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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 13, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
5,032
+133 vs. Q4 2025
Portfolio value
$4.82B
+$368.1M (+8.3%) vs. Q4 2025
Filed
Apr 13, 2026
SEC
Holdings of IFP Advisors, Inc in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock485,256$123.2M2.6%+52,487+12.1%AddedHistory
NVDANVIDIA CorpStock651,842$113.7M2.4%+112,325+20.8%AddedHistory
AMZNAmazon Com IncStock330,873$68.9M1.4%+57,189+20.9%AddedHistory
MSFTMicrosoft CorpStock174,800$64.7M1.3%+51,221+41.4%AddedHistory
GOOGAlphabet Inc.Stock219,615$63.0M1.3%+27,570+14.4%AddedHistory
SPYSPDR S&P 500 ETF TrustETF88,760$57.7M1.2%−5,812−6.1%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF131,782$57.6M1.2%+4,661+3.7%Added–
Invesco QQQ Trust Series I46090E103ETF94,747$54.7M1.1%−1,742−1.8%Reduced–
IAUiShares Gold TrustETF566,853$50.0M1.0%−5,486−1.0%ReducedHistory
iShares Tr46428743220 YR TR BD ETF556,110$48.2M1.0%+75,428+15.7%Added–
GOOGLAlphabet Inc.Stock165,774$47.7M1.0%+25,236+18.0%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF539,854$41.3M0.9%−11,585−2.1%Reduced–
iShares S&P 500 Growth ETF464287309ETF343,155$38.8M0.8%−125,209−26.7%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF825,847$37.7M0.8%+31,259+3.9%Added–
WisdomTree Tr97717X669US QTLY DIV GRT406,724$35.7M0.7%+16,186+4.1%Added–
iShares Core S&P 500 ETF464287200ETF54,205$35.4M0.7%+2,489+4.8%Added–
Vanguard S&P 500 ETF922908363ETF57,405$34.3M0.7%+3,003+5.5%Added–
iShares Tr4642874407-10 YR TRSY BD354,092$33.8M0.7%+87,165+32.7%Added–
iShares S&P 500 Value ETF464287408ETF152,743$32.3M0.7%+63,824+71.8%Added–
COSTCostco Wholesale CorpStock30,884$30.8M0.6%+9,783+46.4%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT157,243$30.2M0.6%+12,126+8.4%Added–
iShares S&P 100 ETF464287101ETF94,029$29.9M0.6%−11,087−10.5%Reduced–
AVGOBroadcom Inc.Stock90,843$28.1M0.6%+25,747+39.6%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF951,494$27.7M0.6%+15,354+1.6%Added–
XOMExxonMobil Holdings CorpCOM161,094$27.3M0.6%+6,154+4.0%AddedHistory
Capital Group Dividend Value14020W106SHS CREAT UNIT632,254$26.9M0.6%+152,778+31.9%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW435,534$26.0M0.5%+118,719+37.5%Added–
BRK.BBerkshire Hathaway IncStock53,077$25.4M0.5%+3,180+6.4%AddedHistory
AUAngloGold Ashanti PLCCOM SHS260,397$25.4M0.5%+13,939+5.7%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF169,422$25.1M0.5%−4,128−2.4%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF774,872$24.0M0.5%−3,391−0.4%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF341,201$23.8M0.5%+57,775+20.4%Added–
iShares Tr464288760US AER DEF ETF107,384$23.5M0.5%−6,245−5.5%Reduced–
METAMeta Platforms, Inc.Stock40,566$23.2M0.5%+818+2.1%AddedHistory
Vanguard Information Technology ETF92204A702ETF33,120$23.1M0.5%+307+0.9%Added–
Capital Group Growth ETF14020G101SHS CREAT UNIT570,490$22.9M0.5%+126,755+28.6%Added–
Vanguard Dividend Appreciation ETF921908844ETF104,744$22.5M0.5%−1,235−1.2%Reduced–
iShares Tr464288646ISHS 1-5YR INVS427,145$22.5M0.5%+33,883+8.6%Added–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF892,567$22.1M0.5%+32,263+3.8%Added–
FNVFranco Nevada CorpStock87,290$21.6M0.4%−10,726−10.9%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF695,187$21.3M0.4%−86,796−11.1%Reduced–
iShares Russell 2000 ETF464287655ETF85,993$21.3M0.4%+61,584+252.3%Added–
iShares Core MSCI Eafe ETF46432F842ETF221,239$20.0M0.4%+23,816+12.1%Added–
JPMJPMorgan Chase & CoStock67,890$20.0M0.4%+9,997+17.3%AddedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF76,163$19.6M0.4%+10,906+16.7%Added–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US219,070$18.5M0.4%+7,412+3.5%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF362,467$18.3M0.4%−29,329−7.5%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF712,987$18.3M0.4%+2,472+0.3%Added–
First Tr Exchange Traded FD33738R118NASD TECH DIV189,828$17.8M0.4%+11,106+6.2%Added–
WMTWalmart Inc.Stock140,559$17.5M0.4%+3,614+2.6%AddedHistory
PANWPalo Alto Networks IncStock108,792$17.4M0.4%+43,605+66.9%AddedHistory
Vanguard Total Bond Market ETF921937835ETF235,125$17.3M0.4%+56,369+31.5%Added–
iShares Tr464287150CORE S&P TTL STK120,211$17.1M0.4%−31,116−20.6%Reduced–
iShares Core High Dividend ETF46429B663ETF126,072$17.1M0.4%−67,284−34.8%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF266,993$17.1M0.4%+30,986+13.1%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF52,939$17.0M0.4%−1,097−2.0%Reduced–
LLYEli Lilly & CoStock18,274$16.8M0.3%+29+0.2%AddedHistory
NFLXNetflix IncStock170,491$16.4M0.3%+111,147+187.3%AddedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT422,818$16.2M0.3%+12,037+2.9%Added–
iShares MSCI Eafe ETF464287465ETF163,831$15.9M0.3%+10,699+7.0%Added–
AMDAdvanced Micro Devices IncStock77,302$15.7M0.3%+5,227+7.3%AddedHistory
CVXChevron CorpStock75,864$15.7M0.3%+21,851+40.5%AddedHistory
KGCKinross Gold CorpCOM513,374$15.7M0.3%+78,749+18.1%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF227,247$15.3M0.3%+6,349+2.9%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF50,303$15.2M0.3%+4,356+9.5%Added–
TSLATesla, Inc.Stock40,770$15.2M0.3%+5,532+15.7%AddedHistory
iShares Tr46434V860TRS FLT RT BD296,312$15.0M0.3%+77,462+35.4%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT295,168$14.7M0.3%−11,749−3.8%Reduced–
Schwab U.S. Broad Market ETF808524102ETF571,342$14.3M0.3%+1,605+0.3%Added–
iShares Tr46436E7180-3 MTH TREASURY141,900$14.3M0.3%+86,659+156.9%Added–
Fidelity High Dividend ETF316092840ETF257,730$14.2M0.3%+46,084+21.8%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF146,391$14.2M0.3%−13,631−8.5%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F178,258$13.7M0.3%+27,235+18.0%Added–
VVisa Inc.Stock44,947$13.6M0.3%+1,384+3.2%AddedHistory
Vanguard Morningstar Value ETF922908744ETF69,087$13.6M0.3%+211+0.3%Added–
iShares Core S&P Small Cap ETF464287804ETF106,859$13.3M0.3%+2,888+2.8%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF140,507$13.0M0.3%−1,741−1.2%Reduced–
iShares Tr4642874571 3 YR TREAS BD154,817$12.8M0.3%+43,990+39.7%Added–
XYZBlock, Inc.CL A210,960$12.7M0.3%+74,167+54.2%AddedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US170,165$12.7M0.3%+8,733+5.4%Added–
HDHome Depot, Inc.Stock37,995$12.5M0.3%+6,516+20.7%AddedHistory
iShares Tr464288885EAFE GRWTH ETF111,217$12.4M0.3%+84,126+310.5%Added–
UNHUnitedHealth Group IncStock44,795$12.1M0.3%+19,343+76.0%AddedHistory
ABBVAbbVie Inc.Stock54,943$11.9M0.2%+11,677+27.0%AddedHistory
iShares Tr46435G672CORE INTL AGGR236,690$11.8M0.2%+37,918+19.1%Added–
PLTRPalantir Technologies Inc.Stock80,774$11.8M0.2%+19,722+32.3%AddedHistory
CATCaterpillar IncStock16,562$11.7M0.2%−555−3.2%ReducedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF60,915$11.7M0.2%−25,422−29.4%Reduced–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF481,235$11.7M0.2%+84,682+21.4%Added–
RTXRTX CorpStock60,362$11.6M0.2%+22,503+59.4%AddedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF61,840$11.4M0.2%+53,600+650.5%Added–
Capital Group Core Balanced14021D107SHS328,849$11.3M0.2%+11,626+3.7%Added–
PGProcter & Gamble CoStock77,723$11.2M0.2%+11,753+17.8%AddedHistory
VRTVertiv Holdings CoCOM CL A43,911$11.0M0.2%+23,244+112.5%AddedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL213,503$10.8M0.2%+81,890+62.2%Added–
MCDMcDonalds CorpStock34,280$10.7M0.2%+4,229+14.1%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF107,181$10.6M0.2%+4,518+4.4%Added–
AXSMAxsome Therapeutics, Inc.COM60,994$10.3M0.2%−1,454−2.3%ReducedHistory
VSTVistra Corp.Stock68,131$10.2M0.2%+60,442+786.1%AddedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF123,530$10.2M0.2%+55,604+81.9%Added–

Sold out since Q4 2025 (221)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 221 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Invesco Exchange Traded FD T46137V290S&P500 EQL REL281,946$9.48M0.2%–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF321,346$8.07M0.2%–
KKellanovaStock48,131$4.02M0.1%History
ULUnilever PLCSPON ADR NEW59,984$3.32M0.1%History
iShares Tr46436E866IBONDS 25 TRM TS84,045$1.96M<0.1%–
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF44,461$1.03M<0.1%–
iShares Tr46435U432IBONDS DEC 2521,840$583.8K<0.1%–
Avidity Biosciences, Inc.05370A108COM3,977$286.9K<0.1%–
Elevation Series Trust210322822TRUESHARES STRCT6,322$266.3K<0.1%–
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE3,785$229.7K<0.1%–
HQHabrdn Healthcare InvestorsSH BEN INT12,099$229.2K<0.1%History
PIMCO ETF Tr72201R30415+ YR US TIPS3,500$181.1K<0.1%–
Global X FDS37954Y574ADAPTIVE US3,132$145.2K<0.1%–
IPGInterpublic Group of Companies, Inc.COM5,762$141.6K<0.1%History
WisdomTree Tr97717W588US LARGECAP FUND1,674$118.6K<0.1%–
Listed FDS Tr53656F805SHARES LAG CAP1,955$104.0K<0.1%–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB5,000$103.4K<0.1%–
TTETotalEnergies SESPONSORED ADS1,392$90.2K<0.1%History
SLGNSilgan Holdings IncCOM2,016$81.4K<0.1%History
SNVSynovus Financial CorpCOM NEW1,507$75.4K<0.1%History
GSR III Acquisition Corp.G4R103107CL A7,050$59.2K<0.1%–
WisdomTree Tr97717W844GLOB EX US QU FD1,430$58.9K<0.1%–
ALEAllete IncCOM NEW855$58.1K<0.1%History
Roundhill Daily 2X Long Magnificent Seven ETF77926X700DAILY 2X LONG MA ADDED1,000$57.2K<0.1%–
JBSJBS N.V.ADR3,884$56.0K<0.1%History
HBIHanesbrands Inc.COM8,597$55.7K<0.1%History
Calamos ETF Tr12811T647BITCOIN STRUCTRD2,175$53.5K<0.1%–
VNETVNET Group, Inc.SPONSORED ADS A6,000$50.8K<0.1%History
Calamos ETF Tr12811T639BITCOIN 90 SERIE2,150$49.8K<0.1%–
ASPIASP Isotopes Inc.COM9,000$48.1K<0.1%History
TLRYTilray Brands, Inc.COM CL 254,837$42.9K<0.1%History
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF13,596$42.6K<0.1%–
Innovator ETFs Trust45784N668US SMALL CAP POW1,500$42.4K<0.1%–
LNWOLight & Wonder, Inc.COM385$39.7K<0.1%History
Calamos ETF Tr12811T688CALLMOS BIT STRU1,600$38.5K<0.1%–
ETF Opportunities Trust26923Q564T-REX 2X LONG BM8,000$38.2K<0.1%–
2X Ether ETF92864M798ETF643$35.2K<0.1%–
WisdomTree Tr97717W703INTL EQUITY FD510$35.1K<0.1%–
NKLRTerra Innovatum Global N.V.COM7,050$32.6K<0.1%History
Tidal Tr II88636V702RETURN STACKED U1,250$31.8K<0.1%–
LPSNLiveperson IncCOM5,000$31.8K<0.1%History
Global X FDS37954Y376RATE PREFERRED1,305$29.0K<0.1%–
Sandstorm Gold Ltd Com New80013R206Stock2,465$28.4K<0.1%–
LIFLife360, Inc.COM440$28.2K<0.1%History
ADEAAdeia Inc.COM1,603$27.7K<0.1%History
Alps ETF Tr00162Q106REIT DIVIDE DOGS750$26.9K<0.1%–
Innovator ETFs Trust45784N643EQUITY DEFND 1YR1,000$26.8K<0.1%–
Amplify ETF Tr032108847CEF HIGH INCOME2,315$26.6K<0.1%–
Direxion Shs ETF Tr25461A718DAILY AI AND BIG500$24.7K<0.1%–
STKColumbia Seligman Premium Technology Growth Fund, Inc.COM654$24.1K<0.1%History
CBUSCibus, Inc.CL A COM STK11,216$19.5K<0.1%History
ProShares Tr74347R842PSHS ULTRUSS2000400$18.8K<0.1%–
Graniteshares ETF Tr38747R8681.75X LG BABA DL500$18.0K<0.1%–
Snow Lake Res Ltd83336J307COM6,000$18.0K<0.1%–
NXGLNexgel, Inc.COM11,000$17.7K<0.1%History
First Tr Exchng Traded FD VI33740F292FT VEST US SMALL753$17.7K<0.1%–
Timothy Plan887432284US LARGE MID CP612$16.9K<0.1%–
PBPBPotbelly CorpCOM951$16.3K<0.1%History
Direxion Shs ETF Tr25461A809DAILY META BULL500$16.1K<0.1%–
Direxion Shs ETF Tr25461A445DAILY PLTR BULL200$14.7K<0.1%–
SBETSharplink, Inc.COM NEW1,500$13.4K<0.1%History
Vanguard S&P 500 Value ETF921932703ETF65$13.3K<0.1%–
PFDFlaherty & Crumrine Preferred & Income Fund IncCOM1,000$11.9K<0.1%History
FRHCFreedom Holding Corp.COM97$11.8K<0.1%History
CDTXCidara Therapeutics, Inc.COM NEW49$10.8K<0.1%History
Tidal Tr II88636J444YIELDMAX TSLA OP1,200$9.25K<0.1%–
SENSSenseonics Holdings, Inc.COM22,500$9.18K<0.1%History
Tidal Trust II88636X880YIELDMAX TSLA OP240$9.01K<0.1%–
CHRNChronoScale Holdings CorpCOM NEW1,000$8.64K<0.1%History
Simplify Exchange Traded Fun82889N525MBS ETF167$8.42K<0.1%–
VBTXVeritex Holdings, Inc.COM271$8.20K<0.1%History
Tidal ETF Tr88634T410II YIELDMAX XOM OPT700$8.20K<0.1%–
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM500$7.67K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A192$7.55K<0.1%History
Volatility Shs Tr92864M3012X BITCOIN STRAT264$7.32K<0.1%–
LXPLXP Industrial TrustCOM699$6.63K<0.1%History
Ea Series Trust02072L417MARKETDESK FOCUS244$6.61K<0.1%–
VRNTVerint Systems IncCOM308$6.32K<0.1%History
GYROGyrodyne, LLCCOM700$6.31K<0.1%History
NTHINeonc Technologies Holdings, Inc.COM750$6.20K<0.1%History
Fidelity Covington Trust316092238DIGITAL HLTH ETF300$6.01K<0.1%–
NUAINew ERA Energy & Digital, Inc.COM2,000$5.86K<0.1%History
Volatility Shs Tr92864M780XRP ETF504$5.33K<0.1%–
Tidal Trust II88636J659YIELD UNIVE ETFS500$4.99K<0.1%–
SCSSteelcase IncCL A283$4.57K<0.1%History
HITHealth In Tech, Inc.CL A2,734$4.35K<0.1%History
TELOTelomir Pharmaceuticals, Inc.COM3,000$3.99K<0.1%History
Pacer FDS Tr69374H741DATA AND INFRAST133$3.81K<0.1%–
PINCPremier, Inc.CL A130$3.67K<0.1%History
HSIIHeidrick & Struggles International IncCOM61$3.60K<0.1%History
ABATAmerican Battery Technology CoCOM NEW1,074$3.59K<0.1%History
IASIntegral Ad Science Holding Corp.COM329$3.40K<0.1%History
XMAXXMax Inc.COM532$3.19K<0.1%History
SPDR Series Trust78468R515ST STR USD ETF123$3.13K<0.1%–
IEPIcahn Enterprises L.P.DEPOSITARY UNIT400$3.02K<0.1%History
Canary XRP ETF13723M100SHS152$2.96K<0.1%–
CAECae IncCOM87$2.65K<0.1%History
RVTRoyce Small-Cap Trust, Inc.COM155$2.50K<0.1%History
Innovator ETFs Tr45783Y483PREM INC 40 BARR100$2.39K<0.1%–
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF40$2.23K<0.1%–