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CIK: 0001641866
Total reported value
$5.5B
$5.5B
5032 檔
7.8%
According to the latest 13F quarterly dataset, IFP Advisors, Inc managed an equity portfolio of $5.5B at the end of Q1 2026, spanning 5032 distinct U.S. exchange-listed positions.
In Q1 2026, IFP Advisors, Inc displayed an active expansion posture, initiating 6 new positions and adding to 142 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 5032 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.55% | -0.02% | +12.13% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.04% | +20.82% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | -0.02% | +20.90% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.12% | +41.45% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | -0.11% | +14.36% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.16% | -6.15% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.19% | -0.03% | +3.67% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.31% | -1.81% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.28% | -0.96% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.00% | -0.30% | +15.69% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.10% | +17.96% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.14% | -2.10% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | -0.13% | -26.73% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.78% | +0.05% | +3.93% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.74% | -0.04% | +4.14% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | — | +4.81% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.09% | +5.52% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.70% | +0.10% | +32.66% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.06% | +71.78% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.14% | +46.36% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.63% | -0.03% | +8.36% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.62% | -0.14% | -10.55% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.02% | +39.55% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | — | +1.64% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.15% | +3.97% | |
| 26 | CGDV | Cap Group Dividend Value | ETF-Other | 0.56% | +0.03% | +31.86% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.54% | -0.09% | +37.47% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.03% | +6.37% | |
| 29 | AU | AngloGold Ashanti plc | Stock-Materials | 0.53% | -0.29% | +5.66% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.52% | -0.02% | -2.38% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.50% | +0.02% | -0.44% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | -0.10% | +20.38% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.49% | -0.01% | -5.50% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.06% | +2.06% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.11% | +0.94% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.48% | +0.03% | +28.57% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | — | -1.17% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.47% | +0.22% | +8.62% | |
| 39 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.46% | +0.05% | +3.75% | |
| 40 | FNV | Franco-nevada CORP | Stock-Materials | 0.45% | -0.11% | -10.94% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.44% | -0.03% | -11.10% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.30% | +252.30% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.01% | +12.06% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.01% | +17.27% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.41% | -0.29% | +16.71% | |
| 46 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.38% | — | +3.50% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.38% | -0.16% | -7.49% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.38% | +0.02% | +0.35% | |
| 49 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.37% | +0.03% | +6.21% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.04% | +2.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.3% | +252.30% | Add |
| 2 | IVE | Ishares S&p 500 Value ETF | +0.3% | +71.78% | Add |
| 3 | COST | Costco Wholesale CORP | +0.2% | +46.36% | Add |
| 4 | NFLX | Netflix Inc | +0.2% | +187.29% | Add |
| 5 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +650.49% | Add |
| 6 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +310.53% | Add |
| 7 | VST | Vistra CORP | +0.2% | +786.08% | Add |
| 8 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +156.87% | Add |
| 9 | PBW | Invesco Wilderhill Clean Ene | +0.2% | +33163.04% | Add |
| 10 | TER | Teradyne Inc | +0.2% | +904.58% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +3.97% | Add |
| 12 | VRT | Vertiv Holdings Co-a | +0.2% | +112.47% | Add |
| 13 | CVX | Chevron CORP | +0.2% | +40.46% | Add |
| 14 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | +22793.57% | Add |
| 15 | PWR | Quanta Services Inc | +0.1% | +771.13% | Add |
| 16 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +32.66% | Add |
| 17 | IGV | Ishares Expanded Tech-softwa | +0.1% | +1267.65% | Add |
| 18 | VXF | Vanguard Extended Market ETF | +0.1% | +3399.75% | Add |
| 19 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +37.47% | Add |
| 20 | URI | United Rentals Inc | +0.1% | +302.32% | Add |
| 21 | NVDA | Nvidia CORP | +0.1% | +20.82% | Add |
| 22 | Z | Zillow Group Inc - C | +0.1% | +227.27% | Add |
| 23 | CGDV | Cap Group Dividend Value | +0.1% | +31.86% | Add |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | +66.89% | Add |
| 25 | UBER | Uber Technologies Inc | +0.1% | +120.90% | Add |
| 26 | TLH | Ishares 10-20 Year Treasury | +0.1% | +109.12% | Add |
| 27 | RTX | Rtx CORP | +0.1% | +59.44% | Add |
| 28 | VCIT | Vanguard Int-term Corporate | +0.1% | +81.86% | Add |
| 29 | FISV | Fiserv Inc | +0.1% | +120.58% | Add |
| 30 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +199.85% | Add |
| 31 | AVGO | Broadcom Inc | +0.1% | +39.55% | Add |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +62.22% | Add |
| 33 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +154.43% | Add |
| 34 | FANG | Diamondback Energy Inc | +0.1% | +46.99% | Add |
| 35 | ISRG | Intuitive Surgical Inc | +0.1% | +264.76% | Add |
| 36 | TLTW | Ishares 20+ Bond Buywrite | +0.1% | +2413.07% | Add |
| 37 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +15.69% | Add |
| 38 | IEMG | Ishares Core Msci Emerging | +0.1% | +20.38% | Add |
| 39 | AU | AngloGold Ashanti plc | +0.1% | +5.66% | Add |
| 40 | BND | Vanguard Total Bond Market | +0.1% | +31.53% | Add |
| 41 | TFLO | Ishares Treasury Floating Ra | +0.1% | +35.40% | Add |
| 42 | XYZ | Block Inc | +0.1% | +54.22% | Add |
| 43 | UNH | Unitedhealth Group Inc | +0.1% | +76.00% | Add |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +39.69% | Add |
| 45 | GS | Goldman Sachs Group Inc | +0.1% | +87.56% | Add |
| 46 | LQTI | Ft Vest Invst Grd Trgt I ETF | +0.1% | +886.94% | Add |
| 47 | EVTR | Eaton Vance Total Return | +0.1% | +2987.09% | Add |
| 48 | TSLX | Sixth Street Specialty Lendi | +0.1% | +245.37% | Add |
| 49 | XBB | Bondbloxx-bb Rated Usd Hy Cb | +0.1% | +2803.90% | Add |
| 50 | MLM | Martin Marietta Materials | +0.1% | +263.62% | Add |
According to official SEC Form 13F filings, IFP Advisors, Inc reported a total U.S. public equity portfolio value of $5.5B across 5032 disclosed positions in Q1 2026.
During Q1 2026, IFP Advisors, Inc's top holdings by market value included AAPL (2.5%)、NVDA (2.4%)、AMZN (1.4%). The largest single position, AAPL, represented 2.5% 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, NVDA, AMZN) accounted for 7.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
EVMO
市值: $4.3M
Top Position Liquidated / Trimmed
RSPR
前期市值: $9.5M
In Q1 2026, IFP Advisors, Inc made 200 total portfolio adjustments, initiating 6 new buys, adding to 142 positions, trimming 47 holdings, and fully liquidating 5 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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