IFP Advisors, Inc

Registered adviser

CIK

1641866

Location

TAMPA, FL

Portfolio Value

Mid $5,596,516,060

Diversification

Diversified

Filing Date

Global Rank

#818 / 8,826 ▲ 5 · as of Jun 2026

Top Industry

Semiconductors 12.9%

Period ended 36 days ago

Filed Oct 16, 2026 · 20d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 125112

Roster of Nov 1, 2026

Regulatory AUM

$16,291,865,537

Main clients

Individuals and high net worth (73% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$16,291,865,537	Individuals and high net worth (73%)
Apr 2025 to Mar 2026	$12,538,891,425	Individuals and high net worth (72%)
Apr 2024 to Mar 2025	$9,761,355,350	Individuals and high net worth (68%)
May 2023 to Mar 2024	$8,915,756,449	Individuals and high net worth (64%)
Apr 2023	$8,915,756,449	Individuals and high net worth (64%)
Apr 2022 to Mar 2023	$10,518,811,867	Individuals and high net worth (74%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 35.1%, 33.5 effective positions, active share 52.0% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

22.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.7 quarters (12+), a floor since 74.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 52.0%; sector active share 45.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

5,185 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

13.9%

−1.0 pts

Top 5

26.6%

+0.2 pts

Top 10

36.0%

+0.8 pts

HHI

280

Diversified−18

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.5%	$3,220,186,867	1,835
Technology	15.4%	$863,178,234	466
Financial Services	4.3%	$242,854,878	687
Healthcare	4.3%	$242,094,914	519
Communication Services	4.2%	$237,737,616	142
Industrials	3.8%	$214,428,250	442
Consumer Cyclical	3.2%	$179,832,539	327
Consumer Defensive	2.3%	$128,657,917	142
Energy	1.7%	$96,891,113	168
Basic Materials	1.7%	$94,939,308	173
Utilities	0.9%	$49,980,615	82
Real Estate	0.5%	$25,733,809	202

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UCON	First Trust Smith Unconstrained Bond ETF	+408,615	1,538,154	$36,523,466
JAVA	JPMorgan Active Value ETF	+265,011	293,835	$23,424,526
Z	Zillow Group, Inc.	+231,002	469,184	$12,728,961
CGXU	Capital Group International Focus Equity ETF	+225,556	228,212	$7,825,389
AIPO	Tidal Trust II	+222,088	222,246	$6,267,337
VUG	VANGUARD GROWTH INDEX FUND	+219,562	962,543	$86,734,749
MO	Altria Group, Inc.	+199,318	248,166	$16,711,498
CGIC	Capital Group International Core Equity ETF	+185,799	186,653	$6,715,774
FISV	Fiserv Inc	+159,785	333,245	$15,056,009
CGGR	Capital Group Growth ETF	+145,840	749,889	$35,567,235
TEVA	Teva Pharmaceutical Industries Ltd	+143,891	287,767	$11,395,572
BKLC	BNY Mellon US Large Cap Core Equity ETF	+132,766	183,174	$8,949,881
UBER	Uber Technologies, Inc	+110,787	254,608	$17,443,194
NFLT	Virtus Newfleet Multi-Sector Bond ETF	+100,103	334,162	$7,374,955
ACYN	First Trust Exchange-Traded Fund	+97,010	349,334	$7,287,107
IDV	iShares International Select Dividend ETF	+89,885	151,760	$6,402,754
TFLO	iShares Treasury Floating Rate Bond ETF	+89,512	452,788	$22,942,767
SCHB	Schwab U.S. Broad Market ETF	+87,531	689,089	$20,197,198
BINC		+85,313	270,796	$13,753,728
MAGS	Roundhill Magnificent Seven ETF	+84,799	281,636	$20,190,484
CAG	Conagra Brands Inc.	+83,371	309,934	$4,165,512
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+82,977	111,052	$7,681,466
FESM	Fidelity Enhanced Small Cap Core ETF	+79,642	98,627	$4,433,283
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+78,031	293,039	$20,556,685
ICSH	iShares Ultra Short Duration Bond Active ETF	+67,326	123,761	$6,237,554
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KGC	Kinross Gold Corp	−225,158	2,522	$60,729
TLT	iShares 20+ Year Treasury Bond ETF	−185,232	261,478	$20,337,758
IAU	Ishares Gold Trust	−158,742	396,394	$30,958,371
GFI	Gold Fields Ltd	−140,693	3,500	$126,420
GDX	VanEck Gold Miners ETF	−100,669	115,979	$10,182,956
—		−91,015	1,128,077	$0
DD	DuPont de Nemours, Inc.	−90,081	32,128	$4,173,105
UNOV		−82,362	13,692	$566,105
FTSM	First Trust Enhanced Short Maturity ETF	−77,742	334,919	$19,931,029
—		−76,026	67	$0
EFG	iShares MSCI EAFE Growth ETF	−71,410	87,894	$10,532,338
LMBS	First Trust Low Duration Opportunities ETF	−70,762	199,587	$9,671,986
EDIV	State Street(R) SPDR(R) S&P Emerging Markets Dividend ETF	−51,668	38,522	$1,547,043
IQDG	WisdomTree International Quality Dividend Growth Fund	−47,546	4,377	$186,285
—		−47,520	1,401	$0
MOS	Mosaic Co	−38,361	5,942	$128,644
GRAB	Grab Holdings Ltd	−33,559	27,627	$85,919
PYLD		−32,782	2,291	$58,168
IEF	iShares 7-10 Year Treasury Bond ETF	−30,537	436,490	$38,982,921
AES	Aes Corp	−29,811	6,928	$103,227
FMF	First Trust Managed Futures Strategy Fund	−28,670	34,207	$1,787,657
—		−28,001	37,128	$0
ALIT	Alight, Inc. / Delaware	−26,578	70	$624
—		−25,584	25	$0
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−25,480	469,655	$11,384,437
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
UAUG		92,270	$3,964,638
UDIV	Franklin U.S. Core Dividend Tilt Index ETF	33,969	$2,079,242
BSVO	EA Bridgeway Omni Small-Cap Value ETF	53,100	$1,484,622
INRO		39,804	$1,465,073
SPGM	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF	15,879	$1,373,533
QVMT	Invesco S&P 500 Concentrated QVM ETF	19,431	$1,255,145
PATN	Pacer Nasdaq International Patent Leaders ETF	22,959	$818,947
RHRX	Adaptive Tactical Rotation ETF	25,448	$546,368
FAAA	Fidelity Merrimack Street Trust	9,158	$460,235
RAVI	FlexShares Ultra-Short Income Fund	4,551	$342,417
SKHY	SK hynix Inc.	1,747	$321,710
SFLO	VictoryShares Small Cap Free Cash Flow ETF	7,990	$297,307
DDTG		14,500	$283,080
AVXC	Avantis Emerging Markets ex-China Equity ETF	3,374	$277,225
DDFG		13,400	$260,831
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	12,218	$251,446
CBTA		10,100	$248,369
HYTR	Counterpoint High Yield Trend ETF	11,949	$248,180
BUFH	FT Vest Laddered Max Buffer ETF	11,330	$245,744
CCXI	Churchill Capital Corp XI	20,000	$232,400
BNDP	Vanguard Core-Plus Bond Index ETF	2,480	$175,925
IOND	Ionic Digital Inc.	2,138	$171,745
IAUG		5,400	$163,311
MBBA		2,443	$114,601
UBRL	GraniteShares 2x Long UBER Daily ETF	8,043	$103,384
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SKYD	Skydance Corp	50,934	$502,209
SCO		16,647	$276,537
—		4,083	$212,111
LDSF	First Trust Exchange-Traded Fund VI	10,443	$197,372
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	1,250	$126,212
—		4,188	$115,170
DUG	ProShares UltraShort Energy	5,068	$108,201
DGP		825	$107,382
CUK	CARNIVAL PLC	3,800	$104,386
DRIP	Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares	19,496	$104,303
CEMB	iShares J.P. Morgan EM Corporate Bond ETF	2,199	$100,384
DIM	WisdomTree International MidCap Dividend Fund	1,137	$96,906
IMCR	Immunocore Holdings plc	2,749	$87,280
BSJT		4,058	$85,745
XMVM	Victory Portfolios II	1,205	$85,458
CBTO		4,250	$83,703
—		1,424	$75,401
BKAG	BNY Mellon ETF Trust	1,680	$70,476
SDHY	PGIM Short Duration High Yield Opportunities Fund	4,224	$69,231
WCBR	WisdomTree Cybersecurity Fund	1,654	$59,907
UOCT		1,403	$57,677
—		1,840	$52,900
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	1,107	$33,364
SMBS	Schwab Mortgage-Backed Securities ETF	1,289	$32,766
MOO	VanEck Agribusiness ETF	337	$26,690
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5,185 tracked positions · $5,596,516,060 total · filing declares 5,256 positions · $5,859,128,614 · as of Sep 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 5,185 positions by value · page 1 of 104

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	465,269	-19,689	$154,943,882	+10.4%	2.77%
NVDA	Nvidia Corp Technology	Reduced	662,737	-1,041	$151,355,876	+14.0%	2.70%
MSFT	Microsoft Corp Technology	Added	184,214	+3,752	$94,483,360	+40.4%	1.69%
QQQ	Invesco Qqq Trust, Series 1	Added	119,241	+10,602	$88,210,914	+10.3%	1.58%
VUG	VANGUARD GROWTH INDEX FUND	Added	962,543	+219,562	$86,734,749	+35.5%	1.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	339,392	+11,149	$84,559,516	+8.1%	1.51%
GOOG	Alphabet Inc. Communication Services	Added	190,693	+2,651	$64,976,732	−2.2%	1.16%
SPY	Spdr S&P 500 ETF Trust	Added	78,038	+1,206	$59,514,119	+3.7%	1.06%
GOOGL	Alphabet Inc. Communication Services	Added	168,955	+695	$58,134,036	−3.3%	1.04%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	636,584	+3,695	$57,139,779	+2.7%	1.02%
AMD	Advanced Micro Devices Inc Technology	Reduced	79,620	-838	$48,708,331	+4.2%	0.87%
VOO	VANGUARD 500 INDEX FUND	Added	68,294	+3,955	$47,864,532	+8.3%	0.86%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	915,168	-825	$45,950,585	−0.4%	0.82%
PANW	Palo Alto Networks Inc Technology	Reduced	110,523	-5,846	$43,911,893	+10.7%	0.78%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Added	408,970	+1,999	$39,768,242	+2.2%	0.71%
IVV	iShares Core S&P 500 ETF	Reduced	51,899	-2,362	$39,746,849	−2.2%	0.71%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	436,490	-30,537	$38,982,921	−11.7%	0.70%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	750,214	+22,801	$38,433,463	+0.8%	0.69%
IVW	iShares S&P 500 Growth ETF	Reduced	258,251	-11,729	$36,738,787	−1.1%	0.66%
UCON	First Trust Smith Unconstrained Bond ETF	Added	1,538,154	+408,615	$36,523,466	+30.0%	0.65%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	287,049	+11,587	$36,073,447	+9.6%	0.64%
IVE	iShares S&P 500 Value ETF	Added	156,316	+7,577	$35,683,816	+5.7%	0.64%
CGGR	Capital Group Growth ETF	Added	749,889	+145,840	$35,567,235	+24.7%	0.64%
META	Meta Platforms, Inc. Communication Services	Added	47,417	+5,943	$34,385,860	+47.2%	0.61%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	950,919	+13,166	$34,166,519	+7.7%	0.61%
CGDV	Capital Group Dividend Value ETF	Added	694,874	+28,777	$33,944,594	+3.4%	0.61%
AVGO	Broadcom Inc. Technology	Added	94,615	+6,729	$33,227,841	+0.1%	0.59%
IAU	Ishares Gold Trust	Reduced	396,394	-158,742	$30,958,371	−26.1%	0.55%
XOM	ExxonMobil Holdings Corp Energy	Added	185,705	+14,409	$30,223,488	+29.1%	0.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	59,464	+4,684	$29,610,098	+8.0%	0.53%
COST	Costco Wholesale Corp Consumer Defensive	Added	30,687	+1,059	$27,935,603	+0.8%	0.50%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	178,714	+4,646	$27,736,412	+0.8%	0.50%
SCHM	Schwab U.S. Mid-Cap ETF	Added	803,554	+28,425	$27,336,907	−4.3%	0.49%
ABT	Abbott Laboratories Healthcare	Added	276,043	+41,870	$27,281,329	+28.4%	0.49%
OEF	iShares S&P 100 ETF	Reduced	70,833	-1,948	$27,063,872	+1.6%	0.48%
VIG	Vanguard Specialized Funds	Added	113,867	+3,924	$26,566,309	+2.1%	0.47%
SCHD	Schwab U.S. Dividend Equity ETF	Added	756,809	+44,086	$24,618,996	+8.9%	0.44%
LLY	ELI LILLY & Co Healthcare	Added	21,057	+705	$24,364,633	−0.2%	0.44%
SCHX	Schwab U.S. Large-Cap ETF	Added	789,539	+32,971	$23,686,170	+6.4%	0.42%
VEA	Vanguard FTSE Developed Markets ETF	Added	332,935	+5,450	$23,508,540	+0.8%	0.42%
JAVA	JPMorgan Active Value ETF	Added	293,835	+265,011	$23,424,526	+923.4%	0.42%
IEFA	iShares Core MSCI EAFE ETF	Added	238,028	+4,105	$23,060,152	+2.1%	0.41%
TFLO	iShares Treasury Floating Rate Bond ETF	Added	452,788	+89,512	$22,942,767	+24.7%	0.41%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	69,231	-1,311	$22,903,691	−0.8%	0.41%
ITA	iShares U.S. Aerospace & Defense ETF	Reduced	108,334	-1,425	$22,444,638	−15.6%	0.40%
NFLX	Netflix Inc Communication Services	Added	319,749	+66,177	$22,248,135	+22.9%	0.40%
FNV	FRANCO NEVADA Corp Basic Materials	Added	92,455	+2,685	$22,014,460	+17.7%	0.39%
GSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	Added	234,712	+9,195	$21,846,992	+2.6%	0.39%
QUAL	iShares MSCI USA Quality Factor ETF	Added	98,202	+46,644	$21,824,412	+92.9%	0.39%
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Reduced	187,713	-6,966	$21,177,780	−5.3%	0.38%

Showing the top 50 of 5,185 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.