IA

IFP Advisors, Inc

Diversified strategyMomentum follower

Total reported value

$4.8B

Reporting period: 2026-03-31 · Number of holdings: 5032

IFP Advisors, Inc disclosed 5032 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.8B and a quarterly turnover rate of 22.1%.

Personality snowflake

Concentration
1.8
Portfolio Stability
22.09
Momentum/Contrarian
80.87
Sector conviction
43.87
Diversification
100
Sizing Uniformity
53.48

Recent moves

  • Trim IVW

    -26.7%　-$18.9M

  • Trim GFI

    -67.9%　-$14.3M

  • Add IWM

    +252.3%　$15.3M

  • Add IVE

    +71.8%　$13.4M

  • Trim SPY

    -6.1%　-$6.8M

  • Add COST

    +46.4%　$12.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech2.55%-0.09%+12.13%
2NVDANvidia CORPStock-Tech2.36%+0.10%+20.82%
3AMZNAmazon.com INCStock-Consumer Disc1.43%+0.01%+20.90%
4MSFTMicrosoft CORPStock-Tech1.34%—+41.45%
5GOOGAlphabet Inc-cl CStock-Comm Services1.31%—+14.36%
6SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.20%-0.25%-6.15%
7VUGVanguard Growth ETFETF-Other1.19%-0.20%+3.67%
8QQQInvesco Qqq Trust Series 1ETF-Tech1.13%-0.20%-1.81%
9IAUIshares Gold TrustETF-Commodities1.04%—-0.96%
10TLTIshares 20+ Year Treasury BdETF-Gov Bonds1.00%+0.06%+15.69%
11GOOGLAlphabet Inc-cl AStock-Comm Services0.99%—+17.96%
12SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.86%—-2.10%
13IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.80%-0.50%-26.73%
14SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.78%—+3.93%
15DGRWWisdomtree U.s. Quality DiviETF-Other0.74%—+4.14%
16IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.73%—+4.81%
17VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.71%—+5.52%
18IEFIshares 7-10 Year Treasury BETF-Gov Bonds0.70%+0.12%+32.66%
19IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.67%+0.25%+71.78%
20COSTCostco Wholesale CORPStock-Consumer Staples0.64%+0.23%+46.36%
21RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.63%—+8.36%
22OEFIshares S&p 100 ETFETF-Other0.62%-0.19%-10.55%
23AVGOBroadcom INCStock-Tech0.58%+0.07%+39.55%
24SCHGSchwab US Large-cap GrowthETF-Other0.57%—+1.64%
25XOMExxon Mobil CORPStock-Energy0.57%+0.15%+3.97%
26CGDVCap Group Dividend ValueETF-Other0.56%+0.09%+31.86%
27FTSMFirst Trust Enh Short Mat FdETF-Other0.54%+0.11%+37.47%
28BRK-BBerkshire Hathaway Inc-cl BStock-Other0.53%—+6.37%
29AUAngloGold Ashanti plcStock-Materials0.53%—+5.66%
30VYMVanguard High Dvd Yield ETFETF-Other0.52%—-2.38%
31SCHMSchwab US Mid Cap ETFETF-Other0.50%—-0.44%
32IEMGIshares Core Msci EmergingETF-Emerging Markets0.49%+0.06%+20.38%
33ITAIshares U.s. Aerospace & DefETF-Other0.49%—-5.50%
34METAMeta Platforms Inc-class AStock-Comm Services0.48%—+2.06%
35VGTVanguard Info Tech ETFETF-Tech0.48%—+0.94%
36CGGRCap Group Growth EquityETF-Other0.48%—+28.57%
37VIGVanguard Dividend Apprec ETFETF-Other0.47%—-1.17%
38IGSBIshares 1-5y Inv Grade CORPETF-Other0.47%—+8.62%
39UCONFirst Trust Smith UnconstraiETF-Other0.46%—+3.75%
40FNVFranco-nevada CORPStock-Materials0.45%—-10.94%
41SCHDSchwab US Dvd Equity ETFETF-Other0.44%—-11.10%
42IWMIshares Russell 2000 ETFETF-Small Cap0.44%+0.31%+252.30%
43IEFAIshares Core Msci Eafe ETFETF-Other0.42%—+12.06%
44JPMJpmorgan Chase & CoStock-Financials0.41%—+17.27%
45VOTVanguard Mid-cap Growth ETFETF-Other0.41%—+16.71%
46GSEWGoldman Sachs Eql Wght LargeETF-Commodities0.38%—+3.50%
47JPSTJpmorgan Ultra-short IncomeETF-Other0.38%—-7.49%
48SCHXSchwab US Large-cap ETFETF-Other0.38%—+0.35%
49TDIVFt Nasdaq Tech Dvd Index FdETF-Tech0.37%—+6.21%
50WMTWalmart INCStock-Consumer Staples0.36%—+2.64%
1–50 of 5,032

Holding changes this quarter

IFP Advisors, Inc's most significant position changes for 2026-03-31: Sold out: Invesco S&p 500 Equal Weight (RSPR); Sold out: Ishares Ibonds Dec 2025 Term (IBDQ); Trim: Ishares S&p 500 Growth ETF (IVW) — shares -26.73%; Trim: Gold Fields Ltd-spons Adr (GFI) — shares -67.89%; Add: Ishares Russell 2000 ETF (IWM) — shares +252.30%.

Position changes disclosed by IFP Advisors, Inc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IWMIshares Russell 2000 ETF+0.3%+252.30%Add
2IVEIshares S&p 500 Value ETF+0.3%+71.78%Add
3COSTCostco Wholesale CORP+0.2%+46.36%Add
4NFLXNetflix INC+0.2%+187.29%Add
5VOEVanguard Mid-cap Value ETF+0.2%+650.49%Add
6EFGIshares Msci Eafe Growth ETF+0.2%+310.53%Add
7VSTVistra CORP+0.2%+786.08%Add
8SGOVIshares 0-3 Month Treasury B+0.2%+156.87%Add
9PBWInvesco Wilderhill Clean Ene+0.2%+33163.04%Add
10TERTeradyne INC+0.2%+904.58%Add
11XOMExxon Mobil CORP+0.2%+3.97%Add
12VRTVertiv Holdings Co-a+0.2%+112.47%Add
13CVXChevron CORP+0.2%+40.46%Add
14JAZZJazz Pharmaceuticals plc+0.2%+22793.57%Add
15PWRQuanta Services INC+0.1%+771.13%Add
16IEFIshares 7-10 Year Treasury B+0.1%+32.66%Add
17IGVIshares Expanded Tech-softwa+0.1%+1267.65%Add
18VXFVanguard Extended Market ETF+0.1%+3399.75%Add
19FTSMFirst Trust Enh Short Mat Fd+0.1%+37.47%Add
20URIUnited Rentals INC+0.1%+302.32%Add
21NVDANvidia CORP+0.1%+20.82%Add
22ZZillow Group INC - C+0.1%+227.27%Add
23CGDVCap Group Dividend Value+0.1%+31.86%Add
24PANWPalo Alto Networks INC+0.1%+66.89%Add
25UBERUber Technologies INC+0.1%+120.90%Add
26RTXRtx CORP+0.1%+59.44%Add
27VCITVanguard Int-term Corporate+0.1%+81.86%Add
28FISVFiserv INC+0.1%+120.58%Add
29TCAFT Rowe Prc Cap Appreciation+0.1%+199.85%Add
30AVGOBroadcom INC+0.1%+39.55%Add
31TLTIshares 20+ Year Treasury Bd+0.1%+15.69%Add
32IEMGIshares Core Msci Emerging+0.1%+20.38%Add
33AMZNAmazon.com INC0%+20.90%Add
34MSFTMicrosoft CORP—+41.45%Add
35AAPLApple INC-0.1%+12.13%Add
36EWTIshares Msci Taiwan ETF-0.1%-99.78%Trim
37IXPIshares Global Comm Services-0.1%-99.55%Trim
38IAIIshares U.s. Broker-dealers-0.1%-98.49%Trim
39QUALIshares Msci USA Quality Fac-0.1%-29.45%Trim
40ITOTIshares Core S&p Total U.s.-0.2%-20.56%Trim
41XLCSs Comm Select Sector Spdr-0.2%-81.28%Trim
42HDVIshares Core High Dividend E-0.2%-34.80%Trim
43OEFIshares S&p 100 ETF-0.2%-10.55%Trim
44QQQInvesco Qqq Trust Series 1-0.2%-1.81%Trim
45VUGVanguard Growth ETF-0.2%+3.67%Add
46SPYSs Spdr S&p 500 ETF Trust-us-0.3%-6.15%Trim
47GFIGold Fields Ltd-spons Adr-0.3%-67.89%Trim
48IVWIshares S&p 500 Growth ETF-0.5%-26.73%Trim
49RSPRInvesco S&p 500 Equal Weight—EXITSold out
50IBDQIshares Ibonds Dec 2025 Term—EXITSold out

FAQ

What is IFP Advisors, Inc and what type of investor is it?
IFP Advisors, Inc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.8B, spread across 5032 disclosed positions.
What are IFP Advisors, Inc's largest equity positions?
Based on the latest 13F filing, IFP Advisors, Inc's top holdings by market value are: 1. Apple INC (AAPL) — $123.2M (2.5%) 2. Nvidia CORP (NVDA) — $113.7M (2.4%) 3. Amazon.com INC (AMZN) — $68.9M (1.4%) 4. Microsoft CORP (MSFT) — $64.7M (1.3%) 5. Alphabet Inc-cl C (GOOG) — $63.0M (1.3%)
What changes did IFP Advisors, Inc make in its most recent portfolio filing?
In the latest reported quarter, IFP Advisors, Inc made 50 notable position adjustments: 0 new positions were initiated, 36 existing holdings were added to, 12 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Invesco S&p 500 Equal Weight (RSPR); Sold out: Ishares Ibonds Dec 2025 Term (IBDQ); Trim: Ishares S&p 500 Growth ETF (IVW) — shares -26.73%; Trim: Gold Fields Ltd-spons Adr (GFI) — shares -67.89%; Add: Ishares Russell 2000 ETF (IWM) — shares +252.30%
What sectors does IFP Advisors, Inc focus on?
IFP Advisors, Inc is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.4% • Communication Services: 10.7% • Financials: 10.5% • Industrials: 9.9% • Consumer Discretionary: 9.1% • Health Care: 9.0%