355$6.30K<0.1%–
STCStewart Information Services CorpCOM105$6.16K<0.1%History
EARNEllington Credit CoCOM SHS BEN INT1,000$6.13K<0.1%History
RLIRli CorpCOM46$6.13K<0.1%History
ADUSAddus HomeCare CorpCOM66$6.13K<0.1%History
TWNKHostess Brands, Inc.CL A182$6.06K<0.1%History
NEANuveen AMT-Free Quality Municipal Income FundCOM530$5.83K<0.1%History
HASIHA Sustainable Infrastructure Capital, Inc.COM211$5.83K<0.1%History
AMBAAmbarella IncSHS94$5.76K<0.1%History
Barnes Group Inc067806109COM174$5.68K<0.1%–
Global X FDS37960A735GBL X BLOCKCHAIN122$5.64K<0.1%–
Invesco Exchange Traded FD T46137V324S&P500 EQL IND126$5.43K<0.1%–
CASSCass Information Systems IncCOM120$5.41K<0.1%History
TEITempleton Emerging Markets Income FundCOM1,055$5.38K<0.1%History
VTLEVital Energy, Inc.COM112$5.09K<0.1%History
GOLFAcushnet Holdings Corp.COM80$5.05K<0.1%History
SSYSStratasys Ltd.SHS350$5.00K<0.1%History
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP300$4.99K<0.1%–
NVEENV5 Global, Inc.COM42$4.67K<0.1%History
iShares Inc46434G848MSCI GBL ETF NEW108$4.65K<0.1%–
First Tr Exch TRD Alphdx FD33737J141CHINA ALPHADEX250$4.63K<0.1%–
SPXCSPX Technologies, Inc.COM45$4.54K<0.1%History
ENOVEnovis CORPCOM80$4.48K<0.1%History
INSWInternational Seaways, Inc.COM97$4.41K<0.1%History