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CIK: 0001641866
Total reported value
$5.5B
$5.5B
4929 檔
5.5%
As reported in its official Q2 2025 Form 13F filing, IFP Advisors, Inc's tracked investment portfolio stood at $5.5B with 4929 total positions.
During Q2 2025, IFP Advisors, Inc performed routine portfolio adjustments (0 new buys, 28 additions, 22 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, SPY) accounted for 5.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 4929 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.52% | -0.02% | +1.93% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | +0.04% | +0.30% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | -0.16% | +42.80% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.12% | -1.86% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.42% | +0.31% | -30.71% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 1.41% | -0.03% | -29.56% | |
| 7 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.29% | -0.09% | -1.70% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.14% | +1.94% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.02% | -3.04% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 0.98% | -0.28% | +2.81% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.95% | -0.04% | +1.12% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | +5.12% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.90% | +0.05% | +17.20% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | -0.03% | +11.70% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | — | +1.68% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | -0.13% | +572.22% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.73% | -0.14% | -17.93% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.03% | +1.36% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.68% | -0.04% | +62.23% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.09% | -2.19% | |
| 21 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.67% | +0.05% | +13.66% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.02% | -2.63% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.06% | +16.72% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.11% | +7.77% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.63% | +0.02% | +1.67% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.10% | -2.25% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | -0.03% | +3.64% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.59% | -0.16% | +3.02% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.05% | +100.20% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.58% | -0.01% | +220.64% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | -0.01% | -4.76% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.14% | +4.96% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | — | +5.39% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.57% | -0.30% | +369.38% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.02% | +2.93% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.49% | +0.22% | +8.45% | |
| 37 | CGGR | Cap Group Growth Equity | ETF-Other | 0.49% | +0.03% | +11.18% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.02% | +16.68% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.15% | -6.89% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.47% | — | +1.77% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-Other | 0.47% | +0.03% | +9.83% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.01% | +6.59% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.41% | +0.02% | +4.56% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.11% | +4.45% | |
| 45 | CGUS | Cap Group Core Equity | ETF-Other | 0.40% | +0.01% | +10.51% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.01% | +18.98% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.01% | +1.28% | |
| 48 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.37% | — | +0.86% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.35% | -0.10% | +5.85% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.35% | +0.01% | +2.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +572.22% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +42.80% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +0.30% | Add |
| 4 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +369.38% | Add |
| 5 | ITA | Ishares U.s. Aerospace & Def | +0.4% | +220.64% | Add |
| 6 | VTV | Vanguard Value ETF | +0.3% | +100.20% | Add |
| 7 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +62.23% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | -1.86% | Trim |
| 9 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +201.87% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +16.68% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +16.72% | Add |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +17.20% | Add |
| 13 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +155.34% | Add |
| 14 | FDD | First Trust Stoxx Europe | +0.2% | +14748.61% | Add |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +127.79% | Add |
| 16 | RDVY | First Trust Rising Dividend | +0.1% | +112.58% | Add |
| 17 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +234.33% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | +17.24% | Add |
| 19 | BKLC | Bny Mellon US Lrg Cap Cor | +0.1% | +139.90% | Add |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | +7.77% | Add |
| 21 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +63.40% | Add |
| 22 | QGRO | American Century US Quality | +0.1% | +126.71% | Add |
| 23 | CGGR | Cap Group Growth Equity | +0.1% | +11.18% | Add |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +50.34% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.12% | Add |
| 26 | SCHG | Schwab US Large-cap Growth | +0.1% | +1.68% | Add |
| 27 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +11.70% | Add |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +1.94% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | -3.04% | Trim |
| 30 | PLTR | Palantir Technologies Inc-a | -0.1% | -56.22% | Trim |
| 31 | DFIP | Dimensional Inflation-protec | -0.1% | -100.00% | Trim |
| 32 | XLE | Ss Energy Select Sector | -0.1% | -59.65% | Trim |
| 33 | XLF | Ss Financial Select Sector | -0.1% | -70.50% | Trim |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -35.06% | Trim |
| 35 | BSV | Vanguard Short-term Bond ETF | -0.2% | -75.38% | Trim |
| 36 | MTUM | Ishares Msci USA Momentum Fa | -0.2% | -57.08% | Trim |
| 37 | AMLP | Alerian Mlp ETF | -0.2% | -65.67% | Trim |
| 38 | DES | Wisdomtree US Smallcap Divid | -0.2% | -87.22% | Trim |
| 39 | IWM | Ishares Russell 2000 ETF | -0.2% | -53.68% | Trim |
| 40 | IYR | Ishares US Real Estate ETF | -0.2% | -97.71% | Trim |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | -0.2% | -93.81% | Trim |
| 42 | SMH | Vaneck Semiconductor ETF | -0.3% | -92.05% | Trim |
| 43 | DFSD | Dimensional Short Duration | -0.3% | -83.88% | Trim |
| 44 | AAPL | Apple Inc | -0.4% | +1.93% | Add |
| 45 | FTGC | First Trust Global Tactical | -0.4% | -97.81% | Trim |
| 46 | VUG | Vanguard Growth ETF | -0.4% | -29.56% | Trim |
| 47 | DFAU | Dimensional US Core Equity M | -0.5% | -79.02% | Trim |
| 48 | XLK | Ss Technology Select Sector | -0.5% | -69.81% | Trim |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | -30.71% | Trim |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -0.5% | -86.05% | Trim |
According to official SEC Form 13F filings, IFP Advisors, Inc reported a total U.S. public equity portfolio value of $5.5B across 4929 disclosed positions in Q2 2025.
During Q2 2025, IFP Advisors, Inc's top holdings by market value included AAPL (2.5%)、NVDA (1.7%)、SPY (1.5%). The largest single position, AAPL, represented 2.5% of total portfolio value.
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Top Position Liquidated / Trimmed
QQQ
前期市值: $61.1M
In Q2 2025, IFP Advisors, Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 28 positions, trimming 22 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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