IFP Advisors, Inc

Position in SNFCA — Security National Financial Corp

CIK 1641866 TAMPA, FL

Position in SNFCA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,642

+$277 QoQ

Shares Held

187

+23.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#64

of 77 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $2,990,107 across 17 Insurance - Life names. SNFCA ranks #15 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	9,669	$818,094
2	PRU	Prudential Financial Inc	3,832	$413,587
3	AFL	Aflac Inc	3,084	$361,599
4	GL	Globe Life Inc.	1,601	$286,066
5	PRI	Primerica, Inc.	938	$266,579
6	JXN	Jackson Financial Inc.	1,935	$198,124
7	LNC	Lincoln National Corp	5,013	$177,209
8	UNM	Unum Group	1,741	$155,645

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,642	178	+23.6%	Shares	Sole	2026-07-20
2026-03-31	$1,365	144	+3.6%	Shares	Sole	2026-04-13
2025-12-31	$1,252	139	+5.3%	Shares	Sole	2026-02-06
2025-09-30	$1,144	132	+4.8%	Shares	Sole	2026-02-06
2025-06-30	$1,241	126	0.0%	Shares	Sole	2025-07-24
2025-03-31	$1,524	126	0.0%	Shares	Sole	2025-05-05
2024-12-31	$1,515	126	—	Shares	Sole	2025-02-04
2021-06-30	$0	0	—	Shares	Sole	2021-07-13
2021-03-31	$0	0	—	Shares	Sole	2021-04-30
2020-12-31	$0	0	—	Shares	Sole	2021-01-25
2020-09-30	$0	0	-100.0%	Shares	Sole	2020-10-29
2020-06-30	$14,593	2,162	0.0%	Shares	Sole	2020-08-05
2020-03-31	$9,231	2,162	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.