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CIK: 0001641866
Total reported value
$5.9B
$5.9B
5147 檔
8.5%
At the close of Q2 2026, IFP Advisors, Inc disclosed equity holdings valued at approximately $5.9B, spread across 5147 reported holdings.
In Q2 2026, IFP Advisors, Inc displayed an active expansion posture, initiating 9 new positions and adding to 124 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, QQQ) accounted for 8.5% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 5147 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.11% | -0.06% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | +0.18% | +1.83% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.44% | +0.07% | +14.66% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.03% | -0.79% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | +0.39% | +3.24% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | -0.09% | -14.38% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.16% | +0.32% | +463.80% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | -0.10% | +1.50% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | -0.02% | -13.44% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.02% | +17.23% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | -0.01% | +4.08% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.83% | -0.05% | +10.92% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.02% | +12.08% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.80% | -0.13% | +31.89% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 0.76% | -0.23% | -2.07% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.05% | +0.10% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | +0.03% | +6.96% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.70% | -0.02% | +0.06% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.70% | -0.35% | -19.67% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.69% | -0.03% | +70.30% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | -0.04% | -21.32% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | — | -2.62% | |
| 23 | HDV | Ishares Core High Dividend E | ETF-Other | 0.60% | -0.06% | +866.98% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.07% | -0.46% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | -0.03% | -3.26% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | +0.03% | +731.71% | |
| 27 | CGDV | Cap Group Dividend Value | ETF-Other | 0.59% | -0.01% | +5.35% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | +0.01% | -1.44% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.52% | -0.05% | +0.03% | |
| 30 | CGGR | Cap Group Growth Equity | ETF-Other | 0.51% | +0.10% | +5.88% | |
| 31 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.51% | +0.11% | +26.55% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.02% | -4.07% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.03% | +2.74% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.01% | +3.21% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.48% | -0.02% | -22.60% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.48% | -0.10% | +2.21% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.02% | +4.96% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.45% | -0.11% | -5.25% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | -0.02% | +11.37% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.42% | +6.33% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.17% | +2.24% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.02% | +22.66% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.03% | +3.91% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | +0.01% | +2.52% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.02% | +5.73% | |
| 46 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.40% | -0.04% | +2.56% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.40% | — | +6.11% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | -0.02% | -24.20% | |
| 49 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.38% | -0.01% | +2.94% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | +0.09% | +307.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.5% | +4.08% | Add |
| 2 | PANW | Palo Alto Networks Inc | +0.4% | +6.96% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +14.66% | Add |
| 4 | ABT | Abbott Laboratories | +0.3% | +307.09% | Add |
| 5 | HDV | Ishares Core High Dividend E | +0.3% | +866.98% | Add |
| 6 | MU | Micron Technology Inc | +0.3% | +31.09% | Add |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +70.30% | Add |
| 8 | MAGS | Roundhill Magnificent Seven | +0.2% | +1104.49% | Add |
| 9 | GDX | Vaneck Gold Miners ETF | +0.2% | +233.17% | Add |
| 10 | ✓ | +0.2% | NEW | New buy | |
| 11 | IALT | Ishrs Sys Alt Act ETF | +0.2% | NEW | New buy |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +17.23% | Add |
| 13 | INTC | Intel CORP | +0.1% | -23.83% | Trim |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | +731.71% | Add |
| 15 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +79.43% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | +25.45% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.50% | Add |
| 18 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +31.89% | Add |
| 19 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +43.24% | Add |
| 20 | SOXX | Ishares Semiconductor ETF | +0.1% | -2.68% | Trim |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.08% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +11.37% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -2.87% | Trim |
| 24 | LRCX | Lam Research CORP | +0.1% | +24.83% | Add |
| 25 | EEM | Ishares Msci Emerging Market | +0.1% | +233.94% | Add |
| 26 | RSPR | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 27 | JMBS | Janus Henderson Mortg Backed | +0.1% | +637.37% | Add |
| 28 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.1% | +975.46% | Add |
| 29 | VEA | Vanguard Ftse Developed ETF | +0.1% | +22.66% | Add |
| 30 | TER | Teradyne Inc | +0.1% | +0.85% | Add |
| 31 | AXSM | Axsome Therapeutics Inc | +0.1% | +2.10% | Add |
| 32 | GLW | Corning Inc | +0.1% | -6.40% | Trim |
| 33 | TGTX | Tg Therapeutics Inc | +0.1% | +1.35% | Add |
| 34 | XLE | Ss Energy Select Sector | +0.1% | +170.66% | Add |
| 35 | ✓ | +0.1% | NEW | New buy | |
| 36 | EPU | Ishares Msci Peru And Global | +0.1% | NEW | New buy |
| 37 | RNG | Ringcentral Inc-class A | +0.1% | +2597.93% | Add |
| 38 | URI | United Rentals Inc | +0.1% | -0.28% | Trim |
| 39 | NFLT | Virtus Newfleet Multi-sector | +0.1% | +205.45% | Add |
| 40 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | +81.90% | Add |
| 41 | MRVL | Marvell Technology Inc | +0.1% | +2.56% | Add |
| 42 | VT | Vanguard Tot World Stk ETF | +0.1% | +367.04% | Add |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +10.92% | Add |
| 44 | UCON | First Trust Smith Unconstrai | +0.1% | +26.55% | Add |
| 45 | XLK | Ss Technology Select Sector | +0.1% | +4.11% | Add |
| 46 | IBM | Intl Business Machines CORP | +0.1% | +30.56% | Add |
| 47 | VRIG | Invesco Variable Rate Invest | +0.1% | +115.64% | Add |
| 48 | NBIS | Nebius Group N.V. | +0.1% | +33.81% | Add |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +166.70% | Add |
| 50 | JPIB | Jpmorgan Intl Bnd ETF | +0.1% | +29721.00% | Add |
According to official SEC Form 13F filings, IFP Advisors, Inc reported a total U.S. public equity portfolio value of $5.9B across 5147 disclosed positions in Q2 2026.
During Q2 2026, IFP Advisors, Inc's top holdings by market value included AAPL (2.5%)、NVDA (2.4%)、QQQ (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.
Top New Position Initiated
市值: $9.0M
Top Position Liquidated / Trimmed
SNTH
前期市值: $3.0M
In Q2 2026, IFP Advisors, Inc made 199 total portfolio adjustments, initiating 9 new buys, adding to 124 positions, trimming 65 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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