IFP Advisors, Inc

CIK
1641866
City
TAMPA
State / Country
FL

Top Portfolio Positions

3,234 positions · $2,040,368,290 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
485,256 $123,153,120 6.04%
NVDA
Nvidia Corp
Technology
651,842 $113,681,244 5.57%
AMZN
Amazon Com Inc
Consumer Cyclical
330,873 $68,910,919 3.38%
MSFT
Microsoft Corp
Technology
174,800 $64,705,716 3.17%
SPY
Spdr S&P 500 Etf Trust
88,760 $57,724,178 2.83%
QQQ
Invesco Qqq Trust, Series 1
94,747 $54,686,073 2.68%
IAU
Ishares Gold Trust
566,853 $49,973,760 2.45%
GOOGL
Alphabet Inc.
Communication Services
165,774 $47,669,971 2.34%
COST
Costco Wholesale Corp /New
Consumer Defensive
30,884 $30,773,744 1.51%
AVGO
Broadcom Inc.
Technology
90,843 $28,116,816 1.38%

Holdings in SW

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Report Date Value (USD) Shares
2026-03-31 $106,439 2,671