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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
4,843
−86 vs. Q2 2025
Portfolio value
$3.85B
+$334.0M (+9.5%) vs. Q2 2025
Filed
Feb 6, 2026
AmendedSEC
Holdings of IFP Advisors, Inc in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock408,865$104.1M2.7%−23,593−5.5%ReducedHistory
NVDANVIDIA CorpStock374,066$69.8M1.8%−5,428−1.4%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF126,726$60.8M1.6%+13,445+11.9%Added–
SPYSPDR S&P 500 ETF TrustETF88,761$59.1M1.5%+2,506+2.9%AddedHistory
Invesco QQQ Trust Series I46090E103ETF92,954$55.8M1.4%+2,618+2.9%Added–
MSFTMicrosoft CorpStock107,620$55.7M1.4%+5,881+5.8%AddedHistory
iShares S&P 500 Growth ETF464287309ETF405,012$48.9M1.3%+164,686+68.5%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF572,793$44.9M1.2%+11,361+2.0%Added–
IAUiShares Gold TrustETF566,946$41.3M1.1%+16,404+3.0%AddedHistory
AMZNAmazon Com IncStock165,042$36.2M0.9%+1,587+1.0%AddedHistory
iShares Core S&P 500 ETF464287200ETF53,982$36.1M0.9%+2,136+4.1%Added–
iShares S&P 100 ETF464287101ETF106,662$35.5M0.9%+22,206+26.3%Added–
WisdomTree Tr97717X669US QTLY DIV GRT398,367$35.4M0.9%+1840.0%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF806,797$34.5M0.9%+23,173+3.0%Added–
Vanguard S&P 500 ETF922908363ETF53,518$32.8M0.9%+11,629+27.8%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT169,826$32.2M0.8%+6,421+3.9%Added–
GOOGLAlphabet Inc.Stock128,814$31.3M0.8%+6,400+5.2%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF947,074$30.2M0.8%−1,074−0.1%Reduced–
iShares Tr464287150CORE S&P TTL STK182,500$26.6M0.7%+30,974+20.4%Added–
BRK.BBerkshire Hathaway IncStock49,517$24.9M0.6%+453+0.9%AddedHistory
Vanguard Information Technology ETF92204A702ETF33,014$24.6M0.6%−314−0.9%Reduced–
iShares Tr464288760US AER DEF ETF114,181$23.9M0.6%+5,707+5.3%Added–
Vanguard High Dividend Yield Index ETF921946406ETF165,384$23.3M0.6%+16,970+11.4%Added–
Schwab U.S. Mid-Cap ETF808524508ETF782,813$23.2M0.6%−1,910−0.2%Reduced–
METAMeta Platforms, Inc.Stock31,353$23.0M0.6%+284+0.9%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF105,970$22.9M0.6%+6,408+6.4%Added–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF894,384$22.5M0.6%−54,221−5.7%Reduced–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW361,596$21.7M0.6%−395,394−52.2%Reduced–
GOOGAlphabet Inc.Stock88,723$21.6M0.6%+7,374+9.1%AddedHistory
Schwab US Dividend Equity ETF808524797ETF775,797$21.2M0.6%−36,493−4.5%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF416,147$21.1M0.5%+8,711+2.1%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF103,287$20.1M0.5%−27,126−20.8%Reduced–
COSTCostco Wholesale CorpStock21,387$19.8M0.5%+794+3.9%AddedHistory
Capital Group Growth ETF14020G101SHS CREAT UNIT439,652$19.3M0.5%+14,542+3.4%Added–
AVGOBroadcom Inc.Stock58,074$19.2M0.5%−4,259−6.8%ReducedHistory
Capital Group Dividend Value14020W106SHS CREAT UNIT447,180$18.8M0.5%+31,910+7.7%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF63,713$18.7M0.5%+25,940+68.7%Added–
iShares Tr464288646ISHS 1-5YR INVS344,061$18.2M0.5%+15,412+4.7%Added–
XOMExxonMobil Holdings CorpCOM159,301$18.0M0.5%+851+0.5%AddedHistory
iShares Core High Dividend ETF46429B663ETF143,996$17.6M0.5%+73,174+103.3%Added–
First Tr Exchange Traded FD33738R118NASD TECH DIV173,540$17.1M0.4%+131,947+317.2%Added–
VVisa Inc.Stock50,022$17.1M0.4%+6,358+14.6%AddedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF168,653$16.7M0.4%−7,103−4.0%Reduced–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US196,549$16.7M0.4%+35,461+22.0%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF244,806$16.1M0.4%+36,987+17.8%Added–
Capital Group Core Equity Et14020V108SHS CREAT UNIT397,773$15.7M0.4%+17,322+4.6%Added–
Schwab U.S. Large-Cap ETF808524201ETF589,340$15.5M0.4%−2,705−0.5%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF177,167$15.5M0.4%+15,475+9.6%Added–
JPMJPMorgan Chase & CoStock48,868$15.4M0.4%+2,565+5.5%AddedHistory
iShares MSCI Eafe ETF464287465ETF151,264$14.1M0.4%−107,247−41.5%Reduced–
Vanguard Morningstar Value ETF922908744ETF74,680$13.9M0.4%−41,757−35.9%Reduced–
WMTWalmart Inc.Stock134,524$13.9M0.4%+13,683+11.3%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF45,910$13.7M0.4%+13,630+42.2%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT274,132$13.6M0.4%+49,906+22.3%Added–
LLYEli Lilly & CoStock17,596$13.4M0.3%+2,038+13.1%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF220,476$13.2M0.3%+17,258+8.5%Added–
iShares Core S&P Mid-Cap ETF464287507ETF202,270$13.2M0.3%+7,800+4.0%Added–
FNVFranco Nevada CorpStock58,949$13.1M0.3%+52,797+858.2%AddedHistory
iShares S&P 500 Value ETF464287408ETF62,704$12.9M0.3%+19,249+44.3%Added–
Schwab U.S. Broad Market ETF808524102ETF501,979$12.9M0.3%−14,374−2.8%Reduced–
Goldman Sachs ETF Tr381430602ACTIVEBETA US157,999$11.8M0.3%−15,627−9.0%Reduced–
AMDAdvanced Micro Devices IncStock72,990$11.8M0.3%+60+0.1%AddedHistory
Vanguard Total Bond Market ETF921937835ETF158,606$11.8M0.3%+6,887+4.5%Added–
ORCLOracle CorpStock40,643$11.4M0.3%−6,637−14.0%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF34,270$11.2M0.3%+2,426+7.6%Added–
iShares Tr46428743220 YR TR BD ETF125,776$11.2M0.3%−100,117−44.3%Reduced–
HDHome Depot, Inc.Stock27,110$11.0M0.3%−5,650−17.2%ReducedHistory
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY636,090$10.7M0.3%+636,090New–
iShares Core S&P Small Cap ETF464287804ETF90,258$10.7M0.3%+1,423+1.6%Added–
Capital Group Core Balanced14021D107SHS298,500$10.4M0.3%+88,029+41.8%Added–
VanEck ETF Trust92189F601URANI NUCLE ETF75,170$10.2M0.3%+32,221+75.0%Added–
TSLATesla, Inc.Stock22,626$10.1M0.3%+922+4.2%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF70,653$10.1M0.3%−599−0.8%Reduced–
ABBVAbbVie Inc.Stock43,374$10.0M0.3%+287+0.7%AddedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF409,918$9.96M0.3%−2030.0%Reduced–
Schwab US Aggregate Bond ETF808524839ETF421,612$9.90M0.3%+8,848+2.1%Added–
Fidelity High Dividend ETF316092840ETF175,955$9.80M0.3%+14,118+8.7%Added–
MAMastercard IncStock17,123$9.74M0.3%+1,021+6.3%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF96,884$9.71M0.3%−13,970−12.6%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF101,824$9.69M0.3%+43,424+74.4%Added–
American Centy ETF Tr025072307US QUALITY GROW84,265$9.64M0.3%+25,200+42.7%Added–
PGProcter & Gamble CoStock61,443$9.44M0.2%+659+1.1%AddedHistory
iShares Tr46435G672CORE INTL AGGR183,361$9.39M0.2%−33,390−15.4%Reduced–
Dimensional ETF Trust25434V104US CORE EQT MKT204,200$9.34M0.2%+99,560+95.1%Added–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD208,554$9.26M0.2%−5,831−2.7%Reduced–
BlackRock ETF Trust09290C103ISHARES US EQUIT155,701$9.22M0.2%+33,531+27.4%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF32,576$9.18M0.2%−460−1.4%Reduced–
PLTRPalantir Technologies Inc.Stock49,595$9.05M0.2%+6,610+15.4%AddedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF357,214$9.00M0.2%+2,040+0.6%Added–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD344,765$8.93M0.2%+332,644+2,744.4%Added–
IBMInternational Business Machines CorpStock30,945$8.73M0.2%+3,907+14.5%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock17,688$8.67M0.2%+455+2.6%AddedHistory
BNY Mellon ETF Trust09661T107US LRG CP CORE67,509$8.67M0.2%+4,250+6.7%Added–
First Tr Exchange-Traded FD33734H106SHS186,029$8.60M0.2%−10,960−5.6%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF33,286$8.46M0.2%+1,969+6.3%Added–
TAT&T Inc.Stock296,187$8.36M0.2%+3,722+1.3%AddedHistory
Invesco Exchange Traded FD T46137V290S&P500 EQL REL235,316$8.34M0.2%−72,771−23.6%Reduced–
CSCOCisco Systems, Inc.Stock121,227$8.29M0.2%+12,831+11.8%AddedHistory
iShares Tr464287721U.S. TECH ETF41,582$8.14M0.2%−2,085−4.8%Reduced–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP89,368$8.11M0.2%−1,630−1.8%Reduced–

Sold out since Q2 2025 (385)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 385 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
Fidelity Covington Trust316092378FIDELITY US MLTF52,331$1.88M0.1%–
DFSDiscover Financial ServicesCOM2,668$553.5K<0.1%History
First Tr Exchng Traded FD VI33740U687FT VEST U.S EQT10,000$364.8K<0.1%–
SWTXSpringWorks Therapeutics, Inc.COM6,859$330.7K<0.1%History
First Tr Exchng Traded FD VI33740U521FT VEST US EQ MA10,000$314.4K<0.1%–
JLSNuveen Mortgage & Income FundCOM13,259$248.5K<0.1%History
Harbor ETF Trust41151J208SCIENTIFIC INCOM5,155$227.6K<0.1%–
Innovator ETFs Trust45783Y269INNOVATOR GW 1005,725$169.4K<0.1%–
Barrick Gold Corp067901108COM6,916$132.5K<0.1%–
VERXVertex, Inc.Stock2,703$111.2K<0.1%History
JWNNordstrom IncStock4,216$102.4K<0.1%History
ProShares Tr74347R693PSHS ULTRA TECH1,000$76.1K<0.1%–
XUnited States Steel CorpCOM1,085$68.6K<0.1%History
Simplify Exchange Traded Fun82889N566COMM ST NO K ETF2,276$64.0K<0.1%–
KAIKadant IncCOM175$63.2K<0.1%History
iShares Tr464288356CALIF MUN BD ETF1,121$62.5K<0.1%–
SPDR Index Shs FDS78463X863ST DOW INTL ETF2,088$57.2K<0.1%–
ESABESAB CorpCOM0$50.6K<0.1%History
TPGTPG Inc.COM CL A0$43.7K<0.1%History
Innovator ETFs Tr45783Y590PREM INCM 40 BAR1,600$39.2K<0.1%–
First Tr Exchng Traded FD VI33740F466FT VEST U.S1,579$37.8K<0.1%–
ProShares Tr74347R669PSHS ULT SEMICDT500$37.0K<0.1%–
Alpha Architect ETF Tr02072L201INTL QUAN VALUE1,277$35.6K<0.1%–
PFLTPennantPark Floating Rate Capital Ltd.COM3,434$35.5K<0.1%History
Two RDS Shared Tr90214Q642REGENTS PK HDGD2,974$31.0K<0.1%–
NCNOnCino, Inc.COM0$30.9K<0.1%History
CLBCore Laboratories Inc.COM2,058$29.3K<0.1%History
iShares Tr464288729GLOB INDSTRL ETF170$28.1K<0.1%–
LSEALandsea Homes CorpCOM2,197$27.2K<0.1%History
Tidal Tr II88636R123DEFIANCE DT 2X L500$24.7K<0.1%–
CACCCredit Acceptance CorpCOM0$24.5K<0.1%History
BULLWebull CorpORD SHS2,000$23.9K<0.1%History
RKLBRocket Lab CorpCOM845$22.3K<0.1%History
FGBFirst Trust Specialty Finance & Financial Opportunities FundCOM BEN INTR5,198$21.6K<0.1%History
MIDDMIDDLEBY CorpCOM0$21.2K<0.1%History
AKRAcadia Realty TrustCOM SH BEN INT0$20.0K<0.1%History
CANGCango Inc.ADS4,093$19.9K<0.1%History
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF453$18.7K<0.1%–
AAONAaon, Inc.COM PAR $0.0040$18.7K<0.1%History
SQFTPresidio Property Trust, Inc.COM CL A29,863$18.2K<0.1%History
EPRTEssential Properties Realty Trust, Inc.COM0$17.5K<0.1%History
Innovator ETFs Trust45782C292US EQT ULTRA BF500$17.4K<0.1%–
CHCOCity Holding CoCOM0$17.0K<0.1%History
Victory Portfolios II92647N667VICSHS DV AC ETF300$15.5K<0.1%–
QDELQuidelOrtho CorpCOM525$15.1K<0.1%History
AAOIApplied Optoelectronics, Inc.COM0$14.9K<0.1%History
HGVHilton Grand Vacations Inc.COM0$14.9K<0.1%History
AGQProShares Trust IIULTRA SILVER NEW300$14.2K<0.1%History
DMLPDorchester Minerals, L.P.COM UNIT500$13.9K<0.1%History
EPCEdgewell Personal Care CoCOM0$13.7K<0.1%History
AZEKAZEK Co Inc.CL A0$12.8K<0.1%History
BSTZBlackRock Science & Technology Term TrustSHS BEN INT605$12.6K<0.1%History
New York Life Investments Et45409B107HEDGE MULTI STRA387$12.5K<0.1%–
TEAFTortoise Sustainable & Social Impact Term FundClosed-End Fund1,000$12.2K<0.1%History
BERYBerry Global Group, Inc.COM178$12.0K<0.1%History
SEISolaris Energy Infrastructure, Inc.COM CL A0$11.9K<0.1%History
EPACEnerpac Tool Group CorpCL A COM0$11.8K<0.1%History
PRSUPursuit Attractions & Hospitality, Inc.COM0$11.6K<0.1%History
PDCOPatterson Companies, Inc.COM359$11.2K<0.1%History
FUBOFuboTV Inc.COM0$11.1K<0.1%History
VNOMViper Energy, Inc.COM0$11.1K<0.1%History
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30402$11.0K<0.1%–
PSOPearson PLCSPONSORED ADR730$10.9K<0.1%History
MCIBarings Corporate InvestorsCOM500$10.8K<0.1%History
PIMCO ETF Tr72201R2051-5 US TIP IDX200$10.8K<0.1%–
BLBlackline, Inc.COM0$10.6K<0.1%History
VSECVse CorpCOM0$10.6K<0.1%History
CSWCCapital Southwest CorpCOM475$10.5K<0.1%History
Alps ETF Tr00162Q593MED BREAKTHGH332$9.98K<0.1%–
ESQEsquire Financial Holdings, Inc.COM0$9.94K<0.1%History
FAFirst Advantage CorpCOM0$9.75K<0.1%History
IBPInstalled Building Products, Inc.COM0$9.74K<0.1%History
Innovator ETFs Tr45783Y459INTL DEV PWR BUF300$9.67K<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF132$9.45K<0.1%–
OSWOnespaworld Holdings LtdCOM0$9.42K<0.1%History
ESGREnstar Group LTDSHS18$9.42K<0.1%History
WisdomTree Tr97717Y857US MULTIFACTOR178$9.12K<0.1%–
OLOOlo Inc.CL A0$9.10K<0.1%History
Trust for Professional Manag89834G745ACTIVEPASSIVE MN365$9.05K<0.1%–
BLFSBiolife Solutions IncCOM NEW0$8.29K<0.1%History
CNRCore Natural Resources, Inc.COM SHS0$8.23K<0.1%History
AQNAlgonquin Power & Utilities Corp.COM1,427$8.18K<0.1%History
Vanguard Wellington FD921935607US MULTIFACTOR60$8.07K<0.1%–
OROR Royalties Inc.COM310$7.93K<0.1%History
CCBCoastal Financial CorpCOM NEW0$7.65K<0.1%History
RVLVRevolve Group, Inc.CL A0$7.46K<0.1%History
JBGSJBG Smith PropertiesCOM0$7.27K<0.1%History
ABUSArbutus Biopharma CorpCOM0$7.04K<0.1%History
FAROFaro Technologies IncCOM0$6.81K<0.1%History
JQCNuveen Credit Strategies Income FundCOM SHS1,262$6.80K<0.1%History
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN287$6.70K<0.1%–
Global X FDS37950E408MSCI CHINA CNSMR316$6.66K<0.1%–
CARSCars.com Inc.COM0$6.52K<0.1%History
SBGISinclair, Inc.CL A0$6.48K<0.1%History
STAAStaar Surgical CoCOM PAR $0.010$6.38K<0.1%History
GRNDGrindr Inc.COM0$6.33K<0.1%History
CVCOCavco Industries, Inc.COM0$6.08K<0.1%History
HFROHighland Opportunities & Income FundHIGHLAND INCOME1,166$6.06K<0.1%History
ICUIIcu Medical IncCOM0$5.95K<0.1%History
PGREParamount Group, Inc.COM0$5.90K<0.1%History