Top 50 Ifp Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.55% | 485.3K | $123.2M | +12.13%(+52.49K) | $169.23(+67.92%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.36% | 651.8K | $113.7M | +20.82%(+112.33K) | $119.91(+63.87%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.43% | 330.9K | $68.9M | +20.90%(+57.19K) | $197.64(+38.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.34% | 174.8K | $64.7M | +41.45%(+51.22K) | $366.94(+12.11%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.31% | 219.6K | $63.0M | +14.36%(+27.57K) | $231.46(+66.02%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.2% | 88.8K | $57.7M | -6.15%(-5.81K) | $510.21(+41.86%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.19% | 131.8K | $57.6M | +3.67%(+4.66K) | $59.04(+42.80%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.13% | 94.7K | $54.7M | -1.81%(-1.74K) | $392.99(+73.44%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 1.04% | 566.9K | $50.0M | -0.96%(-5.49K) | $42.69(+100.74%) | 2026-03-31 | |
| TLT | ISHARES TR | 1% | 556.1K | $48.2M | +15.69%(+75.43K) | $88.67(-3.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.49% | +46.16% |
| Top 20 Holdings Unweighted | +13.68% | +46.91% |
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