Latest IFP Advisors, Inc Stock Portfolio

IFP Advisors, Inc Performance:

2025 Q3: 6.42%YTD: 11.5%2024: 6.27%

Performance for 2025 Q3 is 6.42%, and YTD is 11.5%, and 2024 is 6.27%.

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

IFP Advisors, Inc is a hedge fund based in TAMPA, FL. On 21-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $8.9 Billions. In it's latest 13F Holdings report, IFP Advisors, Inc reported an equity portfolio of $3.9 Billions as of 30 Sep, 2025.

The top stock holdings of IFP Advisors, Inc are AAPL, NVDA, VB. The fund has invested 2.7% of it's portfolio in APPLE INC and 1.8% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ENVELA CORP (ELA), PENNS WOODS BANCORP INC (PWOD) and SIEBERT FINL CORP (SIEB) stocks. They significantly reduced their stock positions in GOLDMAN SACHS ETF TR ULTRA SHORT BOND (GBIL), TRUST FOR PROFESSIONAL MANAGACTIVEPASSIVE MN (CLSE) and INVESCO EXCH TRADED FD TR IIS&P INTL LOW (CGW). IFP Advisors, Inc opened new stock positions in FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY (BGLD), ISHARES TR CORE MSCI PAC (ACWF) and INNOVATOR ETFS TRUST EQUITY DUAL DIRT. The fund showed a lot of confidence in some stocks as they added substantially to NETSOL TECHNOLOGIES INC (NTWK), GULFPORT ENERGY CORP COMMON SHARES (GPOR) and ACV AUCTIONS INC (ACVA).

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

Our best estimate is that IFP Advisors, Inc made a return of 6.42% in the last quarter. In trailing 12 months, it's portfolio return was 6.01%.

New Buys

Ticker	$ Bought
first tr exchange-traded fd wcm intl equity	10,730,800
ishares tr core msci pac	5,339,100
innovator etfs trust equity dual dirt	3,177,990
bitmine immersion tecnologiecom new	1,409,020

New stocks bought by IFP Advisors, Inc

Additions

Ticker	% Inc.
gulfport energy corp common shares	20,951
ishares tr trs flt rt bd	15,131
ishares tr us br del se etf	12,637
first tr exchange trad fd vifst tr glb fd	2,744
ishares inc msci jpn etf new	1,100
first tr exchange-traded fd indxx aerospace	1,037
dimensional etf trust us small cap etf	988
franco nev corp	858

Additions to existing portfolio by IFP Advisors, Inc

Reductions

Ticker	% Reduced
danaher corporation	-80.87
pgim etf tr aaa clo etf	-74.54
zoetis inc	-68.71
harbor etf trust scientific high	-63.64
spdr dow jones indl average ut ser 1	-57.17
pacer fds tr us small cap cas	-56.15
kla corp	-52.43
first tr exchange-traded fd first tr enh new	-52.23

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 64.1% of it's holdings in Others sector.

Sector	%
Others	64.1
Technology	12.4
Financial Services	3.5
Industrials	3.4
Healthcare	3.3
Consumer Cyclical	3.3
Communication Services	3.1
Consumer Defensive	2.2
Utilities	1.9
Energy	1.3

Market Cap. Distribution

IFP Advisors, Inc has about 30.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	64.1
MEGA-CAP	15.6
LARGE-CAP	14.8
MID-CAP	3.7
SMALL-CAP	1.5

Stocks belong to which Index?

About 32.1% of the stocks held by IFP Advisors, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	68
S&P 500	28.1
RUSSELL 2000	4

Top 5 Winners (%)		%
	southland hldgs inc
	mineralys therapeutics inc
	diebold nixdorf inc
	peakstone realty trust common shares
	cg oncology inc

Top 5 Winners ($)		$
AAPL	apple inc	20.8 M
NVDA	nvidia corporation	10.8 M
GOOG	alphabet inc cap stk	8.4 M
DHR	danaher corporation	7.8 M
IAU	ishares gold tr ishares new	5.8 M

Top 5 Losers (%)		%
CRL	charles riv labs intl inc	-95.8 %
CRCT	cricut inc	-94.8 %
GXO	gxo logistics incorporated common stock	-93.2 %
MRSN	mersana therapeutics inc	-92.4 %
	solventum corp	-92.0 %

Top 5 Losers ($)		$
FSLR	first solar inc	-3.6 M
FTNT	fortinet inc	-1.5 M
COST	costco whsl corp new	-1.3 M
CARR	carrier global corporation	-1.2 M
CMG	chipotle mexican grill inc	-0.9 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 4283 stocks in it's portfolio. About 14.9% of the portfolio is in top 10 stocks. FSLR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for IFP Advisors, Inc last quarter.

Last Reported on: 02 Dec, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.69	409,108	104,184,000	reduced	-5.4

AAXJ	ishares tr us aer def etf	0.62	114,191	23,895,900	added	5.27

AAXJ	ishares tr ishs 1-5yr invs	0.47	344,144	18,250,200	added	4.71

AAXJ	ishares tr us br del se etf	0.15	33,500	5,925,350	added	12,637

AAXJ	ishares tr short treas bd	0.15	52,978	5,853,580	added	119

AAXJ	ishares tr iboxx hi yd etf	0.14	66,550	5,403,470	reduced	-2.53

AAXJ	ishares tr eafe value etf	0.14	78,723	5,339,550	added	1.65

AAXJ	ishares tr 10-20 yr trs etf	0.10	37,336	3,850,600	added	32.74

AAXJ	ishares tr eafe grwth etf	0.10	33,628	3,829,880	reduced	-7.43

AAXJ	ishares tr jpmorgan	0.10	40,052	3,812,880	added	9.06

AAXJ	ishares tr eafe sml cp etf	0.09	45,712	3,507,010	added	3.71

AAXJ	ishares tr national mun etf	0.09	31,110	3,345,270	added	25.92

AAXJ	ishares tr gl clean ene etf	0.08	207,346	3,209,720	reduced	-7.61

AAXJ	ishares tr 3 7 yr treas bd	0.08	26,409	3,156,310	added	6.11

AAXJ	ishares tr mbs etf	0.06	25,053	2,383,730	added	4.5

AAXJ	ishares tr intl sel div etf	0.05	49,570	1,811,740	added	37.88

AAXJ	ishares tr pfd and incm sec	0.05	56,063	1,772,700	reduced	-18.56

AAXJ	ishares tr us home cons etf	0.04	14,829	1,590,310	added	3.4

ABBV	abbvie inc	0.26	43,249	10,078,800	added	0.38

ABT	abbott labs	0.07	19,732	2,785,420	added	5.4