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CIK: 0001641866
Total reported value
$5.5B
$5.5B
3318 檔
4.6%
In Q3 2024, IFP Advisors, Inc's U.S. equity holdings reached a combined market value of $5.5B, distributed across 3318 disclosed stock positions.
In Q3 2024, IFP Advisors, Inc displayed an active expansion posture, initiating 5 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, SPY) accounted for 4.6% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 3318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.60% | -0.02% | -1.79% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.87% | +0.31% | -1.13% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.75% | -0.16% | -6.52% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 1.66% | -0.03% | +17.46% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.14% | +17.06% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.12% | +13.37% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.20% | -0.04% | -0.93% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.04% | +13.00% | |
| 9 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.06% | +0.05% | +2.13% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | — | +1.49% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.02% | -0.14% | -5.61% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.97% | +0.05% | +7.64% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.02% | -10.02% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | — | -3.05% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.09% | +2.23% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.78% | -0.02% | -1.73% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.03% | +1.38% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.76% | +0.02% | +1.20% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 0.75% | -0.28% | +5.22% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.05% | +118.97% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.73% | -0.01% | -2.02% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.73% | -0.03% | +6.31% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.10% | -12.28% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.70% | -0.03% | +21.67% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.70% | -0.16% | -3.80% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.69% | +0.03% | +7.04% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | -0.13% | +2.94% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.14% | +6.55% | |
| 29 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.63% | -0.09% | +7.85% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.15% | +9.77% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.60% | — | -0.31% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.57% | — | +2.58% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | -0.10% | -8.67% | |
| 34 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.51% | — | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | -0.10% | +50.98% | |
| 36 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.49% | — | -0.84% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | +0.02% | +4.79% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | -0.30% | +174.03% | |
| 39 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 0.45% | — | +0.50% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.45% | +0.22% | +11.88% | |
| 41 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.44% | — | +0.41% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.44% | -0.04% | -43.74% | |
| 43 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.44% | — | -2.81% | |
| 44 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.43% | -0.02% | -0.28% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.42% | — | +7.25% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.06% | +13.73% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.02% | +2.02% | |
| 48 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.39% | +0.03% | -1.34% | |
| 49 | FVD | First Trust Value Line Dvd | ETF-Other | 0.39% | -0.03% | -10.99% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | — | -47.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCTXX | Schwab Amt Tax Fr Mny-ultra | +0.5% | NEW | New buy |
| 2 | XLK | Ss Technology Select Sector | +0.4% | +118.97% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +0.2% | +174.03% | Add |
| 4 | DES | Wisdomtree US Smallcap Divid | +0.2% | +731.12% | Add |
| 5 | JPEF | Jpmorgan Equity Focus ETF | +0.2% | NEW | New buy |
| 6 | AXSM | Axsome Therapeutics Inc | +0.2% | NEW | New buy |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +50.98% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.1% | +17.46% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +17.06% | Add |
| 10 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +2780.57% | Add |
| 11 | XLI | Ss Industrial Select Sector | +0.1% | +368.74% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +21.67% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +6.55% | Add |
| 14 | AMD | Advanced Micro Devices | +0.1% | +64.93% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +77.65% | Add |
| 16 | VXUS | Vanguard Total Intl Stock | +0.1% | +439.28% | Add |
| 17 | FLRG | Fidelity US Multifactor ETF | +0.1% | NEW | New buy |
| 18 | BND | Vanguard Total Bond Market | +0.1% | +47.38% | Add |
| 19 | AMLP | Alerian Mlp ETF | +0.1% | +86.13% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | +59.07% | Add |
| 21 | BIZD | Vaneck Bdc Income ETF | +0.1% | +118.01% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +32.70% | Add |
| 23 | DFSD | Dimensional Short Duration | +0.1% | +63.67% | Add |
| 24 | TGTX | Tg Therapeutics Inc | +0.1% | NEW | New buy |
| 25 | WMT | Walmart Inc | +0.1% | +51.60% | Add |
| 26 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +99.29% | Add |
| 27 | HCA | Hca Healthcare Inc | +0.1% | +305.23% | Add |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +32.22% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +13.73% | Add |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | +19.10% | Add |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +7.64% | Add |
| 32 | IAU | Ishares Gold Trust | +0.1% | +5.22% | Add |
| 33 | RSP | Invesco S&p 500 Equal Weight | 0% | +6.31% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.38% | Add |
| 35 | NVDA | Nvidia CORP | 0% | +13.00% | Add |
| 36 | MSFT | Microsoft CORP | 0% | +13.37% | Add |
| 37 | AAPL | Apple Inc | 0% | -1.79% | Trim |
| 38 | SMMU | Pimco Shrt Trm Muni Bnd ETF | -0.1% | -94.98% | Trim |
| 39 | BOND | Pimco Active Bond Exchange-t | -0.1% | -90.39% | Trim |
| 40 | TSLA | Tesla Inc | -0.1% | -55.03% | Trim |
| 41 | HON | Honeywell International Inc | -0.1% | +131.64% | Add |
| 42 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -44.58% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.2% | -10.02% | Trim |
| 44 | IEF | Ishares 7-10 Year Treasury B | -0.2% | -56.15% | Trim |
| 45 | IWL | Ishares Russell Top 200 ETF | -0.3% | -96.75% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | -12.28% | Trim |
| 47 | IYR | Ishares US Real Estate ETF | -0.3% | -95.81% | Trim |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | -0.4% | -47.34% | Trim |
| 49 | QUAL | Ishares Msci USA Quality Fac | -0.4% | -43.74% | Trim |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -0.8% | -87.54% | Trim |
According to official SEC Form 13F filings, IFP Advisors, Inc reported a total U.S. public equity portfolio value of $5.5B across 3318 disclosed positions in Q3 2024.
During Q3 2024, IFP Advisors, Inc's top holdings by market value included AAPL (2.6%)、QQQ (1.9%)、SPY (1.8%). The largest single position, AAPL, represented 2.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SCTXX
市值: $14.0M
Top Position Liquidated / Trimmed
AAPL
前期市值: $66.3M
In Q3 2024, IFP Advisors, Inc made 50 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 13 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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