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IFP Advisors, Inc

CIK
1641866
City
TAMPA
State / Country
FL

Top Portfolio Positions

3,247 positions · $2,040,527,971 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CMPS

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $276 50
2025-12-31 $345 50
2024-03-31 $83 10
2023-12-31 $87 10
2023-09-30 $999 135
2023-06-30 $1,117 135
2023-03-31 $1,340 135
2022-12-31 $1,541 192
2022-09-30 $5,386 502
2022-03-31 $4,962 385
2021-12-31 $8,508 385
2021-09-30 $11,201 375
2021-06-30 $14,306 375
2021-03-31 $4,602 125