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CIK: 0001641866
Total reported value
$5.9B
$5.9B
4843 檔
6.0%
The Q3 2025 SEC filing reveals that IFP Advisors, Inc held a total portfolio value of $5.9B, covering 4843 public equity positions.
In Q3 2025, IFP Advisors, Inc displayed an active expansion posture, initiating 5 new positions and adding to 128 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, VUG) accounted for 6.0% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 4843 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.70% | +0.11% | -5.46% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | +0.18% | -1.43% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 1.58% | +0.32% | +11.87% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | -0.02% | +2.91% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.45% | +0.07% | +2.90% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | +0.39% | +5.78% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.27% | -0.04% | +68.53% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | -0.02% | +2.02% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.07% | -0.23% | +2.98% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.03% | +0.97% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.05% | +4.12% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.92% | -0.02% | +26.29% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.92% | -0.02% | +0.05% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.90% | -0.05% | +2.96% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.02% | +27.76% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | -0.07% | +3.93% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.10% | +5.23% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.78% | +0.01% | -0.11% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | — | +20.44% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | +0.01% | +0.92% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.64% | +0.03% | -0.94% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.62% | -0.10% | +5.26% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | -0.03% | +11.43% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.60% | -0.05% | -0.24% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | +0.17% | +0.91% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.02% | +6.44% | |
| 27 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.59% | +0.11% | -5.72% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.56% | -0.11% | -52.23% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | -0.09% | +9.06% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | +0.01% | -4.49% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.55% | -0.02% | +2.14% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | +0.17% | -20.80% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.02% | +3.86% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-Other | 0.50% | +0.10% | +3.42% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.03% | -6.83% | |
| 36 | CGDV | Cap Group Dividend Value | ETF-Other | 0.49% | -0.01% | +7.68% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.49% | -0.03% | +68.67% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.47% | -0.03% | +4.69% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.42% | +0.54% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-Other | 0.46% | -0.06% | +103.32% | |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.44% | -0.04% | +317.23% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.02% | +14.56% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.43% | — | -4.04% | |
| 44 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.43% | -0.01% | +22.01% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.42% | -0.02% | +17.80% | |
| 46 | CGUS | Cap Group Core Equity | ETF-Other | 0.41% | -0.01% | +4.55% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.40% | — | -0.46% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.40% | -0.02% | +9.57% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.03% | +5.54% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | -0.01% | -41.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.2% | +68.53% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | -1.43% | Trim |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +2.91% | Add |
| 4 | ITA | Ishares U.s. Aerospace & Def | +0.5% | +5.26% | Add |
| 5 | VOT | Vanguard Mid-cap Growth ETF | +0.4% | +68.67% | Add |
| 6 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.3% | +317.23% | Add |
| 7 | FNV | Franco-nevada CORP | +0.3% | +858.21% | Add |
| 8 | MSFT | Microsoft CORP | +0.3% | +5.78% | Add |
| 9 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | +42.22% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | -6.83% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.23% | Add |
| 12 | HDV | Ishares Core High Dividend E | +0.2% | +103.32% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +9.06% | Add |
| 14 | TFLO | Ishares Treasury Floating Ra | +0.2% | +15131.52% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.2% | +27.76% | Add |
| 16 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.2% | +75.02% | Add |
| 17 | QGRO | American Century US Quality | +0.2% | +42.66% | Add |
| 18 | EWJ | Ishares Msci Japan ETF | +0.2% | +1100.39% | Add |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +2.96% | Add |
| 20 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | -44.32% | Add |
| 21 | IAI | Ishares U.s. Broker-dealers | +0.2% | +12636.50% | Add |
| 22 | BKLC | Bny Mellon US Lrg Cap Cor | +0.1% | +6.72% | Add |
| 23 | FDD | First Trust Stoxx Europe | +0.1% | -5.59% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +0.91% | Add |
| 25 | ORCL | Oracle CORP | +0.1% | -14.04% | Add |
| 26 | VGT | Vanguard Info Tech ETF | +0.1% | -0.94% | Add |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +649.92% | Add |
| 28 | IAU | Ishares Gold Trust | +0.1% | +2.98% | Add |
| 29 | QUAL | Ishares Msci USA Quality Fac | +0.1% | -20.80% | Add |
| 30 | CGGR | Cap Group Growth Equity | +0.1% | +3.42% | Add |
| 31 | IVE | Ishares S&p 500 Value ETF | +0.1% | +44.30% | Add |
| 32 | TSLA | Tesla Inc | +0.1% | +4.25% | Add |
| 33 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +74.36% | Add |
| 34 | CGBL | Cap Group Core Balanced | +0.1% | +41.82% | Add |
| 35 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +39.89% | Add |
| 36 | VXUS | Vanguard Total Intl Stock | +0.1% | +25.50% | Add |
| 37 | CEF | Sprott Physical Gold And Sil | +0.1% | +84.17% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.12% | Add |
| 39 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +20.44% | Add |
| 40 | IEMG | Ishares Core Msci Emerging | +0.1% | +17.80% | Add |
| 41 | LMBS | First Trust Low Duration Opp | +0.1% | +22.26% | Add |
| 42 | WMT | Walmart Inc | +0.1% | +11.32% | Add |
| 43 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +11.74% | Add |
| 44 | FTCB | Ft Core Investment Grade ETF | +0.1% | +19.38% | Add |
| 45 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +9.57% | Add |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +27.45% | Add |
| 47 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +5.02% | Add |
| 48 | MP | Mp Materials CORP | +0.1% | +63.00% | Add |
| 49 | AVAV | Aerovironment Inc | +0.1% | +514.12% | Add |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +26.49% | Add |
According to official SEC Form 13F filings, IFP Advisors, Inc reported a total U.S. public equity portfolio value of $5.9B across 4843 disclosed positions in Q3 2025.
During Q3 2025, IFP Advisors, Inc's top holdings by market value included AAPL (2.7%)、NVDA (1.8%)、VUG (1.6%). The largest single position, AAPL, represented 2.7% 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
WCMI
市值: $10.7M
Top Position Liquidated / Trimmed
FLRG
前期市值: $1.7M
In Q3 2025, IFP Advisors, Inc made 200 total portfolio adjustments, initiating 5 new buys, adding to 128 positions, trimming 65 holdings, and fully liquidating 2 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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