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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 4, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
4,609
+1,291 vs. Q3 2024
Portfolio value
$3.05B
+$279.0M (+10.1%) vs. Q3 2024
Filed
Feb 4, 2025
SEC
Holdings of IFP Advisors, Inc in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock338,411$84.7M2.8%+29,177+9.4%AddedHistory
SPYSPDR S&P 500 ETF TrustETF115,087$67.5M2.2%+30,321+35.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF100,081$51.2M1.7%−6,152−5.8%Reduced–
Vanguard Morningstar Growth ETF922908736ETF117,568$48.3M1.6%−2,344−2.0%Reduced–
NVDANVIDIA CorpStock348,845$46.8M1.5%+89,751+34.6%AddedHistory
MSFTMicrosoft CorpStock91,951$38.8M1.3%+14,637+18.9%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF528,452$36.4M1.2%−2,237−0.4%Reduced–
AMZNAmazon Com IncStock157,452$34.5M1.1%+32,499+26.0%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT390,200$31.6M1.0%−9,456−2.4%Reduced–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF1,216,819$30.0M1.0%+48,391+4.1%Added–
iShares S&P 100 ETF464287101ETF99,630$28.8M0.9%−2,810−2.7%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF822,189$28.1M0.9%+108,916+15.3%Added–
iShares Core S&P 500 ETF464287200ETF46,954$27.6M0.9%−3,395−6.7%Reduced–
GOOGLAlphabet Inc.Stock135,448$25.6M0.8%+14,445+11.9%AddedHistory
IAUiShares Gold TrustETF507,185$25.1M0.8%+86,542+20.6%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF893,086$24.9M0.8%+19,270+2.2%AddedConverted for a 4-for-1 split–
Vanguard S&P 500 ETF922908363ETF45,963$24.8M0.8%+3,514+8.3%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF100,745$23.4M0.8%+10,492+11.6%Added–
BRK.BBerkshire Hathaway IncStock49,156$22.3M0.7%+3,288+7.2%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF769,708$21.3M0.7%+9,571+1.3%AddedConverted for a 3-for-1 split–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW352,951$21.1M0.7%+59,904+20.4%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT120,225$21.1M0.7%+7,912+7.0%Added–
iShares Tr464287150CORE S&P TTL STK163,204$21.0M0.7%+1,583+1.0%Added–
Schwab US Dividend Equity ETF808524797ETF752,814$20.6M0.7%+66,738+9.7%AddedConverted for a 3-for-1 split–
Dimensional ETF Trust25434V104US CORE EQT MKT487,193$19.7M0.6%+4,884+1.0%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF380,780$19.2M0.6%+730+0.2%Added–
XOMExxonMobil Holdings CorpCOM173,490$18.7M0.6%+25,515+17.2%AddedHistory
COSTCostco Wholesale CorpStock20,355$18.7M0.6%+3,822+23.1%AddedHistory
iShares MSCI Eafe ETF464287465ETF245,686$18.6M0.6%−14,044−5.4%Reduced–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF166,649$18.3M0.6%+15,869+10.5%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF178,415$16.5M0.5%+14,954+9.1%Added–
iShares Tr464288646ISHS 1-5YR INVS270,889$14.0M0.5%+33,388+14.1%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF298,482$14.0M0.5%+137,672+85.6%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF48,001$13.9M0.5%−1,135−2.3%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF265,972$13.9M0.5%+2,949+1.1%Added–
iShares Russell 2000 ETF464287655ETF62,640$13.8M0.5%+5,326+9.3%Added–
First Tr Exchng Traded FD VI33740F631FT VEST US352,593$13.8M0.5%+540.0%Added–
METAMeta Platforms, Inc.Stock22,625$13.3M0.4%+2,658+13.3%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF570,450$13.2M0.4%+5,133+0.9%AddedConverted for a 3-for-1 split–
Vanguard Total Bond Market ETF921937835ETF182,150$13.1M0.4%+44,911+32.7%Added–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT343,309$12.6M0.4%−5,424−1.6%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF70,552$12.6M0.4%+3,016+4.5%Added–
VanEck Semiconductor ETF92189F676ETF51,358$12.4M0.4%+22,339+77.0%Added–
ETEnergy Transfer LPCOM UT LTD PTN634,469$12.4M0.4%+6,665+1.1%AddedHistory
VVisa Inc.Stock39,284$12.4M0.4%+1,511+4.0%AddedHistory
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US159,527$12.3M0.4%+2,483+1.6%Added–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT254,214$12.2M0.4%−2,004−0.8%Reduced–
iShares S&P Small-Cap 600 Growth ETF464287887ETF87,550$11.9M0.4%+3,262+3.9%Added–
GOOGAlphabet Inc.Stock60,367$11.5M0.4%+26,183+76.6%AddedHistory
HDHome Depot, Inc.Stock29,452$11.5M0.4%+7,090+31.7%AddedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US165,631$11.5M0.4%+7,943+5.0%Added–
Vanguard High Dividend Yield Index ETF921946406ETF88,632$11.3M0.4%+599+0.7%Added–
AVGOBroadcom Inc.Stock48,398$11.2M0.4%+12,735+35.7%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF480,549$10.9M0.4%+29,862+6.6%AddedConverted for a 3-for-1 split–
LLYEli Lilly & CoStock13,991$10.8M0.4%+3,400+32.1%AddedHistory
JPMJPMorgan Chase & CoStock44,143$10.6M0.3%−5,446−11.0%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF53,058$10.4M0.3%+276+0.5%Added–
First Tr Exchange-Traded FD33734H106SHS233,991$10.2M0.3%−3,811−1.6%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF177,532$10.0M0.3%+2,673+1.5%Added–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD224,608$9.65M0.3%+21,291+10.5%Added–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL272,529$9.59M0.3%+18,849+7.4%Added–
PLTRPalantir Technologies Inc.Stock125,392$9.48M0.3%−14,425−10.3%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF82,238$9.47M0.3%+3,556+4.5%Added–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF98,824$8.99M0.3%+3,366+3.5%Added–
Vanguard Morningstar Value ETF922908744ETF51,909$8.79M0.3%+4,082+8.5%Added–
PGProcter & Gamble CoStock51,499$8.63M0.3%+21,710+72.9%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF137,760$8.58M0.3%+5,819+4.4%Added–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF355,759$8.56M0.3%+38,178+12.0%Added–
MCDMcDonalds CorpStock28,923$8.39M0.3%+6,078+26.6%AddedHistory
MAMastercard IncStock15,789$8.32M0.3%−27−0.2%ReducedHistory
iShares Core High Dividend ETF46429B663ETF73,520$8.25M0.3%−14,386−16.4%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF65,037$8.24M0.3%+32,434+99.5%Added–
UNHUnitedHealth Group IncStock16,227$8.21M0.3%+413+2.6%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF169,897$8.12M0.3%+14,440+9.3%Added–
Alps ETF Tr00162Q452ALERIAN MLP168,295$8.11M0.3%+6,730+4.2%Added–
TSLATesla, Inc.Stock19,808$8.00M0.3%+4,071+25.9%AddedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF315,835$7.91M0.3%+29,983+10.5%Added–
WMTWalmart Inc.Stock87,530$7.91M0.3%+7,687+9.6%AddedHistory
AMDAdvanced Micro Devices IncStock65,172$7.87M0.3%+11,272+20.9%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM136,398$7.85M0.3%−477−0.3%Reduced–
CVXChevron CorpStock53,671$7.77M0.3%+4,645+9.5%AddedHistory
ABBVAbbVie Inc.Stock43,249$7.69M0.3%+4,928+12.9%AddedHistory
Fidelity High Dividend ETF316092840ETF153,833$7.68M0.3%+24,246+18.7%Added–
Schwab US Aggregate Bond ETF808524839ETF331,754$7.53M0.2%+64,626+24.2%AddedConverted for a 2-for-1 split–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT152,471$7.42M0.2%+25,076+19.7%Added–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP90,909$7.04M0.2%−2,127−2.3%Reduced–
iShares Russell Top 200 Growth ETF464289438ETF29,586$6.96M0.2%−1,524−4.9%Reduced–
iShares Tr464287739U.S. REAL ES ETF74,534$6.94M0.2%+70,746+1,867.6%Added–
WisdomTree Tr97717W604US SMALLCAP DIVD201,562$6.92M0.2%+11,227+5.9%Added–
TAT&T Inc.Stock302,878$6.90M0.2%+154,196+103.7%AddedHistory
Innovator ETFs Trust45782C631INTERNATIONAL DV234,762$6.88M0.2%−148,825−38.8%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF28,084$6.75M0.2%+15,180+117.6%Added–
CARRCarrier Global CorpStock96,619$6.60M0.2%−1,111−1.1%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF85,050$6.57M0.2%+13,664+19.1%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF76,093$6.52M0.2%+2,648+3.6%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 115,296$6.51M0.2%−9,811−39.1%ReducedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF109,696$6.48M0.2%+3,121+2.9%Added–
CSCOCisco Systems, Inc.Stock108,671$6.43M0.2%+42,248+63.6%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW61,142$6.32M0.2%+11,495+23.2%Added–
ORCLOracle CorpStock37,667$6.28M0.2%+2,153+6.1%AddedHistory

Sold out since Q3 2024 (128)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 128 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
CEMClearBridge MLP & Midstream Fund Inc.COM54,886$2.45M0.1%History
SIRISirius XM Holdings Inc.COM62,644$1.48M0.1%History
WRKWestRock CoCOM15,414$794.0K<0.1%History
STKColumbia Seligman Premium Technology Growth Fund, Inc.COM20,297$679.8K<0.1%History
MCNXAI Madison Equity Premium Income FundCOM85,301$607.3K<0.1%History
ETRNMidstream Co LLCCOM26,999$335.3K<0.1%History
iShares Tr46434V779MSCI QATAR ETF10,084$187.0K<0.1%–
TELTE Connectivity plcREG SHS1,190$179.7K<0.1%History
Flagstar Bank, National Association649445103COM13,457$151.1K<0.1%–
Liberty Media Corp531229789Stock6,184$137.9K<0.1%–
Aim ETF Products Trust00888H786ALLIA US FEB ETF4,260$129.4K<0.1%–
FERGFerguson Enterprises Inc.SHS586$120.5K<0.1%History
FUTUFutu Holdings LtdSPON ADS CL A900$86.1K<0.1%History
BlackRock ETF Trust II092528108SHOR DURA HI ETF2,902$67.3K<0.1%–
Tidal ETF Tr886364207SOFI SELCT 5002,923$60.7K<0.1%–
Goldman Sachs ETF Tr381430453ACCESS HIG YLD1,320$60.3K<0.1%–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT1,676$60.0K<0.1%–
Victory Portfolios II92647N873VCSHS US SMCP HG977$57.4K<0.1%–
THMInternational Tower Hill Mines LtdCOM100,000$56.0K<0.1%History
Aim ETF Products Trust00888H752ALLIA US MAY ETF1,757$52.8K<0.1%–
Two RDS Shared Tr90214Q642REGENTS PK HDGD4,923$51.0K<0.1%–
Liberty Media Corp531229813Stock2,096$46.7K<0.1%–
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST1,125$46.3K<0.1%–
iShares Tr46429B507MSCI IRELAND ETF660$45.3K<0.1%–
Invesco Exch Traded FD Tr II46138E529NY AMT FRE MUN1,727$40.3K<0.1%–
Advisorshares Tr00768Y479DORSY FSM ALCP810$31.7K<0.1%–
BVNBuenaventura Mining Co IncSPONSORED ADR2,000$27.7K<0.1%History
CLMTCalumet, Inc.UT LTD PARTNER2,000$26.8K<0.1%History
Exchange Traded Concepts Tru301505624BITWISE CRYPTO2,000$26.7K<0.1%–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT400$26.5K<0.1%–
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY937$24.5K<0.1%–
Innovator ETFs Trust45783Y293INTL DEVELOPED P900$24.1K<0.1%–
SDHYPGIM Short Duration High Yield Opportunities FundCOM1,383$23.1K<0.1%History
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN500$22.8K<0.1%–
NCANuveen California Municipal Value FundCOM STK2,370$21.6K<0.1%History
VVRInvesco Senior Income TrustCOM5,219$21.2K<0.1%History
Innovator ETFs Trust45782C433US EQTY BUFR FEB500$21.0K<0.1%–
Tidal ETF Tr88634T774II YIELDMAX NVDA850$20.4K<0.1%–
Tidal Trust II88636J204RET STCKD GL STK794$19.8K<0.1%–
iShares Tr46435U374MSCI JP VALUE527$17.4K<0.1%–
BITBBitwise Bitcoin ETFSHS BEN INT450$15.6K<0.1%History
CERECerevel Therapeutics Holdings, Inc.COM346$15.5K<0.1%History
VanEck ETF Trust92189F700AGRIBUSINESS ETF200$15.1K<0.1%–
VanEck Vectors ETF Tr92189F817VIETNAM ETF1,180$15.1K<0.1%–
First Tr Exchange-Traded FD33738R886DORSEY WRIGHT699$14.7K<0.1%–
JPINuveen Preferred Securities & Income Opportunities FundCOM700$14.6K<0.1%History
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund1,900$14.0K<0.1%–
ProShares Tr74347B565SP500 EX HLTH220$13.5K<0.1%–
POETPoet Technologies Inc.COM NEW3,000$13.3K<0.1%History
ASGLiberty All Star Growth Fund Inc.COM2,343$13.1K<0.1%History
WisdomTree Bloomberg US Dollar Bullish Fund97717W471ETF470$12.5K<0.1%–
ProShares Tr74347G804K1 FRE CRD OIL282$12.0K<0.1%–
Global X FDS37954Y442CLOUD COMPUTNG570$11.7K<0.1%–
ProShares Tr74347G705ULTRA ENERGY300$11.5K<0.1%–
Franklin Templeton ETF Tr35473P827FTSE CANADA283$10.7K<0.1%–
Amplify ETF Tr032108847CEF HIGH INCOME850$10.5K<0.1%–
Two RDS Shared Tr90214Q683LEADERSHARES EQT269$9.21K<0.1%–
AZIOAzio AI Holdings, Inc.COM4,750$8.55K<0.1%History
CGBDCarlyle Secured Lending, Inc.COM500$8.48K<0.1%History
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP216$8.18K<0.1%–
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG345$7.11K<0.1%–
TRINTrinity Capital Inc.COM514$6.97K<0.1%History
Two RDS Shared Tr90214Q717LEADERSHS ACTIVI203$6.85K<0.1%–
EMFTempleton Emerging Markets FundCOM500$6.77K<0.1%History
MMTAberdeen Multi-Market Income FundSH BEN INT1,000$4.87K<0.1%History
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF89$4.81K<0.1%–
Amplify ETF Tr032108581AMPLIFY TREATMEN200$3.83K<0.1%–
SITCSITE Centers Corp.COM245$3.76K<0.1%History
ASXCAsensus Surgical, Inc.COM10,492$3.65K<0.1%History
Direxion Shs ETF Tr25460G732MOONSHOT INNOVAT296$3.06K<0.1%–
iShares Inc464286145MSCI FRONTIER107$2.95K<0.1%–
IEPIcahn Enterprises L.P.DEPOSITARY UNIT200$2.70K<0.1%History
EOSEEos Energy Enterprises, Inc.COM CL A800$2.38K<0.1%History
SACHSachem Capital Corp.COM938$2.36K<0.1%History
Tidal Trust II88636J816RETURN STCKD US96$2.35K<0.1%–
BKSYBlackSky Technology Inc.COM CL A3,000$2.33K<0.1%History
BUIBlackRock Utilities, Infrastructure & Power Opportunities TrustCOM91$2.26K<0.1%History
BCXBlackRock Resources & Commodities Strategy TrustSHS235$2.26K<0.1%History
IBIOiBio, Inc.COM NEW1,000$2.22K<0.1%History
VanEck ETF Trust92189F353EMERGING MRKT HI105$2.09K<0.1%–
Goldman Sachs ETF Tr38149W788CMN59$2.06K<0.1%–
Kraneshares Trust500767652MOUNT LUCAS ETF56$1.64K<0.1%–
ASRSoutheast Airport GroupSPON ADR SER B4$1.46K<0.1%History
SWNSouthwestern Energy CoCOM198$1.41K<0.1%History
First Tr Exchange-Traded FD33734X838INDXX NAT RE ETF100$1.35K<0.1%–
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X30$1.14K<0.1%–
BBDBank BradescoSP ADR PFD NEW420$1.12K<0.1%History
Matthews Asia FDS577125818EMER MKTS EQUITY32$1.06K<0.1%–
Ssga Active ETF Tr78467V707ST STR UL BD ETF24$979<0.1%–
HTZHertz Global Holdings, IncCOM NEW280$924<0.1%History
MKFGMarkforged Holding CorpCOM5,000$900<0.1%History
BZFDBuzzFeed, Inc.CL A NEW300$800<0.1%History
ECFEllsworth Growth & Income Fund LtdCOM86$773<0.1%History
Direxion Shs ETF Tr25460E281DLY MSCI MX 3X50$677<0.1%–
Innovator ETFs Tr45782C243INVTOR 2 PLS 531$653<0.1%–
Direxion Shs ETF Tr25460G84920YR TRES BEAR20$578<0.1%–
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A23$570<0.1%History
JFRNuveen Floating Rate Income FundCOM56$494<0.1%History
PHUNPhunware, Inc.COM NEW100$342<0.1%History
HQLabrdn Life Sciences InvestorsSH BEN INT22$332<0.1%History