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CIK: 0001641866
Total reported value
$5.5B
$5.5B
4312 檔
5.5%
During the Q1 2025 filing period, IFP Advisors, Inc (CIK: 0001641866) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.5B across 4312 reported positions.
In Q1 2025, IFP Advisors, Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4312 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.91% | -0.02% | +25.37% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.89% | +0.31% | +30.26% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 1.84% | -0.03% | +36.79% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.42% | -0.09% | +118.18% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.04% | +8.46% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.12% | +12.74% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.14% | +4.22% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | -0.16% | -47.52% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.02% | +7.07% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 0.97% | -0.28% | +5.58% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.97% | -0.04% | +0.91% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.86% | -0.14% | +3.29% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | — | +5.04% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.03% | -1.53% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.78% | -0.03% | +21.68% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.75% | +0.05% | -18.68% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.72% | — | +4.42% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.05% | +8.61% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.09% | -6.83% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.68% | -0.03% | +4.11% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | -0.02% | +8.06% | |
| 22 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.64% | +0.05% | -31.41% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.15% | -1.91% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.62% | +0.02% | +0.28% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.62% | -0.16% | +3.86% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | -0.01% | -2.51% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.10% | -7.54% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.59% | +0.03% | +2.36% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.59% | — | +3.78% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.02% | +62.69% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.14% | -3.62% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | — | +78.05% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.11% | +357.89% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.49% | +0.22% | +11.87% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.06% | +17.65% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.47% | — | -3.21% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.01% | +4.27% | |
| 38 | FTGC | First Trust Global Tactical | ETF-Other | 0.44% | — | +9621.39% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | -0.08% | +3.92% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.42% | -0.04% | +13.94% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.10% | +2.15% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.42% | +0.03% | +1516.60% | |
| 43 | CGGR | Cap Group Growth Equity | ETF-Other | 0.40% | +0.03% | +8496.18% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.09% | +12.96% | |
| 45 | DFSD | Dimensional Short Duration | ETF-Other | 0.39% | -0.01% | -10.63% | |
| 46 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.39% | +0.04% | +192.01% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.39% | +0.02% | -0.74% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | -0.30% | -1.93% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.11% | +29.02% | |
| 50 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.37% | — | +0.11% |
According to official SEC Form 13F filings, IFP Advisors, Inc reported a total U.S. public equity portfolio value of $5.5B across 4312 disclosed positions in Q1 2025.
During Q1 2025, IFP Advisors, Inc's top holdings by market value included AAPL (2.9%)、QQQ (1.9%)、VUG (1.8%). The largest single position, AAPL, represented 2.9% 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, VUG) accounted for 5.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $94.3M
In Q1 2025, IFP Advisors, Inc made 50 total portfolio adjustments, initiating 50 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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