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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 20, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
5,147
+115 vs. Q1 2026
Portfolio value
$5.54B
+$714.8M (+14.8%) vs. Q1 2026
Filed
Jul 20, 2026
SEC
Holdings of IFP Advisors, Inc in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock484,958$140.3M2.5%−298−0.1%ReducedHistory
NVDANVIDIA CorpStock663,778$132.8M2.4%+11,936+1.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF108,639$80.0M1.4%+13,892+14.7%Added–
AMZNAmazon Com IncStock328,243$78.2M1.4%−2,630−0.8%ReducedHistory
MSFTMicrosoft CorpStock180,462$67.3M1.2%+5,662+3.2%AddedHistory
GOOGAlphabet Inc.Stock188,042$66.4M1.2%−31,573−14.4%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF742,981$64.0M1.2%−47,711−6.0%ReducedConverted for a 6-for-1 split–
GOOGLAlphabet Inc.Stock168,260$60.1M1.1%+2,486+1.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF76,832$57.4M1.0%−11,928−13.4%ReducedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF632,889$55.6M1.0%+93,035+17.2%Added–
AMDAdvanced Micro Devices IncStock80,458$46.7M0.8%+3,156+4.1%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF915,993$46.2M0.8%+90,146+10.9%Added–
Vanguard S&P 500 ETF922908363ETF64,339$44.2M0.8%+6,934+12.1%Added–
iShares Tr4642874407-10 YR TRSY BD467,027$44.2M0.8%+112,935+31.9%Added–
IAUiShares Gold TrustETF555,136$41.9M0.8%−11,717−2.1%ReducedHistory
iShares Core S&P 500 ETF464287200ETF54,261$40.6M0.7%+56+0.1%Added–
PANWPalo Alto Networks IncStock116,369$39.7M0.7%+7,577+7.0%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT406,971$38.9M0.7%+247+0.1%Added–
iShares Tr46428743220 YR TR BD ETF446,710$38.6M0.7%−109,400−19.7%Reduced–
iShares Tr464288646ISHS 1-5YR INVS727,413$38.1M0.7%+300,268+70.3%Added–
iShares S&P 500 Growth ETF464287309ETF269,980$37.1M0.7%−73,175−21.3%Reduced–
iShares S&P 500 Value ETF464287408ETF148,739$33.8M0.6%−4,004−2.6%Reduced–
iShares Core High Dividend ETF46429B663ETF1,219,092$33.4M0.6%+588,732+93.4%AddedConverted for a 5-for-1 split–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT156,520$33.3M0.6%−723−0.5%Reduced–
AVGOBroadcom Inc.Stock87,886$33.2M0.6%−2,957−3.3%ReducedHistory
Vanguard Information Technology ETF92204A702ETF275,462$32.9M0.6%+10,502+4.0%AddedConverted for a 8-for-1 split–
Capital Group Dividend Value14020W106SHS CREAT UNIT666,097$32.8M0.6%+33,843+5.4%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF937,753$31.7M0.6%−13,741−1.4%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF775,129$28.6M0.5%+2570.0%Added–
Capital Group Growth ETF14020G101SHS CREAT UNIT604,049$28.5M0.5%+33,559+5.9%Added–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF1,129,539$28.1M0.5%+236,972+26.5%Added–
COSTCostco Wholesale CorpStock29,628$27.7M0.5%−1,256−4.1%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF174,068$27.5M0.5%+4,646+2.7%Added–
BRK.BBerkshire Hathaway IncStock54,780$27.4M0.5%+1,703+3.2%AddedHistory
iShares S&P 100 ETF464287101ETF72,781$26.6M0.5%−21,248−22.6%Reduced–
iShares Tr464288760US AER DEF ETF109,759$26.6M0.5%+2,375+2.2%Added–
Vanguard Dividend Appreciation ETF921908844ETF109,943$26.0M0.5%+5,199+5.0%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW412,661$24.6M0.4%−22,873−5.3%Reduced–
LLYEli Lilly & CoStock20,352$24.4M0.4%+2,078+11.4%AddedHistory
XOMExxonMobil Holdings CorpCOM171,296$23.4M0.4%+10,202+6.3%AddedHistory
METAMeta Platforms, Inc.Stock41,474$23.4M0.4%+908+2.2%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF327,485$23.3M0.4%+60,492+22.7%Added–
JPMJPMorgan Chase & CoStock70,542$23.1M0.4%+2,652+3.9%AddedHistory
Schwab US Dividend Equity ETF808524797ETF712,723$22.6M0.4%+17,536+2.5%Added–
iShares Core MSCI Eafe ETF46432F842ETF233,923$22.6M0.4%+12,684+5.7%Added–
First Tr Exchange Traded FD33738R118NASD TECH DIV194,679$22.4M0.4%+4,851+2.6%Added–
Schwab U.S. Large-Cap ETF808524201ETF756,568$22.3M0.4%+43,581+6.1%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF258,623$21.4M0.4%−82,578−24.2%Reduced–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US225,517$21.3M0.4%+6,447+2.9%Added–
ABTAbbott LaboratoriesStock234,173$21.2M0.4%+176,649+307.1%AddedHistory
iShares Tr464288885EAFE GRWTH ETF159,304$19.8M0.4%+48,087+43.2%Added–
Capital Group Core Equity Et14020V108SHS CREAT UNIT439,025$19.5M0.4%+16,207+3.8%Added–
iShares Tr464287150CORE S&P TTL STK118,813$19.5M0.4%−1,398−1.2%Reduced–
MUMicron Technology IncStock16,479$19.0M0.3%+3,908+31.1%AddedHistory
FNVFranco Nevada CorpStock89,770$18.7M0.3%+2,480+2.8%AddedHistory
iShares Tr46434V860TRS FLT RT BD363,276$18.4M0.3%+66,964+22.6%Added–
NFLXNetflix IncStock253,572$18.1M0.3%+83,081+48.7%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF226,750$17.5M0.3%−497−0.2%Reduced–
WMTWalmart Inc.Stock154,200$17.5M0.3%+13,641+9.7%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF601,558$17.4M0.3%+30,216+5.3%Added–
TSLATesla, Inc.Stock41,167$17.3M0.3%+397+1.0%AddedHistory
iShares MSCI Eafe ETF464287465ETF165,876$17.2M0.3%+2,045+1.2%Added–
Vanguard Star FDS921909768VG TL INTL STK F196,113$16.8M0.3%+17,855+10.0%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF216,648$16.3M0.3%+151,621+233.2%Added–
UNHUnitedHealth Group IncStock39,233$16.3M0.3%−5,562−12.4%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF108,901$16.2M0.3%+2,042+1.9%Added–
VVisa Inc.Stock46,449$15.9M0.3%+1,502+3.3%AddedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US174,206$15.9M0.3%+4,041+2.4%Added–
Fidelity High Dividend ETF316092840ETF263,334$15.9M0.3%+5,604+2.2%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF152,692$15.9M0.3%+6,301+4.3%Added–
Vanguard Total Bond Market ETF921937835ETF215,008$15.8M0.3%−20,117−8.6%Reduced–
AXSMAxsome Therapeutics, Inc.COM62,273$15.2M0.3%+1,279+2.1%AddedHistory
HDHome Depot, Inc.Stock42,759$15.1M0.3%+4,764+12.5%AddedHistory
VRTVertiv Holdings CoCOM CL A44,957$15.1M0.3%+1,046+2.4%AddedHistory
XYZBlock, Inc.CL A196,142$14.9M0.3%−14,818−7.0%ReducedHistory
CATCaterpillar IncStock13,949$14.9M0.3%−2,613−15.8%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD180,492$14.8M0.3%+25,675+16.6%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF38,550$14.1M0.3%−11,753−23.4%Reduced–
iShares Semiconductor ETF464287523ETF21,936$14.1M0.3%−605−2.7%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF36,746$13.6M0.2%−16,193−30.6%Reduced–
CRWDCrowdStrike Holdings, Inc.Stock17,760$13.6M0.2%−524−2.9%ReducedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT270,349$13.5M0.2%−24,819−8.4%Reduced–
TERTeradyne, IncStock27,669$13.4M0.2%+234+0.9%AddedHistory
AUAngloGold Ashanti PLCCOM SHS165,301$13.4M0.2%−95,096−36.5%ReducedHistory
ABBVAbbVie Inc.Stock52,930$13.3M0.2%−2,013−3.7%ReducedHistory
Capital Group Core Balanced14021D107SHS347,015$13.2M0.2%+18,166+5.5%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF88,152$12.9M0.2%+9,016+11.4%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF67,401$12.8M0.2%+2,661+4.1%Added–
CSCOCisco Systems, Inc.Stock109,237$12.8M0.2%−22,098−16.8%ReducedHistory
PGProcter & Gamble CoStock87,479$12.8M0.2%+9,756+12.6%AddedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF64,604$12.8M0.2%+2,764+4.5%Added–
Dimensional ETF Trust25434V104US CORE EQT MKT246,034$12.7M0.2%+29,386+13.6%Added–
iShares Tr46435G672CORE INTL AGGR250,856$12.7M0.2%+14,166+6.0%Added–
Listed FDS Tr53656G498ROUN MA SEVE ETF196,837$12.7M0.2%+180,495+1,104.5%Added–
Vanguard Morningstar Value ETF922908744ETF57,979$12.6M0.2%−11,108−16.1%Reduced–
INTCIntel CorpStock90,338$12.6M0.2%−28,267−23.8%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF245,334$12.4M0.2%−117,133−32.3%Reduced–
IBMInternational Business Machines CorpStock43,273$12.2M0.2%+10,130+30.6%AddedHistory
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY617,647$12.1M0.2%+14,445+2.4%Added–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF495,135$12.0M0.2%+13,900+2.9%Added–

Sold out since Q1 2026 (222)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 222 by value last quarter.

Positions of IFP Advisors, Inc sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
Tidal Trust III45259A548MRP SYNTHEQUITY113,406$2.98M0.1%–
PIMCO ETF Tr72201R88225YR+ ZERO U S21,510$1.38M<0.1%–
AZNAstraZeneca PLCSPONSORED ADR12,001$1.11M<0.1%History
PIMCO ETF Tr72201R551US STK PLUS AC14,034$660.5K<0.1%–
Cyberark Software LtdM2682V108SHS1,257$513.9K<0.1%–
BXMXNuveen S&P 500 BuyWrite Income FundCOM18,947$284.8K<0.1%History
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X4,914$216.9K<0.1%–
EXASExact Sciences CorpCOM1,655$173.6K<0.1%History
INFQInfleqtion, Inc.SHS CL A13,175$155.5K<0.1%History
CFLTConfluent, Inc.CLASS A COM3,891$120.6K<0.1%History
REVGREV Group, Inc.COM1,783$113.9K<0.1%History
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY2,296$105.7K<0.1%–
First Tr Exchange-Traded FD33738D846FT VEST DJIA4,467$97.0K<0.1%–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF2,119$80.5K<0.1%–
J P Morgan Exchange Traded F46654Q799HIGH YIELD MUNI1,525$76.0K<0.1%–
First Tr Exchng Traded FD VI33740F409INCOME OPPRTNTES3,360$75.6K<0.1%–
OPRAOpera LtdSPONSORED ADS5,000$71.3K<0.1%History
Simplify Exchange Traded Fun82889N657SHORT TERM TREA3,264$68.9K<0.1%–
Simplify Exchange Traded Fun82889N798RISK PARITY TREA5,190$68.1K<0.1%–
DBX ETF Tr233051705XTRACK MUN INFRA2,740$67.5K<0.1%–
AMCRAmcor plcORD6,217$54.8K<0.1%History
PURRHyperliquid Strategies IncCOM10,000$50.9K<0.1%History
DAYDayforce, Inc.COM640$44.7K<0.1%History
Etfis Ser Tr I26923G798VIRTUS PVT CR2,869$43.4K<0.1%–
HCCWarrior Met Coal, Inc.COM425$39.6K<0.1%History
SMASmartStop Self Storage REIT, Inc.COMMON STOCK1,207$36.5K<0.1%History
CIVICivitas Resources, Inc.EQUITY US CM1,308$35.8K<0.1%History
BANFBancfirst CorpCOM321$34.8K<0.1%History
CMAComerica IncCOM380$33.7K<0.1%History
NTWKNetsol Technologies IncCOM PAR $.0019,555$32.4K<0.1%History
Ea Series Trust02072L441STRIVE ENHANCED1,580$32.0K<0.1%–
Tidal Trust II88636X732YIELDMAX MSTR OP1,361$29.0K<0.1%–
Fidelity Merrimack STR Tr316188846SYSTEMATIC MUN561$27.8K<0.1%–
New York Life Invts Active E45409F827MACKAY MUN INTER1,130$27.2K<0.1%–
PTACohen & Steers Tax-Advantaged Preferred Securities & Income FundCOM1,433$26.9K<0.1%History
SPDR Series Trust78468R549SP O&G EQP SERV217$25.2K<0.1%–
TGNATegna IncCOM1,198$24.0K<0.1%History
THSTreeHouse Foods, Inc.COM966$23.5K<0.1%History
PIPRPiper Sandler CompaniesCOM306$23.4K<0.1%History
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT805$23.2K<0.1%–
ALEXAlexander & Baldwin, Inc.COM1,088$22.7K<0.1%History
Global X FDS37954Y350X EMERGING MKT959$22.5K<0.1%–
SHP ETF Trust78433H204FIS BIBLICALLY R674$22.0K<0.1%–
VTYXVentyx Biosciences, Inc.COM1,500$21.0K<0.1%History
EGYVaalco Energy IncCOM NEW2,977$18.9K<0.1%History
IMPPImperial Petroleum Inc./Marshall IslandsCOM NEW4,216$18.0K<0.1%History
PCHPotlatchdeltic CorpCOM422$17.6K<0.1%History
OSOneStream, Inc.CL A700$16.8K<0.1%History
Managed Portfolio Series56167N191TREMBLANT GLOBAL612$16.7K<0.1%–
FYBRFrontier Communications Parent, Inc.COM427$16.4K<0.1%History
Magic Software Enterprises L559166103ORD903$15.7K<0.1%–
GSLGlobal Ship Lease, Inc.COM CL A400$14.9K<0.1%History
Bitwise Crypto Industry Innovators ETF09175C103ETF774$14.6K<0.1%–
Two RDS Shared Tr90214Q774LDRSHS ALPFACT305$14.0K<0.1%–
Tidal Tr II88634T881ETF1,000$14.0K<0.1%–
Two RDS Shared Tr90214Q691LEASERSHS ALPHAF353$13.9K<0.1%–
GRSDGRANDSTAND LtdORDINARY SHARES3,512$13.6K<0.1%History
Global X FDS37954Y319MSCI GREECE ETF211$13.5K<0.1%–
Nuveen Calif Select Tax Free67063R103SH BEN INT1,000$13.3K<0.1%–
VFFVillage Farms International, Inc.COM4,647$13.2K<0.1%History
LYELLyell Immunopharma, Inc.COM NEW648$13.0K<0.1%History
PREPrenetics Global LtdSHS NEW649$12.5K<0.1%History
Innovator ETFs Trust45784N841GROWTH 100 PWR B450$12.1K<0.1%–
ASYSAmtech Systems IncCOM PAR $0.01N1,019$11.9K<0.1%History
New York Life Investments Et45409B461CANDRIAM US LRG220$11.3K<0.1%–
Franklin Templeton ETF Tr35473P629HIGH YIELD CORP428$10.3K<0.1%–
INDVIndivior Pharmaceuticals, Inc.ORD288$9.81K<0.1%History
BNY Mellon ETF Trust09661T800HIGH YIELD ETF205$9.72K<0.1%–
MTEKMaris Tech Ltd.ORDINARY SHARES6,873$9.28K<0.1%History
ESABESAB CorpCOM85$8.22K<0.1%History
CERTCertara, Inc.COM1,436$8.19K<0.1%History
OTFBlue Owl Technology Finance Corp.COMMON STOCK654$8.10K<0.1%History
VBFInvesco Bond FundCOM500$7.50K<0.1%History
FXCInvesco CurrencyShares Canadian Dollar TrustCDN DLR SHS100$7.02K<0.1%History
Solana ETF92864M822ETP800$6.69K<0.1%–
ZEUSOlympic Steel IncCOM131$6.27K<0.1%History
FLZHFlash Sports & Media Holdings, Inc.COM NEW280$6.18K<0.1%History
Alps ETF Tr00162Q361OSHS GBL INTER150$6.12K<0.1%–
POETPoet Technologies Inc.COM NEW1,000$5.94K<0.1%History
ProShares Tr74349Y704ULTRA BITCOIN ET500$5.82K<0.1%–
Invesco Exch TRD SLF Idx FD46139W833BULLETSHS 32 MUN224$5.57K<0.1%–
SGNSigning Day Sports, Inc.COMMON STOCK10,000$5.40K<0.1%History
Principal Exchange Traded FD74255Y821PRNC INVT GRAD243$5.01K<0.1%–
TELFYTelefonica S ASPONSORED ADR1,095$4.79K<0.1%History
Exchange Traded Concepts Tr301505723ROBO GBL HLTCR140$4.62K<0.1%–
New Gold Inc Cda644535106COM500$4.43K<0.1%–
HOUSAnywhere Real Estate Inc.COM250$4.41K<0.1%History
FRGTFreight Technologies, Inc.ORD SHS NEW5,000$4.15K<0.1%History
Aspen Insurance Holdings LtdG05384501ORD SHS CL A102$3.83K<0.1%–
QGENQiagen N.V.COMMON STOCK77$3.68K<0.1%History
CADECadence BancorporationEQUITY US CM87$3.66K<0.1%History
Invesco Exch Traded FD Tr II46138E644INTL BUYBACK65$3.66K<0.1%–
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH59$3.65K<0.1%–
Tidal Trust III45259A316VISTASHARES TARG200$3.48K<0.1%–
WisdomTree Tr97717Y691CLOUD COMPUTNG125$3.42K<0.1%–
SGMOQSangamo Therapeutics, IncCOM13,509$3.33K<0.1%History
RPDRapid7, Inc.COM588$3.24K<0.1%History
PNFPPinnacle Financial Partners, Inc.COM31$2.96K<0.1%History
FRGEForge Global Holdings, Inc.Stock63$2.83K<0.1%History
LGNLegence Corp.CL A50$2.82K<0.1%History