IFP Advisors, Inc
CIK 1641866 · Holdings on Sep 30, 2024 · First reported Feb 4, 2025
Top ten holdings
Q3 2024- AAPL2.60%
- QQQ1.87%
- SPY1.75%
- VUG1.66%
- SPYM1.29%
- MSFT1.20%
- DGRW1.20%
- NVDA1.13%
- UCON1.06%
- IVV1.05%
Share classes counted separately14.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XLKWeight increased · +0.36 pp0.37% → 0.73%Shares +49.04K (+118.97%)
- GOOGLWeight decreased · -0.28 pp1.00% → 0.72%Shares -16.94K (-12.28%)
- AMZNWeight decreased · -0.22 pp1.06% → 0.84%Shares -13.92K (-10.02%)
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 | $72.05M | 2.60% | 309.23K shares | 2.63% → 2.60%-0.03 pp -5.63K (-1.79%) | Reduced | ↗▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1mc View history and evidence | $51.86M | 1.87% | 106.23K shares | 2.04% → 1.87%-0.17 pp -1.22K (-1.13%) | Reduced | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-UScs View history and evidence | $48.64M | 1.75% | 84.77K shares | 1.96% → 1.75%-0.21 pp -5.92K (-6.52%) | Reduced | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIcs View history and evidence | $46.04M | 1.66% | 119.91K shares | 1.52% → 1.66%+0.14 pp +17.83K (+17.46%) | Added | ↗▾ |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFcs View history and evidence | $35.84M | 1.29% | 530.69K shares | 1.15% → 1.29%+0.14 pp +77.36K (+17.06%) | Added | ↗▾ |
| 06 | MSFTMICROSOFT CORPcs View history and evidence | $33.27M | 1.20% | 77.31K shares | 1.21% → 1.20%-0.01 pp +9.12K (+13.37%) | Added | ↗▾ |
| 07 | DGRWWISDOMTREE U.S. QUALITY DIVImc View history and evidence | $33.26M | 1.20% | 399.66K shares | 1.25% → 1.20%-0.05 pp -3.74K (-0.93%) | Reduced | ↗▾ |
| 08 | NVDANVIDIA CORPcs View history and evidence | $31.47M | 1.13% | 259.09K shares | 1.12% → 1.13%+0.01 pp +29.81K (+13.00%) | Added | ↗▾ |
| 09 | UCONFIRST TRUST SMITH UNCONSTRAImc View history and evidence | $29.36M | 1.06% | 1.17M shares | 1.11% → 1.06%-0.05 pp +24.42K (+2.13%) | Added | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFcs View history and evidence | $29.04M | 1.05% | 50.35K shares | 1.08% → 1.05%-0.03 pp +740 (+1.49%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 197
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SWAV SHOCKWAVE MEDICAL INC | Non-derivative | -1,203 | -$402.70K | SEC filing ↗ | SEC filing ↗ |
| GSG ISHARES S&P GSCI COMMODITY I | Non-derivative | -16,901 | -$374.36K | SEC filing ↗ | SEC filing ↗ |
| AMJ JPMORGAN ALERIAN MLP INDEX | Non-derivative | -10,695 | -$302.67K | SEC filing ↗ | SEC filing ↗ |
3 / 197 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 2024-09-30
Data loaded 2026-09-23 · First reported 2025-02-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2774376260
}Research all 3,318 reported holdings.
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