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IFP Advisors

Latest statistics and disclosures from IFP Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, QQQ, AMZN, MSFT, and represent 9.01% of IFP Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$53M), HDV (+$30M), VGT (+$29M), ABT (+$16M), IGSB (+$16M), MAGS (+$12M), GDX (+$11M), IEF (+$11M), QQQ (+$10M), SPCX (+$9.0M).
Started 339 new stock positions in J P Morgan Exchange Traded F, CHCO, IMTB, AQB, XLSR, VUZI, CBNK, MFEM, SOWG, MLTX.
Reduced shares in these 10 stocks: IWM (-$18M), VOT (-$17M), GOOG (-$11M), IVW (-$10M), PBW (-$9.8M), TLT (-$9.5M), SPY (-$8.9M), USMV (-$8.0M), OEF (-$7.8M), AU (-$7.7M).
Sold out of its positions in ADMA, ABSI, AFCG, OGIG, ARKF, ADTX, Advantage Solutions, Agilon Health, Akari Therapeutics Plc Sponsored, ALEX.
IFP Advisors was a net buyer of stock by $296M.
IFP Advisors has $5.5B in assets under management (AUM), dropping by 14.82%.
Central Index Key (CIK): 0001641866

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Positions held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IFP Advisors

IFP Advisors holds 5147 positions in its portfolio as reported in the June 2026 quarterly 13F filing

IFP Advisors has 5147 total positions. Only the first 250 positions are shown.

Sign up to view all of the IFP Advisors June 30, 2026 positions
Download the IFP Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple cs (AAPL)	2.5	$140M		485k	289.36	View chart
Nvidia Corporation cs (NVDA)	2.4	$133M		664k	200.09	View chart
Invesco Qqq Tr cs (QQQ)	1.4	$80M	+14%	109k	736.40	View chart
Amazon cs (AMZN)	1.4	$78M		328k	238.34	View chart
Microsoft Corp cs (MSFT)	1.2	$67M	+3%	181k	373.02	View chart
Alphabet cs (GOOG)	1.2	$66M	-14%	188k	353.33	View chart
Vanguard Index Fds cs (VUG)	1.2	$64M	+463%	743k	86.14	View chart
Alphabet cs (GOOGL)	1.1	$60M		168k	357.37	View chart
State Str Spdr S&p 500 Etf T cs (SPY)	1.0	$57M	-13%	77k	746.77	View chart
Spdr Series Trust cs (SPYM)	1.0	$56M	+17%	633k	87.88	View chart
Advanced Micro Devices cs (AMD)	0.8	$47M	+4%	81k	580.91	View chart
Spdr Index Shs Fds cs (SPDW)	0.8	$46M	+10%	916k	50.39	View chart
Vanguard Index Fds mc (VOO)	0.8	$44M	+12%	64k	686.81	View chart
Ishares Tr cs (IEF)	0.8	$44M	+31%	467k	94.57	View chart
Ishares Gold Tr mc (IAU)	0.8	$42M	-2%	555k	75.51	View chart
Ishares Tr cs (IVV)	0.7	$41M		54k	748.89	View chart
Palo Alto Networks cs (PANW)	0.7	$40M	+6%	116k	341.02	View chart
Wisdomtree Tr mc (DGRW)	0.7	$39M		407k	95.62	View chart
Ishares Tr cs (TLT)	0.7	$39M	-19%	447k	86.42	View chart
Ishares Tr cs (IGSB)	0.7	$38M	+70%	727k	52.41	View chart
Ishares Tr cs (IVW)	0.7	$37M	-21%	270k	137.53	View chart
Ishares Tr cs (IVE)	0.6	$34M	-2%	149k	227.06	View chart
Ishares Tr mc (HDV)	0.6	$33M	+866%	1.2M	27.41	View chart
Invesco Exchange Traded Fd T mc (RSP)	0.6	$33M		157k	212.77	View chart
Broadcom cs (AVGO)	0.6	$33M	-3%	88k	377.75	View chart
Vanguard World cs (VGT)	0.6	$33M	+731%	276k	119.52	View chart
Capital Group Dividend Value mc (CGDV)	0.6	$33M	+5%	666k	49.28	View chart
Schwab Strategic Tr cs (SCHG)	0.6	$32M		938k	33.84	View chart
Schwab Strategic Tr mc (SCHM)	0.5	$29M		775k	36.87	View chart
Capital Group Growth Etf mc (CGGR)	0.5	$29M	+5%	604k	47.20	View chart
First Tr Exchng Traded Fd Vi mc (UCON)	0.5	$28M	+26%	1.1M	24.88	View chart
Costco Wholesale Corporation cs (COST)	0.5	$28M	-4%	30k	935.47	View chart
Vanguard Whitehall Fds cs (VYM)	0.5	$28M	+2%	174k	158.03	View chart
Berkshire Hathaway Inc Del cs (BRK.B)	0.5	$27M	+3%	55k	500.39	View chart
Ishares Tr cs (OEF)	0.5	$27M	-22%	73k	365.87	View chart
Ishares Tr cs (ITA)	0.5	$27M	+2%	110k	242.42	View chart
Vanguard Specialized Funds cs (VIG)	0.5	$26M	+4%	110k	236.62	View chart
First Tr Exchange-traded mc (FTSM)	0.4	$25M	-5%	413k	59.73	View chart
Eli Lilly & Co cs (LLY)	0.4	$24M	+11%	20k	1199.43	View chart
Exxon Mobil Corp cs (XOM)	0.4	$23M	+6%	171k	136.72	View chart
Meta Platforms cs (META)	0.4	$23M	+2%	42k	563.29	View chart
Vanguard Tax-managed Fds cs (VEA)	0.4	$23M	+22%	328k	71.25	View chart
Jpmorgan Chase & Co cs (JPM)	0.4	$23M	+3%	71k	327.33	View chart
Schwab Strategic Tr mc (SCHD)	0.4	$23M	+2%	713k	31.71	View chart
Ishares Tr mc (IEFA)	0.4	$23M	+5%	234k	96.58	View chart
First Tr Exchange Traded mc (TDIV)	0.4	$22M	+2%	195k	114.88	View chart
Schwab Strategic Tr mc (SCHX)	0.4	$22M	+6%	757k	29.43	View chart
Ishares cs (IEMG)	0.4	$21M	-24%	259k	82.84	View chart
Goldman Sachs Etf Tr mc (GSEW)	0.4	$21M	+2%	226k	94.42	View chart
Abbott Laboratories cs (ABT)	0.4	$21M	+307%	234k	90.74	View chart
Ishares Tr cs (EFG)	0.4	$20M	+43%	159k	124.42	View chart
Capital Group Core Equity Et mc (CGUS)	0.4	$20M	+3%	439k	44.48	View chart
Ishares Tr cs (ITOT)	0.4	$20M		119k	164.27	View chart
Micron Technology cs (MU)	0.3	$19M	+31%	17k	1154.29	View chart
Franco Nev Corp cs (FNV)	0.3	$19M	+2%	90k	208.44	View chart
Ishares Tr mc (TFLO)	0.3	$18M	+22%	363k	50.63	View chart
Netflix cs (NFLX)	0.3	$18M	+48%	254k	71.40	View chart
Ishares Tr cs (IJH)	0.3	$18M		227k	77.11	View chart
Walmart cs (WMT)	0.3	$18M	+9%	154k	113.26	View chart
Schwab Strategic Tr cs (SCHB)	0.3	$17M	+5%	602k	28.96	View chart
Tesla cs (TSLA)	0.3	$17M		41k	420.60	View chart
Ishares Tr cs (EFA)	0.3	$17M		166k	103.88	View chart
Vanguard Star Fds mc (VXUS)	0.3	$17M	+10%	196k	85.49	View chart
Vaneck Etf Trust mc (GDX)	0.3	$16M	+233%	217k	75.45	View chart
Unitedhealth Group cs (UNH)	0.3	$16M	-12%	39k	415.63	View chart
Ishares Tr cs (IJR)	0.3	$16M		109k	148.31	View chart
Visa cs (V)	0.3	$16M	+3%	46k	343.09	View chart
Goldman Sachs Etf Tr mc (GSSC)	0.3	$16M	+2%	174k	91.26	View chart
Fidelity Covington Trust mc (FDVV)	0.3	$16M	+2%	263k	60.29	View chart
Vaneck Etf Trust mc (MOAT)	0.3	$16M	+4%	153k	103.96	View chart
Vanguard Bd Index Fds cs (BND)	0.3	$16M	-8%	215k	73.41	View chart
Axsome Therapeutics cs (AXSM)	0.3	$15M	+2%	62k	244.77	View chart
Home Depot cs (HD)	0.3	$15M	+12%	43k	352.68	View chart
Vertiv Holdings cs (VRT)	0.3	$15M	+2%	45k	334.82	View chart
Block cs (XYZ)	0.3	$15M	-7%	196k	76.00	View chart
Caterpillar cs (CAT)	0.3	$15M	-15%	14k	1064.90	View chart
Ishares Tr cs (SHY)	0.3	$15M	+16%	181k	82.11	View chart
Vanguard Index Fds cs (VBK)	0.3	$14M	-23%	39k	365.70	View chart
Ishares Tr cs (SOXX)	0.3	$14M	-2%	22k	640.76	View chart
Vanguard Index Fds cs (VTI)	0.2	$14M	-30%	37k	370.04	View chart
Crowdstrike Hldgs cs (CRWD)	0.2	$14M	-2%	18k	763.14	View chart
First Tr Exchange-traded mc (LMBS)	0.2	$14M	-8%	270k	49.78	View chart
Teradyne cs (TER)	0.2	$13M		28k	483.84	View chart
Anglogold Ashanti cs (AU)	0.2	$13M	-36%	165k	80.89	View chart
Abbvie cs (ABBV)	0.2	$13M	-3%	53k	251.64	View chart
Capital Group Core Balanced mc (CGBL)	0.2	$13M	+5%	347k	37.96	View chart
Ishares Tr cs (IWP)	0.2	$13M	+11%	88k	146.41	View chart
Select Sector Spdr Tr cs (XLK)	0.2	$13M	+4%	67k	190.52	View chart
Cisco Sys cs (CSCO)	0.2	$13M	-16%	109k	117.46	View chart
Procter & Gamble cs (PG)	0.2	$13M	+12%	88k	146.64	View chart
Vanguard Index Fds cs (VOE)	0.2	$13M	+4%	65k	197.60	View chart
Dimensional Etf Trust mc (DFAU)	0.2	$13M	+13%	246k	51.69	View chart
Ishares Tr mc (IAGG)	0.2	$13M	+5%	251k	50.60	View chart
Listed Fds Tr mc (MAGS)	0.2	$13M	+1104%	197k	64.30	View chart
Vanguard Index Fds cs (VTV)	0.2	$13M	-16%	58k	217.93	View chart
Intel Corp cs (INTC)	0.2	$13M	-23%	90k	139.63	View chart
J P Morgan Exchange Traded F mc (JPST)	0.2	$12M	-32%	245k	50.57	View chart
International Business Machs cs (IBM)	0.2	$12M	+30%	43k	281.21	View chart
First Tr Exchange-traded mc (WCMI)	0.2	$12M	+2%	618k	19.57	View chart
Ishares Tr mc (IBDR)	0.2	$12M	+2%	495k	24.23	View chart
United Rentals cs (URI)	0.2	$12M		11k	1132.89	View chart
Ishares Tr cs (SGOV)	0.2	$12M	-16%	118k	100.67	View chart
First Tr Exchange-traded A mc (FYC)	0.2	$12M	+4%	91k	127.34	View chart
Janus Detroit Str Tr mc (JAAA)	0.2	$12M	+6%	228k	50.49	View chart
Tg Therapeutics cs (TGTX)	0.2	$12M		209k	54.94	View chart
Rtx Corporation cs (RTX)	0.2	$12M		61k	189.73	View chart
Vistra Corp cs (VST)	0.2	$12M	+5%	72k	158.63	View chart
Blackrock Etf Trust mc (DYNF)	0.2	$11M	+3%	167k	68.01	View chart
Ishares Tr mc (QUAL)	0.2	$11M	-15%	52k	219.43	View chart
Corning cs (GLW)	0.2	$11M	-6%	44k	255.43	View chart
Mastercard Incorporated cs (MA)	0.2	$11M	+12%	22k	513.60	View chart
Vanguard Scottsdale Fds cs (VCIT)	0.2	$11M	+7%	133k	82.65	View chart
Chevron Corporation cs (CVX)	0.2	$11M	-13%	66k	165.76	View chart
Ishares Tr mc (MTUM)	0.2	$11M	+79%	32k	342.83	View chart
Palantir Technologies cs (PLTR)	0.2	$11M	+14%	92k	116.67	View chart
Applied Matls cs (AMAT)	0.2	$11M	+25%	15k	723.00	View chart
Ishares Tr mc (IVLU)	0.2	$11M	+11%	251k	41.82	View chart
Vanguard Index Fds cs (VB)	0.2	$10M		34k	303.12	View chart
Uber Technologies cs (UBER)	0.2	$10M	+5%	144k	72.16	View chart
Vanguard Intl Equity Index F cs (VWO)	0.2	$10M	+14%	170k	59.69	View chart
Ishares Tr mc (VLUE)	0.2	$10M		51k	199.81	View chart
Schwab Strategic Tr mc (SCHZ)	0.2	$9.9M	+20%	430k	23.13	View chart
Johnson & Johnson cs (JNJ)	0.2	$9.8M	+8%	39k	253.97	View chart
Bank Of Amer Corp cs (BAC)	0.2	$9.8M		172k	56.98	View chart
Blackrock Etf Trust Ii mc (BINC)	0.2	$9.7M	+5%	186k	52.34	View chart
Select Sector Spdr Tr cs (XLV)	0.2	$9.7M	-9%	61k	158.66	View chart
Taiwan Semiconductor Manufac cs (TSM)	0.2	$9.6M	-8%	20k	477.57	View chart
First Tr Exchange Traded mc (RDVY)	0.2	$9.5M	-5%	117k	81.06	View chart
Ishares Tr cs (IBB)	0.2	$9.5M	+39%	50k	190.19	View chart
Select Sector Spdr Tr cs (XLU)	0.2	$9.4M	+26%	208k	45.34	View chart
Quanta Svcs cs (PWR)	0.2	$9.4M		13k	720.04	View chart
Ishares Tr cs (AGG)	0.2	$9.3M	-12%	94k	98.98	View chart
Goldman Sachs Group cs (GS)	0.2	$9.3M	+8%	9.2k	1011.37	View chart
Ishares Tr cs (IGV)	0.2	$9.2M	+33%	101k	90.60	View chart
Lam Research Corp cs (LRCX)	0.2	$9.1M	+24%	21k	433.33	View chart
Space Exploration Techn Corp cs (SPCX)	0.2	$9.0M	NEW	53k	170.86	View chart
Ishares Tr mc (IBDS)	0.2	$9.0M		371k	24.22	View chart
Pimco Etf Tr cs (MINT)	0.2	$8.9M	+6%	89k	100.81	View chart
Schwab Strategic Tr mc (FNDF)	0.2	$8.8M	+4%	167k	52.76	View chart
Mcdonalds Corp cs (MCD)	0.2	$8.7M	-5%	32k	270.31	View chart
First Tr Exchange-traded cs (FVD)	0.2	$8.6M	-10%	178k	48.18	View chart
Ishares Tr cs (IYW)	0.2	$8.6M	-4%	34k	252.23	View chart
Fiserv cs (FISV)	0.2	$8.5M		174k	49.05	View chart
Spdr Index Shs Fds cs (SPEM)	0.2	$8.5M	+18%	164k	51.78	View chart
T Rowe Price Exchange-traded mc (TCAF)	0.2	$8.3M	+4%	203k	41.10	View chart
Tidal Trust I mc (GRNY)	0.2	$8.3M	-13%	301k	27.65	View chart
Jazz Pharmaceuticals cs (JAZZ)	0.1	$8.2M	-12%	34k	240.97	View chart
Tjx Cos cs (TJX)	0.1	$8.2M	+7%	54k	151.50	View chart
Blackrock Etf Trust mc (IALT)	0.1	$8.2M	NEW	293k	28.05	View chart
Ishares Tr cs (TLH)	0.1	$8.1M	-4%	80k	100.35	View chart
Pgim Etf Tr mc (PAAA)	0.1	$8.1M	+50%	157k	51.27	View chart
Ge Vernova cs (GEV)	0.1	$8.0M	+12%	6.8k	1174.86	View chart
Innovator Etfs Trust mc (IOCT)	0.1	$8.0M		216k	36.99	View chart
Vaneck Etf Trust mc (NLR)	0.1	$8.0M	-5%	69k	115.98	View chart
Putnam Etf Trust mc (PVAL)	0.1	$7.9M	+16%	155k	50.95	View chart
Select Sector Spdr Tr cs (XLE)	0.1	$7.9M	+170%	149k	53.11	View chart
Pgim Etf Tr mc (PULS)	0.1	$7.9M	-15%	159k	49.55	View chart
Sprott Asset Management mf (CEF)	0.1	$7.9M		196k	40.23	View chart
Oracle Corp cs (ORCL)	0.1	$7.8M	+12%	54k	146.55	View chart
Philip Morris Intl cs (PM)	0.1	$7.8M	-2%	43k	180.91	View chart
Ishares Tr cs (IJJ)	0.1	$7.8M	-2%	53k	147.73	View chart
Servicenow cs (NOW)	0.1	$7.8M	+43%	78k	99.28	View chart
Invesco Exch Traded Fd Tr Ii mc (RWJ)	0.1	$7.7M		130k	59.50	View chart
Vanguard Intl Equity Index F cs (VEU)	0.1	$7.7M		92k	83.75	View chart
At&t cs (T)	0.1	$7.7M	+7%	371k	20.70	View chart
Invesco Exch Traded Fd Tr Ii mc (QQQM)	0.1	$7.7M	+23%	25k	302.97	View chart
Vanguard World cs (VHT)	0.1	$7.7M	+4%	26k	299.01	View chart
Ishares Tr mc (IBDT)	0.1	$7.7M		303k	25.25	View chart
Pacer Fds Tr mc (COWZ)	0.1	$7.6M		122k	62.20	View chart
Ishares Tr cs (IWM)	0.1	$7.5M	-70%	25k	300.45	View chart
American Centy Etf Tr mc (TAXF)	0.1	$7.5M	+6%	148k	50.84	View chart
Zillow Group cs (Z)	0.1	$7.5M		238k	31.52	View chart
First Tr Exchange Traded mc (FV)	0.1	$7.5M	-3%	98k	75.88	View chart
First Tr Exchng Traded Fd Vi mc (FIXD)	0.1	$7.4M	-18%	169k	43.61	View chart
Goldman Sachs Etf Tr mc (GSIE)	0.1	$7.3M	+2%	159k	45.70	View chart
Bny Mellon Etf Trust mc (BKLC)	0.1	$7.2M	-10%	50k	143.39	View chart
Ishares Tr cs (IWY)	0.1	$7.2M	-2%	25k	290.62	View chart
Vanguard Index Fds cs (VXF)	0.1	$7.2M	+5%	29k	246.21	View chart
Carrier Global Corporation cs (CARR)	0.1	$7.1M	-14%	97k	73.35	View chart
Verizon Communications cs (VZ)	0.1	$7.1M		168k	42.34	View chart
Ishares Tr cs (EEM)	0.1	$7.1M	+233%	104k	68.41	View chart
Ishares Tr cs (SHV)	0.1	$7.1M	+9%	64k	110.35	View chart
First Tr Exchange-traded mc (RDVI)	0.1	$7.0M	+29%	240k	29.40	View chart
Schwab Strategic Tr mc (SCHA)	0.1	$7.0M	+2%	195k	36.13	View chart
Blackrock Etf Trust mc (CORO)	0.1	$7.0M	+81%	191k	36.60	View chart
First Tr Exchange-traded mc (FTCB)	0.1	$6.9M	+5%	332k	20.86	View chart
Parker-hannifin Corp cs (PH)	0.1	$6.9M		7.0k	978.12	View chart
Select Sector Spdr Tr cs (XLI)	0.1	$6.9M		37k	185.23	View chart
Ishares Tr mc (STIP)	0.1	$6.8M	+8%	67k	102.16	View chart
American Express cs (AXP)	0.1	$6.7M	+12%	20k	338.25	View chart
Ishares Tr cs (DVY)	0.1	$6.5M	-3%	42k	156.30	View chart
Vanguard Index Fds cs (VOT)	0.1	$6.5M	-72%	21k	306.30	View chart
First Tr Exchng Traded Fd Vi mc (DNOV)	0.1	$6.5M		126k	51.35	View chart
Ishares Tr mc (IBDU)	0.1	$6.3M	+2%	273k	23.16	View chart
Ishares Tr cs (IJS)	0.1	$6.3M		46k	136.68	View chart
Ge Aerospace cs (GE)	0.1	$6.3M	+11%	17k	373.73	View chart
Vanguard Mun Bd Fds mc (VTEB)	0.1	$6.3M	+2%	124k	50.58	View chart
Wisdomtree Tr mc (XSOE)	0.1	$6.3M		127k	49.18	View chart
Spdr Series Trust cs (SPAB)	0.1	$6.2M	+25%	244k	25.52	View chart
J P Morgan Exchange Traded F mc (BBUS)	0.1	$6.2M	+18%	46k	134.72	View chart
Asml Hldg Nv cs (ASML)	0.1	$6.2M	+14%	3.1k	1989.44	View chart
Ishares Tr cs (IWF)	0.1	$6.1M	+304%	50k	124.17	View chart
Aurinia Pharmaceuticals cs (AUPH)	0.1	$6.1M	+10%	362k	16.97	View chart
Spdr Gold Tr cs (GLD)	0.1	$6.1M	-2%	17k	368.38	View chart
Invesco Actively Managed Exc mc (VRIG)	0.1	$6.1M	+115%	242k	25.07	View chart
Wells Fargo & Co cs (WFC)	0.1	$6.0M	+16%	73k	82.64	View chart
Travelers Companies cs (TRV)	0.1	$6.0M		18k	330.12	View chart
Spdr Series Trust cs (SPYG)	0.1	$6.0M		50k	118.99	View chart
Vanguard Scottsdale Fds cs (VCSH)	0.1	$6.0M	+11%	76k	79.03	View chart
Spdr Series Trust mc (BIL)	0.1	$6.0M	-18%	65k	91.64	View chart
Schwab Strategic Tr cs (SCHF)	0.1	$5.9M	+13%	214k	27.70	View chart
Diamondback Energy cs (FANG)	0.1	$5.8M	-8%	33k	175.78	View chart
Schwab Charles Corp cs (SCHW)	0.1	$5.8M		63k	92.27	View chart
Coca Cola cs (KO)	0.1	$5.7M	+2%	71k	81.27	View chart
Deere & Co cs (DE)	0.1	$5.7M	+4%	9.0k	634.33	View chart
Janus Detroit Str Tr mc (JMBS)	0.1	$5.7M	+637%	126k	44.99	View chart
Fortinet cs (FTNT)	0.1	$5.6M	-13%	37k	153.62	View chart
Ishares Tr mc (USMV)	0.1	$5.5M	-59%	57k	96.46	View chart
Pfizer cs (PFE)	0.1	$5.5M	+13%	228k	24.08	View chart
Fidelity Merrimack Str Tr mc (FBND)	0.1	$5.5M		121k	45.49	View chart
Taylor Morrison Home Corp cs (TMHC)	0.1	$5.5M	-3%	76k	71.74	View chart
Vanguard Scottsdale Fds mc (VONG)	0.1	$5.5M	-29%	43k	127.81	View chart
Salesforce cs (CRM)	0.1	$5.4M	+9%	35k	156.66	View chart
Fidelity Covington Trust mc (FBCG)	0.1	$5.4M		87k	62.11	View chart
Kinross Gold Corp cs (KGC)	0.1	$5.4M	-55%	228k	23.62	View chart
Etfis Ser Tr I mc (NFLT)	0.1	$5.4M	+205%	234k	22.95	View chart
Amphenol Corp cs (APH)	0.1	$5.4M	+26%	30k	176.32	View chart
Ishares Tr mc (ICVT)	0.1	$5.3M	+43%	44k	121.74	View chart
Ishares Tr mc (IBDV)	0.1	$5.3M	-2%	242k	21.80	View chart
Lockheed Martin Corp cs (LMT)	0.1	$5.3M	-17%	10k	509.46	View chart
First Tr Exchng Traded Fd Vi mc (AFLG)	0.1	$5.3M	+14%	121k	43.42	View chart
Union Pac Corp cs (UNP)	0.1	$5.3M	+28%	19k	272.00	View chart
Sixth Street Specialty Lendi cs (TSLX)	0.1	$5.2M	+30%	306k	17.17	View chart
First Tr Exchange-traded mc (ACYN)	0.1	$5.2M	+975%	252k	20.79	View chart
Innovator Etfs Trust mc (PJAN)	0.1	$5.2M		106k	49.49	View chart
Ishares Tr mc (DGRO)	0.1	$5.2M	+19%	69k	75.79	View chart
Duke Energy Corp cs (DUK)	0.1	$5.2M	-2%	41k	126.58	View chart
Listed Fds Tr mc (INFL)	0.1	$5.2M	-5%	104k	49.88	View chart
Ishares Tr mc (IUSB)	0.1	$5.2M	-21%	112k	46.15	View chart
Newmont Corp cs (NEM)	0.1	$5.2M	-23%	55k	93.40	View chart
Mckesson Corp cs (MCK)	0.1	$5.1M	+9%	6.8k	755.60	View chart
Ishares Tr cs (MUB)	0.1	$5.1M	+30%	48k	107.62	View chart
Omega Healthcare Invs cs (OHI)	0.1	$5.1M		108k	47.68	View chart
Spdr Series Trust cs (SPTI)	0.1	$5.1M	+166%	180k	28.39	View chart
Marvell Technology cs (MRVL)	0.1	$5.1M	+2%	17k	297.89	View chart
Snowflake cs (SNOW)	0.1	$5.1M	+31%	20k	254.50	View chart
Intuitive Surgical cs (ISRG)	0.1	$5.1M	+13%	13k	397.68	View chart
Vaneck Etf Trust mc (SMH)	0.1	$5.1M	-24%	7.7k	655.89	View chart
Oreilly Automotive cs (ORLY)	0.1	$5.1M	+58%	55k	92.09	View chart
J P Morgan Exchange Traded F mc (JBND)	0.1	$5.0M	+16%	94k	53.50	View chart

Past Filings by IFP Advisors

SEC 13F filings are viewable for IFP Advisors going back to 2015

IFP Advisors 2026 Q2 filed July 20, 2026
IFP Advisors 2026 Q1 filed April 13, 2026
IFP Advisors 2025 Q4 filed Feb. 6, 2026
IFP Advisors 2025 Q3 restated filed Feb. 6, 2026
IFP Advisors 2025 Q3 filed Dec. 2, 2025
IFP Advisors 2025 Q2 filed July 24, 2025
IFP Advisors 2025 Q1 filed May 5, 2025
IFP Advisors 2024 Q3 filed Feb. 4, 2025
IFP Advisors 2024 Q4 filed Feb. 4, 2025
IFP Advisors 2024 Q1 filed July 30, 2024
IFP Advisors 2024 Q2 filed July 30, 2024
IFP Advisors 2023 Q4 filed Jan. 9, 2024
IFP Advisors 2023 Q3 filed Oct. 12, 2023
IFP Advisors 2023 Q2 amended filed Aug. 14, 2023
IFP Advisors 2023 Q2 filed Aug. 4, 2023
IFP Advisors 2023 Q1 filed April 18, 2023

View all past filings

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