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Ifp Advisors, Inc Top Holdings and 13F Report (2026)

About Ifp Advisors, Inc

Investment Activity

  • Ifp Advisors, Inc has $5.54 billion in total holdings as of June 30, 2026.
  • Ifp Advisors, Inc owns shares of 5,147 different stocks, but just 383 companies or ETFs make up 80% of its holdings.
  • Approximately 11.37% of the portfolio was purchased this quarter.
  • About 6.02% of the portfolio was sold this quarter.
  • This quarter, Ifp Advisors, Inc has purchased 5,032 new stocks and bought additional shares in 2,344 stocks.
  • Ifp Advisors, Inc sold shares of 1,606 stocks and completely divested from 230 stocks this quarter.

Largest Holdings

Apple
$140,327,447
NVIDIA
$132,815,340
Invesco QQQ
$80,001,760
Amazon.com
$78,233,437
Microsoft
$67,315,935

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP
$9,010,473 Holding
09290C665 - BLACKROCK ETF TRUST
$8,220,221 Holding
46137V290 - Invesco S&P 500 Equal Weight Real Estate ETF
$4,789,714 Holding
26614N201 - DUPONT DE NEMOURS INC
$4,135,664 Holding
464289842 - iShares MSCI Peru and Global Exposure ETF
$4,084,904 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
611,199 shares (about $52.65M)
iShares Core High Dividend ETF
1,093,020 shares (about $29.96M)
Vanguard Information Technology ETF
242,342 shares (about $28.96M)
Abbott Laboratories
176,649 shares (about $16.03M)

Largest Sales this Quarter

iShares Russell 2000 ETF
60,874 shares (about $18.29M)
Vanguard Mid-Cap Growth ETF
54,851 shares (about $16.80M)
Alphabet
31,573 shares (about $11.16M)
iShares S&P 500 Growth ETF
73,175 shares (about $10.06M)
Invesco WilderHill Clean Energy ETF
250,452 shares (about $9.77M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIfp Advisors, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$140,327,447$86,229 -0.1%484,9582.5%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$132,815,340$2,388,274 1.8%663,7782.4%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$80,001,760$10,230,069 14.7%108,6391.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$78,233,437$626,834 -0.8%328,2431.4%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$67,315,935$2,112,039 3.2%180,4621.2%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$66,440,880$11,155,688 -14.4%188,0421.2%Communication Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$64,000,383$52,648,682 463.8%742,9811.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$60,131,076$888,422 1.5%168,2601.1%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$57,375,833$8,907,473 -13.4%76,8321.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$55,618,285$8,175,916 17.2%632,8891.0%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$46,738,857$1,833,352 4.1%80,4580.8%Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$46,156,887$4,542,457 10.9%915,9930.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$44,188,669$4,762,341 12.1%64,3390.8%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$44,166,743$10,680,263 31.9%467,0270.8%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$41,918,319$884,751 -2.1%555,1360.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$40,635,520$41,938 0.1%54,2610.7%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$39,684,156$2,583,909 7.0%116,3690.7%Technology
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$38,914,567$23,618 0.1%406,9710.7%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$38,604,678$9,454,348 -19.7%446,7100.7%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$38,123,715$15,737,046 70.3%727,4130.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$37,130,349$10,063,758 -21.3%269,9800.7%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$33,772,677$909,148 -2.6%148,7390.6%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$33,415,312$29,959,678 867.0%1,219,0920.6%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$33,302,760$153,833 -0.5%156,5200.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$33,198,936$1,117,007 -3.3%87,8860.6%Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$32,923,218$28,964,716 731.7%275,4620.6%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$32,825,260$1,667,783 5.4%666,0970.6%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$31,733,562$464,995 -1.4%937,7530.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$28,579,006$9,476 0.0%775,1290.5%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$28,511,113$1,583,985 5.9%604,0490.5%ETF
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$28,102,930$5,895,863 26.5%1,129,5390.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$27,716,105$1,174,950 -4.1%29,6280.5%Consumer Staples
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$27,507,966$734,207 2.7%174,0680.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$27,411,364$852,164 3.2%54,7800.5%Finance
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$26,628,384$7,774,006 -22.6%72,7810.5%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$26,607,777$575,748 2.2%109,7590.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$26,014,713$1,230,187 5.0%109,9430.5%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$24,648,242$1,366,204 -5.3%412,6610.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$24,410,799$2,492,416 11.4%20,3520.4%Healthcare
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$23,419,589$1,394,817 6.3%171,2960.4%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$23,361,889$511,467 2.2%41,4740.4%Communication Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$23,333,306$4,310,055 22.7%327,4850.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$23,090,513$868,079 3.9%70,5420.4%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$22,600,446$556,067 2.5%712,7230.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$22,592,283$1,225,021 5.7%233,9230.4%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$22,364,724$557,283 2.6%194,6790.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$22,265,796$1,282,589 6.1%756,5680.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$21,424,329$6,840,761 -24.2%258,6230.4%ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock logo
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
$21,293,315$608,726 2.9%225,5170.4%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$21,248,858$16,029,130 307.1%234,1730.4%Healthcare
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$19,820,604$5,982,985 43.2%159,3040.4%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$19,527,832$720,887 3.8%439,0250.4%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$19,517,412$229,649 -1.2%118,8130.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$19,021,545$4,510,965 31.1%16,4790.3%Technology
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$18,711,659$516,931 2.8%89,7700.3%Materials
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$18,392,664$3,390,387 22.6%363,2760.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$18,105,041$5,931,983 48.7%253,5720.3%Communication Services
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$17,484,692$38,324 -0.2%226,7500.3%ETF
WALMART INC
$17,464,692$1,544,980 9.7%154,2000.3%cs
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$17,421,120$875,055 5.3%601,5580.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$17,314,840$166,978 1.0%41,1670.3%Consumer Discretionary
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$17,231,199$212,435 1.2%165,8760.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$16,765,700$1,526,424 10.0%196,1130.3%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$16,346,092$11,439,805 233.2%216,6480.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$16,306,412$2,311,734 -12.4%39,2330.3%Healthcare
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$16,151,107$302,849 1.9%108,9010.3%ETF
Visa Inc. stock logo
V
Visa
$15,936,187$515,321 3.3%46,4490.3%Finance
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF stock logo
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
$15,898,040$368,782 2.4%174,2060.3%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$15,876,407$337,865 2.2%263,3340.3%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$15,873,860$655,052 4.3%152,6920.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$15,783,737$1,476,789 -8.6%215,0080.3%ETF
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$15,242,562$313,061 2.1%62,2730.3%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$15,080,244$1,680,168 12.5%42,7590.3%Consumer Discretionary
Vertiv Holdings Co. stock logo
VRT
Vertiv
$15,052,503$350,222 2.4%44,9570.3%Industrials
BLOCK INC
$14,906,792$1,126,168 -7.0%196,1420.3%cs
Caterpillar Inc. stock logo
CAT
Caterpillar
$14,854,290$2,782,584 -15.8%13,9490.3%Industrials
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$14,820,198$2,108,174 16.6%180,4920.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$14,097,735$4,298,072 -23.4%38,5500.3%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$14,055,711$387,660 -2.7%21,9360.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$13,597,490$5,992,058 -30.6%36,7460.2%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$13,553,366$399,885 -2.9%17,7600.2%Technology
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$13,457,973$1,235,490 -8.4%270,3490.2%ETF
Teradyne, Inc. stock logo
TER
Teradyne
$13,387,369$113,219 0.9%27,6690.2%Technology
ANGLOGOLD ASHANTI PLC
$13,371,198$7,692,316 -36.5%165,3010.2%cs
AbbVie Inc. stock logo
ABBV
AbbVie
$13,319,305$506,551 -3.7%52,9300.2%Healthcare
CAPITAL GROUP CORE BALANCED
$13,172,689$689,581 5.5%347,0150.2%mc
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$12,906,334$1,320,033 11.4%88,1520.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$12,841,239$506,974 4.1%67,4010.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$12,830,978$2,595,631 -16.8%109,2370.2%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$12,827,921$1,430,620 12.6%87,4790.2%Consumer Staples
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$12,765,750$546,166 4.5%64,6040.2%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$12,717,497$1,518,962 13.6%246,0340.2%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$12,693,314$716,800 6.0%250,8560.2%ETF
LISTED FDS TR
$12,656,619$11,605,828 1,104.5%196,8370.2%mc
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$12,635,363$2,420,766 -16.1%57,9790.2%ETF
Intel Corporation stock logo
INTC
Intel
$12,613,895$3,946,921 -23.8%90,3380.2%Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$12,406,540$5,923,416 -32.3%245,3340.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$12,168,800$2,848,657 30.6%43,2730.2%Technology
FIRST TR EXCHANGE-TRADED FD
$12,087,352$282,689 2.4%617,6470.2%mc
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$11,997,121$336,797 2.9%495,1350.2%ETF

Showing largest 100 holdings. View all holdings.
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