Latest IFP Advisors, Inc Stock Portfolio

IFP Advisors, Inc Performance:

2025 Q4: 0.12%YTD: 9.95%2024: 6.42%

Performance for 2025 Q4 is 0.12%, and YTD is 9.95%, and 2024 is 6.42%.

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

IFP Advisors, Inc is a hedge fund based in Tampa, FL. On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, IFP Advisors, Inc reported an equity portfolio of $4.5 Billions as of 31 Dec, 2025.

The top stock holdings of IFP Advisors, Inc are AAPL, NVDA, SPY. The fund has invested 2.6% of it's portfolio in APPLE INC and 2.3% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ISHARES TR CORE MSCI PAC (ACWF), ISHARES TR MSCI INDONIA ETF (AMPS) and GLOBAL X FDS GLB X GURU INDEX (ARGT) stocks. They significantly reduced their stock positions in MOONLAKE IMMUNOTHERAPEUTICS (MLTX), ALBERTSONS COS INC (ACI) and BLUE FOUNDRY BANCORP (BLFY). IFP Advisors, Inc opened new stock positions in INNOVATOR ETFS TRUST (BAPR), UNILEVER PLC and ETFIS SER TR I (AMZA). The fund showed a lot of confidence in some stocks as they added substantially to ANGLOGOLD ASHANTI PLC, AQUESTIVE THERAPEUTICS INC (AQST) and NBT BANCORP INC (NBTB).

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

Our best estimate is that IFP Advisors, Inc made a return of 0.12% in the last quarter. In trailing 12 months, it's portfolio return was 9.95%.

Performance
S&P 500

New Buys

Ticker	$ Bought
innovator etfs trust	3,608,740
unilever plc	3,428,400
qnity electronics inc	2,159,070
profesionally managed portfo	1,690,940

New stocks bought by IFP Advisors, Inc

Additions

Ticker	% Inc.
anglogold ashanti plc	4,107,530
ishares inc	73,693
ishares tr	30,089
teva pharmaceutical inds ltd	19,910
zillow group inc	17,458
taylor morrison home corp	11,813
kinross gold corp	8,563
advisors inner circle fd iii	8,320

Additions to existing portfolio by IFP Advisors, Inc

Reductions

Ticker	% Reduced
select sector spdr tr	-70.25
commercial metals co	-49.36
mp materials corp	-36.97
honeywell intl inc	-35.07
automatic data processing in	-32.26
ishares tr	-25.68
invesco exch traded fd tr ii	-23.12
american centy etf tr	-22.7

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 62.9% of it's holdings in Others sector.

Sector	%
Others	62.9
Technology	12.5
Communication Services	3.9
Consumer Cyclical	3.8
Healthcare	3.6
Financial Services	3.4
Industrials	3.2
Utilities	2
Consumer Defensive	2
Energy	1.3

Market Cap. Distribution

IFP Advisors, Inc has about 31.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	62.9
MEGA-CAP	17.2
LARGE-CAP	14.7
MID-CAP	3.4
SMALL-CAP	1.5

Stocks belong to which Index?

About 33.3% of the stocks held by IFP Advisors, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	66.7
S&P 500	29.5
RUSSELL 2000	3.8

Top 5 Winners (%)		%
OMER	omeros corp	317.8 %
MRSN	mersana therapeutics inc	217.9 %
	t1 energy inc	206.4 %
	resolute hldgs mgmt inc	172.7 %
PRAX	praxis precision medicines i	159.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc	9.9 M
GOOG	alphabet inc	9.4 M
AAPL	apple inc	7.3 M
LLY	eli lilly & co	5.6 M
IAU	ishares gold tr	4.8 M

Top 5 Losers (%)		%
ADTX	aditxt inc	-100.0 %
LAZR	luminar technologies inc	-95.7 %
TLRY	tilray brands inc	-92.0 %
SENS	senseonics hldgs inc	-91.5 %
	cleancore solutions inc	-87.1 %

Top 5 Losers ($)		$
NFLX	netflix inc	-35.9 M
NOW	servicenow inc	-10.4 M
XLB	select sector spdr tr	-6.4 M
XLB	select sector spdr tr	-5.0 M
MSFT	microsoft corp	-4.0 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 4894 stocks in it's portfolio. About 15.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for IFP Advisors, Inc last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.64	432,769	117,653,000	added	5.85

AAXJ	ishares tr	0.55	113,629	24,395,000	reduced	-0.48

AAXJ	ishares tr	0.47	393,262	20,795,700	added	14.3

AAXJ	ishares tr	0.18	72,891	8,028,940	added	37.6

AAXJ	ishares tr	0.14	34,895	6,259,120	added	4.17

AAXJ	ishares tr	0.12	72,233	5,158,160	reduced	-8.2

AAXJ	ishares tr	0.09	40,429	4,110,420	added	8.26

AAXJ	ishares tr	0.09	49,498	3,991,020	reduced	-25.68

AAXJ	ishares tr	0.09	41,340	3,980,220	added	3.24

AAXJ	ishares tr	0.08	45,706	3,543,590	reduced	-0.01

AAXJ	ishares tr	0.08	32,986	3,533,130	added	5.55

AAXJ	ishares tr	0.07	202,895	3,333,560	reduced	-2.15

AAXJ	ishares tr	0.07	25,891	3,090,090	reduced	-1.95

AAXJ	ishares tr	0.07	27,091	3,086,210	reduced	-19.33

AAXJ	ishares tr	0.05	25,194	2,398,970	added	0.63

AAXJ	ishares tr	0.05	51,863	2,046,000	added	4.64

ABBV	abbvie inc	0.22	43,266	9,885,850	reduced	-0.25

ABT	abbott labs	0.16	56,041	7,021,380	added	176

ACES	alps etf tr	0.09	87,903	4,133,200	added	70.49

ACES	alps etf tr	0.09	62,745	3,794,190	added	461