Institutional Manager · CIK 0001641866
IFP Advisors, Inc
TAMPA, FL · File #028-17164
Latest AUM
$4.45B
Positions
4,899
Top-10 Concentration
40.8%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20254,899 pos · $4.45B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20254,843 pos · $3.85B
- 13F HOLDINGS REPORTQ/E Dec 20255,107 pos · $3.88B
- 13F HOLDINGS REPORTQ/E Jun 20254,930 pos · $3.52B
- 13F HOLDINGS REPORTQ/E Mar 20254,312 pos · $3.24B
- 13F HOLDINGS REPORTQ/E Dec 20243,319 pos · $2.77B
- 13F HOLDINGS REPORTQ/E Dec 20244,610 pos · $3.05B
- 13F HOLDINGS REPORTQ/E Jun 20243,137 pos · $37.7M
- 13F HOLDINGS REPORTQ/E Jun 20243,244 pos · $2.52B
- 13F HOLDINGS REPORTQ/E Dec 20233,312 pos · $2.22B
- 13F HOLDINGS REPORT (Amended)Q/E Sep 20233,462 pos · $2.39B
- 13F HOLDINGS REPORTQ/E Sep 20233,462 pos · $2.16B
- 13F HOLDINGS REPORTQ/E Jun 20233,372 pos · $2.30B
- 13F HOLDINGS REPORTQ/E Mar 20234,609 pos · $3.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 432,769 | $117.7M | 6.93% |
| 2 | NVIDIA CORPORATION | NVDA | 539,517 | $100.6M | 5.93% |
| 3 | SPDR S&P 500 ETF TR | SPY | 94,572 | $64.5M | 3.80% |
| 4 | AMAZON COM INC | AMZN | 273,684 | $63.2M | 3.72% |
| 5 | VANGUARD INDEX FDS | 922908736 | 127,121 | $62.0M | 3.66% |
| 6 | ALPHABET INC | GOOG | 192,045 | $60.3M | 3.55% |
| 7 | MICROSOFT CORP | MSFT | 123,579 | $59.8M | 3.52% |
| 8 | INVESCO QQQ TR | IVZ | 96,489 | $59.3M | 3.49% |
| 9 | ISHARES TR | 464287309 | 468,364 | $57.7M | 3.40% |
| 10 | ISHARES GOLD TR | IAU | 572,339 | $46.5M | 2.74% |
| 11 | SPDR SERIES TRUST | 78464A854 | 551,439 | $44.2M | 2.61% |
| 12 | ALPHABET INC | GOOG | 140,538 | $44.0M | 2.59% |
| 13 | ISHARES TR | 464287432 | 480,682 | $41.9M | 2.47% |
| 14 | ISHARES TR | 464287101 | 105,116 | $36.1M | 2.12% |
| 15 | ISHARES TR | 464287200 | 51,716 | $35.4M | 2.09% |
| 16 | SPDR INDEX SHS FDS | 78463X889 | 794,588 | $35.3M | 2.08% |
| 17 | WISDOMTREE TR | WT | 390,538 | $34.9M | 2.06% |
| 18 | VANGUARD INDEX FDS | 922908363 | 54,402 | $34.1M | 2.01% |
| 19 | SCHWAB STRATEGIC TR | 808524300 | 936,140 | $30.5M | 1.80% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 145,117 | $27.8M | 1.64% |