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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 30, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
3,243
+107 vs. Q1 2024
Portfolio value
$2.52B
+$239.6M (+10.5%) vs. Q1 2024
Filed
Jul 30, 2024
SEC
Holdings of IFP Advisors, Inc in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock314,864$66.3M2.6%+28,925+10.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF107,449$51.5M2.0%+30,563+39.8%Added–
SPYSPDR S&P 500 ETF TrustETF90,682$49.4M2.0%+37,864+71.7%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF102,086$38.2M1.5%+51,668+102.5%Added–
WisdomTree Tr97717X669US QTLY DIV GRT403,400$31.5M1.2%−54,160−11.8%Reduced–
MSFTMicrosoft CorpStock68,196$30.5M1.2%+5,291+8.4%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF453,330$29.0M1.2%+61,549+15.7%Added–
iShares S&P 100 ETF464287101ETF108,528$28.7M1.1%+1,594+1.5%Added–
NVDANVIDIA CorpStock229,286$28.3M1.1%+28,006+13.9%AddedConverted for a 10-for-1 splitHistory
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF1,144,004$28.0M1.1%+511,472+80.9%Added–
iShares Core S&P 500 ETF464287200ETF49,609$27.1M1.1%−6,187−11.1%Reduced–
AMZNAmazon Com IncStock138,869$26.8M1.1%+25,298+22.3%AddedHistory
GOOGLAlphabet Inc.Stock137,942$25.1M1.0%+39,443+40.0%AddedHistory
iShares Tr46428743220 YR TR BD ETF255,863$23.5M0.9%−88,293−25.7%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF662,647$23.2M0.9%+68,588+11.5%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF225,328$22.7M0.9%+2,922+1.3%Added–
Vanguard S&P 500 ETF922908363ETF41,522$20.8M0.8%+9,871+31.2%Added–
iShares MSCI Eafe ETF464287465ETF264,312$20.7M0.8%+113,118+74.8%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF120,048$20.5M0.8%+22,430+23.0%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF395,056$19.9M0.8%+107,654+37.5%Added–
iShares Tr464287150CORE S&P TTL STK164,947$19.6M0.8%−1,807−1.1%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF250,364$19.5M0.8%+1,818+0.7%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 147,682$18.7M0.7%+5,354+12.6%AddedHistory
BRK.BBerkshire Hathaway IncStock45,243$18.4M0.7%+577+1.3%AddedHistory
IAUiShares Gold TrustETF399,778$17.6M0.7%+35,565+9.8%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT105,644$17.4M0.7%−339−0.3%Reduced–
iShares S&P 500 Growth ETF464287309ETF183,638$17.0M0.7%+90,668+97.5%Added–
Dimensional ETF Trust25434V104US CORE EQT MKT450,588$16.9M0.7%+54,952+13.9%Added–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF151,252$16.7M0.7%+25,496+20.3%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW271,719$16.2M0.6%−134,359−33.1%Reduced–
XOMExxonMobil Holdings CorpCOM134,810$15.5M0.6%+10,395+8.4%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF287,994$15.4M0.6%+23,443+8.9%Added–
Schwab US Dividend Equity ETF808524797ETF187,960$14.6M0.6%+20,986+12.6%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF159,354$13.8M0.5%+5,699+3.7%Added–
COSTCostco Wholesale CorpStock15,516$13.3M0.5%−10−0.1%ReducedHistory
First Tr Exchng Traded FD VI33740F631FT VEST US355,537$13.2M0.5%−320.0%Reduced–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT263,620$12.1M0.5%−10,640−3.9%Reduced–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT346,999$12.1M0.5%−16,132−4.4%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF179,824$11.6M0.5%+3,624+2.1%Added–
Innovator ETFs Trust45782C631INTERNATIONAL DV384,650$11.3M0.4%−2,406−0.6%Reduced–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US156,396$11.1M0.4%+4,314+2.8%Added–
Vanguard Dividend Appreciation ETF921908844ETF60,785$11.1M0.4%−1,749−2.8%Reduced–
First Tr Exchange-Traded FD33734H106SHS267,164$10.9M0.4%−56,982−17.6%Reduced–
iShares Tr464288646ISHS 1-5YR INVS212,291$10.9M0.4%+9,804+4.8%Added–
GOOGAlphabet Inc.Stock56,893$10.4M0.4%+14,004+32.7%AddedHistory
LLYEli Lilly & CoStock11,323$10.3M0.4%+606+5.7%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF86,287$10.2M0.4%+7,047+8.9%Added–
Goldman Sachs ETF Tr381430602ACTIVEBETA US159,829$10.1M0.4%+4,798+3.1%Added–
iShares S&P Small-Cap 600 Growth ETF464287887ETF78,592$10.1M0.4%+73,743+1,520.8%Added–
iShares Tr4642874407-10 YR TRSY BD106,797$10.0M0.4%+37,384+53.9%Added–
JPMJPMorgan Chase & CoStock48,846$9.88M0.4%+12,441+34.2%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN601,034$9.75M0.4%+81,864+15.8%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF150,897$9.49M0.4%+8,276+5.8%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF41,217$9.32M0.4%+26,728+184.5%Added–
VVisa Inc.Stock35,008$9.19M0.4%+5,787+19.8%AddedHistory
METAMeta Platforms, Inc.Stock17,556$8.85M0.4%+4,621+35.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF32,544$8.71M0.3%−153−0.5%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM149,455$8.47M0.3%+6,235+4.4%Added–
MAMastercard IncStock19,173$8.46M0.3%+313+1.7%AddedHistory
Invesco Exchange Traded FD T46137V290S&P500 EQL REL257,899$8.44M0.3%+49,847+24.0%Added–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD195,968$8.44M0.3%−41,669−17.5%Reduced–
Vanguard Morningstar Value ETF922908744ETF51,414$8.25M0.3%−81,559−61.3%Reduced–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF92,525$8.15M0.3%+86,644+1,473.3%Added–
Vanguard Ftse Developed Markets ETF921943858ETF161,608$7.99M0.3%−7,149−4.2%Reduced–
iShares Tr464287739U.S. REAL ES ETF90,444$7.94M0.3%−23,171−20.4%Reduced–
iShares Core High Dividend ETF46429B663ETF72,857$7.92M0.3%+24,642+51.1%Added–
iShares Core S&P Small Cap ETF464287804ETF73,724$7.86M0.3%+14,693+24.9%Added–
iShares Tr46436E874IBONDS 24 TRM TS309,738$7.43M0.3%−53,943−14.8%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF126,213$7.39M0.3%+18,782+17.5%Added–
iShares Tr46435G409MSCI INTL VLU FT267,000$7.33M0.3%+37,126+16.2%Added–
American Centy ETF Tr025072505DIVERSIFIED MU144,239$7.26M0.3%+35,110+32.2%Added–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP110,200$7.26M0.3%−4,832−4.2%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF132,246$7.21M0.3%−11,993−8.3%Reduced–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF292,879$6.98M0.3%+19,733+7.2%Added–
TSLATesla, Inc.Stock34,994$6.92M0.3%+20,124+135.3%AddedHistory
UNHUnitedHealth Group IncStock13,278$6.76M0.3%+454+3.5%AddedHistory
iShares Tr464289446RUS TOP 200 ETF50,288$6.74M0.3%−641−1.3%Reduced–
Vanguard Total Bond Market ETF921937835ETF93,122$6.71M0.3%+7,140+8.3%Added–
Vanguard World FD921910873MEGA CAP INDEX33,544$6.62M0.3%−697−2.0%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF72,567$6.61M0.3%+6,780+10.3%Added–
iShares Russell Top 200 Growth ETF464289438ETF30,486$6.54M0.3%−18,209−37.4%Reduced–
Fidelity MSCI Information Technology Index ETF316092808ETF36,984$6.34M0.3%−4,804−11.5%Reduced–
iShares Russell 2000 ETF464287655ETF20,915$6.34M0.3%−11,498−35.5%Reduced–
iShares Tr464288885EAFE GRWTH ETF61,379$6.28M0.2%+11,934+24.1%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT130,020$6.25M0.2%−168,480−56.4%Reduced–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF249,315$6.20M0.2%+15,570+6.7%Added–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF107,677$6.17M0.2%+5,615+5.5%Added–
CARRCarrier Global CorpStock94,120$5.94M0.2%+18,240+24.0%AddedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF119,516$5.83M0.2%+107+0.1%Added–
HDHome Depot, Inc.Stock16,852$5.80M0.2%+1,485+9.7%AddedHistory
CVXChevron CorpStock37,024$5.79M0.2%−283−0.8%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF62,361$5.72M0.2%−18,765−23.1%Reduced–
iShares Tr46432F388MSCI USA VALUE55,044$5.69M0.2%+496+0.9%Added–
Schwab Fundamental International Equity ETF808524755ETF162,357$5.69M0.2%−138,106−46.0%Reduced–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF239,443$5.68M0.2%+17,251+7.8%Added–
Schwab US Aggregate Bond ETF808524839ETF124,150$5.66M0.2%+21,530+21.0%Added–
Fidelity High Dividend ETF316092840ETF119,833$5.61M0.2%+45,719+61.7%Added–
PDIPIMCO Dynamic Income FundSHS297,913$5.60M0.2%+53,144+21.7%AddedHistory
SPDR Series Trust78468R523ST STR BL 12 ETF56,302$5.59M0.2%+4,676+9.1%Added–
HONHoneywell International IncCOM6,074$5.57M0.2%−10,461−63.3%ReducedHistory

Sold out since Q1 2024 (185)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 185 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
KRTXKaruna Therapeutics, Inc.COM817$269.5K<0.1%History
ETF Managers Tr26924G870BLUESTAR ISRAEL1,683$81.2K<0.1%–
PGYPagaya Technologies Ltd.CL A SHS4,150$75.9K<0.1%History
ULCCFrontier Group Holdings, Inc.COM9,047$73.4K<0.1%History
MDCSekisui House U.S., Inc.COM1,151$72.4K<0.1%History
ICHRIchor Holdings, Ltd.SHS1,830$70.7K<0.1%History
Western Digital Corp958102AP0NOTE 1.500% 2/067,000$66.5K<0.1%–
SPDR Series Trust78464A771ST STR SP CAPMKT530$58.6K<0.1%–
Aim ETF Products Trust00888H687ALLIANZIM US EQT2,026$55.1K<0.1%–
CPAYCorpay, Inc.COM171$52.8K<0.1%History
SDRLSEADRILL LtdCOM1,000$50.3K<0.1%History
ETF Managers Tr26924G201PRIME CYBR SCRTY793$50.3K<0.1%–
Pgim ETF Tr69344A883FLOATING RT INC957$48.8K<0.1%–
KRYSKrystal Biotech, Inc.COM267$47.3K<0.1%History
TPGTPG Inc.COM CL A1,000$44.7K<0.1%History
JetBlue Airways Corp477143AP6NOTE 0.500% 4/050,000$43.6K<0.1%–
Invesco Exch Traded FD Tr II46138E578KBW REGL BKG796$40.5K<0.1%–
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS660$37.2K<0.1%–
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT1,656$35.5K<0.1%–
AIFUAIFU Inc.SPONSORED ADR6,972$33.1K<0.1%History
Advisorshares Tr00768Y438Q DYNAMIC GROWTH1,000$32.8K<0.1%–
ETF Managers Tr26924G102PRIME JUNIR SLVR3,991$31.8K<0.1%–
iShares Tr464288612INTRM GOV CR ETF293$30.5K<0.1%–
UNGUnited States Natural Gas Fund, LPUNIT PAR1,500$30.1K<0.1%History
SPLKSplunk IncCOM183$28.7K<0.1%History
IMGNImmunoGen, Inc.COM830$25.9K<0.1%History
MYEMyers Industries IncCOM1,067$24.7K<0.1%History
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL260$23.6K<0.1%–
NSLRNeostellar Capital Corp.COM NEW4,983$22.7K<0.1%History
GHLDGuild Holdings CoCL A1,489$22.0K<0.1%History
Kraneshares Tr500767587QUADRATIC DEFLA1,458$21.8K<0.1%–
CBAYCymaBay Therapeutics, Inc.COM650$21.1K<0.1%History
Pacer FDS Tr69374H717LUNT LRG CP ALTR586$20.6K<0.1%–
ESABESAB CorpCOM171$18.9K<0.1%History
FWRDForward Air CorpCOM595$18.5K<0.1%History
GUGGuggenheim Active Allocation FundCOMMON STOCK1,250$18.4K<0.1%History
HEREHere Group LtdADS4,224$17.3K<0.1%History
ESOAEnergy Services of America CORPCOM2,093$17.3K<0.1%History
NATRNatures Sunshine Products IncCOM794$16.5K<0.1%History
ACUAcme United CorpCOM346$16.3K<0.1%History
LRFCLogan Ridge Finance Corp.COM703$15.8K<0.1%History
ELVAElectrovaya Inc.COM NEW4,317$15.8K<0.1%History
EGANEGAIN CorpCOM NEW2,322$15.0K<0.1%History
ELMDElectromed, Inc.Stock922$14.9K<0.1%History
DERMJourney Medical CorpCOM3,403$12.5K<0.1%History
IBCPIndependent Bank CorpCOM NEW479$12.2K<0.1%History
TAYDTaylor Devices, Inc.COM243$12.1K<0.1%History
CLSCelestica IncSUB VTG SHS245$11.0K<0.1%History
Invesco Exch Traded FD Tr II46138E149S&P SMLCP HELT246$10.8K<0.1%–
Vanguard Wellington FD921935409US MINIMUM92$10.3K<0.1%–
ZDGEZedge, Inc.CL B3,534$9.79K<0.1%History
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW220$9.73K<0.1%–
KVYOKlaviyo, Inc.COM SER A371$9.45K<0.1%History
TRTXTPG RE Finance Trust, Inc.COM1,200$9.26K<0.1%History
Tidal ETF Tr886364843ATAC US ROTATION500$9.16K<0.1%–
Invesco Exchange Traded FD T46137V852DORSEY WRIGHT HE201$8.84K<0.1%–
WDIWestern Asset Diversified Income Fund (WDI)COM SHS BEN INT600$8.67K<0.1%History
SPDR Index Shs FDS78463X863ST DOW INTL ETF326$8.51K<0.1%–
KOPKoppers Holdings Inc.COM146$8.05K<0.1%History
QUIKQUICKLOGIC CorpCOM NEW500$8.02K<0.1%History
CRUSCirrus Logic, Inc.Stock75$6.94K<0.1%History
VRRMVerra Mobility CorpCL A COM STK275$6.87K<0.1%History
WisdomTree Tr97717W596US ESG FUND130$6.60K<0.1%–
SRCSpirit Realty Capital, Inc.COM NEW150$6.34K<0.1%History
FIVNFive9, Inc.COM100$6.21K<0.1%History
SPDR Series Trust78468R531SPDR S&P 500 ESG119$6.03K<0.1%–
VTSIVirTra, IncCOM PAR586$6.02K<0.1%History
Guinness Atkinson FDS402031850SUSTNBL ENRGY II200$5.61K<0.1%–
PBTPermian Basin Royalty TrustUNIT BEN INT423$5.12K<0.1%History
MRBKMeridian CorpCOM516$5.12K<0.1%History
ETF Managers Tr26924G409PRIME MOBILE PAY100$4.61K<0.1%–
Global X FDS37954Y699MSCI SUPDIV EA300$4.39K<0.1%–
FLGTFulgent Genetics, Inc.COM185$4.01K<0.1%History
CELUCelularity IncCOM CL A10,000$3.91K<0.1%History
SKYHSky Harbour Group CorpCOM CL A300$3.83K<0.1%History
ETF Managers Tr26924G763TREATMENTS TSTNG200$3.76K<0.1%–
SABRSabre CorpCOM1,500$3.63K<0.1%History
iShares Inc464286772MSCI STH KOR ETF52$3.49K<0.1%–
CWHCamping World Holdings, Inc.CL A125$3.48K<0.1%History
Kraneshares Trust500767678GLOBAL CARB STRA107$3.29K<0.1%–
First Tr Exchange Traded FD33738R860NASDAQ BK ETF119$3.23K<0.1%–
Nushares ETF Tr67092P870NUVEEN ESG US139$3.05K<0.1%–
CNRCore Natural Resources, Inc.COM35$3.02K<0.1%History
Nushares ETF Tr67092P201NUVEEN ESG LRGCP39$2.98K<0.1%–
iShares Tr464287333GLOBAL FINLS ETF32$2.88K<0.1%–
RGNXREGENXBIO Inc.COM125$2.63K<0.1%History
INOInovio Pharmaceuticals, Inc.COM NEW175$2.43K<0.1%History
DRVNDriven Brands Holdings Inc.COM150$2.37K<0.1%History
SYRSSyros Pharmaceuticals, Inc.COM NEW438$2.34K<0.1%History
Nushares ETF Tr67092P300NUVEEN ESG LRGVL60$2.33K<0.1%–
ATMUAtmus Filtration Technologies Inc.COM72$2.32K<0.1%History
UECUranium Energy CorpCOM300$2.02K<0.1%History
LBAILakeland Bancorp IncCOM167$2.02K<0.1%History
FLSFlowserve CorpCOM43$1.96K<0.1%History
Nushares ETF Tr67092P888NUVEEN ESG EMRGN70$1.93K<0.1%–
AEGAegon Ltd.AMER REG 1 CERT317$1.92K<0.1%History
CCNECNB Financial CorpCOM94$1.92K<0.1%History
Healthpeak Properties, Inc.71943U104COM168$1.89K<0.1%–
FRSHFreshworks Inc.Stock103$1.88K<0.1%History
Nushares ETF Tr67092P805NUVEEN ESG INTL59$1.83K<0.1%–