Latest IFP Advisors, Inc Stock Portfolio
IFP Advisors, Inc Performance:
2026 Q1: -1.73%YTD: -1.73%2025: 13.06%
Performance for 2026 Q1 is -1.73%, and YTD is -1.73%, and 2025 is 13.06%.
About IFP Advisors, Inc and 13F Hedge Fund Stock Holdings
IFP Advisors, Inc is a hedge fund based in Tampa, FL. On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, IFP Advisors, Inc reported an equity portfolio of $4.8 Billions as of 31 Mar, 2026.
The top stock holdings of IFP Advisors, Inc are AAPL, NVDA, AMZN. The fund has invested 2.5% of it's portfolio in APPLE INC and 2.4% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), KELLANOVA (K) and UNILEVER PLC (UL) stocks. They significantly reduced their stock positions in SABLE OFFSHORE CORP, ISHARES INC (EMGF) and INNOVATOR ETFS TRUST (BAPR). IFP Advisors, Inc opened new stock positions in MORGAN STANLEY ETF TRUST, BLACKROCK ETF TRUST (BECO) and INVESCO ACTIVELY MANAGED EXC (GSY). The fund showed a lot of confidence in some stocks as they added substantially to PEAPACK-GLADSTONE FINL CORP (PGC), TACTILE SYS TECHNOLOGY INC (TCMD) and SATELLOGIC INC.
The top stock holdings of IFP Advisors, Inc are AAPL, NVDA, AMZN. The fund has invested 2.5% of it's portfolio in APPLE INC and 2.4% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), KELLANOVA (K) and UNILEVER PLC (UL) stocks. They significantly reduced their stock positions in SABLE OFFSHORE CORP, ISHARES INC (EMGF) and INNOVATOR ETFS TRUST (BAPR). IFP Advisors, Inc opened new stock positions in MORGAN STANLEY ETF TRUST, BLACKROCK ETF TRUST (BECO) and INVESCO ACTIVELY MANAGED EXC (GSY). The fund showed a lot of confidence in some stocks as they added substantially to PEAPACK-GLADSTONE FINL CORP (PGC), TACTILE SYS TECHNOLOGY INC (TCMD) and SATELLOGIC INC.
IFP Advisors, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that IFP Advisors, Inc made a return of -1.73% in the last quarter. In trailing 12 months, it's portfolio return was 13.41%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| morgan stanley etf trust | 4,281,780 |
| blackrock etf trust | 3,366,520 |
| invesco actively managed exc | 2,524,650 |
New stocks bought by IFP Advisors, Inc
Additions
| Ticker | % Inc. |
|---|---|
| invesco exchange traded fd t | 33,163 |
| unifirst corp mass | 31,356 |
| jazz pharmaceuticals plc | 22,793 |
| blackrock etf trust | 10,441 |
| vanguard index fds | 3,399 |
| morgan stanley etf trust | 2,987 |
| bondbloxx etf trust | 2,803 |
| ishares tr | 2,413 |
Additions to existing portfolio by IFP Advisors, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| gold fields ltd | -67.89 |
| innovator etfs trust | -47.72 |
| fortinet inc | -45.41 |
| ishares tr | -44.51 |
| applied matls inc | -37.24 |
| amgen inc | -36.79 |
| coca cola cons inc | -36.04 |
| ishares tr | -34.8 |
IFP Advisors, Inc reduced stake in above stock
Sold off
Sector Distribution
IFP Advisors, Inc has about 61.7% of it's holdings in Others sector.
- Others
- Technology
- Communication Services
- Industrials
- Healthcare
- Consumer Cyclical
- Financial Services
- Consumer Defensive
- Utilities
- Energy
- Basic Materials
| Sector | % |
|---|---|
| Others | 61.7 |
| Technology | 12.4 |
| Communication Services | 3.9 |
| Industrials | 3.8 |
| Healthcare | 3.6 |
| Consumer Cyclical | 3.6 |
| Financial Services | 3.2 |
| Consumer Defensive | 2.2 |
| Utilities | 2 |
| Energy | 1.8 |
| Basic Materials | 1.1 |
Market Cap. Distribution
IFP Advisors, Inc has about 34% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 61.7 |
| MEGA-CAP | 20.1 |
| LARGE-CAP | 13.9 |
| MID-CAP | 2.6 |
| SMALL-CAP | 1.5 |
Stocks belong to which Index?
About 33.8% 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 | % |
|---|---|
| Others | 66.1 |
| S&P 500 | 30.1 |
| RUSSELL 2000 | 3.7 |
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 5030 stocks in it's portfolio. About 14.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for IFP Advisors, Inc last quarter.
Last Reported on: 13 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.55 | 485,256 | 123,153,000 | added | 12.13 | ||
| AAXJ | ishares tr | 0.49 | 107,384 | 23,490,200 | reduced | -5.5 | ||
| AAXJ | ishares tr | 0.47 | 427,145 | 22,450,700 | added | 8.62 | ||
| AAXJ | ishares tr | 0.26 | 111,217 | 12,386,200 | added | 310 | ||
| AAXJ | ishares tr | 0.18 | 84,547 | 8,515,570 | added | 109 | ||
| AAXJ | ishares tr | 0.14 | 58,870 | 6,498,660 | reduced | -19.24 | ||
| AAXJ | ishares tr | 0.11 | 70,081 | 5,210,520 | reduced | -2.98 | ||
| AAXJ | ishares tr | 0.10 | 49,895 | 4,686,640 | added | 20.69 | ||
| AAXJ | ishares tr | 0.08 | 33,938 | 4,025,050 | added | 31.08 | ||
| AAXJ | ishares tr | 0.08 | 36,471 | 3,871,400 | added | 10.57 | ||
| AAXJ | ishares tr | 0.07 | 46,243 | 3,625,910 | added | 1.17 | ||
| AAXJ | ishares tr | 0.07 | 193,795 | 3,544,510 | reduced | -4.49 | ||
| AAXJ | ishares tr | 0.05 | 55,929 | 2,380,340 | added | 7.84 | ||
| AAXJ | ishares tr | 0.04 | 27,465 | 2,185,120 | reduced | -44.51 | ||
| AAXJ | ishares tr | 0.04 | 22,898 | 2,174,160 | reduced | -9.11 | ||
| ABBV | abbvie inc | 0.25 | 54,943 | 11,949,600 | added | 26.99 | ||
| ABT | abbott laboratories | 0.12 | 57,524 | 5,905,990 | added | 2.65 | ||
| ACES | alps etf tr | 0.08 | 58,789 | 3,823,400 | reduced | -6.3 | ||
| ACES | alps etf tr | 0.08 | 69,651 | 3,666,430 | reduced | -20.76 | ||
| ACIO | etf ser solutions | 0.05 | 41,751 | 2,416,550 | reduced | -16.49 | ||