Top 50 IFP Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.53% | 485.0K | $140.3M | -0.06%(-298) | $168.17(+82.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.4% | 663.8K | $132.8M | +1.83%(+11.94K) | $121.04(+82.14%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.44% | 108.6K | $80.0M | +14.66%(+13.89K) | $425.52(+69.40%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.41% | 328.2K | $78.2M | -0.79%(-2.63K) | $197.64(+39.11%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.22% | 180.5K | $67.3M | +3.24%(+5.66K) | $366.91(+37.02%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.2% | 188.0K | $66.4M | -14.38%(-31.57K) | $231.46(+51.42%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.16% | 743.0K | $64.0M | -6.03%(-47.71K) | $59.04(+50.85%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.09% | 168.3K | $60.1M | +1.50%(+2.49K) | $160.11(+119.51%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.04% | 76.8K | $57.4M | -13.44%(-11.93K) | $510.21(+51.61%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1% | 632.9K | $55.6M | +17.23%(+93.03K) | $57.55(+58.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.11% | +56.54% | +9.20% | +55.30% |
| Top 20 Holdings Unweighted | +16.47% | +57.98% | +9.33% | +56.23% |
IFP Advisors, Inc reports $5.54B in US-listed equity holdings across 5,147 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.5%), NVDA (2.4%) and QQQ (1.4%). The top 20 holdings account for 22.06% of reported assets. Its disclosed equity book has returned +56.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from IFP Advisors, Incโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1641866). View IFP Advisors, Incโs 13F filings on SEC