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Latest IFP Advisors, Inc Stock Portfolio

$5.86Billion | No. of Holdings #5253

IFP Advisors, Inc Performance

2026 Q3-0.15%
YTD+0.98%
2025+13.03%

About IFP Advisors, Inc and 13F Hedge Fund Stock Holdings

IFP Advisors, Inc is a hedge fund based in Tampa, FL. On 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, IFP Advisors, Inc reported an equity portfolio of $5.9 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of IFP Advisors, Inc are AAPL, NVDA, MSFT. The fund has invested 2.6% of it's portfolio in APPLE INC and 2.6% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off DUPONT DE NEMOURS INC (DD), HONEYWELL INTL INC (HON) and CARNIVAL CORP (CCL) stocks. They significantly reduced their stock positions in AGEAGLE AERIAL SYS INC NEW (UAVS), TAYLOR MORRISON HOME CORP (TMHC) and AMERICAN CENTY ETF TR (AEMB). IFP Advisors, Inc opened new stock positions in EXXONMOBIL HOLDINGS CORP, US EQT ULTRA BF (BAPR) and FRANKLIN TEMPLETON ETF TR (BUYZ). The fund showed a lot of confidence in some stocks as they added substantially to NUVEEN ARIZONA QLTY MUN INC, COMPX INTL INC (CIX) and DIREXION SHARES ETF TRUST (COM).
IFP Advisors, Inc Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$5.86Billion
  as of Oct 16, 2026

IFP Advisors, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that IFP Advisors, Inc made a return of -0.15% in the last quarter. In trailing 12 months, it's portfolio return was 2.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp30,103,900
teva pharmaceutical inds ltd5,697,490
us eqt ultra bf3,964,640
franklin templeton etf tr2,079,240
New stocks bought by IFP Advisors, Inc

Additions

Ticker% Inc.
tidal trust ii140,562
ishares inc26,519
capital group international21,756
capital group intl focus eqt8,492
vanguard scottsdale fds1,439
j p morgan exchange traded f919
ishares inc720
fidelity covington trust419
Additions to existing portfolio by IFP Advisors, Inc

Reductions

Ticker% Reduced
adobe inc-61.96
vaneck etf trust-46.47
ishares tr-44.83
spdr series trust-42.99
ishares tr-41.47
first tr exchange-traded fd-40.98
nebius group n.v.-31.51
oreilly automotive inc-31.00
IFP Advisors, Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by IFP Advisors, Inc

Sector Distribution

IFP Advisors, Inc has about 61.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
Sector%
Others61.6
Technology15.1
Healthcare3.9
Communication Services3.7
Industrials3.3
Financial Services3
Consumer Cyclical3
Consumer Defensive2.1
Utilities1.6

Market Cap. Distribution

IFP Advisors, Inc has about 35.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED61.6
MEGA-CAP21.6
LARGE-CAP13.6
MID-CAP1.8
SMALL-CAP1.3

Stocks belong to which Index?

About 33.4% of the stocks held by IFP Advisors, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others66.6
S&P 50030
RUSSELL 20003.4
Top 5 Winners (%)%
IOVA
iovance biotherapeutics inc
215.3 %
KOD
kodiak sciences inc
143.2 %
TXG
10x genomics inc
133.6 %
TEAM
atlassian corporation
128.0 %
CRNX
crinetics pharmaceuticals in
124.8 %
Top 5 Winners ($)$
MSFT
microsoft corp
25.5 M
AAPL
apple inc
20.7 M
NVDA
nvidia corporation
18.8 M
META
meta platforms inc
7.2 M
PLTR
palantir technologies inc
6.8 M
Top 5 Losers (%)%
SKYE
skye bioscience inc
-100.0 %
JSPR
jasper therapeutics inc
-100.0 %
OPTT
ocean pwr technologies inc
-97.4 %
BYND
beyond meat inc
-96.6 %
direxion shares etf trust
-95.2 %
Top 5 Losers ($)$
BKAG
bny mellon etf trust
-11.0 M
GLW
corning inc
-4.6 M
VRT
vertiv holdings co
-4.2 M
APH
amphenol corp
-4.2 M
CAT
caterpillar inc
-3.9 M

IFP Advisors, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of IFP Advisors, Inc

IFP Advisors, Inc has 5253 stocks in it's portfolio. About 15.4% of the portfolio is in top 10 stocks. BKAG proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for IFP Advisors, Inc last quarter.

$4.98BTotal Value
500Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of IFP Advisors, Inc, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.66%750,214
$38.43M
0.66%
increased 3.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.38%108,334
$22.44M
0.38%
decreased 1.3 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.18%87,894
$10.53M
0.18%
decreased 44.83 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.11%59,494
$6.56M
0.11%
decreased 7.41 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.11%151,760
$6.40M
0.11%
increased 145.27 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.1%61,332
$5.65M
0.1%
decreased 23.75 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.09%49,862
$5.04M
0.09%
increased 4.73 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.07%47,995
$4.36M
0.07%
increased 5.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.07%34,755
$3.94M
0.07%
decreased 4 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.07%46,478
$3.92M
0.07%
increased 0.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.06%212,487
$3.61M
0.06%
increased 17.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.05%38,988
$3.09M
0.05%
increased 3.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.04%28,985
$2.24M
0.04%
increased 3.84 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.04%23,534
$2.11M
0.04%
increased 3.57 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
IFP Advisors, Inc's holding in Alps Etf Tr over time
0.07%59,085
$4.03M
0.07%
decreased 3.31 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
IFP Advisors, Inc's holding in Alps Etf Tr over time
0.06%65,858
$3.42M
0.06%
decreased 4.75 percentreduced