IFP Advisors, Inc 13F holdings
IFP Advisors, Inc reported 3,457 positions with a total reported value of $5.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-20. Top holdings by reported value: ISHARES TR (15.9%), VANGUARD INDEX FDS (3.5%), SCHWAB STRATEGIC TR (3.2%), AAPL APPLE INC (2.5%), FIRST TR EXCHANGE-TRADED FD (2.5%). Against 2026-03-31 it opened 184 new positions and exited 174. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 3,457 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 12,022,185 | $880.9M | 15.9% |
| VANGUARD INDEX FDS | 1,176,735 | $195.9M | 3.5% |
| SCHWAB STRATEGIC TR | 5,579,536 | $178.4M | 3.2% |
| AAPL APPLE INC | 484,958 | $140.3M | 2.5% |
| FIRST TR EXCHANGE-TRADED FD | 3,669,972 | $138.8M | 2.5% |
| NVDA NVIDIA CORPORATION | 663,778 | $132.8M | 2.4% |
| GOOGL ALPHABET INC | 356,302 | $126.6M | 2.3% |
| SPDR SERIES TRUST | 2,072,753 | $125.0M | 2.3% |
| FIRST TR EXCHNG TRADED FD VI | 2,723,556 | $89.4M | 1.6% |
| IVZ INVESCO ACTIVELY MANAGED EXC | 1,339,051 | $84.5M | 1.5% |
| QQQ INVESCO QQQ TR | 108,639 | $80.0M | 1.4% |
| AMZN AMAZON COM INC | 328,243 | $78.2M | 1.4% |
| MSFT MICROSOFT CORP | 180,462 | $67.3M | 1.2% |
| INNOVATOR ETFS TRUST | 1,727,666 | $66.1M | 1.2% |
| WT WISDOMTREE INC | 878,012 | $63.5M | 1.1% |
| J P MORGAN EXCHANGE TRADED F | 1,011,535 | $63.3M | 1.1% |
| SPDR INDEX SHS FDS | 1,192,234 | $60.2M | 1.1% |
| GS GOLDMAN SACHS ETF TR | 604,834 | $57.7M | 1.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 76,832 | $57.4M | 1.0% |
| SELECT SECTOR SPDR TR | 632,241 | $54.9M | 1.0% |
| VANECK ETF TRUST | 710,137 | $52.7M | 1.0% |
| VANGUARD WORLD FD | 363,629 | $51.1M | 0.9% |
| AMD ADVANCED MICRO DEVICES INC | 80,458 | $46.7M | 0.8% |
| FIRST TR EXCHANGE TRADED FD | 553,288 | $44.6M | 0.8% |
| DIMENSIONAL ETF TRUST | 895,925 | $43.4M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 184 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| T ROWE PRICE EXCHANGE-TRADED | 248,599 | $10.0M | 0.2% |
| SPCX SPACE EXPLORATION TECHN CORP | 52,736 | $9.0M | 0.2% |
| MANAGED PORTFOLIO SER | 134,588 | $3.8M | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 4,670 | $1.0M | <0.1% |
| 2023 ETF SERIES TRUST | 24,083 | $667.0K | <0.1% |
| ELEVATION SERIES TRUST | 17,159 | $584.4K | <0.1% |
| FEDEX FGHT HLDG CO INC | 1,263 | $190.7K | <0.1% |
| FINW FINWISE BANCORP | 12,000 | $174.0K | <0.1% |
| CBRS CEREBRAS SYSTEMS INC | 763 | $168.6K | <0.1% |
| AEHR AEHR TEST SYS | 1,730 | $166.2K | <0.1% |
| SIMO SILICON MOTION TECHNOLOGY CO | 486 | $162.0K | <0.1% |
| COHEN & STEERS ETF TRUST | 6,574 | $158.4K | <0.1% |
| SABS SAB BIOTHERAPEUTICS INC | 38,699 | $150.9K | <0.1% |
| FOMENTO ECONOMICO MEXICANO S | 920 | $117.7K | <0.1% |
| KYTX KYVERNA THERAPEUTICS INC | 12,500 | $111.4K | <0.1% |
| DEUTSCHE BK AG LONDON BRH | 825 | $107.4K | <0.1% |
| XE X-ENERGY INC | 5,182 | $95.1K | <0.1% |
| AGQ PROSHARES TR II | 10,886 | $74.8K | <0.1% |
| CELC CELCUITY INC | 698 | $73.0K | <0.1% |
| INVESCO ACTVELY MNGD ETC FD | 1,736 | $61.8K | <0.1% |
| USCI UNITED STS COMMODITY INDEX F | 1,426 | $53.8K | <0.1% |
| DCTH DELCATH SYS INC | 4,103 | $51.7K | <0.1% |
| GPCR STRUCTURE THERAPEUTICS INC | 858 | $46.0K | <0.1% |
| ABERDEEN MUN INCOME FD | 8,010 | $45.0K | <0.1% |
| CENTRAL SECS CORP | 796 | $41.8K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 174 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| T ROWE PRICE ETF INC | 238,029 | $8.5M | 0.2% |
| MANAGED PORTFOLIO SERIES | 126,535 | $3.4M | <0.1% |
| CYBERARK SOFTWARE LTD | 1,257 | $513.9K | <0.1% |
| NUVEEN S&P 500 BUY-WRITE INC | 18,947 | $284.8K | <0.1% |
| EXACT SCIENCES CORP | 1,655 | $173.6K | <0.1% |
| CHURCHILL CAP CORP X | 13,175 | $155.5K | <0.1% |
| CONFLUENT INC | 3,891 | $120.6K | <0.1% |
| REV GROUP INC | 1,783 | $113.9K | <0.1% |
| OPRA OPERA LTD | 5,000 | $71.3K | <0.1% |
| PURR HYPERLIQUID STRATEGIES INC | 10,000 | $50.9K | <0.1% |
| DAYFORCE INC | 640 | $44.7K | <0.1% |
| MFS MUN INCOME TR | 8,010 | $43.2K | <0.1% |
| HCC WARRIOR MET COAL INC | 425 | $39.6K | <0.1% |
| SMA SMARTSTOP SELF STORAG REIT I | 1,207 | $36.5K | <0.1% |
| CIVITAS RESOURCES INC | 1,308 | $35.8K | <0.1% |
| BANF BANCFIRST CORP | 321 | $34.8K | <0.1% |
| COMERICA INC | 380 | $33.7K | <0.1% |
| NTWK NETSOL TECHNOLOGIES INC | 9,555 | $32.4K | <0.1% |
| TWO RDS SHARED TR | 658 | $27.9K | <0.1% |
| TEGNA INC | 1,198 | $24.0K | <0.1% |
| TREEHOUSE FOODS INC | 966 | $23.5K | <0.1% |
| ALEXANDER & BALDWIN INC NEW | 1,088 | $22.7K | <0.1% |
| VENTYX BIOSCIENCES INC | 1,500 | $21.0K | <0.1% |
| EGY VAALCO ENERGY INC | 2,977 | $18.9K | <0.1% |
| ASGN INC | 469 | $18.2K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR | 10,355,959 | 12,022,185 | +16.1% | $880.9M |
| VANGUARD INDEX FDS | 603,972 | 1,176,735 | +94.8% | $195.9M |
| VANGUARD WORLD FD | 128,353 | 363,629 | +183.3% | $51.1M |
| SPDR SERIES TRUST | 1,745,771 | 2,072,753 | +18.7% | $125.0M |
| ABT ABBOTT LABORATORIES | 57,524 | 234,173 | +307.1% | $21.2M |
| VANECK ETF TRUST | 496,075 | 710,137 | +43.2% | $52.7M |
| FIRST TR EXCHNG TRADED FD VI | 2,319,076 | 2,723,556 | +17.4% | $89.4M |
| SELECT SECTOR SPDR TR | 485,320 | 632,241 | +30.3% | $54.9M |
| FIRST TR EXCHANGE-TRADED FD | 3,345,273 | 3,669,972 | +9.7% | $138.8M |
| BLACKROCK ETF TRUST | 324,749 | 659,972 | +103.2% | $23.7M |
| IVZ INVESCO ACTIVELY MANAGED EXC | 1,152,772 | 1,339,051 | +16.2% | $84.5M |
| QQQ INVESCO QQQ TR | 94,747 | 108,639 | +14.7% | $80.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GOOGL ALPHABET INC | 385,389 | 356,302 | -7.5% | $126.6M |
| SPY STATE STR SPDR S&P 500 ETF T | 88,760 | 76,832 | -13.4% | $57.4M |
| AU ANGLOGOLD ASHANTI PLC | 260,397 | 165,301 | -36.5% | $13.4M |
| KGC KINROSS GOLD CORP | 513,374 | 227,680 | -55.7% | $5.4M |
| ISHARES INC | 485,196 | 416,994 | -14.1% | $31.9M |
| INVESCO EXCHANGE TRADED FD T | 401,603 | 292,140 | -27.3% | $11.3M |
| INTC INTEL CORP | 118,605 | 90,338 | -23.8% | $12.6M |
| FIRST TR EXCH TRADED FD III | 526,348 | 397,887 | -24.4% | $10.4M |
| PIMCO ETF TR | 252,054 | 215,398 | -14.5% | $18.0M |
| TIDAL TRUST III | 114,056 | 499 | -99.6% | $12.5K |
| CAT CATERPILLAR INC | 16,562 | 13,949 | -15.8% | $14.9M |
| CSCO CISCO SYS INC | 131,335 | 109,237 | -16.8% | $12.8M |
CIK 1641866 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
