IFP Advisors, Inc
CIK 1641866 · Holdings on Dec 31, 2024 · First reported Feb 4, 2025
Top ten holdings
Q4 2024- AAPL2.78%
- SPY2.21%
- QQQ1.68%
- VUG1.58%
- NVDA1.53%
- MSFT1.27%
- SPYM1.19%
- AMZN1.13%
- DGRW1.03%
- UCON0.98%
Share classes counted separately15.38%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight increased · +0.46 pp1.75% → 2.21%Shares +30.32K (+35.77%)
- NVDAWeight increased · +0.40 pp1.13% → 1.53%Shares +89.75K (+34.64%)
- AMZNWeight increased · +0.29 pp0.84% → 1.13%Shares +32.50K (+26.01%)
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 | $84.75M | 2.78% | 338.41K shares | 2.60% → 2.78%+0.18 pp +29.18K (+9.44%) | Added | ↗▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-UScs View history and evidence | $67.45M | 2.21% | 115.09K shares | 1.75% → 2.21%+0.46 pp +30.32K (+35.77%) | Added | ↗▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1cs View history and evidence | $51.18M | 1.68% | 100.08K shares | 1.87% → 1.68%-0.19 pp -6.15K (-5.79%) | Reduced | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIcs View history and evidence | $48.26M | 1.58% | 117.57K shares | 1.66% → 1.58%-0.08 pp -2.34K (-1.95%) | Reduced | ↗▾ |
| 05 | NVDANVIDIA CORPcs View history and evidence | $46.85M | 1.53% | 348.85K shares | 1.13% → 1.53%+0.40 pp +89.75K (+34.64%) | Added | ↗▾ |
| 06 | MSFTMICROSOFT CORPcs View history and evidence | $38.76M | 1.27% | 91.95K shares | 1.20% → 1.27%+0.07 pp +14.64K (+18.93%) | Added | ↗▾ |
| 07 | SPYMSTE STR SPDR PT S&P 500 ETFcs View history and evidence | $36.43M | 1.19% | 528.45K shares | 1.29% → 1.19%-0.10 pp -2.24K (-0.42%) | Reduced | ↗▾ |
| 08 | AMZNAMAZON.COM INCcs View history and evidence | $34.54M | 1.13% | 157.45K shares | 0.84% → 1.13%+0.29 pp +32.50K (+26.01%) | Added | ↗▾ |
| 09 | DGRWWISDOMTREE U.S. QUALITY DIVImc View history and evidence | $31.58M | 1.03% | 390.20K shares | 1.20% → 1.03%-0.17 pp -9.46K (-2.37%) | Reduced | ↗▾ |
| 10 | UCONFIRST TRUST SMITH UNCONSTRAImc View history and evidence | $29.99M | 0.98% | 1.22M shares | 1.06% → 0.98%-0.08 pp +48.39K (+4.14%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 127
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 184692200 CLEARBRIDGE MLP AND MIDSTRM | Non-derivative | -54,886 | -$2.45M | SEC filing ↗ | SEC filing ↗ |
| SIRI SIRIUS XM HOLDINGS INC | Non-derivative | -62,644 | -$1.48M | SEC filing ↗ | SEC filing ↗ |
| WRK WESTROCK CO | Non-derivative | -15,414 | -$793.99K | SEC filing ↗ | SEC filing ↗ |
3 / 127 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3053655636
}Research all 4,609 reported holdings.
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