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CIK: 0001641866
Total reported value
$5.5B
$5.5B
3244 檔
4.3%
According to the latest 13F quarterly dataset, IFP Advisors, Inc managed an equity portfolio of $5.5B at the end of Q2 2024, spanning 3244 distinct U.S. exchange-listed positions.
During Q2 2024, IFP Advisors, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.63% | -0.02% | +10.12% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | +0.31% | +39.75% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | -0.16% | +71.69% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 1.52% | -0.03% | +102.48% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.25% | -0.04% | -11.84% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.12% | +8.41% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.14% | +15.71% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.14% | -0.14% | +1.49% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.04% | +1039.14% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.11% | +0.05% | +80.86% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | — | -11.09% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | -0.02% | +22.28% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.10% | +40.04% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.93% | -0.30% | -25.65% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.92% | +0.05% | +11.55% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | — | +1.31% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.09% | +31.19% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.82% | -0.02% | +74.82% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.04% | +22.98% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.79% | -0.16% | +37.46% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.78% | -0.01% | -1.08% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.77% | +0.02% | +0.73% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.74% | — | +12.65% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.03% | +1.29% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.70% | -0.28% | +9.76% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | -0.03% | -0.32% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | -0.13% | +97.52% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.67% | +0.03% | +13.89% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.66% | — | +20.27% | |
| 30 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.64% | -0.09% | -33.09% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.15% | +8.36% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | -0.10% | +8.86% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.58% | -0.03% | +12.57% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.55% | — | +3.71% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.14% | -0.06% | |
| 36 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.52% | — | -0.01% | |
| 37 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.48% | — | -3.88% | |
| 38 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 0.48% | — | -4.44% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | +0.02% | +2.06% | |
| 40 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.45% | -0.02% | -0.62% | |
| 41 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.44% | — | +2.84% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | — | -2.80% | |
| 43 | FVD | First Trust Value Line Dvd | ETF-Other | 0.43% | -0.03% | -17.58% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.43% | +0.22% | +4.84% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.11% | +32.65% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.09% | +5.65% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.02% | +8.89% | |
| 48 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.40% | +0.03% | +3.09% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.40% | — | +1520.79% | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.40% | +0.10% | +53.86% |
According to official SEC Form 13F filings, IFP Advisors, Inc reported a total U.S. public equity portfolio value of $5.5B across 3244 disclosed positions in Q2 2024.
During Q2 2024, IFP Advisors, Inc's top holdings by market value included AAPL (2.6%)、QQQ (2.0%)、SPY (2.0%). The largest single position, AAPL, represented 2.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, SPY) accounted for 4.3% of total reported equity market value during Q2 2024.
In Q2 2024, IFP Advisors, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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