IFP Advisors, Inc

CIK

1641866

Location

TAMPA, FL

Portfolio Value

Mid $2,393,056,639

Diversification

Diversified

Filing Date

Global Rank

#332 / 4,286 ▲ 753

Top Industry

Semiconductors 12.8%

3Y Alpha vs SPY

-0.6%

Period ended 37 days ago

Filed Jul 20, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+76.0%

SPY

+78.8%

Annualised alpha

-0.6%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

3,290 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.9%

+0.1 pts

Top 5

20.8%

−1.8 pts

Top 10

31.1%

−1.9 pts

HHI

143

Diversified−14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$759,732,813	456
Financial Services	9.9%	$236,472,861	648
Industrials	9.7%	$232,846,668	437
Healthcare	9.3%	$223,059,597	497
Unclassified	9.0%	$214,862,383	47
Consumer Cyclical	8.1%	$194,194,731	326
Communication Services	6.1%	$145,928,189	127
Basic Materials	4.7%	$113,232,812	168
Consumer Defensive	4.7%	$112,304,228	141
Energy	3.2%	$77,324,355	161
Utilities	2.3%	$55,865,356	82
Real Estate	1.1%	$27,232,646	200

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	+176,649	234,173	$21,248,858
SOC	Sable Offshore Corp.	+150,985	150,986	$465,036
RNG	RingCentral, Inc.	+95,396	99,068	$3,861,670
NFLX	Netflix Inc	+83,081	253,572	$18,105,040
TSLX	Sixth Street Specialty Lending, Inc.	+71,693	305,604	$5,247,220
IQI	Invesco Quality Municipal Income Trust	+58,480	182,631	$1,848,225
IVR	Invesco Mortgage Capital Inc.	+57,486	60,872	$480,888
USAR	USA Rare Earth, Inc.	+56,137	67,896	$1,465,195
SIRI	Sirius Xm Holdings Inc.	+41,797	127,271	$3,759,585
AUPH	Aurinia Pharmaceuticals Inc.	+33,843	361,634	$6,136,928
AGNC	AGNC Investment Corp.	+33,088	57,505	$626,804
NYXH	Nyxoah SA	+31,061	118,426	$200,139
TSCO	Tractor Supply Co /De/	+29,354	36,280	$1,146,810
PFE	Pfizer Inc	+28,014	228,411	$5,500,136
CCL	Carnival Corp Ltd.	+27,396	39,407	$1,125,857
T	At&T Inc.	+27,322	370,739	$7,674,297
DD	DuPont de Nemours, Inc.	+26,882	122,209	$16,576,428
HTZ	Hertz Global Holdings, Inc	+25,276	96,376	$218,291
NOW	ServiceNow, Inc.	+23,559	78,294	$7,773,028
PWP	Perella Weinberg Partners	+21,083	21,354	$340,809
ORLY	O Reilly Automotive Inc	+20,323	54,869	$5,052,886
OGN	Organon & Co.	+19,881	22,053	$298,597
ONDS	Ondas Inc.	+17,600	24,092	$198,518
RR	Richtech Robotics Inc.	+16,444	56,519	$119,255
QQQ	Invesco Qqq Trust, Series 1	+13,892	108,639	$80,001,759
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KGC	Kinross Gold Corp	−285,694	227,680	$5,377,801
ZG	Zillow Group, Inc.	−242,126	356	$11,167
GOOGL	Alphabet Inc.	−217,129	168,260	$60,131,076
AU	AngloGold Ashanti PLC	−95,096	165,301	$13,371,197
CLVT	Clarivate PLC	−36,628	2,504	$5,408
NAD	Nuveen Quality Municipal Income Fund	−34,227	24,317	$294,722
INTC	Intel Corp	−28,267	90,338	$12,613,894
PINS	Pinterest, Inc.	−24,520	1,665	$35,014
CSCO	Cisco Systems, Inc.	−22,098	109,237	$12,830,978
FSSL	FS Specialty Lending Fund	−22,061	8,880	$99,012
NTNX	Nutanix, Inc.	−20,975	33,734	$1,719,084
OXY	Occidental Petroleum Corp /De/	−19,429	22,079	$1,072,377
CPSH	Cps Technologies Corp/De/	−18,000	2,000	$11,040
WRD	WeRide Inc.	−17,462	9,471	$55,121
NEM	NEWMONT Corp /DE/	−16,673	55,154	$5,151,383
CARR	CARRIER GLOBAL Corp	−16,551	96,934	$7,110,108
PACB	Pacific Biosciences Of California, Inc.	−16,097	18,609	$31,263
XYZ	Block, Inc.	−14,818	196,142	$14,906,792
RSI	Rush Street Interactive, Inc.	−14,534	89,782	$2,670,116
FSCO	FS Credit Opportunities Corp.	−14,305	41,670	$207,933
NFE	New Fortress Energy Inc.	−14,061	11,664	$4,234
GFI	Gold Fields Ltd	−13,924	144,193	$4,843,442
JOBY	Joby Aviation, Inc.	−13,839	9,646	$86,042
AES	Aes Corp	−13,373	36,739	$538,593
DBX	Dropbox, Inc.	−13,353	10,981	$301,648
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	52,736	$9,010,472
HONA	Honeywell Aerospace Inc.	4,670	$1,031,136
FDXF	FedEx Freight Holding Company, Inc.	1,263	$190,713
FINW	Finwise Bancorp	12,000	$174,000
CBRS	Cerebras Systems Inc.	763	$168,623
AEHR	Aehr Test Systems	1,730	$166,183
SIMO	Silicon Motion Technology CORP	486	$161,998
SABS	SAB Biotherapeutics, Inc.	38,699	$150,926
FMX	Mexican Economic Development Inc	920	$117,668
KYTX	Kyverna Therapeutics, Inc.	12,500	$111,375
XE	X-Energy, Inc.	5,182	$95,141
CELC	Celcuity Inc.	698	$73,024
DCTH	Delcath Systems, Inc.	4,103	$51,656
GPCR	Structure Therapeutics Inc.	858	$46,048
CET	Central Securities Corp	796	$41,750
SWMR	Swarmer, Inc	936	$41,474
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	1,107	$33,364
JHI	John Hancock Investors Trust	2,409	$32,087
VG	Venture Global, Inc.	2,816	$31,342
INMD	InMode Ltd.	2,106	$30,789
BOT	RoboStrategy, Inc.	713	$28,341
SEB	Seaboard Corp /De/	6	$26,785
BTX	BlackRock Technology & Private Equity Term Trust	2,567	$23,180
ISPC	iSpecimen Inc.	8,200	$21,730
BCAT	BlackRock Capital Allocation Term Trust	1,300	$20,709
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AMUB	Ubs AG	16,310	$473,495
OPRA	Opera Ltd	5,000	$71,300
PURR	Hyperliquid Strategies Inc	10,000	$50,900
HCC	Warrior Met Coal, Inc.	425	$39,588
SMA	SmartStop Self Storage REIT, Inc.	1,207	$36,547
BANF	Bancfirst Corp /Ok/	321	$34,828
NTWK	Netsol Technologies Inc	9,555	$32,391
PTA	Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund	1,433	$26,854
EGY	Vaalco Energy Inc /De/	2,977	$18,874
IMPP	Imperial Petroleum Inc./Marshall Islands	4,216	$18,044
GSL	Global Ship Lease, Inc.	400	$14,892
UNTY	Unity Bancorp Inc /Nj/	282	$14,616
GRSD	GRANDSTAND Ltd	3,512	$13,626
VFF	Village Farms International, Inc.	4,647	$13,197
LYEL	Lyell Immunopharma, Inc.	648	$12,998
PRE	Prenetics Global Ltd	649	$12,538
ASYS	Amtech Systems Inc	1,019	$11,901
CLBK	Columbia Financial, Inc./MD/	557	$9,753
MTEK	Maris Tech Ltd.	6,873	$9,278
ESAB	ESAB Corp	85	$8,216
CERT	Certara, Inc.	1,436	$8,185
OTF	Blue Owl Technology Finance Corp.	654	$8,103
VBF	Invesco Bond Fund	500	$7,500
FXC	Invesco CurrencyShares Canadian Dollar Trust	100	$7,024
XPRO	Expro Ltd	399	$6,946
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,290 tracked positions · $2,393,056,639 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 3,290 positions by value · page 1 of 66

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	484,958	-298	$140,327,446	+13.9%	5.86%
NVDA	Nvidia Corp Technology	Added	663,778	+11,936	$132,815,340	+16.8%	5.55%
QQQ	Invesco Qqq Trust, Series 1	Added	108,639	+13,892	$80,001,759	+46.3%	3.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	328,243	-2,630	$78,233,436	+13.5%	3.27%
MSFT	Microsoft Corp Technology	Added	180,462	+5,662	$67,315,935	+4.0%	2.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	168,260	-217,129	$60,131,076	−45.7%	2.51%
SPY	Spdr S&P 500 ETF Trust	Reduced	76,832	-11,928	$57,375,832	−0.6%	2.40%
AMD	Advanced Micro Devices Inc Technology	Added	80,458	+3,156	$46,738,856	+197.2%	1.95%
IAU	Ishares Gold Trust	Reduced	555,136	-11,717	$41,918,319	−16.1%	1.75%
PANW	Palo Alto Networks Inc Technology	Added	116,369	+7,577	$39,684,156	+127.5%	1.66%
AVGO	Broadcom Inc. Technology	Reduced	87,886	-2,957	$33,198,936	+18.1%	1.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	29,628	-1,256	$27,716,105	−9.9%	1.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	54,780	+1,701	$27,411,364	+2.0%	1.15%
LLY	ELI LILLY & Co Healthcare	Added	20,352	+2,078	$24,410,801	+45.2%	1.02%
XOM	ExxonMobil Holdings Corp Energy	Added	171,296	+10,202	$23,419,589	−14.3%	0.98%
META	Meta Platforms, Inc. Communication Services	Added	41,474	+908	$23,361,889	+0.7%	0.98%
JPM	Jpmorgan Chase & Co Financial Services	Added	70,542	+2,652	$23,090,512	+15.6%	0.96%
ABT	Abbott Laboratories Healthcare	Added	234,173	+176,649	$21,248,858	+259.8%	0.89%
MU	Micron Technology Inc Technology	Added	16,479	+3,908	$19,021,544	+347.9%	0.79%
FNV	FRANCO NEVADA Corp Basic Materials	Added	89,770	+2,480	$18,711,658	−13.2%	0.78%
NFLX	Netflix Inc Communication Services	Added	253,572	+83,081	$18,105,040	+10.4%	0.76%
WMT	Walmart Inc. Consumer Defensive	Added	154,200	+13,641	$17,464,692	−0.0%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Added	41,167	+397	$17,314,840	+14.2%	0.72%
DD	DuPont de Nemours, Inc. Basic Materials	Added	122,209	+26,882	$16,576,428	+279.7%	0.69%
UNH	Unitedhealth Group Inc Healthcare	Reduced	39,233	-5,562	$16,306,411	+34.5%	0.68%
V	Visa Inc. Financial Services	Added	46,449	+1,502	$15,936,187	+17.3%	0.67%
AXSM	Axsome Therapeutics, Inc. Healthcare	Added	62,273	+1,279	$15,242,562	+47.9%	0.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	42,759	+4,764	$15,080,244	+20.7%	0.63%
VRT	Vertiv Holdings Co Industrials	Added	44,957	+1,046	$15,052,502	+36.8%	0.63%
XYZ	Block, Inc. Technology	Reduced	196,142	-14,818	$14,906,792	+17.4%	0.62%
CAT	Caterpillar Inc Industrials	Reduced	13,949	-2,613	$14,854,290	+26.6%	0.62%
TER	Teradyne, Inc Technology	Added	27,669	+234	$13,387,368	+64.6%	0.56%
AU	AngloGold Ashanti PLC Basic Materials	Reduced	165,301	-95,096	$13,371,197	−47.3%	0.56%
ABBV	AbbVie Inc. Healthcare	Reduced	52,930	-2,013	$13,319,305	+11.5%	0.56%
CSCO	Cisco Systems, Inc. Technology	Reduced	109,237	-22,098	$12,830,978	+25.9%	0.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	87,479	+9,756	$12,827,920	+14.3%	0.54%
INTC	Intel Corp Technology	Reduced	90,338	-28,267	$12,613,894	+141.0%	0.53%
IBM	International Business Machines Corp Technology	Added	43,273	+10,130	$12,168,800	+51.5%	0.51%
URI	United Rentals, Inc. Industrials	Reduced	10,543	-30	$11,944,059	+55.1%	0.50%
TGTX	Tg Therapeutics, Inc. Healthcare	Added	209,318	+2,780	$11,499,930	+67.6%	0.48%
RTX	RTX Corp Industrials	Added	60,470	+108	$11,472,973	−1.5%	0.48%
VST	Vistra Corp. Utilities	Added	72,197	+4,066	$11,452,610	+11.8%	0.48%
GLW	Corning Inc /Ny Technology	Reduced	43,864	-3,000	$11,204,181	+75.8%	0.47%
MA	Mastercard Inc Financial Services	Added	21,615	+2,418	$11,101,464	+15.7%	0.46%
CVX	Chevron Corp Energy	Reduced	65,858	-10,006	$10,916,622	−30.5%	0.46%
PLTR	Palantir Technologies Inc. Technology	Added	92,086	+11,312	$10,743,673	−9.1%	0.45%
AMAT	Applied Materials Inc /De Technology	Added	14,578	+2,957	$10,539,894	+165.4%	0.44%
UBER	Uber Technologies, Inc Technology	Added	143,821	+7,376	$10,378,123	+5.7%	0.43%
JNJ	Johnson & Johnson Healthcare	Added	38,760	+3,133	$9,843,877	+13.0%	0.41%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	172,020	-1,199	$9,801,699	+16.1%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.