IFP Advisors, Inc
CIK: 1641866SEC EDGAR →
Portfolio Value
$2.4T
Holdings
5,032
As of
Q1 2026
New Positions
4,937
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 566,853 | $50.0B | 2.06% |
| 2 | ISHARES TR | 556,110 | $48.2B | 1.99% |
| 3 | SPDR SERIES TRUST | 539,854 | $41.3B | 1.70% |
| 4 | SPDR INDEX SHS FDS | 825,847 | $37.7B | 1.55% |
| 5 | WISDOMTREE TR | 406,724 | $35.7B | 1.47% |
| 6 | ISHARES TR | 354,092 | $33.8B | 1.39% |
| 7 | SCHWAB STRATEGIC TR | 951,494 | $27.7B | 1.14% |
| 8 | CAPITAL GROUP DIVIDEND VALUE | 632,254 | $26.9B | 1.11% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 435,534 | $26.0B | 1.07% |
| 10 | ANGLOGOLD ASHANTI PLC | 260,397 | $25.4B | 1.04% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 2056 | $1.8T | 75.6% |
| Unknown | 423 | $164.4B | 6.8% |
| Technology | 554 | $91.5B | 3.8% |
| Basic Materials | 151 | $76.5B | 3.2% |
| Communication Services | 126 | $51.8B | 2.1% |
| Healthcare | 457 | $48.1B | 2.0% |
| Industrials | 395 | $33.5B | 1.4% |
| Consumer Defensive | 136 | $31.8B | 1.3% |
| Consumer Cyclical | 312 | $30.2B | 1.2% |
| Utilities | 79 | $26.1B | 1.1% |
| Energy | 152 | $25.8B | 1.1% |
| Real Estate | 191 | $13.6B | 0.6% |