IFP Advisors, Inc

CIK

1641866

Location

TAMPA, FL

Portfolio Value

Mid $2,038,068,064

Diversification

Diversified

Filing Date

Global Rank

#1,191 / 8,603 ▲ 86 · as of Mar 2026

Top Industry

Semiconductors 10.2%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.0%

SPY

+76.0%

Annualised alpha

-1.9%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

3,253 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.0%

−0.3 pts

Top 5

21.0%

−0.8 pts

Top 10

31.4%

−1.2 pts

HHI

145

Diversified−8

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.7%	$563,901,807	460
Financial Services	10.4%	$211,898,915	639
Unclassified	10.0%	$203,076,842	53
Industrials	9.2%	$186,908,920	421
Healthcare	8.6%	$175,543,522	480
Consumer Cyclical	8.5%	$172,793,857	332
Basic Materials	6.9%	$140,732,877	160
Communication Services	6.3%	$129,022,866	127
Consumer Defensive	5.4%	$109,233,485	144
Energy	3.2%	$65,512,116	158
Utilities	2.8%	$56,217,394	81
Real Estate	1.1%	$23,225,463	198

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSLX	Sixth Street Specialty Lending, Inc.	+166,184	233,911	$4,299,284
NVDA	Nvidia Corp	+112,325	651,842	$113,681,244
NFLX	Netflix Inc	+111,147	170,491	$16,392,709
FISV	Fiserv Inc	+96,035	175,678	$9,802,832
KGC	Kinross Gold Corp	+78,749	513,374	$15,668,174
IQI	Invesco Quality Municipal Income Trust	+75,915	124,151	$1,194,332
UBER	Uber Technologies, Inc	+74,678	136,445	$9,814,488
XYZ	Block, Inc.	+74,167	210,960	$12,695,572
VST	Vistra Corp.	+60,442	68,131	$10,242,133
AMZN	Amazon Com Inc	+57,189	330,873	$68,910,919
AUPH	Aurinia Pharmaceuticals Inc.	+53,105	327,791	$4,857,862
AAPL	Apple Inc.	+52,487	485,256	$123,153,120
MSFT	Microsoft Corp	+51,221	174,800	$64,705,716
AES	Aes Corp	+47,438	50,112	$706,078
RSI	Rush Street Interactive, Inc.	+47,364	104,316	$2,268,873
PANW	Palo Alto Networks Inc	+43,605	108,792	$17,441,533
JAZZ	Jazz Pharmaceuticals plc	+38,977	39,148	$7,400,929
MOS	Mosaic Co	+37,877	40,165	$1,024,207
PGC	Peapack Gladstone Financial Corp	+32,631	32,634	$1,149,043
NOW	ServiceNow, Inc.	+32,563	54,735	$5,722,544
SIRI	Sirius Xm Holdings Inc.	+30,588	85,474	$1,972,739
WRD	WeRide Inc.	+25,772	26,933	$217,887
AVGO	Broadcom Inc.	+25,747	90,843	$28,116,816
GOOGL	Alphabet Inc.	+25,236	165,774	$47,669,971
TER	Teradyne, Inc	+24,704	27,435	$8,133,380
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GFI	Gold Fields Ltd	−334,248	158,117	$7,178,511
FCT	First Trust Senior Floating Rate Income Fund II	−169,307	1,200	$11,568
CEF	Sprott Physical Gold & Silver Trust	−37,031	197,649	$9,431,810
FTNT	Fortinet, Inc.	−35,241	42,360	$3,461,659
CMG	Chipotle Mexican Grill Inc	−34,102	30,386	$972,655
SERV	Serve Robotics Inc. /DE/	−29,693	116	$979
PPL	PPL Corp	−26,771	120,383	$4,598,630
BMNR	Bitmine Immersion Technologies, Inc.	−24,807	9,528	$188,463
DKNG	DraftKings Inc.	−23,895	10,277	$222,188
RXRX	Recursion Pharmaceuticals, Inc.	−22,700	7,655	$23,500
HRL	Hormel Foods Corp /De/	−21,708	717	$16,240
Q	Qnity Electronics, Inc.	−21,057	5,386	$621,436
INTC	Intel Corp	−18,131	118,605	$5,234,038
PACB	Pacific Biosciences Of California, Inc.	−18,081	34,706	$45,811
BRO	Brown & Brown, Inc.	−15,716	3,501	$228,300
FSSL	FS Specialty Lending Fund	−13,752	30,941	$387,071
CPB	CAMPBELL'S Co	−13,163	5,483	$122,106
DOW	Dow Inc.	−13,107	135,847	$5,658,027
ORLY	O Reilly Automotive Inc	−12,540	34,546	$3,188,941
POET	Poet Technologies Inc.	−12,075	1,000	$5,940
GLDM	World Gold Trust	−11,914	25,903	$2,400,949
AEP	American Electric Power Co Inc	−11,314	5,962	$781,498
FSK	FS KKR Capital Corp	−11,299	21,985	$223,807
GLW	Corning Inc /Ny	−10,902	46,864	$6,372,098
MICC	Magnum Ice Cream Co N.V.	−10,767	1,049	$15,682
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HRI	Herc Holdings Inc	12,211	$1,215,605
AZN	Astrazeneca PLC	6,074	$1,197,914
DXYZ	Destiny Tech100 Inc.	11,600	$310,648
NYXH	Nyxoah SA	87,365	$255,105
SNDA	Sonida Senior Living, Inc.	7,526	$242,713
IDR	Idaho Strategic Resources, Inc.	6,512	$209,165
PNFP	Pinnacle Financial Partners, Inc.	1,691	$145,662
BAP	Credicorp Ltd	421	$142,794
INFQ	Infleqtion, Inc.	11,175	$109,626
GHY	PGIM Global High Yield Fund, Inc.	8,273	$96,380
AG	First Majestic Silver Corp	4,077	$87,573
TERN	Terns Pharmaceuticals, Inc.	1,424	$75,073
TIGR	UP Fintech Holding Ltd	11,000	$69,300
VSNT	Versant Media Group, Inc.	1,852	$68,561
TCOM	Trip.com Group Ltd	1,216	$60,544
PURR	Hyperliquid Strategies Inc	10,000	$50,900
AMCR	Amcor plc	1,264	$50,244
BELFA	Bel Fuse Inc /Nj	276	$49,735
PNI	Pimco New York Municipal Income Fund II	6,800	$46,580
ATEX	Anterix Inc.	1,078	$41,168
STRT	Strattec Security Corp	497	$38,934
AKTX	Akari Therapeutics Plc	7,431	$38,269
PLPC	Preformed Line Products Co	118	$31,948
LQDA	Liquidia Corp	812	$30,644
ELA	Envela Corp	1,652	$27,522
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HQH	abrdn Healthcare Investors	12,099	$229,155
SLGN	Silgan Holdings Inc	2,016	$81,385
JBS	Jbs N.V.	3,884	$56,007
VNET	VNET Group, Inc.	6,000	$50,760
ASPI	ASP Isotopes Inc.	9,000	$48,150
NKLR	Terra Innovatum Global N.V.	7,050	$32,571
LIF	Life360, Inc.	440	$28,221
ADEA	Adeia Inc.	1,603	$27,651
STK	Columbia Seligman Premium Technology Growth Fund, Inc.	654	$24,060
UP	Wheels Up Experience Inc.	1,500	$19,680
CBUS	Cibus, Inc.	11,216	$19,515
NXGL	Nexgel, Inc.	11,000	$17,710
SBET	Sharplink, Inc.	1,500	$13,410
PFD	Flaherty & Crumrine Preferred & Income Fund Inc	1,000	$11,870
FRHC	Freedom Holding Corp.	97	$11,802
CHRN	ChronoScale Corp	1,000	$8,640
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	500	$7,670
GYRO	Gyrodyne, LLC	700	$6,468
NUAI	New ERA Energy & Digital, Inc.	2,000	$5,860
HIT	Health In Tech, Inc.	2,734	$4,347
TELO	Telomir Pharmaceuticals, Inc.	3,000	$3,990
ABAT	AMERICAN BATTERY TECHNOLOGY Co	1,074	$3,587
XMAX	XMax Inc.	532	$3,192
IEP	Icahn Enterprises L.P.	400	$3,020
CAE	Cae Inc	87	$2,646
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,253 positions · $2,038,068,064 total · as of Mar 31, 2026

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

Showing 1–50 of 3,253 positions by value · page 1 of 66

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	485,256	+52,487	$123,153,120	+4.7%	6.04%
NVDA	Nvidia Corp Technology	Added	651,842	+112,325	$113,681,244	+13.0%	5.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	330,873	+57,189	$68,910,919	+9.1%	3.38%
MSFT	Microsoft Corp Technology	Added	174,800	+51,221	$64,705,716	+8.3%	3.17%
SPY	Spdr S&P 500 ETF Trust	Reduced	88,760	-5,812	$57,724,178	−10.5%	2.83%
QQQ	Invesco Qqq Trust, Series 1	Reduced	94,747	-1,742	$54,686,073	−7.7%	2.68%
IAU	Ishares Gold Trust	Reduced	566,853	-5,486	$49,973,760	+7.6%	2.45%
GOOGL	Alphabet Inc. Communication Services	Added	165,774	+25,236	$47,669,971	+8.4%	2.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	30,884	+9,783	$30,773,744	+69.1%	1.51%
AVGO	Broadcom Inc. Technology	Added	90,843	+25,747	$28,116,816	+24.8%	1.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	53,077	+3,180	$25,434,498	+1.4%	1.25%
AU	AngloGold Ashanti PLC Basic Materials	Added	260,397	+13,939	$25,352,251	+20.6%	1.24%
META	Meta Platforms, Inc. Communication Services	Added	40,566	+818	$23,209,025	−11.5%	1.14%
FNV	FRANCO NEVADA Corp Basic Materials	Reduced	87,290	-10,726	$21,564,994	+6.1%	1.06%
JPM	Jpmorgan Chase & Co Financial Services	Added	67,890	+9,997	$19,970,522	+7.1%	0.98%
WMT	Walmart Inc. Consumer Defensive	Added	140,559	+3,614	$17,468,672	+14.5%	0.86%
PANW	Palo Alto Networks Inc Technology	Added	108,792	+43,605	$17,441,533	+45.3%	0.86%
LLY	ELI LILLY & Co Healthcare	Added	18,274	+29	$16,807,876	−14.3%	0.82%
NFLX	Netflix Inc Communication Services	Added	170,491	+111,147	$16,392,709	+194.6%	0.80%
AMD	Advanced Micro Devices Inc Technology	Added	77,302	+5,227	$15,725,545	+1.9%	0.77%
CVX	Chevron Corp Energy	Added	75,864	+21,851	$15,696,261	+90.7%	0.77%
KGC	Kinross Gold Corp Basic Materials	Added	513,374	+78,749	$15,668,174	+28.0%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	40,770	+5,532	$15,156,247	−4.4%	0.74%
V	Visa Inc. Financial Services	Added	44,947	+1,384	$13,584,781	−11.1%	0.67%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	95,327	-1,640	$13,097,929	+12.0%	0.64%
XYZ	Block, Inc. Technology	Added	210,960	+74,167	$12,695,572	+42.6%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Added	37,995	+6,516	$12,496,175	+15.4%	0.61%
UNH	Unitedhealth Group Inc Healthcare	Added	44,795	+19,343	$12,121,079	+44.3%	0.59%
ABBV	AbbVie Inc. Healthcare	Added	54,943	+11,677	$11,949,553	+20.9%	0.59%
PLTR	Palantir Technologies Inc. Technology	Added	80,774	+19,722	$11,815,620	+8.9%	0.58%
CAT	Caterpillar Inc Industrials	Reduced	16,562	-555	$11,733,514	+19.7%	0.58%
RTX	RTX Corp Industrials	Added	60,362	+22,503	$11,643,829	+67.7%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	77,723	+11,753	$11,226,310	+18.7%	0.55%
VRT	Vertiv Holdings Co Industrials	Added	43,911	+23,244	$11,003,218	+228.6%	0.54%
MCD	Mcdonalds Corp Consumer Cyclical	Added	34,280	+4,229	$10,653,881	+16.0%	0.52%
AXSM	Axsome Therapeutics, Inc. Healthcare	Reduced	60,994	-1,454	$10,309,205	−9.6%	0.51%
VST	Vistra Corp. Utilities	Added	68,131	+60,442	$10,242,133	+725.7%	0.50%
CSCO	Cisco Systems, Inc. Technology	Added	131,335	+4,667	$10,190,282	+4.4%	0.50%
T	At&T Inc. Communication Services	Added	343,417	+20,872	$9,955,658	+24.3%	0.49%
UBER	Uber Technologies, Inc Technology	Added	136,445	+74,678	$9,814,488	+94.5%	0.48%
FISV	Fiserv Inc	Added	175,678	+96,035	$9,802,832	+83.2%	0.48%
MA	Mastercard Inc Financial Services	Added	19,197	+1,596	$9,591,973	−4.5%	0.47%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	197,649	-37,031	$9,431,810	−12.2%	0.46%
JNJ	Johnson & Johnson Healthcare	Reduced	35,627	-1,061	$8,708,663	+14.7%	0.43%
BAC	Bank Of America Corp /De/ Financial Services	Added	173,219	+9,914	$8,444,426	−6.0%	0.41%
VZ	Verizon Communications Inc Communication Services	Added	167,533	+2,349	$8,410,156	+25.0%	0.41%
TER	Teradyne, Inc Technology	Added	27,435	+24,704	$8,133,380	+1438.6%	0.40%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	50,598	+1,246	$8,080,500	+6.6%	0.40%
IBM	International Business Machines Corp Technology	Reduced	33,143	-6,656	$8,033,531	−31.9%	0.39%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	71,827	+3,048	$7,775,272	+13.2%	0.38%