IFP Advisors, Inc
CIK: 0001641866Latest portfolio: $4.5B · Q4 2025
Holdings
4,899
Total Value
$4.5B
New Positions
776
Closed Positions
172
Top Holdings
View All 4,899 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 432,769 | $117.0M | 2.63% | +24K | |
| 2 | NVDANVIDIA CORPORATION | 539,517 | $100.0M | 2.25% | +165K | |
| 3 | SPYSPDR S&P 500 ETF TR | 94,572 | $64.0M | 1.44% | +6K | |
| 4 | AMZNAMAZON COM INC | 273,684 | $63.0M | 1.41% | +109K | |
| 5 | VUGVANGUARD INDEX FDS | 127,121 | $62.0M | 1.39% | +221 | |
| 6 | GOOGALPHABET INC | 192,045 | $60.0M | 1.35% | +103K | |
| 7 | MSFTMICROSOFT CORP | 123,579 | $59.0M | 1.32% | +16K | |
| 8 | NDQINVESCO QQQ TR | 96,489 | $59.0M | 1.32% | +3K | |
| 9 | IVWISHARES TR | 468,364 | $57.0M | 1.28% | +63K | |
| 10 | IAU*ISHARES GOLD TR | 572,339 | $46.0M | 1.03% | +5K | |
| 11 | SPYMSPDR SERIES TRUST | 551,439 | $44.0M | 0.99% | -21,422 | |
| 12 | GOOGLALPHABET INC | 140,538 | $43.0M | 0.97% | +12K | |
| 13 | TLTISHARES TR | 480,682 | $41.0M | 0.92% | +355K | |
| 14 | OEFISHARES TR | 105,116 | $36.0M | 0.81% | -1,639 | |
| 15 | SPDWSPDR INDEX SHS FDS | 794,588 | $35.0M | 0.79% | -10,691 | |
| 16 | IVVISHARES TR | 51,716 | $35.0M | 0.79% | -2,383 | |
| 17 | VOOVANGUARD INDEX FDS | 54,402 | $34.0M | 0.76% | +799 | |
| 18 | DGRWWISDOMTREE TR | 390,538 | $34.0M | 0.76% | -7,929 | |
| 19 | SCHGSCHWAB STRATEGIC TR | 936,140 | $30.0M | 0.67% | -13,003 | |
| 20 | RSPINVESCO EXCHANGE TRADED FD T | 145,117 | $27.0M | 0.61% | -25,042 | |
| 21 | METAMETA PLATFORMS INC | 39,748 | $26.0M | 0.58% | +8K | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 49,897 | $25.0M | 0.56% | +382 | |
| 23 | IEFISHARES TR | 266,927 | $25.0M | 0.56% | +198K | |
| 24 | VYMVANGUARD WHITEHALL FDS | 173,550 | $24.0M | 0.54% | +8K | |
| 25 | ITA*ISHARES TR | 113,629 | $24.0M | 0.54% | -562 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Consumer CyclicalNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Energy0.0% ($1.8000800030002002e+192T)
Real Estate0.0% ($4.0003e+190T)
Basic Materials0.0% ($2.100020000120006e+176T)
Consumer Defensive0.0% ($1.80001500090004e+169T)
Communication Services0.0% ($6.000043000260008e+163T)
Utilities0.0% ($5.000500040003e+115T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 6, 2026 | $4.5B | 4,899 |
| Q3 2025 | Dec 2, 2025 | $3.9T | 5,107 |
| Q2 2025 | Jul 24, 2025 | $3.5T | 4,929 |
| Q1 2025 | May 5, 2025 | $3.2T | 4,312 |
| Q4 2024 | Feb 4, 2025 | $2.8T | 3,318 |
| Q4 2024 | Feb 4, 2025 | $3.1T | 4,609 |
| Q2 2024 | Jul 30, 2024 | $2519.9T | 3,244 |
| Q2 2024 | Jul 30, 2024 | $2280.3T | 3,137 |
| Q4 2023 | Jan 9, 2024 | $2118.5T | 3,051 |
| Q3 2023 | Oct 12, 2023 | $2224.5T | 3,312 |
| Q2 2023 | Aug 4, 2023 | $2161.3T | 3,462 |
| Q1 2023 | Apr 18, 2023 | $2297.9T | 3,372 |
| Q4 2022 | Feb 7, 2023 | $3.7T | 4,609 |
| Q3 2022 | Nov 8, 2022 | $3.8T | 4,798 |
| Q2 2022 | Aug 12, 2022 | $55.9B | 378 |
| Q2 2022 | Aug 8, 2022 | $4.9T | 4,087 |
| Q4 2021 | Jan 12, 2022 | $5.1T | 3,413 |
| Q3 2021 | Oct 6, 2021 | $5.0T | 3,403 |
| Q2 2021 | Jul 13, 2021 | $4.8T | 10,152 |
| Q1 2021 | Apr 30, 2021 | $5.1T | 9,664 |
| Q4 2020 | Jan 25, 2021 | $2.5T | 8,752 |
| Q3 2020 | Oct 29, 2020 | $1.7T | 7,965 |
| Q2 2020 | Aug 5, 2020 | $1.3T | 7,346 |
| Q1 2020 | May 12, 2020 | $991.0B | 6,857 |
| Q4 2019 | Jan 17, 2020 | $1.3T | 4,209 |
| Q3 2019 | Nov 7, 2019 | $1.5T | 4,401 |
| Q1 2019 | May 15, 2019 | $732.5B | 2,593 |
| Q4 2018 | Jan 23, 2019 | $1.6T | 3,744 |
| Q3 2018 | Oct 25, 2018 | $2.5T | 3,991 |
| Q2 2018 | Aug 7, 2018 | $2.4T | 4,053 |
| Q1 2018 | May 9, 2018 | $2.2T | 3,969 |
| Q4 2017 | Jan 24, 2018 | $2.2T | 3,994 |
| Q3 2017 | Oct 30, 2017 | $2.5T | 4,291 |
| Q2 2017 | Jul 31, 2017 | $2.4T | 4,297 |
| Q1 2017 | Apr 26, 2017 | $2.3T | 4,200 |
| Q4 2016 | Feb 14, 2017 | $2.1T | 4,202 |
| Q3 2016 | Nov 4, 2016 | $1.9T | 4,119 |
| Q2 2016 | Aug 22, 2016 | $1.8T | 4,070 |
| Q1 2016 | May 2, 2016 | $1.7T | 4,129 |
| Q4 2015 | Feb 11, 2016 | $1.5T | 4,000 |
Fund Information
IFP Advisors, Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $4.5B across 4,899 holdings. The largest position is APPLE INC (AAPL), representing 2.6% of the portfolio. Compared to the previous quarter, the fund opened 223 new positions and closed 431 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.