IFP Advisors, Inc

CIK 0001641866 · TAMPA, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

IFP Advisors, Inc reported 5,147 positions worth $5.54B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: AAPL (2.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.54B
2026 Q2
Positions
5,147
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
14.5%
Est. Net Flow (Q)
2026 Q2
10 / 5147 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$140.3M2.53%484,958
2NVDANVIDIA CORPORATIONSH$132.8M2.40%663,778
3QQQINVESCO QQQ TRSH$80.0M1.44%108,639
4AMZNAMAZON COM INCSH$78.2M1.41%328,243
5MSFTMICROSOFT CORPSH$67.3M1.22%180,462
6GOOGALPHABET INCSH$66.4M1.20%188,042
7VUGVANGUARD INDEX FDSSH$64.0M1.16%742,981
8GOOGLALPHABET INCSH$60.1M1.09%168,260
9SPYSTATE STR SPDR S&P 500 ETF TSH$57.4M1.04%76,832
10SPYMSPDR SERIES TRUSTSH$55.6M1.00%632,889

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does IFP Advisors, Inc hold as of Q2 2026?

IFP Advisors, Inc reported 5147 positions worth $5.54B in its Q2 2026 13F filing. Largest positions: AAPL (2.5%), NVDA (2.4%), QQQ (1.4%), AMZN (1.4%) and MSFT (1.2%).

What did IFP Advisors, Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did IFP Advisors, Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.