IA
| |
IFP Advisors, Inc13F | |
| IFP Advisors, Inc | |
| Last update 2025-05-05 | 4280 Stocks (247 new) |
| Value $3.24 Bil | Turnover 15 % |
IFP Advisors, Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 424,273 | 94,253.8 | +25.37% | 2.910 | +0.59% | 0.000 | -9.80% | -19.32% | 3,010,465.1 | Hardware | |
QQQ | INVESCO QQQ Trust | 130,369 | 61,144.4 | +30.26% | 1.890 | +0.44% | 0.020 | +9.67% | +5.85% | 346,017.7 | ||
VUG | Vanguard Growth ETF | 160,817 | 59,658.8 | +36.79% | 1.840 | +0.49% | 0.040 | +9.85% | +4.83% | 155,083.1 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 770,064 | 46,080.6 | +118.18% | 1.420 | +0.77% | 0.700 | +0.03% | +0.40% | 6,406.1 | ||
NVDA | NVIDIA Corp | 378,353 | 41,007.3 | +8.46% | 1.260 | +0.10% | 0.000 | +27.87% | +14.93% | 3,763,243.9 | Semiconductors | |
MSFT | Microsoft Corp | 103,663 | 38,928.0 | +12.74% | 1.200 | +0.14% | 0.000 | +24.80% | +17.24% | 3,658,818.4 | Software | |
SPLG | SPDR Portfolio S&P 500 ETF | 550,771 | 36,218.9 | +4.22% | 1.120 | +0.05% | 0.060 | +5.52% | +3.90% | 71,365.0 | ||
SPY | SPDR S&P 500 ETF Trust | 60,401 | 33,792.2 | -47.52% | 1.040 | -1.05% | 0.010 | +5.50% | +3.59% | 614,394.6 | ||
AMZN | Amazon.com Inc | 168,579 | 32,074.4 | +7.07% | 0.990 | +0.07% | 0.000 | +3.05% | -3.37% | 2,250,560.5 | Retail - Cyclical | |
IAU | iShares Gold Trust | 535,504 | 31,573.3 | +5.58% | 0.970 | +0.05% | 0.070 | +10.28% | +26.94% | 46,906.4 |
IFP Advisors, Inc's Historical Top Holdings Breakdowns
IFP Advisors, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -1.05% | 551.42 ($587.78) 612.93 | $607.12 | 3.29% | Reduce -47.52% | 60,401 | -54,686 | |
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 2025-03-31 | Add Add | +0.77% | 59.78 ($59.9) 60.03 | $60.02 | 0.20% | Add 118.18% | 770,064 | 417,113 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.59% | 209.68 ($231.67) 247.1 | $201.56 | -13.00% | Add 25.37% | 424,273 | 85,862 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.49% | 369.1 ($404.54) 427.61 | $430.27 | 6.36% | Add 36.79% | 160,817 | 43,249 | |
FTGC | FIRST TR EXCH VII | 2025-03-31 | Add Add | +0.44% | 23.95 ($25.08) 25.86 | $24.76 | -1.28% | Add 9621.39% | 554,022 | 548,323 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.44% | 468.34 ($508.07) 539.52 | $541.16 | 6.51% | Add 30.26% | 130,369 | 30,288 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Add Add | +0.41% | 542.38 ($602.71) 646.34 | $652.02 | 8.18% | Add 357.89% | 30,926 | 24,172 | |
CGGR | Capital Group Growth ETF | 2025-03-31 | Add Add | +0.40% | 33.98 ($37.42) 39.84 | $39.76 | 6.25% | Add 8496.18% | 382,358 | 377,910 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add Add | +0.39% | 34.95 ($36.32) 37.36 | $38.91 | 7.13% | Add 1516.6% | 378,090 | 354,702 | |
GJUL |
FT Vest U.S. Equity Moderate Buffer ETF - July
FT Vest U.S. Equity Moderate Buffer ETF - July
| 2025-03-31 | Reduce Reduce | -0.37% | 35.58 ($36.8) 37.56 | $38.23 | 3.89% | Reduce -89.57% | 35,804 | -307,505 |
IFP Advisors, Inc Total Holding History ($B)
IFP Advisors, Inc's Asset Allocation
IFP Advisors, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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IFP Advisors, Inc's Hypothetical Growth since 2025-03-31
IFP Advisors, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IFP Advisors, Inc's Holdings Heat Map
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IFP Advisors, Inc's Holdings Bubble Chart
IFP Advisors, Inc News
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