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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, AMZN, MSFT, GOOG, and represent 8.99% of IFP Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$20M), MSFT (+$19M), IWM (+$15M), IVE (+$14M), AAPL (+$13M), AMZN (+$12M), NFLX (+$11M), VOE (+$9.9M), COST (+$9.7M), EFG (+$9.4M).
Started 355 new stock positions in UITB, VIA, AKTX, BSMZ, SDHY, Innovator Etfs Trust, AIRS, KODK, INSP, AG.
Reduced shares in these 10 stocks: GFI (-$15M), IVW (-$14M), RSPR (-$9.5M), HDV (-$9.1M), IBDQ (-$8.1M), XLC (-$7.2M), EWT (-$6.5M), IXP (-$6.0M), IAI (-$5.6M), QUAL.
Sold out of its positions in RDOG, ANGI, ATNI, ASPI, ADUS, ADEA, Aditxt, AGEN, AKBA, AKRO.
IFP Advisors was a net buyer of stock by $445M.
IFP Advisors has $4.8B in assets under management (AUM), dropping by 8.26%.
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 5032 positions in its portfolio as reported in the March 2026 quarterly 13F filing

IFP Advisors has 5032 total positions. Only the first 250 positions are shown.

Sign up to view all of the IFP Advisors March 31, 2026 positions
Download the IFP Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple cs (AAPL)	2.6	$123M	+12%	485k	253.79	View chart
Nvidia Corporation cs (NVDA)	2.4	$114M	+20%	652k	174.40	View chart
Amazon cs (AMZN)	1.4	$69M	+20%	331k	208.27	View chart
Microsoft Corp cs (MSFT)	1.3	$65M	+41%	175k	370.17	View chart
Alphabet cs (GOOG)	1.3	$63M	+14%	220k	286.86	View chart
State Str Spdr S&p 500 Etf T cs (SPY)	1.2	$58M	-6%	89k	650.34	View chart
Vanguard Index Fds cs (VUG)	1.2	$58M	+3%	132k	436.79	View chart
Invesco Qqq Tr cs (QQQ)	1.1	$55M		95k	577.18	View chart
Ishares Gold Tr mc (IAU)	1.0	$50M		567k	88.16	View chart
Ishares Tr cs (TLT)	1.0	$48M	+15%	556k	86.69	View chart
Alphabet cs (GOOGL)	1.0	$48M	+17%	166k	287.56	View chart
Spdr Series Trust cs (SPYM)	0.9	$41M	-2%	540k	76.54	View chart
Ishares Tr cs (IVW)	0.8	$39M	-26%	343k	113.11	View chart
Spdr Index Shs Fds cs (SPDW)	0.8	$38M	+3%	826k	45.65	View chart
Wisdomtree Tr mc (DGRW)	0.7	$36M	+4%	407k	87.84	View chart
Ishares Tr cs (IVV)	0.7	$35M	+4%	54k	653.21	View chart
Vanguard Index Fds mc (VOO)	0.7	$34M	+5%	57k	597.55	View chart
Ishares Tr cs (IEF)	0.7	$34M	+32%	354k	95.44	View chart
Ishares Tr cs (IVE)	0.7	$32M	+71%	153k	211.15	View chart
Costco Wholesale Corporation cs (COST)	0.6	$31M	+46%	31k	996.43	View chart
Invesco Exchange Traded Fd T mc (RSP)	0.6	$30M	+8%	157k	191.92	View chart
Ishares Tr cs (OEF)	0.6	$30M	-10%	94k	318.07	View chart
Broadcom cs (AVGO)	0.6	$28M	+39%	91k	309.51	View chart
Schwab Strategic Tr cs (SCHG)	0.6	$28M		952k	29.13	View chart
Exxon Mobil Corp cs (XOM)	0.6	$27M	+3%	161k	169.66	View chart
Capital Group Dividend Value mc (CGDV)	0.6	$27M	+31%	632k	42.54	View chart
First Tr Exchange-traded mc (FTSM)	0.5	$26M	+37%	436k	59.78	View chart
Berkshire Hathaway Inc Del cs (BRK.B)	0.5	$25M	+6%	53k	479.20	View chart
Anglogold Ashanti cs (AU)	0.5	$25M	+5%	260k	97.36	View chart
Vanguard Whitehall Fds cs (VYM)	0.5	$25M	-2%	169k	148.10	View chart
Schwab Strategic Tr mc (SCHM)	0.5	$24M		775k	30.96	View chart
Ishares cs (IEMG)	0.5	$24M	+20%	341k	69.75	View chart
Ishares Tr cs (ITA)	0.5	$24M	-5%	107k	218.75	View chart
Meta Platforms cs (META)	0.5	$23M	+2%	41k	572.13	View chart
Vanguard World cs (VGT)	0.5	$23M		33k	697.72	View chart
Capital Group Growth Etf mc (CGGR)	0.5	$23M	+28%	571k	40.19	View chart
Vanguard Specialized Funds cs (VIG)	0.5	$23M		105k	215.06	View chart
Ishares Tr cs (IGSB)	0.5	$23M	+8%	427k	52.56	View chart
First Tr Exchng Traded Fd Vi mc (UCON)	0.5	$22M	+3%	893k	24.77	View chart
Franco Nev Corp cs (FNV)	0.4	$22M	-10%	87k	247.05	View chart
Schwab Strategic Tr mc (SCHD)	0.4	$21M	-11%	695k	30.68	View chart
Ishares Tr cs (IWM)	0.4	$21M	+252%	86k	248.00	View chart
Ishares Tr mc (IEFA)	0.4	$20M	+12%	221k	90.53	View chart
Jpmorgan Chase & Co cs (JPM)	0.4	$20M	+17%	68k	294.16	View chart
Vanguard Index Fds cs (VOT)	0.4	$20M	+16%	76k	257.35	View chart
Goldman Sachs Etf Tr mc (GSEW)	0.4	$19M	+3%	219k	84.66	View chart
J P Morgan Exchange Traded F mc (JPST)	0.4	$18M	-7%	363k	50.61	View chart
Schwab Strategic Tr mc (SCHX)	0.4	$18M		713k	25.64	View chart
First Tr Exchange Traded mc (TDIV)	0.4	$18M	+6%	190k	93.66	View chart
Walmart cs (WMT)	0.4	$18M	+2%	141k	124.28	View chart
Palo Alto Networks cs (PANW)	0.4	$17M	+66%	109k	160.32	View chart
Vanguard Bd Index Fds cs (BND)	0.4	$17M	+31%	235k	73.64	View chart
Ishares Tr cs (ITOT)	0.4	$17M	-20%	120k	142.43	View chart
Ishares Tr mc (HDV)	0.4	$17M	-34%	126k	135.72	View chart
Vanguard Tax-managed Fds cs (VEA)	0.4	$17M	+13%	267k	64.08	View chart
Vanguard Index Fds cs (VTI)	0.4	$17M	-2%	53k	320.81	View chart
Eli Lilly & Co cs (LLY)	0.3	$17M		18k	919.77	View chart
Netflix cs (NFLX)	0.3	$16M	+187%	171k	96.15	View chart
Capital Group Core Equity Et mc (CGUS)	0.3	$16M	+2%	423k	38.42	View chart
Ishares Tr cs (EFA)	0.3	$16M	+6%	164k	97.13	View chart
Advanced Micro Devices cs (AMD)	0.3	$16M	+7%	77k	203.43	View chart
Chevron Corporation cs (CVX)	0.3	$16M	+40%	76k	206.90	View chart
Kinross Gold Corp cs (KGC)	0.3	$16M	+18%	513k	30.52	View chart
Ishares Tr cs (IJH)	0.3	$15M	+2%	227k	67.53	View chart
Vanguard Index Fds cs (VBK)	0.3	$15M	+9%	50k	302.25	View chart
Tesla cs (TSLA)	0.3	$15M	+15%	41k	371.75	View chart
Ishares Tr mc (TFLO)	0.3	$15M	+35%	296k	50.63	View chart
First Tr Exchange-traded mc (LMBS)	0.3	$15M	-3%	295k	49.81	View chart
Schwab Strategic Tr cs (SCHB)	0.3	$14M		571k	25.10	View chart
Ishares Tr cs (SGOV)	0.3	$14M	+156%	142k	100.66	View chart
Fidelity Covington Trust mc (FDVV)	0.3	$14M	+21%	258k	55.24	View chart
Vaneck Etf Trust mc (MOAT)	0.3	$14M	-8%	146k	96.70	View chart
Vanguard Star Fds mc (VXUS)	0.3	$14M	+18%	178k	77.11	View chart
Visa cs (V)	0.3	$14M	+3%	45k	302.24	View chart
Vanguard Index Fds cs (VTV)	0.3	$14M		69k	196.20	View chart
Ishares Tr cs (IJR)	0.3	$13M	+2%	107k	124.31	View chart
Ishares Tr mc (USMV)	0.3	$13M		141k	92.74	View chart
Ishares Tr cs (SHY)	0.3	$13M	+39%	155k	82.57	View chart
Block cs (XYZ)	0.3	$13M	+54%	211k	60.18	View chart
Goldman Sachs Etf Tr mc (GSSC)	0.3	$13M	+5%	170k	74.55	View chart
Home Depot cs (HD)	0.3	$13M	+20%	38k	328.89	View chart
Ishares Tr cs (EFG)	0.3	$12M	+310%	111k	111.37	View chart
Unitedhealth Group cs (UNH)	0.3	$12M	+75%	45k	270.59	View chart
Abbvie cs (ABBV)	0.2	$12M	+26%	55k	217.49	View chart
Ishares Tr mc (IAGG)	0.2	$12M	+19%	237k	50.04	View chart
Palantir Technologies cs (PLTR)	0.2	$12M	+32%	81k	146.28	View chart
Caterpillar cs (CAT)	0.2	$12M	-3%	17k	708.46	View chart
Ishares Tr mc (QUAL)	0.2	$12M	-29%	61k	191.81	View chart
Ishares Tr mc (IBDR)	0.2	$12M	+21%	481k	24.24	View chart
Rtx Corporation cs (RTX)	0.2	$12M	+59%	60k	192.90	View chart
Vanguard Index Fds cs (VOE)	0.2	$11M	+650%	62k	184.28	View chart
Capital Group Core Balanced mc (CGBL)	0.2	$11M	+3%	329k	34.41	View chart
Procter & Gamble cs (PG)	0.2	$11M	+17%	78k	144.44	View chart
Vertiv Holdings cs (VRT)	0.2	$11M	+112%	44k	250.58	View chart
Janus Detroit Str Tr mc (JAAA)	0.2	$11M	+62%	214k	50.37	View chart
Mcdonalds Corp cs (MCD)	0.2	$11M	+14%	34k	310.79	View chart
Ishares Tr cs (AGG)	0.2	$11M	+4%	107k	99.27	View chart
Axsome Therapeutics cs (AXSM)	0.2	$10M	-2%	61k	169.02	View chart
Vistra Corp cs (VST)	0.2	$10M	+786%	68k	150.33	View chart
Vanguard Scottsdale Fds cs (VCIT)	0.2	$10M	+81%	124k	82.75	View chart
Cisco Sys cs (CSCO)	0.2	$10M	+3%	131k	77.59	View chart
Ishares Tr cs (IWP)	0.2	$10M	+6%	79k	128.12	View chart
First Tr Exchange-traded mc (WCMI)	0.2	$10M	-2%	603k	16.77	View chart
Zillow Group cs (Z)	0.2	$10M	+227%	242k	41.38	View chart
At&t cs (T)	0.2	$10M	+6%	343k	28.99	View chart
Select Sector Spdr Tr cs (XLV)	0.2	$9.9M	+25%	67k	146.61	View chart
Uber Technologies cs (UBER)	0.2	$9.8M	+120%	136k	71.93	View chart
Fiserv cs (FI)	0.2	$9.8M	+120%	176k	55.80	View chart
Dimensional Etf Trust mc (DFAU)	0.2	$9.8M	+3%	217k	45.12	View chart
Vaneck Etf Trust mc (NLR)	0.2	$9.7M	+2%	73k	133.19	View chart
Mastercard Incorporated cs (MA)	0.2	$9.6M	+9%	19k	499.66	View chart
Sprott Asset Management mf (CEF)	0.2	$9.4M	-15%	198k	47.72	View chart
Blackrock Etf Trust mc (DYNF)	0.2	$9.4M		162k	58.18	View chart
First Tr Exchange-traded cs (FVD)	0.2	$9.3M	+3%	198k	47.03	View chart
Pgim Etf Tr mc (PULS)	0.2	$9.3M	+15%	188k	49.50	View chart
Ishares Tr mc (IBDS)	0.2	$9.1M	+27%	376k	24.24	View chart
Blackrock Etf Trust Ii mc (BINC)	0.2	$9.1M	+19%	175k	51.93	View chart
First Tr Exchng Traded Fd Vi mc (FIXD)	0.2	$9.0M	+2%	207k	43.59	View chart
Vanguard Index Fds cs (VB)	0.2	$9.0M	-2%	34k	261.92	View chart
Ishares Tr mc (IVLU)	0.2	$8.9M	+36%	225k	39.68	View chart
Johnson & Johnson cs (JNJ)	0.2	$8.7M	-2%	36k	244.44	View chart
Select Sector Spdr Tr cs (XLK)	0.2	$8.6M	+6%	65k	132.90	View chart
Ishares Tr cs (TLH)	0.2	$8.5M	+109%	85k	100.72	View chart
First Tr Exchange Traded mc (RDVY)	0.2	$8.5M		125k	68.28	View chart
Bank America Corp cs (BAC)	0.2	$8.4M	+6%	173k	48.75	View chart
First Tr Exchange-traded A mc (FYC)	0.2	$8.4M	-2%	87k	96.98	View chart
Verizon Communications cs (VZ)	0.2	$8.4M		168k	50.20	View chart
Pimco Etf Tr cs (MINT)	0.2	$8.3M	+40%	83k	100.57	View chart
Tidal Trust I mc (GRNY)	0.2	$8.3M	+3%	347k	23.87	View chart
Schwab Strategic Tr mc (SCHZ)	0.2	$8.3M	-21%	356k	23.22	View chart
Invesco Exchange Traded Fd T mc (PBW)	0.2	$8.2M	+33163%	260k	31.58	View chart
Teradyne cs (TER)	0.2	$8.1M	+904%	27k	296.46	View chart
Tjx Cos cs (TJX)	0.2	$8.1M	+2%	51k	159.70	View chart
International Business Machs cs (IBM)	0.2	$8.0M	-16%	33k	242.39	View chart
Vanguard Intl Equity Index F cs (VWO)	0.2	$8.0M	+11%	148k	54.05	View chart
Schwab Strategic Tr mc (FNDF)	0.2	$7.8M	-3%	160k	48.93	View chart
Newmont Corp cs (NEM)	0.2	$7.8M	+4%	72k	108.25	View chart
Ishares Tr mc (IBDT)	0.2	$7.7M	+23%	304k	25.33	View chart
United Rentals cs (URI)	0.2	$7.7M	+302%	11k	728.56	View chart
Innovator Etfs Trust mc (IOCT)	0.2	$7.6M		217k	35.05	View chart
Lockheed Martin Corp cs (LMT)	0.2	$7.5M	+2%	13k	604.39	View chart
Pacer Fds Tr mc (COWZ)	0.2	$7.5M	-4%	120k	62.56	View chart
Select Sector Spdr Tr cs (XLU)	0.2	$7.5M	+7%	164k	45.89	View chart
Taiwan Semiconductor Manufac cs (TSM)	0.2	$7.4M	+3%	22k	337.95	View chart
Ishares Tr cs (SOXX)	0.2	$7.4M	+24%	23k	328.66	View chart
Jazz Pharmaceuticals cs (JAZZ)	0.2	$7.4M	+22793%	39k	189.05	View chart
Spdr Series Trust mc (BIL)	0.2	$7.4M	+66%	80k	91.64	View chart
Spdr Gold Tr cs (GLD)	0.2	$7.4M	-25%	17k	430.29	View chart
Philip Morris Intl cs (PM)	0.2	$7.3M	+9%	44k	165.34	View chart
Ishares Tr mc (VLUE)	0.2	$7.3M	+21%	51k	142.19	View chart
Quanta Svcs cs (PWR)	0.2	$7.3M	+771%	13k	549.02	View chart
Ishares Tr cs (IJJ)	0.1	$7.2M		54k	132.50	View chart
Diamondback Energy cs (FANG)	0.1	$7.2M	+46%	36k	197.79	View chart
Gold Fields cs (GFI)	0.1	$7.2M	-67%	158k	45.40	View chart
Goldman Sachs Group cs (GS)	0.1	$7.2M	+87%	8.5k	845.99	View chart
Crowdstrike Hldgs cs (CRWD)	0.1	$7.1M	+9%	18k	390.41	View chart
Bny Mellon Etf Trust mc (BKLC)	0.1	$7.0M	+3%	56k	124.81	View chart
Oracle Corp cs (ORCL)	0.1	$7.0M	+2%	48k	147.11	View chart
American Centy Etf Tr mc (TAXF)	0.1	$6.9M	+9%	139k	50.05	View chart
Vanguard Intl Equity Index F cs (VEU)	0.1	$6.9M	-2%	92k	75.10	View chart
T Rowe Price Etf mc (TCAF)	0.1	$6.9M	+199%	194k	35.59	View chart
Tg Therapeutics cs (TGTX)	0.1	$6.9M	+4%	207k	33.22	View chart
Vanguard World cs (VHT)	0.1	$6.7M	+31%	25k	272.33	View chart
Vanguard Scottsdale Fds mc (VONG)	0.1	$6.7M	+3%	61k	109.69	View chart
Goldman Sachs Etf Tr mc (GSIE)	0.1	$6.7M	+12%	155k	43.13	View chart
Ishares Tr mc (IUSB)	0.1	$6.6M		143k	46.19	View chart
First Tr Exchange-traded mc (FTCB)	0.1	$6.6M	+36%	316k	20.96	View chart
Invesco Exch Traded Fd Tr Ii mc (RWJ)	0.1	$6.6M	+27%	131k	50.48	View chart
Ishares Tr cs (DVY)	0.1	$6.6M	+3%	43k	151.41	View chart
First Tr Exchange-traded cs (FDD)	0.1	$6.6M	+12%	369k	17.81	View chart
Spdr Index Shs Fds cs (SPEM)	0.1	$6.5M	+8%	139k	46.91	View chart
Ishares Tr cs (SHV)	0.1	$6.5M	-19%	59k	110.39	View chart
American Centy Etf Tr mc (QGRO)	0.1	$6.5M	-5%	62k	105.03	View chart
Ishares Tr cs (IYW)	0.1	$6.4M		35k	181.42	View chart
Ishares Tr mc (STIP)	0.1	$6.4M	+26%	62k	103.43	View chart
Carrier Global Corporation cs (CARR)	0.1	$6.4M	+22%	114k	56.31	View chart
Corning cs (GLW)	0.1	$6.4M	-18%	47k	135.97	View chart
Ishares Tr cs (IWY)	0.1	$6.3M	-18%	26k	248.84	View chart
Parker-hannifin Corp cs (PH)	0.1	$6.2M	-8%	6.9k	895.24	View chart
Ishares Tr mc (IBDU)	0.1	$6.2M	+12%	266k	23.26	View chart
Putnam Etf Trust mc (PVAL)	0.1	$6.2M	+65%	133k	46.40	View chart
Vanguard World cs (MGC)	0.1	$6.1M		26k	236.35	View chart
First Tr Exchange Traded mc (FV)	0.1	$6.1M		101k	60.44	View chart
Ishares Tr cs (IGV)	0.1	$6.1M	+1267%	76k	80.05	View chart
Select Sector Spdr Tr cs (XLI)	0.1	$6.1M	+3%	38k	161.73	View chart
Ishares Tr cs (IBB)	0.1	$6.1M	+75%	36k	168.85	View chart
First Tr Exchng Traded Fd Vi mc (DNOV)	0.1	$6.0M		126k	47.91	View chart
Vanguard Mun Bd Fds mc (VTEB)	0.1	$6.0M	+5%	121k	49.89	View chart
Schwab Charles Corp cs (SCHW)	0.1	$6.0M	+26%	64k	93.98	View chart
Vaneck Etf Trust mc (GDX)	0.1	$6.0M		65k	91.77	View chart
Abbott Laboratories cs (ABT)	0.1	$5.9M	+2%	58k	102.67	View chart
Salesforce cs (CRM)	0.1	$5.9M	+36%	32k	186.67	View chart
Wisdomtree Tr mc (USFR)	0.1	$5.9M	+154%	116k	50.34	View chart
Servicenow cs (NOW)	0.1	$5.7M	+146%	55k	104.55	View chart
Listed Fds Tr mc (INFL)	0.1	$5.7M	-3%	110k	52.06	View chart
Vanguard Index Fds cs (VXF)	0.1	$5.7M	+3399%	28k	205.80	View chart
Dow Hldgs cs (DOW)	0.1	$5.7M	-8%	136k	41.65	View chart
Pfizer cs (PFE)	0.1	$5.6M	-4%	200k	28.08	View chart
Adobe cs (ADBE)	0.1	$5.6M	+7%	23k	243.08	View chart
Ishares Tr cs (IJS)	0.1	$5.6M		47k	118.45	View chart
Duke Energy Corp cs (DUK)	0.1	$5.5M	-6%	42k	130.94	View chart
Schwab Strategic Tr mc (SCHA)	0.1	$5.5M	-2%	189k	29.08	View chart
Fidelity Merrimack Str Tr mc (FBND)	0.1	$5.4M	+3%	119k	45.62	View chart
Ishares Tr mc (IBDV)	0.1	$5.4M	+8%	248k	21.89	View chart
Vanguard Scottsdale Fds cs (VCSH)	0.1	$5.4M	+8%	68k	79.27	View chart
Travelers Companies cs (TRV)	0.1	$5.4M	+19%	18k	291.68	View chart
Mckesson Corp cs (MCK)	0.1	$5.4M	+33%	6.2k	865.36	View chart
American Express cs (AXP)	0.1	$5.4M	+82%	18k	302.48	View chart
Pgim Etf Tr mc (PAAA)	0.1	$5.3M	+65%	105k	51.18	View chart
Ge Vernova cs (GEV)	0.1	$5.3M	+6%	6.1k	872.90	View chart
First Tr Exchng Traded Fd Vi mc (BUFR)	0.1	$5.2M	+32%	155k	33.77	View chart
Intel Corp cs (INTC)	0.1	$5.2M	-13%	119k	44.13	View chart
Coca Cola cs (KO)	0.1	$5.2M	+4%	69k	76.05	View chart
Ishares Tr cs (IWF)	0.1	$5.2M	+3%	12k	426.40	View chart
Ishares Tr cs (EFV)	0.1	$5.2M	-2%	70k	74.35	View chart
Intuitive Surgical cs (ISRG)	0.1	$5.2M	+264%	11k	460.99	View chart
Wisdomtree Tr mc (XSOE)	0.1	$5.2M	+19%	129k	40.10	View chart
Nextera Energy cs (NEE)	0.1	$5.1M	+7%	55k	92.88	View chart
Wells Fargo & Co cs (WFC)	0.1	$5.0M	+7%	63k	79.61	View chart
Spdr Series Trust cs (SPAB)	0.1	$5.0M	+43%	195k	25.62	View chart
Innovator Etfs Trust mc (PJAN)	0.1	$4.9M	+7%	107k	46.13	View chart
Deere & Co cs (DE)	0.1	$4.9M	-7%	8.7k	563.30	View chart
Invesco Exch Traded Fd Tr Ii mc (QQQM)	0.1	$4.9M	-16%	21k	237.62	View chart
Spdr Series Trust cs (SPYG)	0.1	$4.9M	+38%	50k	97.91	View chart
Aurinia Pharmaceuticals cs (AUPH)	0.1	$4.9M	+19%	328k	14.82	View chart
Vanguard World cs (MGK)	0.1	$4.8M		13k	367.44	View chart
First Tr Exchange-traded mc (RDVI)	0.1	$4.7M	+39%	185k	25.55	View chart
Disney Walt cs (DIS)	0.1	$4.7M	+9%	49k	96.38	View chart
Omega Healthcare Invs cs (OHI)	0.1	$4.7M		107k	43.82	View chart
Ishares Tr cs (EMB)	0.1	$4.7M	+20%	50k	93.93	View chart
Nutrien cs (NTR)	0.1	$4.7M	+12%	62k	75.46	View chart
Schwab Strategic Tr cs (SCHF)	0.1	$4.7M		188k	24.75	View chart
Legg Mason Etf Invt mc (LVHI)	0.1	$4.7M		115k	40.54	View chart
Ppl Corp cs (PPL)	0.1	$4.6M	-18%	120k	38.20	View chart
Taylor Morrison Home Corp cs (TMHC)	0.1	$4.6M	+13%	79k	58.24	View chart
Medtronic cs (MDT)	0.1	$4.6M	-7%	53k	86.65	View chart
J P Morgan Exchange Traded F mc (BBUS)	0.1	$4.6M	+10%	39k	117.18	View chart
United Parcel Svcs cs (UPS)	0.1	$4.6M	+3%	46k	98.38	View chart
Freeport Mcmoran cs (FCX)	0.1	$4.4M		76k	58.78	View chart
Fidelity Covington Trust mc (FBCG)	0.1	$4.4M	+128%	88k	50.12	View chart
J P Morgan Exchange Traded F mc (JEPI)	0.1	$4.4M		77k	56.68	View chart
Dupont De Nemours cs (DD)	0.1	$4.4M		95k	45.80	View chart
First Tr Exchng Traded Fd Vi mc (QJUN)	0.1	$4.3M		139k	31.25	View chart
Hca Healthcare cs (HCA)	0.1	$4.3M	+11%	9.2k	473.24	View chart
Franklin Templeton Etf Tr mc (FLQM)	0.1	$4.3M	+27%	79k	54.93	View chart
J P Morgan Exchange Traded F mc (JBND)	0.1	$4.3M	+7%	81k	53.77	View chart
Sixth Street Specialty Lendi cs (TSLX)	0.1	$4.3M	+245%	234k	18.38	View chart
Ge Aerospace cs (GE)	0.1	$4.3M	-6%	15k	283.77	View chart
Teva Pharmaceutical Inds cs (TEVA)	0.1	$4.3M	+2%	142k	30.12	View chart
Morgan Stanley Etf Trust mc (EVMO)	0.1	$4.3M	NEW	85k	50.32	View chart

Past Filings by IFP Advisors

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

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
IFP Advisors 2022 Q4 filed Feb. 7, 2023

View all past filings

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