IFP Advisors, Inc
CIK 1641866 · Holdings on Mar 31, 2024 · First reported Jul 30, 2024
Top ten holdings
Q1 2024- AAPL2.15%
- DGRW1.53%
- QQQ1.50%
- TLT1.43%
- IVV1.29%
- SPY1.21%
- MSFT1.16%
- OEF1.16%
- FTSM1.06%
- SPYM1.06%
Share classes counted separately13.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FTSMWeight decreased · -1.00 pp2.06% → 1.06%Shares -326.77K (-44.59%)
- SPYWeight decreased · -0.82 pp2.03% → 1.21%Shares -37.63K (-41.60%)
- VTVWeight increased · +0.62 pp0.33% → 0.95%Shares +86.01K (+183.13%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCcs View history and evidence | $49.03M | 2.15% | 285.94K shares | 2.55% → 2.15%-0.40 pp +5.56K (+1.98%) | Added | ↗▾ |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVImc View history and evidence | $34.86M | 1.53% | 457.56K shares | 1.49% → 1.53%+0.04 pp +8.89K (+1.98%) | Added | ↗▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1mc View history and evidence | $34.14M | 1.50% | 76.89K shares | 1.20% → 1.50%+0.30 pp +15.05K (+24.35%) | Added | ↗▾ |
| 04 | TLTISHARES 20+ YEAR TREASURY BDcs View history and evidence | $32.56M | 1.43% | 344.16K shares | 1.53% → 1.43%-0.10 pp +15.42K (+4.69%) | Added | ↗▾ |
| 05 | IVVISHARES CORE S&P 500 ETFcs View history and evidence | $29.34M | 1.29% | 55.80K shares | 1.08% → 1.29%+0.21 pp +7.84K (+16.36%) | Added | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-UScs View history and evidence | $27.63M | 1.21% | 52.82K shares | 2.03% → 1.21%-0.82 pp -37.63K (-41.60%) | Reduced | ↗▾ |
| 07 | MSFTMICROSOFT CORPcs View history and evidence | $26.47M | 1.16% | 62.91K shares | 1.03% → 1.16%+0.13 pp +4.99K (+8.62%) | Added | ↗▾ |
| 08 | OEFISHARES S&P 100 ETFcs View history and evidence | $26.46M | 1.16% | 106.93K shares | 0.81% → 1.16%+0.35 pp +30.29K (+39.51%) | Added | ↗▾ |
| 09 | FTSMFIRST TRUST ENH SHORT MAT FDmc View history and evidence | $24.21M | 1.06% | 406.08K shares | 2.06% → 1.06%-1.00 pp -326.77K (-44.59%) | Reduced | ↗▾ |
| 10 | SPYMSTE STR SPDR PT S&P 500 ETFcs View history and evidence | $24.11M | 1.06% | 391.78K shares | 0.95% → 1.06%+0.11 pp +33.62K (+9.39%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 200
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46434VAX8 ISHARES TR | Non-derivative | -102,548 | -$2.60M | SEC filing ↗ | SEC filing ↗ |
| ATVI ACTIVISION BLIZZARD INC | Non-derivative | -18,626 | -$1.76M | SEC filing ↗ | SEC filing ↗ |
| 46435U150 ISHARES TR | Non-derivative | -50,157 | -$1.18M | SEC filing ↗ | SEC filing ↗ |
3 / 200 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1641866 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 37697905
}Research all 3,137 reported holdings.
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