Skip to main content

IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 5, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
4,312
−297 vs. Q4 2024
Portfolio value
$3.24B
+$189.8M (+6.2%) vs. Q4 2024
Filed
May 5, 2025
SEC
Holdings of IFP Advisors, Inc in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock424,273$94.3M2.9%+85,862+25.4%AddedHistory
Invesco QQQ Trust Series I46090E103ETF130,369$61.1M1.9%+30,288+30.3%Added–
Vanguard Morningstar Growth ETF922908736ETF160,817$59.7M1.8%+43,249+36.8%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW770,064$46.1M1.4%+417,113+118.2%Added–
NVDANVIDIA CorpStock378,353$41.0M1.3%+29,508+8.5%AddedHistory
MSFTMicrosoft CorpStock103,663$38.9M1.2%+11,712+12.7%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF550,771$36.2M1.1%+22,319+4.2%Added–
SPYSPDR S&P 500 ETF TrustETF60,401$33.8M1.0%−54,686−47.5%ReducedHistory
AMZNAmazon Com IncStock168,579$32.1M1.0%+11,127+7.1%AddedHistory
IAUiShares Gold TrustETF535,504$31.6M1.0%+28,319+5.6%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT393,763$31.4M1.0%+3,563+0.9%Added–
iShares S&P 100 ETF464287101ETF102,907$27.9M0.9%+3,277+3.3%Added–
iShares Core S&P 500 ETF464287200ETF49,320$27.7M0.9%+2,366+5.0%Added–
BRK.BBerkshire Hathaway IncStock48,405$25.8M0.8%−751−1.5%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT146,294$25.3M0.8%+26,069+21.7%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF668,624$24.3M0.8%−153,565−18.7%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF932,523$23.4M0.7%+39,437+4.4%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF109,418$22.6M0.7%+8,673+8.6%Added–
Vanguard S&P 500 ETF922908363ETF42,825$22.0M0.7%−3,138−6.8%Reduced–
Schwab US Dividend Equity ETF808524797ETF783,749$21.9M0.7%+30,935+4.1%Added–
iShares MSCI Eafe ETF464287465ETF265,486$21.7M0.7%+19,800+8.1%Added–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF834,619$20.7M0.6%−382,200−31.4%Reduced–
XOMExxonMobil Holdings CorpCOM170,175$20.2M0.6%−3,315−1.9%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF771,852$20.2M0.6%+2,144+0.3%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF395,490$20.0M0.6%+14,710+3.9%Added–
iShares Tr464287150CORE S&P TTL STK159,103$19.4M0.6%−4,101−2.5%Reduced–
GOOGLAlphabet Inc.Stock125,235$19.4M0.6%−10,213−7.5%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT498,696$19.2M0.6%+11,503+2.4%Added–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF172,951$19.1M0.6%+6,302+3.8%Added–
Vanguard High Dividend Yield Index ETF921946406ETF144,194$18.6M0.6%+55,562+62.7%Added–
COSTCostco Wholesale CorpStock19,619$18.6M0.6%−736−3.6%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF94,472$18.3M0.6%+41,414+78.1%Added–
Vanguard Information Technology ETF92204A702ETF30,926$16.8M0.5%+24,172+357.9%Added–
iShares Tr464288646ISHS 1-5YR INVS303,044$15.9M0.5%+32,155+11.9%Added–
METAMeta Platforms, Inc.Stock26,618$15.3M0.5%+3,993+17.6%AddedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF172,694$15.2M0.5%−5,721−3.2%Reduced–
VVisa Inc.Stock40,963$14.4M0.4%+1,679+4.3%AddedHistory
First Tr Exchange Trad FD VI33739H101FST TR GLB FD554,022$14.1M0.4%+548,323+9,621.4%Added–
Vanguard Total Bond Market ETF921937835ETF189,284$13.9M0.4%+7,134+3.9%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF80,388$13.7M0.4%+9,836+13.9%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF49,034$13.5M0.4%+1,033+2.2%Added–
Capital Group Dividend Value14020W106SHS CREAT UNIT378,090$13.5M0.4%+354,702+1,516.6%Added–
Capital Group Growth ETF14020G101SHS CREAT UNIT382,358$13.1M0.4%+377,910+8,496.2%Added–
LLYEli Lilly & CoStock15,804$13.1M0.4%+1,813+13.0%AddedHistory
Dimensional ETF Trust25434V864SHOR DUR FIX ETF266,740$12.7M0.4%−31,742−10.6%Reduced–
Pgim ETF Tr69344A834AAA CLO ETF246,652$12.7M0.4%+162,185+192.0%Added–
Schwab U.S. Large-Cap ETF808524201ETF566,227$12.5M0.4%−4,223−0.7%Reduced–
iShares Russell 2000 ETF464287655ETF61,433$12.3M0.4%−1,207−1.9%Reduced–
GOOGAlphabet Inc.Stock77,886$12.2M0.4%+17,519+29.0%AddedHistory
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US159,709$12.1M0.4%+182+0.1%Added–
Capital Group Core Equity Et14020V108SHS CREAT UNIT344,275$11.5M0.4%+341,153+10,927.4%Added–
JPMJPMorgan Chase & CoStock45,720$11.2M0.3%+1,577+3.6%AddedHistory
VanEck Semiconductor ETF92189F676ETF52,881$11.2M0.3%+1,523+3.0%Added–
iShares S&P Small-Cap 600 Growth ETF464287887ETF87,653$10.9M0.3%+103+0.1%Added–
Schwab U.S. Broad Market ETF808524102ETF506,186$10.9M0.3%+25,637+5.3%Added–
PLTRPalantir Technologies Inc.Stock98,188$10.8M0.3%−27,204−21.7%ReducedHistory
Invesco Exchange Traded FD T46137V290S&P500 EQL REL301,868$10.8M0.3%+29,339+10.8%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF196,338$10.6M0.3%−69,634−26.2%Reduced–
Goldman Sachs ETF Tr381430602ACTIVEBETA US166,794$10.6M0.3%+1,163+0.7%Added–
CVXChevron CorpStock62,509$10.5M0.3%+8,838+16.5%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF202,850$10.3M0.3%+32,953+19.4%Added–
iShares Core MSCI Eafe ETF46432F842ETF135,900$10.3M0.3%+63,778+88.4%Added–
Vanguard Morningstar Value ETF922908744ETF58,159$10.0M0.3%+6,250+12.0%Added–
HDHome Depot, Inc.Stock27,129$9.94M0.3%−2,323−7.9%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF48,366$9.78M0.3%+35,001+261.9%Added–
PGProcter & Gamble CoStock56,300$9.59M0.3%+4,801+9.3%AddedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF396,183$9.59M0.3%+40,424+11.4%Added–
iShares Core S&P Mid-Cap ETF464287507ETF162,680$9.49M0.3%+24,920+18.1%Added–
iShares Core S&P Small Cap ETF464287804ETF90,304$9.44M0.3%+8,066+9.8%Added–
First Tr Exchange-Traded FD33734H106SHS210,330$9.38M0.3%−23,661−10.1%Reduced–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD209,259$9.17M0.3%−15,349−6.8%Reduced–
UNHUnitedHealth Group IncStock17,138$8.98M0.3%+911+5.6%AddedHistory
AVGOBroadcom Inc.Stock53,421$8.95M0.3%+5,023+10.4%AddedHistory
ABBVAbbVie Inc.Stock41,916$8.78M0.3%−1,333−3.1%ReducedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF348,871$8.77M0.3%+33,036+10.5%Added–
iShares Core High Dividend ETF46429B663ETF71,675$8.68M0.3%−1,845−2.5%Reduced–
WMTWalmart Inc.Stock98,826$8.68M0.3%+11,296+12.9%AddedHistory
MAMastercard IncStock15,741$8.63M0.3%−48−0.3%ReducedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 120,461$8.59M0.3%+5,165+33.8%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP164,714$8.56M0.3%−3,581−2.1%Reduced–
Schwab US Aggregate Bond ETF808524839ETF367,891$8.52M0.3%+36,137+10.9%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT169,346$8.33M0.3%+16,875+11.1%Added–
TAT&T Inc.Stock293,815$8.31M0.3%−9,063−3.0%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF99,647$8.30M0.3%+823+0.8%Added–
Pacer US Cash Cows 100 ETF69374H881ETF149,832$8.20M0.3%−27,700−15.6%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF69,194$8.13M0.3%+4,157+6.4%Added–
AMDAdvanced Micro Devices IncStock77,355$7.95M0.2%+12,183+18.7%AddedHistory
AXSMAxsome Therapeutics, Inc.COM68,114$7.94M0.2%+275+0.4%AddedHistory
iShares S&P 500 Value ETF464287408ETF40,637$7.74M0.2%+11,373+38.9%Added–
Fidelity High Dividend ETF316092840ETF151,803$7.53M0.2%−2,030−1.3%Reduced–
TGTXTG Therapeutics, Inc.COM188,062$7.42M0.2%+9,515+5.3%AddedHistory
IBMInternational Business Machines CorpStock29,678$7.38M0.2%+6,424+27.6%AddedHistory
FTNTFortinet, Inc.Stock76,325$7.35M0.2%+16,493+27.6%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF73,734$7.29M0.2%+36,692+99.1%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF32,785$7.27M0.2%+4,701+16.7%Added–
iShares Tr464287739U.S. REAL ES ETF74,501$7.13M0.2%−330.0%Reduced–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF287,224$6.95M0.2%+34,229+13.5%Added–
CSCOCisco Systems, Inc.Stock111,510$6.88M0.2%+2,839+2.6%AddedHistory
RTXRTX CorpStock51,229$6.84M0.2%+4,206+8.9%AddedHistory
MCDMcDonalds CorpStock21,563$6.74M0.2%−7,360−25.4%ReducedHistory

Sold out since Q4 2024 (519)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 519 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
iShares Tr46434VBG4IBONDS DEC24 ETF246,428$6.20M0.2%–
iShares Tr46436E874IBONDS 24 TRM TS140,411$3.35M0.1%–
iShares Tr46435U184IBONDS 24 TRM HG69,675$1.62M0.1%–
Schwab Charles Family FD808515530AMT TAX FREE MNY1,397,800$1.40M<0.1%–
iShares Tr46435U697IBONDS DEC36,074$939.5K<0.1%–
Invesco Exch TRD SLF Idx FD46138J536BULSHS 2024 MUNI22,175$551.7K<0.1%–
PFSProvident Financial Services IncCOM17,637$332.8K<0.1%History
SPDR Index Shs FDS78463X418ST STR MSCI WLD1,997$247.3K<0.1%–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB10,500$221.8K<0.1%–
Franklin Templeton ETF Tr35473P496LIBERTY ULRA SHR7,497$186.0K<0.1%–
MROMarathon Oil CorpCOM5,142$146.8K<0.1%History
ANETArista Networks, Inc.COM1,254$138.5K<0.1%History
ETF Ser Solutions26922A172NATIONWIDE RSK5,113$133.0K<0.1%–
Amplify ETF Tr032108722CWP INTL ENHANCE4,069$121.4K<0.1%–
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X2,708$113.4K<0.1%–
BLKBlackRock, Inc.COM106$111.2K<0.1%History
RBB FD Inc74933W643MOTLEY FOOL CAPI4,168$109.8K<0.1%–
BLUEbluebird bio, Inc.COM10,500$94.2K<0.1%History
iShares Inc464286806MSCI GERMANY ETF2,706$86.1K<0.1%–
BTCGrayscale Bitcoin Mini Trust ETFSHS1,760$77.5K<0.1%History
Indexiq ETF Tr45409B362IQ 500 INT ETF2,250$73.3K<0.1%–
PALLabrdn Palladium ETF TrustPHYSICAL PALLADM800$66.8K<0.1%History
BEPCBrookfield Renewable CorpCL A SUB VTG2,360$65.3K<0.1%History
iShares Inc46434G830MSCI ITALY ETF1,794$64.5K<0.1%–
iShares Tr46429B523MSCI DENMARK ETF555$59.0K<0.1%–
First Tr Exch Traded FD III33740J203EQUITY MARKET NE2,727$54.2K<0.1%–
SMLRSemler Scientific, Inc.COM998$54.1K<0.1%History
Atlantica Sustainable Infr PG0751N103SHS2,362$51.9K<0.1%–
ETHGrayscale Ethereum Staking Mini ETFCOM UNIT1,585$49.2K<0.1%History
PPIHPerma-Pipe International Holdings, Inc.COM3,200$47.8K<0.1%History
iShares Tr46436E189COPPER & METALS1,500$38.3K<0.1%–
CBUSCibus, Inc.CL A COM STK13,000$36.1K<0.1%History
VSTOVista Outdoor Inc.COM802$36.1K<0.1%History
SPXCSPX Technologies, Inc.COM229$33.3K<0.1%History
QUBTQuantum Computing Inc.COM2,000$33.1K<0.1%History
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS1,100$27.6K<0.1%–
iShares Tr464288851US OIL GS EX ETF280$25.1K<0.1%–
John Hancock Exchange Traded47804J107MLTFCTR LRG CAP356$24.8K<0.1%–
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X700$24.6K<0.1%–
iShares Tr464289131BRAZIL SM-CP ETF2,501$23.1K<0.1%–
SOUNWSoundhound AI, Inc.*W EXP 04/26/2022,000$23.1K<0.1%History
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY1,000$22.7K<0.1%–
LUCKLucky Strike Entertainment CorpCL A COM2,188$21.9K<0.1%History
MYSZMy Size, Inc.COM NEW5,000$21.4K<0.1%History
CORZCore Scientific, Inc.COM1,504$21.1K<0.1%History
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T515$20.6K<0.1%–
AVNWAviat Networks, Inc.COM NEW1,064$19.7K<0.1%History
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW500$17.8K<0.1%History
ProShares Tr74347B698RUSS 2000 DIVD245$16.6K<0.1%–
AGRAvangrid, Inc.COM460$16.6K<0.1%History
KULRKULR Technology Group, Inc.Common Stock4,650$16.5K<0.1%History
Flexshares Tr33939L845QLT DIV DEF IDX235$16.5K<0.1%–
iShares Tr464288406MRGSTR MD CP VAL222$16.5K<0.1%–
iShares U.S. Regional Banks ETF464288778ETF322$16.2K<0.1%–
ZDGEZedge, Inc.CL B5,900$15.9K<0.1%History
Nuvei Corp67079A102COM465$15.8K<0.1%–
OCSLOaktree Specialty Lending CorpCOM1,000$15.3K<0.1%History
Tidal ETF Tr88634T477II YIELDMAX AMD OPT1,500$15.2K<0.1%–
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM1,000$14.9K<0.1%History
INSWInternational Seaways, Inc.COM405$14.6K<0.1%History
TELLTellurian Inc.COM14,500$14.5K<0.1%History
AMPGAmpliTech Group, Inc.COM NEW2,800$14.4K<0.1%History
CSWCCapital Southwest CorpCOM650$14.2K<0.1%History
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU500$13.7K<0.1%–
CTLTCatalent, Inc.COM187$13.1K<0.1%History
UCOProShares Trust IIULTA BLMBG 2017400$11.0K<0.1%History
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A258$10.3K<0.1%History
APTVAptiv PLCSHS167$10.1K<0.1%History
iShares Tr464287770U.S. FIN SVC ETF129$10.0K<0.1%–
iShares Inc464286475EM MKT SM-CP ETF168$9.77K<0.1%–
SPDR Series Trust78464A144ST STR CORPO ETF337$9.65K<0.1%–
AEMDAethlon Medical IncCOM NEW10,907$9.38K<0.1%History
EXKEndeavour Silver CorpCOM2,500$9.15K<0.1%History
SABASaba Capital Income & Opportunities Fund IICOM NEW1,000$9.06K<0.1%History
Direxion Shs ETF Tr25460G120DAILY S&P BIOTCH100$9.00K<0.1%–
iShares U S ETF Tr46431W507SHOR DURA BD ETF175$8.84K<0.1%–
BOFBranchOut Food Inc.COM5,000$8.65K<0.1%History
CYNCyngn Inc.COM NEW10,000$8.49K<0.1%History
Lattice Strategies Tr518416870HART DI EQUI ETF149$8.42K<0.1%–
Innovator ETFs Trust45783Y277US SM CA PW JUNE300$8.07K<0.1%–
WisdomTree Tr97717W703INTL EQUITY FD148$7.80K<0.1%–
Nuscale PWR Corp67079K118*W EXP 05/02/2021,000$7.60K<0.1%–
BMEBlackRock Health Sciences TrustCOM200$7.59K<0.1%History
Innovator ETFs Tr45783Y509GROWTH ACCELE200$7.50K<0.1%–
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT196$7.46K<0.1%–
Blueprint Chesapk MLT88636J873TFPN300$7.44K<0.1%–
MGXMetagenomi Therapeutics, Inc.COM2,000$7.22K<0.1%History
XPONExpion Energy, Inc.COM NEW3,000$7.17K<0.1%History
RSKDRiskified Ltd.SHS CL A1,500$7.09K<0.1%History
UNGUnited States Natural Gas Fund, LPETF375$6.30K<0.1%History
WRAPWrap Technologies, Inc.COM2,941$6.24K<0.1%History
iShares Tr46436E577ISHARES 25+ YR T622$6.14K<0.1%–
ALARAlarum Technologies Ltd.ADR500$5.30K<0.1%History
BTZBlackRock Credit Allocation Income TrustCOM500$5.23K<0.1%History
IIPRInnovative Industrial Properties IncCOM78$5.20K<0.1%History
TROXTronox Holdings plcSHS510$5.14K<0.1%History
OPTXSyntec Optics Holdings, Inc.CL A2,000$5.04K<0.1%History
IPWRIdeal Power Inc.COM NEW656$4.95K<0.1%History
Goldman Sachs ETF Tr381430545HEDGE IND ETF38$4.71K<0.1%–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT125$4.67K<0.1%–