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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 24, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
4,929
+617 vs. Q1 2025
Portfolio value
$3.52B
+$273.7M (+8.4%) vs. Q1 2025
Filed
Jul 24, 2025
SEC
Holdings of IFP Advisors, Inc in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock432,458$88.7M2.5%+8,185+1.9%AddedHistory
NVDANVIDIA CorpStock379,494$60.0M1.7%+1,141+0.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF86,255$53.3M1.5%+25,854+42.8%AddedHistory
MSFTMicrosoft CorpStock101,739$50.6M1.4%−1,924−1.9%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF90,336$49.8M1.4%−40,033−30.7%Reduced–
Vanguard Morningstar Growth ETF922908736ETF113,281$49.7M1.4%−47,536−29.6%Reduced–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW756,990$45.3M1.3%−13,074−1.7%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF561,432$40.8M1.2%+10,661+1.9%Added–
AMZNAmazon Com IncStock163,455$35.9M1.0%−5,124−3.0%ReducedHistory
IAUiShares Gold TrustETF550,542$34.3M1.0%+15,038+2.8%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT398,183$33.3M0.9%+4,420+1.1%Added–
iShares Core S&P 500 ETF464287200ETF51,846$32.2M0.9%+2,526+5.1%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF783,624$31.7M0.9%+115,000+17.2%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT163,405$29.7M0.8%+17,111+11.7%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF948,148$27.7M0.8%+15,625+1.7%Added–
iShares S&P 500 Growth ETF464287309ETF240,326$26.5M0.8%+204,575+572.2%Added–
iShares S&P 100 ETF464287101ETF84,456$25.7M0.7%−18,451−17.9%Reduced–
BRK.BBerkshire Hathaway IncStock49,064$23.8M0.7%+659+1.4%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF130,413$23.8M0.7%+50,025+62.2%Added–
Vanguard S&P 500 ETF922908363ETF41,889$23.8M0.7%−936−2.2%Reduced–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF948,605$23.6M0.7%+113,986+13.7%Added–
iShares MSCI Eafe ETF464287465ETF258,511$23.1M0.7%−6,975−2.6%Reduced–
METAMeta Platforms, Inc.Stock31,069$23.0M0.7%+4,451+16.7%AddedHistory
Vanguard Information Technology ETF92204A702ETF33,328$22.2M0.6%+2,402+7.8%Added–
Schwab U.S. Mid-Cap ETF808524508ETF784,723$22.0M0.6%+12,871+1.7%Added–
GOOGLAlphabet Inc.Stock122,414$21.6M0.6%−2,821−2.3%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF812,290$21.5M0.6%+28,541+3.6%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF407,436$20.6M0.6%+11,946+3.0%Added–
Vanguard Morningstar Value ETF922908744ETF116,437$20.6M0.6%+58,278+100.2%Added–
iShares Tr464288760US AER DEF ETF108,474$20.5M0.6%+74,644+220.6%Added–
iShares Tr464287150CORE S&P TTL STK151,526$20.5M0.6%−7,577−4.8%Reduced–
COSTCostco Wholesale CorpStock20,593$20.4M0.6%+974+5.0%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF99,562$20.4M0.6%+5,090+5.4%Added–
iShares Tr46428743220 YR TR BD ETF225,893$19.9M0.6%+177,767+369.4%Added–
Vanguard High Dividend Yield Index ETF921946406ETF148,414$19.8M0.6%+4,220+2.9%Added–
iShares Tr464288646ISHS 1-5YR INVS328,649$17.3M0.5%+25,605+8.4%Added–
Capital Group Growth ETF14020G101SHS CREAT UNIT425,110$17.3M0.5%+42,752+11.2%Added–
AVGOBroadcom Inc.Stock62,333$17.2M0.5%+8,912+16.7%AddedHistory
XOMExxonMobil Holdings CorpCOM158,450$17.2M0.5%−11,725−6.9%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF175,756$16.5M0.5%+3,062+1.8%Added–
Capital Group Dividend Value14020W106SHS CREAT UNIT415,270$16.4M0.5%+37,180+9.8%Added–
VVisa Inc.Stock43,664$15.6M0.4%+2,701+6.6%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF592,045$14.5M0.4%+25,818+4.6%Added–
GOOGAlphabet Inc.Stock81,349$14.4M0.4%+3,463+4.4%AddedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT380,451$14.1M0.4%+36,176+10.5%Added–
iShares Core MSCI Eafe ETF46432F842ETF161,692$13.5M0.4%+25,792+19.0%Added–
JPMJPMorgan Chase & CoStock46,303$13.4M0.4%+583+1.3%AddedHistory
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US161,088$13.1M0.4%+1,379+0.9%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF207,819$12.5M0.4%+11,481+5.8%Added–
Schwab U.S. Broad Market ETF808524102ETF516,353$12.3M0.3%+10,167+2.0%Added–
LLYEli Lilly & CoStock15,558$12.1M0.3%−246−1.6%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF194,470$12.1M0.3%+31,790+19.5%Added–
HDHome Depot, Inc.Stock32,760$12.0M0.3%+5,631+20.8%AddedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US173,626$11.9M0.3%+6,832+4.1%Added–
WMTWalmart Inc.Stock120,841$11.8M0.3%+22,015+22.3%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF203,218$11.6M0.3%+368+0.2%Added–
iShares S&P Small-Cap 600 Growth ETF464287887ETF86,495$11.5M0.3%−1,158−1.3%Reduced–
Vanguard Total Bond Market ETF921937835ETF151,719$11.2M0.3%−37,565−19.8%Reduced–
iShares Tr46435G672CORE INTL AGGR216,751$11.1M0.3%+84,100+63.4%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT224,226$11.0M0.3%+54,880+32.4%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF110,854$11.0M0.3%+37,120+50.3%Added–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL308,087$10.8M0.3%+6,219+2.1%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF37,773$10.8M0.3%+25,260+201.9%Added–
ORCLOracle CorpStock47,280$10.4M0.3%+6,952+17.2%AddedHistory
AMDAdvanced Micro Devices IncStock72,930$10.4M0.3%−4,425−5.7%ReducedHistory
Pgim ETF Tr69344A834AAA CLO ETF196,676$10.1M0.3%−49,976−20.3%Reduced–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF410,121$9.95M0.3%+13,938+3.5%Added–
PGProcter & Gamble CoStock60,784$9.91M0.3%+4,484+8.0%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF71,252$9.88M0.3%+2,058+3.0%Added–
iShares Core S&P Small Cap ETF464287804ETF88,835$9.71M0.3%−1,469−1.6%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF31,844$9.68M0.3%−17,190−35.1%Reduced–
Schwab US Aggregate Bond ETF808524839ETF412,764$9.59M0.3%+44,873+12.2%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF77,532$9.58M0.3%+43,496+127.8%Added–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD214,385$9.41M0.3%+5,126+2.4%Added–
MAMastercard IncStock16,102$9.12M0.3%+361+2.3%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF143,530$9.01M0.3%+76,012+112.6%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF32,280$8.95M0.3%+19,638+155.3%Added–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF355,174$8.94M0.3%+6,303+1.8%Added–
First Tr Exchange-Traded FD33734H106SHS196,989$8.81M0.3%−13,341−6.3%Reduced–
CRWDCrowdStrike Holdings, Inc.Stock17,233$8.78M0.2%+1,919+12.5%AddedHistory
TAT&T Inc.Stock292,465$8.56M0.2%−1,350−0.5%ReducedHistory
iShares S&P 500 Value ETF464287408ETF43,455$8.49M0.2%+2,818+6.9%Added–
Pacer US Cash Cows 100 ETF69374H881ETF152,929$8.43M0.2%+3,097+2.1%Added–
Fidelity High Dividend ETF316092840ETF161,837$8.42M0.2%+10,034+6.6%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF33,036$8.37M0.2%−76,382−69.8%Reduced–
iShares Core High Dividend ETF46429B663ETF70,822$8.30M0.2%−853−1.2%Reduced–
ABBVAbbVie Inc.Stock43,087$8.05M0.2%+1,171+2.8%AddedHistory
IBMInternational Business Machines CorpStock27,038$7.97M0.2%−2,640−8.9%ReducedHistory
CVXChevron CorpStock54,793$7.85M0.2%−7,716−12.3%ReducedHistory
CSCOCisco Systems, Inc.Stock108,396$7.63M0.2%−3,114−2.8%ReducedHistory
iShares Tr464287721U.S. TECH ETF43,667$7.57M0.2%+826+1.9%Added–
BNY Mellon ETF Trust09661T107US LRG CP CORE63,259$7.49M0.2%+36,890+139.9%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF31,317$7.42M0.2%−1,468−4.5%Reduced–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF303,559$7.37M0.2%+16,335+5.7%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW66,722$7.29M0.2%+6,004+9.9%Added–
iShares Russell Top 200 Growth ETF464289438ETF29,427$7.25M0.2%+1,290+4.6%Added–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP90,998$7.24M0.2%+3,762+4.3%Added–
PLTRPalantir Technologies Inc.Stock42,985$7.22M0.2%−55,203−56.2%ReducedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD144,370$7.18M0.2%+67,667+88.2%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 116,188$7.13M0.2%−4,273−20.9%ReducedHistory

Sold out since Q1 2025 (212)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 212 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Vanguard Scottsdale FDS92206C813LG-TERM COR BD25,894$1.97M0.1%–
Ea Series Trust02072L417MARKETDESK FOCUS59,729$1.60M<0.1%–
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 2668,864$1.60M<0.1%–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY64,752$1.49M<0.1%–
Managed Portfolio Series56167N720TORTOISE NRAM PI16,395$596.3K<0.1%–
ITCIIntra-Cellular Therapies, Inc.COM4,440$585.7K<0.1%History
Invesco Exch TRD SLF Idx FD46139W833BULLETSHS 32 MUN21,889$538.5K<0.1%–
Invesco Exch TRD SLF Idx FD46139W791BULLE MUN ETF19,320$489.2K<0.1%–
Invesco Exch TRD SLF Idx FD46138J528BULSHS 2025 MUNI11,070$271.0K<0.1%–
SMARSmartsheet IncCOM CL A3,693$208.6K<0.1%History
Neos ETF Trust Nasdaq 100 HDGD78433H667ETF7,478$200.3K<0.1%–
NARIInari Medical, Inc.Stock1,765$141.1K<0.1%History
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX521$132.2K<0.1%–
American Centy ETF Tr025072372EMERGING MKT VAL2,720$128.3K<0.1%–
Innovator ETFs Trust45782C672US EQT ULTRA BF3,400$117.7K<0.1%–
AUAngloGold Ashanti PLCCOM SHS2,939$109.1K<0.1%History
Graniteshares ETF Tr38747R8681.75X LG BABA DL3,000$106.9K<0.1%–
Capital Group International14021T102SHS4,000$103.9K<0.1%–
HGLBHighland Global Allocation FundCOM11,001$91.6K<0.1%History
First Tr Exchng Traded FD VI33740F219FT VEST NASD 1004,449$90.5K<0.1%–
ProShares Tr74347G184SHORT BITCOIN ET2,689$70.7K<0.1%–
UVXYProShares Trust IIULTRA VIX SHORT3,000$70.3K<0.1%History
Direxion Shs ETF Tr25460G187DAILY CSI 2X SH1,500$64.6K<0.1%–
OUTOUTFRONT Media Inc.COM3,395$59.9K<0.1%History
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP2,734$59.2K<0.1%–
Invesco Exchange Traded FD T46137V621FINL PFD ETF4,031$57.6K<0.1%–
First Tr Exchng Traded FD VI33740U653FT VEST US EQT1,649$57.3K<0.1%–
First Tr Exchange-Traded FD33738R712DORSEYWRGT ETF2,226$53.3K<0.1%–
SPDR Index Shs FDS78463X541ST STR NAT ETF1,000$53.3K<0.1%–
First Tr Exchng Traded FD VI33740F284FT VEST NASDAQ 12,150$47.4K<0.1%–
Pacer FDS Tr69374H402US EXPORT LEAD1,021$46.6K<0.1%–
AZPNAspen Technology, Inc.COM169$46.3K<0.1%History
First Tr Exchng Traded FD VI33740F193VEST NASDAQ-1002,080$42.0K<0.1%–
Dimensional ETF Trust25434V773INTL SMALL CAP E1,534$39.6K<0.1%–
Graniteshares ETF Tr38747R8271.5X LNG NVDA DL1,000$37.4K<0.1%–
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT2,200$34.7K<0.1%History
PTYPIMCO Corporate & Income Opportunity FundCOM2,247$32.5K<0.1%History
MSDMorgan Stanley Emerging Markets Debt Fund IncCOM4,000$32.2K<0.1%History
CLMCornerstone Strategic Investment Fund, Inc.COM4,250$31.6K<0.1%History
ZTRVirtus Total Return Fund Inc.COM5,000$29.8K<0.1%History
ALTMArcadium Lithium plcStock4,985$29.4K<0.1%History
Graniteshares 2X Long Coin Daily ETF38747R801ETF2,000$27.7K<0.1%–
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM2,075$27.3K<0.1%History
PFCPremier Financial CorpCOM906$25.4K<0.1%History
Ea Series Trust02072L516ALPHA ARCHITECT267$23.5K<0.1%–
EVFEaton Vance Senior Income TrustSH BEN INT4,000$23.4K<0.1%History
ProShares Tr74347R172ULTRA 20YR TRE1,200$21.8K<0.1%–
American Centy ETF Tr025072885US EQT ETF204$18.8K<0.1%–
AFBAlliancebernstein National Municipal Income FundCOM1,700$18.5K<0.1%History
GEARRevelyst, Inc.COM SHS802$16.2K<0.1%History
Alps ETF Tr00162Q346SMITH CORE PLUS620$16.0K<0.1%–
ALTRAltair Engineering Inc.COM CL A131$15.1K<0.1%History
Tidal Tr II88636J238DEF DLY TGT AVGO1,000$14.8K<0.1%–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF150$14.4K<0.1%–
Invesco India Exchange-Trade46137R109INDIA ETF526$13.1K<0.1%–
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM700$12.9K<0.1%History
Innovator ETFs Trust45783Y145INTL DEVELOPED500$12.7K<0.1%–
PFNPIMCO Income Strategy Fund IICOM1,622$12.2K<0.1%History
Abrdn ETFs003261104BBRG ALL COMD K1499$10.7K<0.1%–
DXYZDestiny Tech100 Inc.CEF300$10.6K<0.1%History
Schwab Strategic Tr808524789FUNDAMENTAL US B459$10.6K<0.1%–
ECEcopetrol S.A.SPONSORED ADS1,000$10.4K<0.1%History
Graniteshares ETF Tr38747R751GRANITE 2X LONG2,000$10.3K<0.1%–
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X1,000$9.52K<0.1%–
Direxion Shs ETF Tr25461A809DAILY META BULL300$9.12K<0.1%–
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT2,000$8.74K<0.1%History
First Tr Exchange Traded FD33738R837NASDQ PHRMTCLS307$8.44K<0.1%–
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X200$8.29K<0.1%–
GSATGlobalstar, Inc.COM5,009$8.12K<0.1%History
VOXXVOXX International CorpCL A1,000$7.50K<0.1%History
Amplify ETF Tr032108797THEMATIC ALL STR300$7.09K<0.1%–
USARUSA Rare Earth, Inc.Stock1,000$5.94K<0.1%History
ASSTStrive, Inc.CL B NEW10,000$5.77K<0.1%History
CULPCulp IncCOM1,000$5.00K<0.1%History
Nushares ETF Tr67092P888NUVEEN ESG EMRGN165$4.83K<0.1%–
Alpha Architect ETF Tr02072L300INTL QUAN MOMNTM162$4.57K<0.1%–
VanEck ETF Trust92189H805RARE EARTH AND S115$4.55K<0.1%–
VanEck Digital Native Economy ETF92189F882ETF119$4.45K<0.1%–
CNRCore Natural Resources, Inc.COM48$4.34K<0.1%History
RDNWRideNow Group, Inc.COM CL B1,500$4.23K<0.1%History
HYBNew America High Income Fund IncCOM NEW500$4.14K<0.1%History
First Tr Exchange-Traded FD33738R886DORSEY WRIGHT199$3.98K<0.1%–
NXLNexalin Technology, Inc.COM2,000$3.90K<0.1%History
PDYNPalladyne AI Corp.COM NEW636$3.74K<0.1%History
LEOBNY Mellon Strategic Municipals, Inc.COM562$3.44K<0.1%History
FFAIFaraday Future Intelligent Electric Inc.COM NEW CL A3,000$3.39K<0.1%History
Nushares ETF Tr67092P409NUVEEN ESG MIDCP78$3.35K<0.1%–
SGMTSagimet Biosciences Inc.COM SER A1,000$3.26K<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E100$3.24K<0.1%–
CRKNCrown Electrokinetics Corp.COM NEW50,000$3.04K<0.1%History
SIDUSidus Space Inc.CL A COM NEW2,000$2.96K<0.1%History
Volatility Shs Tr92864M4002X ETHER ETF1,500$2.75K<0.1%–
EZRAReliance Global Group, Inc.COM NEW2,224$2.65K<0.1%History
SUMSummit Materials, Inc.CL A38$2.63K<0.1%History
Snow Lake Res Ltd83336J208COM5,000$2.57K<0.1%–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT56$2.47K<0.1%–
WKSPWorksport LtdCOM NEW7,000$2.43K<0.1%History
ZCARZoomcar Holdings, Inc.COM NEW8,475$2.22K<0.1%History
BHMBluerock Homes Trust, Inc.COM CL A187$2.13K<0.1%History
QGENQiagen N.V.Stock47$2.12K<0.1%History