IA
IFP Advisors, Inc 13F Filings & Institutional Holdings (Q2 2026)
IFP Advisors, IncCIK: 0001641866
Diversified strategyMomentum follower
Total reported value
$5.5B
Reporting period: 2026-06-30 · Number of holdings: 5147
IFP Advisors, Inc disclosed 5147 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $5.5B and a quarterly turnover rate of 24.9%.
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Personality snowflake
- Concentration
- 1.79
- Portfolio Stability
- 24.85
- Momentum
- 71.3
- Sector conviction
- 52.69
- Diversification
- 100
- Sizing Uniformity
- 53.06
IFP Advisors, Inc's disclosed holdings carry a Herfindahl concentration index of 0.004 — mathematically equivalent to about 223 equally-sized positions, well below its 5147 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 4.69), 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.govAdd AMD
+4.1% $31.0M
Add PANW
+7.0% $22.2M
Add QQQ
+14.7% $25.3M
Trim IWM
-70.8% -$13.8M
Trim TLT
-19.7% -$9.6M
Trim VOT
-72.0% -$13.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 5147 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.53% | -0.02% | -0.06% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | +0.04% | +1.83% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.44% | +0.31% | +14.66% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.02% | -0.79% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.12% | +3.24% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | -0.11% | -14.38% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.16% | -0.03% | +463.80% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.10% | +1.50% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | -0.16% | -13.44% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.14% | +17.23% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +0.51% | +4.08% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.83% | +0.05% | +10.92% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.09% | +12.08% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.80% | +0.10% | +31.89% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 0.76% | -0.28% | -2.07% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | — | +0.10% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | +0.36% | +6.96% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.70% | -0.04% | +0.06% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.70% | -0.30% | -19.67% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.69% | +0.22% | +70.30% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | -0.13% | -21.32% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | -0.06% | -2.62% | |
| 23 | HDV | Ishares Core High Dividend E | ETF-Other | 0.60% | +0.25% | +866.98% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.03% | -0.46% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.02% | -3.26% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | +0.11% | +731.71% | |
| 27 | CGDV | Cap Group Dividend Value | ETF-Other | 0.59% | +0.03% | +5.35% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | — | -1.44% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.52% | +0.02% | +0.03% | |
| 30 | CGGR | Cap Group Growth Equity | ETF-Other | 0.51% | +0.03% | +5.88% | |
| 31 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.51% | +0.05% | +26.55% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.14% | -4.07% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.02% | +2.74% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.03% | +3.21% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.48% | -0.14% | -22.60% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.48% | -0.01% | +2.21% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | — | +4.96% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.45% | -0.09% | -5.25% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.09% | +11.37% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.15% | +6.33% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.06% | +2.24% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.07% | +22.66% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.01% | +3.91% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | -0.03% | +2.52% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.01% | +5.73% | |
| 46 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.40% | +0.03% | +2.56% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.40% | +0.02% | +6.11% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | -0.10% | -24.20% | |
| 49 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.38% | — | +2.94% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | +0.26% | +307.09% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+19%
- Stdev
- +20.6%
- Beta
- -0.15
- Alpha
- +7.5%
- Max Drawdown
- -40.7%
- Annualized Perf
- +2.4%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +0.28
- Stutzer
- +0.06
- Treynor
- -0.3
- Sterling
- +0.09
- Calmar
- +0.06
- Information Ratio
- -0.61
- Tracking Error
- +25.3%
- Stdev Down
- +16.2%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +26.7%
- Worst 12 Months
- -34.5%
- Efficiency Ratio
- +0.05
- Sharpe
- +0.22
- Stdev Sectors
- +8.8%
- Skewness
- -1.51
- Kurtosis
- +3.92
- Upside Potential
- +1.64
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: New buy: ; New buy: Ishrs Sys Alt Act ETF (IALT); New buy: Invesco S&p 500 Equal Weight (RSPR); New buy: ; New buy: Ishares Msci Peru And Global (EPU).
Showing top 200 changes by size (of 5371 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.5% | +4.08% | Add |
| 2 | PANW | Palo Alto Networks Inc | +0.4% | +6.96% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +14.66% | Add |
| 4 | ABT | Abbott Laboratories | +0.3% | +307.09% | Add |
| 5 | HDV | Ishares Core High Dividend E | +0.3% | +866.98% | Add |
| 6 | MU | Micron Technology Inc | +0.3% | +31.09% | Add |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +70.30% | Add |
| 8 | MAGS | Roundhill Magnificent Seven | +0.2% | +1104.49% | Add |
| 9 | GDX | Vaneck Gold Miners ETF | +0.2% | +233.17% | Add |
| 10 | ✓ | +0.2% | NEW | New buy | |
| 11 | IALT | Ishrs Sys Alt Act ETF | +0.2% | NEW | New buy |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +17.23% | Add |
| 13 | INTC | Intel CORP | +0.1% | -23.83% | Trim |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | +731.71% | Add |
| 15 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +79.43% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | +25.45% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.50% | Add |
| 18 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +31.89% | Add |
| 19 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +43.24% | Add |
| 20 | SOXX | Ishares Semiconductor ETF | +0.1% | -2.68% | Trim |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.08% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +11.37% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -2.87% | Trim |
| 24 | LRCX | Lam Research CORP | +0.1% | +24.83% | Add |
| 25 | EEM | Ishares Msci Emerging Market | +0.1% | +233.94% | Add |
| 26 | RSPR | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 27 | JMBS | Janus Henderson Mortg Backed | +0.1% | +637.37% | Add |
| 28 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.1% | +975.46% | Add |
| 29 | VEA | Vanguard Ftse Developed ETF | +0.1% | +22.66% | Add |
| 30 | TER | Teradyne Inc | +0.1% | +0.85% | Add |
| 31 | AXSM | Axsome Therapeutics Inc | +0.1% | +2.10% | Add |
| 32 | GLW | Corning Inc | +0.1% | -6.40% | Trim |
| 33 | TGTX | Tg Therapeutics Inc | +0.1% | +1.35% | Add |
| 34 | XLE | Ss Energy Select Sector | +0.1% | +170.66% | Add |
| 35 | ✓ | +0.1% | NEW | New buy | |
| 36 | EPU | Ishares Msci Peru And Global | +0.1% | NEW | New buy |
| 37 | RNG | Ringcentral Inc-class A | +0.1% | +2597.93% | Add |
| 38 | URI | United Rentals Inc | +0.1% | -0.28% | Trim |
| 39 | NFLT | Virtus Newfleet Multi-sector | +0.1% | +205.45% | Add |
| 40 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | +81.90% | Add |
| 41 | MRVL | Marvell Technology Inc | +0.1% | +2.56% | Add |
| 42 | VT | Vanguard Tot World Stk ETF | +0.1% | +367.04% | Add |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +10.92% | Add |
| 44 | UCON | First Trust Smith Unconstrai | +0.1% | +26.55% | Add |
| 45 | XLK | Ss Technology Select Sector | +0.1% | +4.11% | Add |
| 46 | IBM | Intl Business Machines CORP | +0.1% | +30.56% | Add |
| 47 | VRIG | Invesco Variable Rate Invest | +0.1% | +115.64% | Add |
| 48 | NBIS | Nebius Group N.V. | +0.1% | +33.81% | Add |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +166.70% | Add |
| 50 | JPIB | Jpmorgan Intl Bnd ETF | +0.1% | +29721.00% | 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $5.5B, spread across 5147 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) — $140.3M (2.5%)
2. Nvidia CORP (NVDA) — $132.8M (2.4%)
3. Invesco Qqq Trust Series 1 (QQQ) — $80.0M (1.4%)
4. Amazon.com Inc (AMZN) — $78.2M (1.4%)
5. Microsoft CORP (MSFT) — $67.3M (1.2%)
What changes did IFP Advisors, Inc make in its most recent portfolio filing?
In the latest reported quarter, IFP Advisors, Inc made 199 notable position adjustments: 9 new positions were initiated, 124 existing holdings were added to, 65 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: ; New buy: Ishrs Sys Alt Act ETF (IALT); New buy: Invesco S&p 500 Equal Weight (RSPR); New buy: ; New buy: Ishares Msci Peru And Global (EPU)
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: 35.0%
• Industrials: 10.2%
• Communication Services: 10.0%
• Health Care: 10.0%
• Financials: 9.1%
• Consumer Discretionary: 8.9%
Investment Profile
IFP Advisors, Inc returned an annualized 2.4% over the trailing 36 months — outperforming the S&P 500 by 7.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of -0.15 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 35.0% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 25 over the past 4 quarters — a shift toward more active trading.
It has added to its NVDA position over the past two quarters (+$32.2M, now $132.8M), while trimming IVW over the same stretch (-$20.6M, still holding $37.1M).
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Developer Access
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