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CIK: 0001641866
Total reported value
$5.5B
$5.5B
4899 檔
7.4%
As reported in its official Q4 2025 Form 13F filing, IFP Advisors, Inc's tracked investment portfolio stood at $5.5B with 4899 total positions.
In Q4 2025, IFP Advisors, Inc displayed an active expansion posture, initiating 2 new positions and adding to 40 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, SPY) accounted for 7.4% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 4899 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.64% | -0.02% | +5.85% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | +0.04% | +44.23% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | -0.16% | +6.55% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | -0.02% | +65.83% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 1.39% | -0.03% | +0.31% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | -0.11% | +116.45% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.12% | +14.83% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | +0.31% | +3.80% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.30% | -0.13% | +15.64% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.28% | +0.95% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.14% | -3.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.10% | +9.10% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.94% | -0.30% | +282.17% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.81% | -0.14% | -1.45% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | — | -4.20% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.79% | +0.05% | -1.51% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.78% | -0.04% | -1.97% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.09% | +1.65% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.69% | — | -1.15% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | -0.03% | -14.55% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.06% | +26.78% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.58% | +0.10% | +288.94% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.03% | +0.77% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.02% | +4.94% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.56% | +0.11% | -0.61% | |
| 26 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.55% | -0.01% | -0.48% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.53% | +0.25% | +34.28% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.53% | +0.02% | -0.58% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | — | +0.01% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.02% | +12.09% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.51% | -0.01% | -17.08% | |
| 32 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.49% | +0.05% | -3.81% | |
| 33 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 0.48% | -0.06% | +7457.41% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.03% | +0.80% | |
| 35 | AU | AngloGold Ashanti plc | Stock-Materials | 0.47% | -0.29% | +4107533.33% | |
| 36 | CGDV | Cap Group Dividend Value | ETF-Other | 0.47% | +0.03% | +7.22% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.47% | +0.22% | +14.30% | |
| 38 | FNV | Franco-nevada CORP | Stock-Materials | 0.46% | -0.11% | +66.27% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | -0.16% | -5.85% | |
| 40 | CGGR | Cap Group Growth Equity | ETF-Other | 0.44% | +0.03% | +0.93% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.09% | +3.69% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | +0.02% | +20.56% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | -0.10% | +15.78% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.43% | -0.09% | -12.38% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.06% | +41.81% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.01% | +18.47% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.15% | -2.74% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.41% | -0.29% | +2.42% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.14% | -1.34% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.10% | +57.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | +116.45% | Add |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | +282.17% | Add |
| 3 | AMZN | Amazon.com Inc | +0.5% | +65.83% | Add |
| 4 | GFI | Gold Fields Ltd-spons Adr | +0.5% | +7457.41% | Add |
| 5 | AU | AngloGold Ashanti plc | +0.5% | +4107533.33% | Add |
| 6 | NVDA | Nvidia CORP | +0.5% | +44.23% | Add |
| 7 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +288.94% | Add |
| 8 | KGC | Kinross Gold CORP | +0.3% | +8563.05% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.10% | Add |
| 10 | IXP | Ishares Global Comm Services | +0.1% | +30089.60% | Add |
| 11 | XYZ | Block Inc | +0.1% | +267.15% | Add |
| 12 | EWT | Ishares Msci Taiwan ETF | +0.1% | +73693.60% | Add |
| 13 | FNV | Franco-nevada CORP | +0.1% | +66.27% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +57.68% | Add |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +131.87% | Add |
| 16 | XLC | Ss Comm Select Sector Spdr | +0.1% | +171.39% | Add |
| 17 | Z | Zillow Group Inc - C | +0.1% | +17458.43% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +55.74% | Add |
| 19 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | +19910.28% | Add |
| 20 | LLY | Eli Lilly & Co | +0.1% | +3.69% | Add |
| 21 | ADBE | Adobe Inc | +0.1% | +149.38% | Add |
| 22 | ABT | Abbott Laboratories | +0.1% | +176.66% | Add |
| 23 | TMHC | Taylor Morrison Home CORP | +0.1% | +11813.50% | Add |
| 24 | FISV | Fiserv Inc | +0.1% | +665.14% | Add |
| 25 | IVE | Ishares S&p 500 Value ETF | +0.1% | +41.81% | Add |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +119.43% | Add |
| 27 | HDV | Ishares Core High Dividend E | +0.1% | +34.28% | Add |
| 28 | TFLO | Ishares Treasury Floating Ra | +0.1% | +62.91% | Add |
| 29 | VXUS | Vanguard Total Intl Stock | +0.1% | +52.89% | Add |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | +96.46% | Add |
| 31 | FANG | Diamondback Energy Inc | +0.1% | +1144.36% | Add |
| 32 | AXSM | Axsome Therapeutics Inc | +0.1% | -1.37% | Trim |
| 33 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +39.70% | Add |
| 34 | CEF | Sprott Physical Gold And Sil | +0.1% | +18.23% | Add |
| 35 | AMD | Advanced Micro Devices | 0% | -1.25% | Trim |
| 36 | IVW | Ishares S&p 500 Growth ETF | 0% | +15.64% | Add |
| 37 | SCHX | Schwab US Large-cap ETF | 0% | +20.56% | Add |
| 38 | IAU | Ishares Gold Trust | 0% | +0.95% | Add |
| 39 | AAPL | Apple Inc | -0.1% | +5.85% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +6.55% | Add |
| 41 | MSFT | Microsoft CORP | -0.1% | +14.83% | Add |
| 42 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +3.80% | Add |
| 43 | EWJ | Ishares Msci Japan ETF | -0.1% | -78.07% | Trim |
| 44 | XLF | Ss Financial Select Sector | -0.2% | -70.25% | Trim |
| 45 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -17.08% | Trim |
| 46 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -14.55% | Trim |
| 47 | FTGC | First Trust Global Tactical | -0.2% | -97.94% | Trim |
| 48 | IPAC | Ishares Core Msci Pacific Et | — | EXIT | Sold out |
| 49 | UNOV | Innovator U.s. Equity Ultra | — | NEW | New buy |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
According to official SEC Form 13F filings, IFP Advisors, Inc reported a total U.S. public equity portfolio value of $5.5B across 4899 disclosed positions in Q4 2025.
During Q4 2025, IFP Advisors, Inc's top holdings by market value included AAPL (2.6%)、NVDA (2.3%)、SPY (1.4%). The largest single position, AAPL, represented 2.6% of total portfolio value.
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Top New Position Initiated
UNOV
市值: $3.6M
Top Position Liquidated / Trimmed
IPAC
前期市值: $5.3M
In Q4 2025, IFP Advisors, Inc made 50 total portfolio adjustments, initiating 2 new buys, adding to 40 positions, trimming 7 holdings, and fully liquidating 1 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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