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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Feb 4, 2025. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
3,318
+75 vs. Q2 2024
Portfolio value
$2.77B
+$254.5M (+10.1%) vs. Q2 2024
Filed
Feb 4, 2025
SEC
Holdings of IFP Advisors, Inc in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock309,234$72.1M2.6%−5,630−1.8%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF106,233$51.9M1.9%−1,216−1.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF84,766$48.6M1.8%−5,916−6.5%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF119,912$46.0M1.7%+17,826+17.5%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF530,689$35.8M1.3%+77,359+17.1%Added–
MSFTMicrosoft CorpStock77,314$33.3M1.2%+9,118+13.4%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT399,656$33.3M1.2%−3,744−0.9%Reduced–
NVDANVIDIA CorpStock259,094$31.5M1.1%+29,808+13.0%AddedHistory
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF1,168,428$29.4M1.1%+24,424+2.1%Added–
iShares Core S&P 500 ETF464287200ETF50,349$29.0M1.0%+740+1.5%Added–
iShares S&P 100 ETF464287101ETF102,440$28.4M1.0%−6,088−5.6%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF713,273$26.8M1.0%+50,626+7.6%Added–
AMZNAmazon Com IncStock124,953$23.3M0.8%−13,916−10.0%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF218,454$22.8M0.8%−6,874−3.1%Reduced–
Vanguard S&P 500 ETF922908363ETF42,449$22.4M0.8%+927+2.2%Added–
iShares MSCI Eafe ETF464287465ETF259,730$21.7M0.8%−4,582−1.7%Reduced–
BRK.BBerkshire Hathaway IncStock45,868$21.1M0.8%+625+1.4%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF253,379$21.1M0.8%+3,015+1.2%Added–
IAUiShares Gold TrustETF420,643$20.9M0.8%+20,865+5.2%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF90,253$20.4M0.7%+49,036+119.0%Added–
iShares Tr464287150CORE S&P TTL STK161,621$20.3M0.7%−3,326−2.0%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT112,313$20.1M0.7%+6,669+6.3%Added–
GOOGLAlphabet Inc.Stock121,003$20.1M0.7%−16,939−12.3%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF228,692$19.3M0.7%+40,732+21.7%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF380,050$19.3M0.7%−15,006−3.8%Reduced–
Dimensional ETF Trust25434V104US CORE EQT MKT482,309$19.1M0.7%+31,721+7.0%Added–
iShares S&P 500 Growth ETF464287309ETF189,042$18.1M0.7%+5,404+2.9%Added–
COSTCostco Wholesale CorpStock16,533$17.7M0.6%+1,017+6.6%AddedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW293,047$17.5M0.6%+21,328+7.8%Added–
XOMExxonMobil Holdings CorpCOM147,975$17.3M0.6%+13,165+9.8%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF150,780$16.7M0.6%−472−0.3%Reduced–
VanEck Morningstar Wide Moat ETF92189F643ETF163,461$15.8M0.6%+4,107+2.6%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF263,023$15.1M0.5%−24,971−8.7%Reduced–
Schwab Charles Family FD808515530AMT TAX FREE MNY14,015,600$14.0M0.5%+14,015,600New–
Vanguard Morningstar Total Stock Market ETF922908769ETF49,136$13.9M0.5%+16,592+51.0%Added–
First Tr Exchng Traded FD VI33740F631FT VEST US352,539$13.5M0.5%−2,998−0.8%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF188,439$12.8M0.5%+8,615+4.8%Added–
iShares Russell 2000 ETF464287655ETF57,314$12.7M0.5%+36,399+174.0%Added–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT348,733$12.6M0.5%+1,734+0.5%Added–
iShares Tr464288646ISHS 1-5YR INVS237,501$12.5M0.5%+25,210+11.9%Added–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US157,044$12.2M0.4%+648+0.4%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF67,536$12.1M0.4%−52,512−43.7%Reduced–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT256,218$12.1M0.4%−7,402−2.8%Reduced–
Innovator ETFs Trust45782C631INTERNATIONAL DV383,587$11.8M0.4%−1,063−0.3%Reduced–
iShares S&P Small-Cap 600 Growth ETF464287887ETF84,288$11.8M0.4%+5,696+7.2%Added–
METAMeta Platforms, Inc.Stock19,967$11.4M0.4%+2,411+13.7%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF88,033$11.3M0.4%+1,746+2.0%Added–
Goldman Sachs ETF Tr381430602ACTIVEBETA US157,688$10.9M0.4%−2,141−1.3%Reduced–
First Tr Exchange-Traded FD33734H106SHS237,802$10.8M0.4%−29,362−11.0%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 125,107$10.6M0.4%−22,575−47.3%ReducedHistory
JPMJPMorgan Chase & CoStock49,589$10.5M0.4%+743+1.5%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF52,782$10.5M0.4%−8,003−13.2%Reduced–
VVisa Inc.Stock37,773$10.4M0.4%+2,765+7.9%AddedHistory
iShares Core High Dividend ETF46429B663ETF87,906$10.3M0.4%+15,049+20.7%Added–
Vanguard Total Bond Market ETF921937835ETF137,239$10.3M0.4%+44,117+47.4%Added–
Pacer US Cash Cows 100 ETF69374H881ETF174,859$10.1M0.4%+42,613+32.2%Added–
ETEnergy Transfer LPCOM UT LTD PTN627,804$10.1M0.4%+26,770+4.5%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF150,229$9.99M0.4%−668−0.4%Reduced–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL253,680$9.64M0.3%−4,219−1.6%Reduced–
GOOGAlphabet Inc.Stock34,184$9.39M0.3%−22,709−39.9%ReducedHistory
LLYEli Lilly & CoStock10,591$9.39M0.3%−732−6.5%ReducedHistory
UNHUnitedHealth Group IncStock15,814$9.25M0.3%+2,536+19.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF78,682$9.20M0.3%+4,958+6.7%Added–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD203,317$9.20M0.3%+7,349+3.8%Added–
HDHome Depot, Inc.Stock22,362$9.06M0.3%+5,510+32.7%AddedHistory
AMDAdvanced Micro Devices IncStock53,900$8.84M0.3%+21,220+64.9%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF95,458$8.78M0.3%+2,933+3.2%Added–
Vanguard Morningstar Value ETF922908744ETF47,827$8.35M0.3%−3,587−7.0%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF131,941$8.22M0.3%+5,728+4.5%Added–
Vanguard Ftse Developed Markets ETF921943858ETF155,457$8.21M0.3%−6,151−3.8%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM136,875$8.15M0.3%−12,580−8.4%Reduced–
CARRCarrier Global CorpStock97,730$7.87M0.3%+3,610+3.8%AddedHistory
MAMastercard IncStock15,816$7.81M0.3%−3,357−17.5%ReducedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF317,581$7.72M0.3%+24,702+8.4%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF160,810$7.68M0.3%+62,556+63.7%Added–
iShares Tr46435G409MSCI INTL VLU FT258,166$7.62M0.3%−8,834−3.3%Reduced–
Alps ETF Tr00162Q452ALERIAN MLP161,565$7.62M0.3%+74,763+86.1%Added–
ABBVAbbVie Inc.Stock38,321$7.57M0.3%+6,264+19.5%AddedHistory
CVXChevron CorpStock49,026$7.22M0.3%+12,002+32.4%AddedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF285,852$7.17M0.3%+36,537+14.7%Added–
iShares Core MSCI Eafe ETF46432F842ETF91,435$7.14M0.3%+39,967+77.7%Added–
VanEck Semiconductor ETF92189F676ETF29,019$7.12M0.3%+9,832+51.2%Added–
MCDMcDonalds CorpStock22,845$6.96M0.3%+8,483+59.1%AddedHistory
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP93,036$6.92M0.2%−17,164−15.6%Reduced–
iShares Russell Top 200 Growth ETF464289438ETF31,110$6.85M0.2%+624+2.0%Added–
iShares Tr46436E874IBONDS 24 TRM TS283,841$6.81M0.2%−25,897−8.4%Reduced–
PLTRPalantir Technologies Inc.Stock139,817$6.61M0.2%−36,997−20.9%ReducedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD190,335$6.56M0.2%+167,434+731.1%Added–
Fidelity High Dividend ETF316092840ETF129,587$6.56M0.2%+9,754+8.1%Added–
PDIPIMCO Dynamic Income FundSHS321,660$6.52M0.2%+23,747+8.0%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF73,445$6.45M0.2%+878+1.2%Added–
WMTWalmart Inc.Stock79,843$6.45M0.2%+27,177+51.6%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF133,564$6.35M0.2%+9,414+7.6%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT127,395$6.29M0.2%−2,625−2.0%Reduced–
VanEck ETF Trust92189F411BDC INCOME ETF376,902$6.24M0.2%+204,018+118.0%Added–
iShares Tr46432F388MSCI USA VALUE57,113$6.23M0.2%+2,069+3.8%Added–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF106,575$6.21M0.2%−1,102−1.0%Reduced–
AVGOBroadcom Inc.Stock35,663$6.15M0.2%+6,473+22.2%AddedConverted for a 10-for-1 splitHistory
ORCLOracle CorpStock35,514$6.05M0.2%+6,725+23.4%AddedHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF244,100$5.95M0.2%+4,657+1.9%Added–

Sold out since Q2 2024 (196)

Positions held at the end of Q2 2024 that are gone from this filing.

The largest 100 of 196 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
SWAVShockwave Medical, Inc.COM1,203$402.7K<0.1%History
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT16,901$374.4K<0.1%History
JPMorgan Chase & Co46625H365ALERIAN ML ETN10,695$302.7K<0.1%–
Invesco Exchange Traded FD T46137V118GBL LISTED PVT4,804$293.4K<0.1%–
PMOFranklin Municipal Opportunities TrustSH BEN INT27,388$281.0K<0.1%History
First Tr Exchng Traded FD VI33740F540SKYB CRY IND ETF16,951$227.1K<0.1%–
ETF Ser Solutions26922B642APTUS ENHANCED7,597$175.7K<0.1%–
Aim ETF Products Trust00888H711ALLIA US AUG ETF5,995$167.3K<0.1%–
First Tr Energy Income & Gro33738G104COM10,450$167.2K<0.1%–
CNNECannae Holdings, Inc.COM9,000$163.3K<0.1%History
SSRMSSR Mining Inc.Stock33,102$149.3K<0.1%History
PXDPioneer Natural Resources CoCOM507$136.9K<0.1%History
VXXBarclays Bank PLCIPTH SR B S&P12,435$135.8K<0.1%History
HALOHalozyme Therapeutics, Inc.COM2,027$106.1K<0.1%History
iShares Ibonds Dec 2029 Term Muni Bond ETF46436E163ETF2,808$69.8K<0.1%–
Global X FDS37960A859DOW 30 CO CA ETF2,888$63.8K<0.1%–
GFIGold Fields LtdSPONSORED ADR4,157$61.9K<0.1%History
Schwab Strategic Tr8085247141 5YR CORP BD1,159$56.0K<0.1%–
EZPWEzcorp IncCL A NON VTG5,000$52.4K<0.1%History
VanEck ETF Trust92189F171GREEN BOND ETF2,000$47.3K<0.1%–
First Tr Exchng Traded FD VI33740F771FT VEST US1,149$46.3K<0.1%–
Amplify ETF Tr032108649AMPLIFY JUNIOR S3,991$45.2K<0.1%–
MRUSMerus N.V.COM750$44.4K<0.1%History
iShares Inc464286202MSCI AUSTRIA ETF2,018$44.1K<0.1%–
NSNuStar Energy L.P.UNIT COM1,835$40.3K<0.1%History
BKTBlackRock Income Trust, Inc.COM NEW3,299$39.4K<0.1%History
METCRamaco Resources, Inc.COM CL A3,002$37.4K<0.1%History
HMYHarmony Gold Mining Co LtdADR4,000$36.7K<0.1%History
DACDanaos CorpSHS352$32.5K<0.1%History
First Tr MLP & Energy Incom33739B104COM3,275$32.2K<0.1%–
Global X FDS37954Y319MSCI GREECE ETF769$30.6K<0.1%–
RELYRemitly Global, Inc.COM2,513$30.5K<0.1%History
WIREEncore Wire CorpCOM100$29.0K<0.1%History
INSPInspire Medical Systems, Inc.COM208$27.8K<0.1%History
iShares Tr464287770U.S. FIN SVC ETF402$26.2K<0.1%–
VGRVector Group LtdCOM2,400$25.4K<0.1%History
DKDelek US Holdings, Inc.COM1,000$24.8K<0.1%History
APPFAppfolio IncCOM CL A100$24.5K<0.1%History
CIMChimera Investment CorpCOM NEW5,300$23.3K<0.1%History
Invesco Actively Managed Exc46090A705S&P500 DOWNSID600$22.4K<0.1%–
CHCOCity Holding CoCOM201$21.4K<0.1%History
BHCBausch Health Companies Inc.Stock3,000$20.9K<0.1%History
OMABCentral North Airport GroupSPON ADR298$20.2K<0.1%History
AMCXAMC Global Media Inc.CL A2,056$19.9K<0.1%History
ITRNIturan Location & Control Ltd.SHS758$18.7K<0.1%History
GGALGrupo Financiero Galicia SASPONSORED ADR611$18.7K<0.1%History
MEGINYLI CBRE Global Infrastructure Megatrends Term FundCOM1,250$16.0K<0.1%History
LSPDLightspeed Commerce Inc.SUB VTG SHS1,117$15.3K<0.1%History
VBNKVersaBankCOM1,387$14.9K<0.1%History
CUZCousins Properties IncCOM NEW630$14.6K<0.1%History
LOANManhattan Bridge Capital, IncREIT2,816$14.5K<0.1%History
FHIFederated Hermes, Inc.CL B438$14.4K<0.1%History
IDNIntellicheck, Inc.COM NEW4,127$14.1K<0.1%History
RCIRogers Communications IncCL B374$13.8K<0.1%History
Chiron Real Estate Inc.37954A204COM NEW1,500$13.6K<0.1%–
PCNPIMCO Corporate & Income Strategy FundCOM1,000$13.2K<0.1%History
WHGWestwood Holdings Group IncCOM992$12.1K<0.1%History
AVKAdvent Convertible & Income FundCOM1,000$11.9K<0.1%History
RXORXO, Inc.COMMON STOCK448$11.7K<0.1%History
FATEFate Therapeutics IncCOM3,360$11.0K<0.1%History
MRAMEverspin Technologies Inc.COM1,810$10.8K<0.1%History
TCPCBlackRock TCP Capital Corp.COM1,000$10.8K<0.1%History
LHLabcorp Holdings Inc.COM NEW53$10.8K<0.1%History
Invesco Exch Traded FD Tr II46138E628KBW BK ETF184$9.84K<0.1%–
IAInnovative Solutions & Support IncCOM1,590$9.54K<0.1%History
AQNAlgonquin Power & Utilities Corp.COM1,588$9.31K<0.1%History
EGLEEagle Bulk Shipping Inc.COM135$8.45K<0.1%History
MUABlackRock Muniassets Fund, Inc.COM728$8.45K<0.1%History
SABASaba Capital Income & Opportunities Fund IICOM2,000$7.64K<0.1%History
JHXJames Hardie Industries plcSPONSORED ADR239$7.54K<0.1%History
ProShares Tr74347R172ULTRA 20YR TRE400$7.53K<0.1%–
ProShares Tr74347G739ULTSHRT QQQ800$7.24K<0.1%–
GLQClough Global Equity FundCOM1,000$6.97K<0.1%History
ProShares Bitcoin ETF74347G440ETF300$6.75K<0.1%–
TXTernium S.A.SPONSORED ADS170$6.36K<0.1%History
SWVLSwvl Holdings CorpCLASS A ORD NEW1,000$6.36K<0.1%History
XNCRXencor IncCOM331$6.26K<0.1%History
ProShares Tr Ultrashort QQQ74349Y829ETF160$6.13K<0.1%–
ALABAstera Labs, Inc.Stock100$6.05K<0.1%History
AGFirst Majestic Silver CorpCOM1,000$5.92K<0.1%History
ESLTElbit Systems LtdStock33$5.83K<0.1%History
FCTFirst Trust Senior Floating Rate Income Fund IICOM550$5.54K<0.1%History
iShares Tr46435G334MSCI UK ETF NEW152$5.30K<0.1%–
NTICNorthern Technologies International CorpCOM281$4.65K<0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock46$4.52K<0.1%History
VIXMProShares Trust IIVIX MDTRM FUTR N300$4.30K<0.1%History
Invesco Exch Traded FD Tr II46138E131S&P SMLCAP HIG300$4.29K<0.1%–
OPXSOptex Systems Holdings IncCOM NEW590$4.26K<0.1%History
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM500$4.13K<0.1%History
SBGISinclair, Inc.CL A300$4.00K<0.1%History
NVTSNavitas Semiconductor CorpCOM1,000$3.93K<0.1%History
JPCNuveen Preferred & Income Opportunities FundCOM500$3.73K<0.1%History
SIXSix Flags Entertainment CorpCOM110$3.65K<0.1%History
Vanguard S&P 500 Value ETF921932703ETF20$3.52K<0.1%–
Two Harbors Investment Corp.90187B804COM250$3.30K<0.1%–
ADTHAdTheorent Holding Company, Inc.COM1,000$3.20K<0.1%History
AONCAmerican Oncology Network, Inc.CL A COM3,000$3.15K<0.1%History
CELUCelularity IncCL A NEW1,000$3.13K<0.1%History
FMXMexican Economic Development IncSPON ADR UNITS29$3.12K<0.1%History
FFAIFaraday Future Intelligent Electric Inc.COM CL A6,000$3.04K<0.1%History