Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

⏳

Showing Q3 2025 data

IFP Advisors, Inc's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

IFP Advisors, Inc

•CIK: 1641866•Filing: Q3 2025

**IFP Advisors, Inc.** manages $3.9B across a diverse portfolio of 4,287 positions. The fund exhibits significant exposure to mega-cap technology and broad market indices, with top holdings including AAPL at $104.2M and NVDA at $69.8M. Notable allocations also include VUG ($60.9M), SPY ($59.2M), and MSFT ($55.8M), indicating a core focus on large-cap growth and market beta. This concentration suggests a systematic, growth-oriented mandate within established market leaders.

Total AUM

$3.9B

QoQ Performance

+10.3%

Positions

4,098

Top 10 Concentration

22.4%

Latest Filing

Q3 2025

Top Holdings Allocation

AAPL2.7%

NVDA1.8%

VUG1.6%

SPY1.5%

NDQ1.4%

MSFT1.4%

IVW1.3%

SPYM1.2%

📈 Biggest Buys

ISHARES TR S&P 500 GRWT ETF

+68.5%

1.3% of portfolio

FIRST TR EXCHANGE TRADED FD NASD TECH DIV

+317.3%

0.4% of portfolio

FRANCO NEV CORP

+858.2%

0.3% of portfolio

FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY

NEW

0.3% of portfolio

ISHARES TR CORE HIGH DV ETF

+103.3%

0.5% of portfolio

📉 Biggest Sells

FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW

-52.2%

0.6% of portfolio

ISHARES TR MSCI EAFE ETF

-41.5%

0.4% of portfolio

ISHARES TR 20 YR TR BD ETF

-44.3%

0.3% of portfolio

VANGUARD INDEX FDS VALUE ETF

-35.8%

0.4% of portfolio

APPLE INC

-5.4%

2.7% of portfolio

Sector Breakdown

Other69.3%

Technology14.6%

ETF5.0%

Consumer4.0%

Financial3.3%

Healthcare1.5%

Industrial1.1%

Energy0.7%

🚪 Exited Positionssold since Q2 2025

I

SOLD

$11.5M

PGIM

SOLD

$10.1M

SPDR DOW JONES INDL AVERAGE UT SER 1

SOLD

$7.1M

LEGG MASON

SOLD

$5.6M

I

SOLD

$5.1M

+3939 more exited positions

Changes from Q2 2025

NEW2 new positions

↑121 increased

↓77 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q4 2023

📌 Top Holdings

NVIDIA CORPORATION

VANGUARD INDEX FDS GROWTH ETF

SPDR S&P 500 ETF TR TR

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