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Latest IFP Advisors, Inc Stock Portfolio

$5.54Billion | No. of Holdings #5144

IFP Advisors, Inc Performance

2026 Q2+2.91%
YTD+1.13%
2025+13.04%

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

IFP Advisors, Inc is a hedge fund based in Tampa, FL. On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, IFP Advisors, Inc reported an equity portfolio of $5.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of IFP Advisors, Inc are AAPL, NVDA, QQQ. The fund has invested 2.5% of it's portfolio in APPLE INC and 2.4% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off TIDAL TRUST III (NACP), PIMCO ETF TR (BOND) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in GOLDMAN SACHS PHYSICAL GOLD (AAAU), STEM INC (STEM) and MCGRAW HILL INC. IFP Advisors, Inc opened new stock positions in SPACE EXPLORATION TECHN CORP, BLACKROCK ETF TRUST (BECO) and INVESCO EXCHANGE TRADED FD T (CSD). The fund showed a lot of confidence in some stocks as they added substantially to SABLE OFFSHORE CORP, AGEAGLE AERIAL SYS INC NEW (UAVS) and CARDIFF ONCOLOGY INC (CRDF).
IFP Advisors, Inc Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$5.54Billion
  as of Jul 20, 2026

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

Our best estimate is that IFP Advisors, Inc made a return of 2.91% in the last quarter. In trailing 12 months, it's portfolio return was 8.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp9,010,470
blackrock etf trust8,220,220
invesco exchange traded fd t4,789,710
dupont de nemours inc4,135,660
ishares tr4,084,900
ishares tr2,223,850
first tr exchng traded fd vi2,093,830
flexshares tr1,991,610
New stocks bought by IFP Advisors, Inc

Additions

Ticker% Inc.
columbia etf tr i45,045
j p morgan exchange traded f29,721
ringcentral inc2,597
davis fundamental etf tr1,235
listed fds tr1,104
first tr exchange-traded fd975
ishares tr866
vanguard world fd731
Additions to existing portfolio by IFP Advisors, Inc

Reductions

Ticker% Reduced
vanguard index fds-72.02
vanguard world fd-71.02
ishares tr-70.79
ishares tr-59.23
kinross gold corp-55.65
first tr exchange-traded fd-55.03
ishares tr-46.31
automatic data processing in-44.3
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 60.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Utilities
  • Consumer Defensive
  • Energy
Sector%
Others60.8
Technology14.3
Healthcare4
Industrials3.9
Communication Services3.7
Consumer Cyclical3.5
Financial Services3.2
Utilities1.9
Consumer Defensive1.9
Energy1.3

Market Cap. Distribution

IFP Advisors, Inc has about 34.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED60.8
MEGA-CAP20.5
LARGE-CAP14.1
MID-CAP2.8
SMALL-CAP1.6

Stocks belong to which Index?

About 34.6% 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%
Others65.4
S&P 50030.6
RUSSELL 20004
Top 5 Winners (%)%
gabelli equity tr inc
597.5 %
DRN
direxion shares etf trust
449.7 %
BLZE
backblaze inc
343.4 %
FCEL
fuelcell energy inc
332.1 %
RXT
rackspace technology inc
291.5 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
29.8 M
PANW
palo alto networks inc
20.3 M
AAPL
apple inc
17.3 M
NVDA
nvidia corporation
16.9 M
QQQ
invesco qqq tr
16.2 M
Top 5 Losers (%)%
XXII
22nd centy group inc
-100.0 %
EVLV
evolv technologies hldngs in
-100.0 %
ADTX
aditxt inc
-100.0 %
SNBR
sleep number corp
-97.9 %
FEMY
femasys inc
-93.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-153.4 M
VAW
vanguard world fd
-89.2 M
AMPS
ishares tr
-72.8 M
IJR
ishares tr
-9.3 M
IAU
ishares gold tr
-7.1 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 5144 stocks in it's portfolio. About 14.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for IFP Advisors, Inc last quarter.

$4.71BTotal Value
500Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of IFP Advisors, Inc, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.69%727,413
$38.12M
0.69%
increased 70.3 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.48%109,759
$26.61M
0.48%
increased 2.21 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.36%159,304
$19.82M
0.36%
increased 43.24 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.15%80,435
$8.07M
0.15%
decreased 4.86 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.13%64,258
$7.09M
0.13%
increased 9.15 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.09%47,611
$5.12M
0.09%
increased 30.54 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.08%45,653
$4.40M
0.08%
decreased 8.5 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.08%36,202
$4.25M
0.08%
increased 6.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.07%46,221
$3.80M
0.07%
decreased 0.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.07%180,531
$3.70M
0.07%
decreased 6.84 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.05%37,623
$2.88M
0.05%
decreased 46.31 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.05%61,875
$2.56M
0.05%
increased 10.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.04%27,913
$2.23M
0.04%
increased 1.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
IFP Advisors, Inc's holding in Ishares Tr over time
0.04%22,723
$2.15M
0.04%
decreased 0.76 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
IFP Advisors, Inc's holding in Alps Etf Tr over time
0.07%61,107
$4.17M
0.07%
increased 3.94 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
IFP Advisors, Inc's holding in Alps Etf Tr over time
0.06%69,139
$3.58M
0.06%
decreased 0.74 percentreduced
ACSI
Tidal Trust I

Tidal Trust I

ACSI
IFP Advisors, Inc's holding in Tidal Trust I over time
0.15%300,895
$8.32M
0.15%
decreased 13.27 percentreduced