IFP Advisors, Inc

CIK

1641866

Location

TAMPA, FL

Portfolio Value

Mid $2,393,056,639

Diversification

Diversified

Filing Date

Global Rank

#1,206 / 8,710 ▼ 320

Top Industry

Semiconductors 12.8%

Period ended 3 months ago

Filed Jul 20, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

5.9%

+2.0 pts

Top 5

20.8%

+4.6 pts

Top 10

31.1%

+5.8 pts

HHI

143

Diversified+36

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$759,718,345	454
Financial Services	9.9%	$236,472,861	648
Industrials	9.7%	$232,840,530	439
Healthcare	9.3%	$223,059,597	497
Unclassified	9.0%	$214,862,383	47
Consumer Cyclical	8.1%	$194,202,373	326
Communication Services	6.1%	$145,930,950	128
Basic Materials	4.7%	$113,232,812	168
Consumer Defensive	4.7%	$112,304,228	141
Energy	3.2%	$77,334,595	161
Utilities	2.3%	$55,865,319	81
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
IVZ	Invesco Ltd.	−309,440	10,879	$287,096
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
STT	State Street Corp	−41,018	1,155	$195,888
CLVT	Clarivate PLC	−36,628	2,504	$5,408
NAD	Nuveen Quality Municipal Income Fund	−34,227	24,317	$294,722
JPM	Jpmorgan Chase & Co	−32,031	70,542	$23,090,512
INTC	Intel Corp	−28,267	90,338	$12,613,894
SQFT	Presidio Property Trust, Inc.	−27,493	2,318	$5,829
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
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
FNDA	Schwab Fundamental U.S. Small Company ETF	5,311,682	$152,416,329
VB	Vanguard Morningstar Small-Cap ETF	566,000	$134,608,298
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	1,530,093	$84,185,850
AFGR	First Trust Active Factor Large Cap Growth ETF	2,305,261	$75,375,692
CAAA	First Trust AAA CMBS ETF	1,641,910	$61,897,103
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	855,195	$56,923,313
ABI	VictoryShares Pioneer Asset-Based Income ETF	755,451	$55,092,314
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	898,996	$51,819,762
CWI	State Street SPDR MSCI ACWI ex-US ETF	1,081,255	$49,716,116
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	559,955	$39,569,842
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	428,861	$39,356,893
AFK	VanEck Africa Index ETF	496,075	$39,155,741
DCOR	Dimensional US Core Equity 1 ETF	852,085	$37,674,301
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	1,091,492	$37,211,866
AIRR	First Trust RBA American Industrial Renaissance ETF	570,008	$36,616,560
FBCG	Fidelity Blue Chip Growth ETF	651,836	$32,561,058
BAPR	Innovator U.S. Equity Buffer ETF - April	740,413	$29,691,917
VIGI	Vanguard International Dividend Appreciation ETF	207,108	$28,325,368
CGDV	Capital Group Dividend Value ETF	632,254	$26,896,085
BNDW	Vanguard Total World Bond ETF	314,580	$26,689,140
ACSG	American Century Small Cap Growth Insights ETF	371,395	$26,090,512
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	747,665	$24,571,763
VIG	Vanguard Dividend Appreciation ETF	115,208	$23,454,400
CGGR	Capital Group Growth ETF	570,490	$22,927,993
EDV	Vanguard World Funds Extended Duration ETF	128,353	$22,645,814
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	Reduced	70,542	-32,031	$23,090,512	+9.1%	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.