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IFP Advisors, Inc

CIK
1641866
City
TAMPA
State / Country
FL

Top Portfolio Positions

3,247 positions · $2,040,529,069 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in NIM

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $218,616 23,134
2025-12-31 $154,583 16,604
2025-09-30 $153,308 16,556
2025-06-30 $144,035 15,898
2025-03-31 $89,481 9,601
2024-12-31 $60,569 6,954
2024-09-30 $62,616 6,762
2024-06-30 $52,748 5,835
2024-03-31 $52,258 5,813
2023-12-31 $79,203 8,980
2023-09-30 $73,129 8,634
2023-06-30 $80,865 8,985
2023-03-31 $64,083 6,943
2022-12-31 $333,552 36,816
2022-09-30 $284,273 32,085