IA
IFP Advisors, Inc 13F Filings & Institutional Holdings (Q3 2026)
IFP Advisors, IncCIK: 0001641866
Diversified strategyMomentum followerLong-term holder
Total reported value
$5.9B
Reporting period: 2026-09-30 · Number of holdings: 5256
IFP Advisors, Inc disclosed 5256 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $5.9B and a quarterly turnover rate of 18.4%.
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Personality snowflake
- Concentration
- 1.88
- Portfolio Stability
- 18.41
- Momentum
- 77.34
- Sector conviction
- 57.52
- Diversification
- 100
- Sizing Uniformity
- 51.27
IFP Advisors, Inc's disclosed holdings carry a Herfindahl concentration index of 0.005 — mathematically equivalent to about 212 equally-sized positions, well below its 5256 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.87), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 38% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy 30233Q108
Trim XOM
-99.6% -$23.3M
Add MSFT
+2.1% $27.2M
Add JAVA
+919.4% $21.1M
Trim TLT
-41.5% -$18.3M
Add VUG
+29.6% $22.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 5256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.11% | -4.06% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.18% | -0.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | +0.39% | +2.08% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | +0.07% | +9.76% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 1.48% | +0.32% | +29.55% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.03% | +3.40% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | -0.09% | +1.41% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | -0.02% | +1.57% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | -0.10% | +0.41% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.02% | +0.58% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 0.83% | -0.01% | -1.04% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.02% | +6.15% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.78% | -0.05% | -0.09% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.75% | +0.03% | -5.02% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.68% | -0.02% | +0.49% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.05% | -4.35% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.67% | -0.13% | -6.54% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.66% | -0.03% | +3.13% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | -0.04% | -4.34% | |
| 20 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.62% | +0.11% | +36.18% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.03% | +4.21% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | — | +5.09% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 0.61% | +0.10% | +24.14% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | +0.17% | +14.33% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.58% | +0.01% | +1.40% | |
| 26 | CGDV | Cap Group Dividend Value | ETF-Other | 0.58% | -0.01% | +4.32% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.03% | +7.66% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.54% | -0.06% | -7.47% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.53% | -0.07% | -4.30% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.53% | -0.23% | -28.60% | |
| 31 | ✓ | Stock-Other | 0.51% | +0.51% | NEW | ||
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | +0.01% | +8.55% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.02% | +3.57% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | -0.03% | +2.67% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.47% | -0.05% | +3.67% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | +0.09% | +17.88% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.46% | -0.02% | -2.68% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | -0.02% | +3.57% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | +0.01% | +6.19% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | -0.02% | +3.46% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.40% | — | +4.36% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | -0.02% | +1.66% | |
| 43 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.40% | +0.36% | +919.41% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.02% | +1.75% | |
| 45 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.39% | +0.06% | +24.64% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.03% | -1.86% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.38% | -0.10% | -1.30% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | +0.05% | +26.10% | |
| 49 | FNV | Franco-nevada CORP | Stock-Materials | 0.38% | +0.04% | +2.99% | |
| 50 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.37% | -0.01% | +4.08% |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
+2%
Performance Last 4 Quarters
+12%
- Stdev
- +9.1%
- Beta
- +0.67
- Alpha
- -0.6%
- Max Drawdown
- -5.5%
- Annualized Perf
- +15.2%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +3.1
- Stutzer
- +0.46
- Treynor
- +0.22
- Sterling
- +1.04
- Calmar
- +2.75
- Information Ratio
- -1.44
- Tracking Error
- +5.6%
- Stdev Down
- +4.7%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +26.7%
- Worst 12 Months
- +6.3%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.61
- Stdev Sectors
- +9.6%
- Skewness
- -0.28
- Kurtosis
- +0.31
- Upside Potential
- +4.59
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 5256 | $5.9B | 18 | ||
| 2026 Q2 | 5147 | $5.5B | 25 | ||
| 2026 Q1 | 5032 | $4.8B | 22 | ||
| 2025 Q4 | 4899 | $4.5B | 22 | ||
| 2025 Q3 | 4843 | $3.9B | 40 | ||
| 2025 Q2 | 4929 | $3.5B | 0 | ||
| 2025 Q1 | 4312 | $3.2B | 100 | ||
| 2024 Q4 | 4609 | $3.1B | 0 | ||
| 2024 Q3 | 3318 | $2.8B | 0 | ||
| 2024 Q2 | 3244 | $2.5B | 0 | ||
| 2024 Q1 | 3137 | $2.3B | 0 | ||
| 2023 Q4 | 3051 | $2.1B | 0 | ||
| 2023 Q3 | 3312 | $2.2B | 0 | ||
| 2023 Q2 | 3462 | $2.4B | 0 | ||
| 2023 Q1 | 3372 | $2.3B | 0 | ||
| 2022 Q4 | 4609 | $3.7B | 0 | ||
| 2022 Q3 | 4798 | $3.8B | 0 | ||
| 2022 Q2 | 4565 | $3.1B | 0 | ||
| 2022 Q1 | 4565 | $3.1B | 0 | ||
| 2021 Q4 | 3413 | $5.1B | 0 | 1GWGH 5.5 02-28-23236250C336250C | |
| 2021 Q3 | 3403 | $5.0B | 0 | 1GWGH 5.5 02-28-23236250C336250C | |
| 2021 Q2 | 10152 | $4.8B | 100 | 1GWGH 5.5 02-28-23236250C336250C | |
| 2021 Q1 | 9664 | $5.1B | 86 | 1GWGH 5.5 02-28-232GWGH 5.5 12-31-22336250C | |
| 2020 Q4 | 8752 | $2.5B | 51 | 1GWGH 5.5 12-31-22236250C3GWGH 5.5 08-31-22 | |
| 2020 Q3 | 7965 | $1.7B | 42 | ||
| 2020 Q2 | 7346 | $1.3B | 39 | ||
| 2020 Q1 | 6857 | $991.0M | 47 | ||
| 2019 Q4 | 4209 | $1.3B | 33 | ||
| 2019 Q3 | 4401 | $1.5B | 97 | ||
| 2019 Q1 | 2593 | $732.5M | 89 | ||
| 2018 Q4 | 3744 | $1.6B | 47 | ||
| 2018 Q3 | 3991 | $2.5B | 19 | ||
| 2018 Q2 | 4053 | $2.4B | 36 | ||
| 2018 Q1 | 3994 | $2.2B | 0 | ||
| 2017 Q4 | 3994 | $2.2B | 29 | ||
| 2017 Q3 | 4291 | $2.5B | 17 | ||
| 2017 Q2 | 4297 | $2.4B | 21 | ||
| 2017 Q1 | 4200 | $2.3B | 21 | ||
| 2016 Q4 | 4202 | $2.1B | 32 | ||
| 2016 Q3 | 4119 | $1.9B | 20 | ||
| 2016 Q2 | 4070 | $1.8B | 100 | ||
| 2016 Q1 | 2593 | $732.5M | 100 | ||
| 2015 Q4 | 4000 | $1.5B | — |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
IFP Advisors, Inc's most significant position changes for 2026-09-30: New buy: ; New buy: ; Sold out: Dupont De Nemours Inc (6D8); New buy: Innovator U.s. Equity Ultra (UAUG); Sold out: Honeywell International Inc (HON).
Showing top 200 changes by size (of 5492 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.5% | NEW | New buy | |
| 2 | MSFT | Microsoft CORP | +0.4% | +2.08% | Add |
| 3 | JAVA | Jpmorgan Active Value ETF | +0.4% | +919.41% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.3% | +29.55% | Add |
| 5 | MO | Altria Group Inc | +0.2% | +408.04% | Add |
| 6 | MRVL | Marvell Technology Inc | +0.2% | +264.21% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | -0.16% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +14.33% | Add |
| 9 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +90.47% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | +9.76% | Add |
| 11 | CGXU | Cap Group Intl Focus | +0.1% | +8492.32% | Add |
| 12 | AAPL | Apple Inc | +0.1% | -4.06% | Trim |
| 13 | UCON | First Trust Smith Unconstrai | +0.1% | +36.18% | Add |
| 14 | MAGS | Roundhill Magnificent Seven | +0.1% | +43.08% | Add |
| 15 | UBER | Uber Technologies Inc | +0.1% | +77.03% | Add |
| 16 | CGIC | Cap Group Intl Core Eq | +0.1% | +21756.32% | Add |
| 17 | FISV | Fiserv Inc | +0.1% | +92.12% | Add |
| 18 | AIPO | Defiance Ai & Power Infr ETF | +0.1% | +140562.03% | Add |
| 19 | CGGR | Cap Group Growth Equity | +0.1% | +24.14% | Add |
| 20 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +73.18% | Add |
| 21 | SCHW | Schwab (charles) CORP | +0.1% | +93.13% | Add |
| 22 | EWT | Ishares Msci Taiwan ETF | +0.1% | +26519.40% | Add |
| 23 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +295.55% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | ABT | Abbott Laboratories | +0.1% | +17.88% | Add |
| 26 | SMH | Vaneck Semiconductor ETF | +0.1% | +122.75% | Add |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +720.68% | Add |
| 28 | Z | Zillow Group Inc - C | +0.1% | +96.99% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.76% | Add |
| 30 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +290.26% | Add |
| 31 | BND | Vanguard Total Bond Market | +0.1% | +36.29% | Add |
| 32 | UAUG | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 33 | TFLO | Ishares Treasury Floating Ra | +0.1% | +24.64% | Add |
| 34 | MINT | Pimco Enhanced Short Maturit | +0.1% | +43.83% | Add |
| 35 | IDV | Ishares International Select | +0.1% | +145.27% | Add |
| 36 | ✓ | +0.1% | +60.97% | Add | |
| 37 | RNG | Ringcentral Inc-class A | +0.1% | +0.01% | Add |
| 38 | FESM | Fidelity Enhanced Small Cap | +0.1% | +419.50% | Add |
| 39 | ICSH | Ishares Ultra Short Duration | +0.1% | +119.30% | Add |
| 40 | NFLX | Netflix Inc | +0.1% | +26.10% | Add |
| 41 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +46.00% | Add |
| 42 | JBND | Jpmorgan Active Bond ETF | +0.1% | +68.44% | Add |
| 43 | VGLT | Vanguard Long-term Treasury | +0.1% | +1439.56% | Add |
| 44 | FNV | Franco-nevada CORP | 0% | +2.99% | Add |
| 45 | QLC | Flexshares US Quality Lg Cap | 0% | +134.77% | Add |
| 46 | NOW | Servicenow Inc | 0% | -1.90% | Trim |
| 47 | HGER | Harbor Commodity All Weather | 0% | +55.83% | Add |
| 48 | ETN | Eaton Corporation plc | 0% | +48.20% | Add |
| 49 | UDIV | Franklin U.s. Core Dividend | 0% | NEW | New buy |
| 50 | ANET | Arista Networks Inc | 0% | +110.62% | Add |
1–50 of 200
Filing History
FAQ
What is IFP Advisors, Inc and what type of investor is it?
IFP Advisors, Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $5.9B, spread across 5256 disclosed positions.
What are IFP Advisors, Inc's largest equity positions?
Based on the latest 13F filing, IFP Advisors, Inc's top holdings by market value are:
1. Apple Inc (AAPL) — $154.9M (2.6%)
2. Nvidia CORP (NVDA) — $151.4M (2.6%)
3. Microsoft CORP (MSFT) — $94.5M (1.6%)
4. Invesco Qqq Trust Series 1 (QQQ) — $88.2M (1.5%)
5. Vanguard Growth ETF (VUG) — $86.7M (1.5%)
What changes did IFP Advisors, Inc make in its most recent portfolio filing?
In the latest reported quarter, IFP Advisors, Inc made 200 notable position adjustments: 11 new positions were initiated, 120 existing holdings were added to, 67 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: ; New buy: ; Sold out: Dupont De Nemours Inc (6D8); New buy: Innovator U.s. Equity Ultra (UAUG); Sold out: Honeywell International Inc (HON)
What sectors does IFP Advisors, Inc focus on?
IFP Advisors, Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.7%
• Communication Services: 10.6%
• Health Care: 10.2%
• Industrials: 9.1%
• Financials: 8.8%
• Consumer Discretionary: 7.9%
Investment Profile
IFP Advisors, Inc returned an annualized 15.2% over the trailing 36 months — underperforming the S&P 500 by 0.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.67 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 37.7% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 40 to 18 over the past 4 quarters — a shift toward longer holding periods.
It has added to its NVDA position over the past two quarters (+$37.7M, now $151.4M), while trimming TLT over the same stretch (-$27.9M, still holding $20.3M).
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Developer Access
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REST API
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