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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
4,899
+56 vs. Q3 2025
Portfolio value
$4.45B
+$603.8M (+15.7%) vs. Q3 2025
Filed
Feb 6, 2026
SEC
Holdings of IFP Advisors, Inc in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock432,769$117.7M2.6%+23,904+5.8%AddedHistory
NVDANVIDIA CorpStock539,517$100.6M2.3%+165,451+44.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF94,572$64.5M1.4%+5,811+6.5%AddedHistory
AMZNAmazon Com IncStock273,684$63.2M1.4%+108,642+65.8%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF127,121$62.0M1.4%+395+0.3%Added–
GOOGAlphabet Inc.Stock192,045$60.3M1.4%+103,322+116.5%AddedHistory
MSFTMicrosoft CorpStock123,579$59.8M1.3%+15,959+14.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF96,489$59.3M1.3%+3,535+3.8%Added–
iShares S&P 500 Growth ETF464287309ETF468,364$57.7M1.3%+63,352+15.6%Added–
IAUiShares Gold TrustETF572,339$46.5M1.0%+5,393+1.0%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF551,439$44.2M1.0%−21,354−3.7%Reduced–
GOOGLAlphabet Inc.Stock140,538$44.0M1.0%+11,724+9.1%AddedHistory
iShares Tr46428743220 YR TR BD ETF480,682$41.9M0.9%+354,906+282.2%Added–
iShares S&P 100 ETF464287101ETF105,116$36.1M0.8%−1,546−1.4%Reduced–
iShares Core S&P 500 ETF464287200ETF51,716$35.4M0.8%−2,266−4.2%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF794,588$35.3M0.8%−12,209−1.5%Reduced–
WisdomTree Tr97717X669US QTLY DIV GRT390,538$34.9M0.8%−7,829−2.0%Reduced–
Vanguard S&P 500 ETF922908363ETF54,402$34.1M0.8%+884+1.7%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF936,140$30.5M0.7%−10,934−1.2%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT145,117$27.8M0.6%−24,709−14.5%Reduced–
METAMeta Platforms, Inc.Stock39,748$26.2M0.6%+8,395+26.8%AddedHistory
iShares Tr4642874407-10 YR TRSY BD266,927$25.7M0.6%+198,298+288.9%Added–
BRK.BBerkshire Hathaway IncStock49,897$25.1M0.6%+380+0.8%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF173,550$24.9M0.6%+8,166+4.9%Added–
Vanguard Information Technology ETF92204A702ETF32,813$24.7M0.6%−201−0.6%Reduced–
iShares Tr464288760US AER DEF ETF113,629$24.4M0.5%−552−0.5%Reduced–
iShares Core High Dividend ETF46429B663ETF193,356$23.5M0.5%+49,360+34.3%Added–
Schwab U.S. Mid-Cap ETF808524508ETF778,263$23.4M0.5%−4,550−0.6%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF105,979$23.3M0.5%+90.0%Added–
AVGOBroadcom Inc.Stock65,096$22.5M0.5%+7,022+12.1%AddedHistory
iShares Tr464287150CORE S&P TTL STK151,327$22.5M0.5%−31,173−17.1%Reduced–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF860,304$21.7M0.5%−34,080−3.8%Reduced–
GFIGold Fields LtdSPONSORED ADR492,365$21.5M0.5%+485,850+7,457.4%AddedHistory
Schwab US Dividend Equity ETF808524797ETF781,983$21.4M0.5%+6,186+0.8%Added–
AUAngloGold Ashanti PLCCOM SHS246,458$21.0M0.5%+246,452+4,107,533.3%AddedHistory
Capital Group Dividend Value14020W106SHS CREAT UNIT479,476$20.9M0.5%+32,296+7.2%Added–
iShares Tr464288646ISHS 1-5YR INVS393,262$20.8M0.5%+49,201+14.3%Added–
FNVFranco Nevada CorpStock98,016$20.3M0.5%+39,067+66.3%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF391,796$19.8M0.4%−24,351−5.9%Reduced–
Capital Group Growth ETF14020G101SHS CREAT UNIT443,735$19.7M0.4%+4,083+0.9%Added–
LLYEli Lilly & CoStock18,245$19.6M0.4%+649+3.7%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF710,515$19.1M0.4%+121,175+20.6%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF283,426$19.1M0.4%+38,620+15.8%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW316,815$19.0M0.4%−44,781−12.4%Reduced–
iShares S&P 500 Value ETF464287408ETF88,919$18.9M0.4%+26,215+41.8%Added–
JPMJPMorgan Chase & CoStock57,893$18.7M0.4%+9,025+18.5%AddedHistory
XOMExxonMobil Holdings CorpCOM154,940$18.6M0.4%−4,361−2.7%ReducedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF65,257$18.2M0.4%+1,544+2.4%Added–
COSTCostco Wholesale CorpStock21,101$18.2M0.4%−286−1.3%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF54,036$18.1M0.4%+19,766+57.7%Added–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US211,658$18.0M0.4%+15,109+7.7%Added–
iShares Core MSCI Eafe ETF46432F842ETF197,423$17.7M0.4%+20,256+11.4%Added–
First Tr Exchange Traded FD33738R118NASD TECH DIV178,722$17.3M0.4%+5,182+3.0%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF86,337$17.1M0.4%−16,950−16.4%Reduced–
VanEck Morningstar Wide Moat ETF92189F643ETF160,022$16.6M0.4%−8,631−5.1%Reduced–
Capital Group Core Equity Et14020V108SHS CREAT UNIT410,781$16.5M0.4%+13,008+3.3%Added–
TSLATesla, Inc.Stock35,238$15.8M0.4%+12,612+55.7%AddedHistory
AMDAdvanced Micro Devices IncStock72,075$15.4M0.3%−915−1.3%ReducedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT306,917$15.3M0.3%+32,785+12.0%Added–
VVisa Inc.Stock43,563$15.3M0.3%−6,459−12.9%ReducedHistory
WMTWalmart Inc.Stock136,945$15.3M0.3%+2,421+1.8%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF569,737$14.9M0.3%+67,758+13.5%Added–
Vanguard Ftse Developed Markets ETF921943858ETF236,007$14.7M0.3%+15,531+7.0%Added–
iShares MSCI Eafe ETF464287465ETF153,132$14.7M0.3%+1,868+1.2%Added–
iShares Core S&P Mid-Cap ETF464287507ETF220,898$14.6M0.3%+18,628+9.2%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF45,947$13.9M0.3%+37+0.1%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF142,248$13.4M0.3%+40,424+39.7%Added–
Vanguard Total Bond Market ETF921937835ETF178,756$13.2M0.3%+20,150+12.7%Added–
Vanguard Morningstar Value ETF922908744ETF68,876$13.2M0.3%−5,804−7.8%Reduced–
iShares Core S&P Small Cap ETF464287804ETF103,971$12.5M0.3%+13,713+15.2%Added–
KGCKinross Gold CorpCOM434,625$12.2M0.3%+429,608+8,563.0%AddedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US161,432$12.2M0.3%+3,433+2.2%Added–
PANWPalo Alto Networks IncStock65,187$12.0M0.3%+37,073+131.9%AddedHistory
Fidelity High Dividend ETF316092840ETF211,646$12.0M0.3%+35,691+20.3%Added–
IBMInternational Business Machines CorpStock39,799$11.8M0.3%+8,854+28.6%AddedHistory
AXSMAxsome Therapeutics, Inc.COM62,448$11.4M0.3%−865−1.4%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F151,023$11.4M0.3%+52,247+52.9%Added–
Capital Group Core Balanced14021D107SHS317,223$11.2M0.3%+18,723+6.3%Added–
iShares Tr46434V860TRS FLT RT BD218,850$11.0M0.2%+84,508+62.9%Added–
PLTRPalantir Technologies Inc.Stock61,052$10.9M0.2%+11,457+23.1%AddedHistory
HDHome Depot, Inc.Stock31,479$10.8M0.2%+4,369+16.1%AddedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN234,680$10.7M0.2%+36,181+18.2%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF453,917$10.6M0.2%+32,305+7.7%Added–
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY618,014$10.5M0.2%−18,076−2.8%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF102,663$10.3M0.2%+5,779+6.0%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF74,087$10.1M0.2%+3,434+4.9%Added–
MAMastercard IncStock17,601$10.0M0.2%+478+2.8%AddedHistory
iShares Tr46435G672CORE INTL AGGR198,772$9.94M0.2%+15,411+8.4%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT162,852$9.90M0.2%+7,151+4.6%Added–
ABBVAbbVie Inc.Stock43,266$9.89M0.2%−108−0.2%ReducedHistory
CATCaterpillar IncStock17,117$9.81M0.2%+1,466+9.4%AddedHistory
CSCOCisco Systems, Inc.Stock126,668$9.76M0.2%+5,441+4.5%AddedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT208,351$9.75M0.2%+4,151+2.0%Added–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF396,553$9.61M0.2%−13,365−3.3%Reduced–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL281,946$9.48M0.2%+46,630+19.8%Added–
PGProcter & Gamble CoStock65,970$9.45M0.2%+4,527+7.4%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF80,239$9.45M0.2%+50,673+171.4%Added–
MCDMcDonalds CorpStock30,051$9.18M0.2%+7,572+33.7%AddedHistory
iShares Tr4642874571 3 YR TREAS BD110,827$9.18M0.2%+40,042+56.6%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF35,273$9.10M0.2%+1,987+6.0%Added–

Sold out since Q3 2025 (214)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 214 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
iShares Tr46434V696CORE MSCI PAC72,710$5.34M0.1%–
iShares Tr46429B309MSCI INDONIA ETF82,523$1.45M<0.1%–
Global X FDS37950E341GLB X GURU INDEX14,103$840.0K<0.1%–
ANSSAnsys IncCOM907$339.5K<0.1%History
Listed FD Tr53656F664TRUESHARES STRCT6,322$293.0K<0.1%–
WBAWalgreens Boots Alliance, Inc.COM9,660$115.7K<0.1%History
VERVVerve Therapeutics, Inc.COM10,026$111.6K<0.1%History
HESHess CorpStock567$90.9K<0.1%History
American Centy ETF Tr025072539QUALITY PREFER2,488$88.8K<0.1%–
SSBSouthState Bank CorpCOM868$85.8K<0.1%History
Paramount Global92556H206CL B7,249$80.0K<0.1%–
First Tr Exchng Traded FD VI33740F185FT VEST US EQT3,750$79.3K<0.1%–
SKXSkechers USA IncCL A1,248$78.8K<0.1%History
Investment Managers Ser Tr46143U526TRADR 2X LONG3,500$71.5K<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF1,960$55.5K<0.1%–
Innovator ETFs Trust45782C730US EQT ULTRA BF1,450$53.2K<0.1%–
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X12,000$46.4K<0.1%–
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X300$46.3K<0.1%–
HBMHudbay Minerals Inc.COM3,000$45.5K<0.1%History
SRTSSensus Healthcare, Inc.COM13,700$43.0K<0.1%History
VRNAVerona Pharma plcSPONSORED ADS399$42.6K<0.1%History
PPBIPacific Premier Bancorp IncCOM1,371$33.6K<0.1%History
FLFoot Locker, Inc.COM1,380$33.1K<0.1%History
KLGWK Kellogg CoCOM1,361$31.3K<0.1%History
Morgan Stanley ETF Trust61774R601CALVERT ULT SHR592$30.0K<0.1%–
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT700$28.3K<0.1%–
Capital Group Conservative E14020U100SHS874$26.3K<0.1%–
SNNRFSunrise Communications AGADS CL A426$25.2K<0.1%History
LCIDLucid Group, Inc.COM12,407$24.6K<0.1%History
CHXChampionX CorpCOM936$24.2K<0.1%History
Global X FDS37954Y434GENOMIC BIOTECH2,270$20.8K<0.1%–
LAKELakeland Industries IncCOM1,400$20.7K<0.1%History
TCOMTrip.com Group LtdADS275$20.7K<0.1%History
ETOReToro Group Ltd.SHS CL A500$20.6K<0.1%History
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF739$20.2K<0.1%–
DNBDun & Bradstreet Holdings, Inc.COM2,094$19.2K<0.1%History
EMFTempleton Emerging Markets FundCOM1,101$18.4K<0.1%History
Immunoprecise Antibodies Ltd45257F200COM NEW10,000$17.5K<0.1%–
HYFTMindWalk Holdings Corp.COM10,000$17.5K<0.1%History
Invesco Exchange Traded FD T46137V845DORSEY WRGT INDS100$17.3K<0.1%–
BHKBlackRock Core Bond TrustSHS BEN INT1,730$17.2K<0.1%History
CLMCornerstone Strategic Investment Fund, Inc.COM2,000$16.6K<0.1%History
CRFCornerstone Total Return Fund IncCOM2,000$16.1K<0.1%History
BSMBlack Stone Minerals, L.P.COM UNIT1,078$14.2K<0.1%History
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM598$12.6K<0.1%History
CRKComstock Resources IncCOM619$12.3K<0.1%History
QUIKQUICKLOGIC CorpCOM NEW2,000$12.1K<0.1%History
REKRRekor Systems, Inc.COM7,500$11.8K<0.1%History
USIOUsio, Inc.COM8,000$11.4K<0.1%History
iShares Tr46435U333FOCUSD VAL FAC151$11.1K<0.1%–
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X502$10.6K<0.1%–
RLJ.PARLJ Lodging TrustCUM CONV PFD A400$10.1K<0.1%History
Fidelity Covington Trust316092220ELEC VEHS & FUTR566$10.0K<0.1%–
VanEck ETF Trust92189F460CEF MUNI INCOME452$9.89K<0.1%–
Wedbush Ser Tr947913109DAN IVE REVO ETF300$9.64K<0.1%–
iShares Tr46434V266INTERNATIONAL SL224$9.21K<0.1%–
First Tr Exchng Traded FD VI33740F110CONFLUENCE BDC2,169$9.15K<0.1%–
AEHRAehr Test SystemsCOM300$9.03K<0.1%History
UANCVR Partners, LPCOM100$9.01K<0.1%History
BPMCBlueprint Medicines CorpCOM66$8.54K<0.1%History
INVZInnoviz Technologies Ltd.SHS4,000$8.16K<0.1%History
GFAIGuardforce AI Co., Ltd.SHS NEW7,000$7.70K<0.1%History
Innov Prem Inc 40 Barr-July45783Y558ETP300$7.44K<0.1%–
AMEDAmedisys IncCOM72$7.27K<0.1%History
ESTAEstablishment Labs Holdings Inc.COM158$6.48K<0.1%History
EZRAReliance Global Group, Inc.COM NEW6,551$6.03K<0.1%History
RILYBRC Group Holdings, Inc.COM1,000$5.97K<0.1%History
First Tr Exchange-Traded FD33733E872LUNT US FACTOR165$5.86K<0.1%–
UNITUniti Group Inc.COM1,190$5.84K<0.1%History
AEGAegon Ltd.AMER REG 1 CERT725$5.79K<0.1%History
JNPRJuniper Networks IncCOM144$5.75K<0.1%History
AGFirst Majestic Silver CorpCOM419$5.15K<0.1%History
ZENAZenaTech, Inc.COM NEW1,000$4.80K<0.1%History
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP100$4.77K<0.1%–
Pioneer High Income Tr72369H106COM503$4.26K<0.1%–
BIAFbioAffinity Technologies, Inc.COMMON STOCK25,000$4.23K<0.1%History
SAGESage Therapeutics, Inc.COM445$3.86K<0.1%History
STRSitio Royalties Corp.CLASS A COM212$3.84K<0.1%History
BASECouchbase, Inc.COM148$3.63K<0.1%History
NKTRNektar TherapeuticsCOM NEW59$3.36K<0.1%History
SPDR Index Shs FDS78463X541ST STR NAT ETF55$3.26K<0.1%–
ZJKZJK Industrial Co., Ltd.ORD SHS1,000$3.22K<0.1%History
iShares Tr46434V464LOW CA OP MS ETF14$3.18K<0.1%–
RDUSRadius Recycling, Inc.CL A103$3.09K<0.1%History
T Rowe Price Exchange-Traded87283Q701ULTRA SHRT TRM61$3.04K<0.1%–
DRRXDurect CorpCOM NEW1,500$2.87K<0.1%History
YMABY-mAbs Therapeutics, Inc.COM332$2.86K<0.1%History
Dimensional ETF Trust25434V583GLOB CO PLUS ETF47$2.61K<0.1%–
Innov Prem Inc 10 Barr-July45783Y574ETP100$2.48K<0.1%–
IPSTIp Strategy Holdings, Inc.COM3,000$2.46K<0.1%History
WKSPWorksport LtdCOM NEW700$2.43K<0.1%History
KLARKlarna Group plcStock65$2.38K<0.1%History
NVEENV5 Global, Inc.COM105$2.37K<0.1%History
ITOSiTeos Therapeutics, Inc.COM232$2.35K<0.1%History
GMSGMS Inc.COM21$2.32K<0.1%History
Thrivent ETF Trust88588G208CORE PLUS BD ETF42$2.16K<0.1%–
J P Morgan Exchange Traded F46654Q773JPMORGAM LTD DUR41$2.15K<0.1%–
CNEYCN Energy Group. Inc.CL A SHS800$1.91K<0.1%History
PUMPProPetro Holding Corp.COM361$1.89K<0.1%History
SLDPSolid Power, Inc.CLASS A COM500$1.74K<0.1%History