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IFP Advisors, Inc

Period ended Sep 30, 2026 · Latest filing Oct 16, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $5,859,128,614

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. APPLE INC · cs · 037833100 · shares: $154,943,882
  2. NVIDIA CORPORATION · cs · 67066G104 · shares: $151,355,876
  3. MICROSOFT CORP · cs · 594918104 · shares: $94,483,361
  4. INVESCO QQQ TR · cs · 46090E103 · shares: $88,210,915
  5. VANGUARD INDEX FDS · cs · 922908736 · shares: $86,734,750
  6. AMAZON COM INC · cs · 023135106 · shares: $84,559,517
  7. ALPHABET INC · cs · 02079K107 · shares: $64,976,733
  8. STATE STR SPDR S&P 500 ETF T · cs · 78462F103 · shares: $59,514,120
  9. ALPHABET INC · cs · 02079K305 · shares: $58,134,036
  10. SPDR SERIES TRUST · cs · 78464A854 · shares: $57,139,780

Reported holdings

5,256 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
CVB FINL CORPcs126600105 — 280 shares $6,051
EIGHTCO HOLDINGS INCcs22890A302 — 5,169 shares $6,048
KINIKSA PHARMACEUTICALS INTLcsG52694109 — 81 shares $6,043
DRIVEN BRANDS HLDGS INCcs26210V102 — 511 shares $6,035
HIPPO HLDGS INCcs433539202 — 196 shares $6,031
LXP INDUSTRIAL TRUSTre529043408 — 99 shares $6,031
STAGWELL INCcs85256A109 — 740 shares $6,024
LAKELAND FINL CORPcs511656100 — 104 shares $5,997
GRAFTECH INTL LTD SR NTcs384313607 — 725 shares $5,996
WESTERN ASSET PREMIER BD FDmf957664105 — 598 shares $5,956
CRONOS GROUP INCcs22717L101 — 1,800 shares $5,940
INNOV PRM INC 15mc45783Y368 — 240 shares $5,930
JANUS INTERNATIONAL GROUP INcs47103N106 — 1,448 shares $5,922
HIVE DIGITAL TECHNOLOGIES LTcs433921103 — 2,000 shares $5,900
SOUTHERN MO BANCORP INCcs843380106 — 83 shares $5,885
SCIENCE APPLICATIONS INTL COcs808625107 — 46 shares $5,868
TIDAL TRUST IImc88636J816 — 165 shares $5,849
INVESCO DB MULTI-SECTOR COMMmc46140H403 — 246 shares $5,842
INTER & CO INCcsG4R20B107 — 1,093 shares $5,837
NORTHWEST NAT HLDG COcs66765N105 — 125 shares $5,834
ISHARES TRcs464288786 — 43 shares $5,830
STEWART INFORMATION SVCS CORcs860372101 — 117 shares $5,816
VERACYTE INCcs92337F107 — 126 shares $5,801
MIRION TECHNOLOGIES INCcs60471A101 — 410 shares $5,789
UNITIL CORPcs913259107 — 114 shares $5,787
QCR HLDGS INCcs74727A104 — 59 shares $5,775
ISHARES TRcs464288612 — 56 shares $5,772
ACADEMY SPORTS & OUTDOORS INcs00402L107 — 120 shares $5,771
ARDELYX INCcs039697107 — 1,686 shares $5,766
FRANKLIN BSP RLTY TR INCcs35243J101 — 902 shares $5,764
KB HOMEcs48666K109 — 124 shares $5,762
LADDER CAP CORPre505743104 — 656 shares $5,727
STRATEGY SHSmc86280R134 — 200 shares $5,727
RHcs74967X103 — 47 shares $5,722
NUVEEN PFD & INCOME OPPORTUNmf67073B106 — 836 shares $5,702
BIGBEAR AI HLDGS INCcs08975B109 — 2,148 shares $5,692
SPDR SERIES TRUSTmc78464A540 — 28 shares $5,684
AMERICAN OUTDOOR BRANDS INCcs02875D109 — 350 shares $5,670
US EQT ACCEL PLScs45783Y400 — 121 shares $5,662
DUCOMMUN INC DELcs264147109 — 33 shares $5,661
HINGHAM INSTN SVGS MASScs433323102 — 20 shares $5,652
BOWHEAD SPECIALTY HLDGS INCcs10240L102 — 167 shares $5,640
TITAN INTL INC ILLcs88830M102 — 829 shares $5,621
VITESSE ENERGY INCcs92852X103 — 336 shares $5,611
COMPASS PATHWAYS PLCcs20451W101 — 450 shares $5,598
ISHARES TRmc46438G588 — 196 shares $5,582
SAFEHOLD INCre78646V107 — 474 shares $5,579
VANGUARD WELLINGTON FDmc921935805 — 37 shares $5,576
CITY HLDG COcs177835105 — 40 shares $5,565
TERRENO RLTY CORPre88146M101 — 86 shares $5,551
T ROWE PRICE EXCHANGE-TRADEDmc87283Q503 — 115 shares $5,550
FLEXSHARES TRmc33939L100 — 20 shares $5,546
STRATEGY SHSmc86280R126 — 200 shares $5,546
HILLMAN SOLUTIONS CORPcs431636109 — 792 shares $5,536
ANIKA THERAPEUTICS INCcs035255108 — 281 shares $5,524
HIGHPEAK ENERGY INCcs43114Q105 — 676 shares $5,516
RUSSELL INVTS EXCHANGE TRADEmc78249U100 — 152 shares $5,507
B & G FOODS INCcs05508R106 — 1,917 shares $5,502
ISHARES TRmc46436E759 — 65 shares $5,502
TRANSCAT INCcs893529107 — 62 shares $5,482
CORE SCIENTIFIC INC NEWcs21874A106 — 343 shares $5,481
TECNOGLASS HOLDINGS INCcs87877F103 — 154 shares $5,470
INVESTMENT MANAGERS SER TR Imc46144X115 — 308 shares $5,455
NASDAQ 100 MANAmc45783Y681 — 151 shares $5,450
COLUMBIA ETF TR IImc19762B202 — 106 shares $5,449
NEXXEN INTL LTDcsM8T80P204 — 605 shares $5,445
NIO INCcs62914V106 — 1,587 shares $5,443
PREM INC 30 BARRmc45783Y566 — 219 shares $5,436
POSCO HOLDINGS INCcs693483109 — 96 shares $5,415
FIRST BK WILLIAMSTOWN NEW JEcs31931U102 — 314 shares $5,413
INNOVATOR ETFS TRUSTcs45784N270 — 200 shares $5,402
EPLUS INCcs294268107 — 60 shares $5,401
AVANOS MED INCcs05350V106 — 270 shares $5,400
GOLDMAN SACHS ETF TRmc381430479 — 124 shares $5,395
SPDR SERIES TRUSTmc78464A532 — 55 shares $5,386
AEVA TECHNOLOGIES INCcs00835Q202 — 383 shares $5,377
FLEXIBLE INCOMEmc46654Q641 — 101 shares $5,354
OCCIDENTAL PETE CORPwt674599162 — 161 shares $5,353
PATHWARD FINANCIAL INCcs59100U108 — 75 shares $5,336
COURSERA INCcs22266M104 — 1,075 shares $5,332
INVESCO EXCHANGE TRADED FD Tmc46137V571 — 243 shares $5,331
MATIV HOLDINGS INCcs808541106 — 460 shares $5,331
AMERICAN SUPERCONDUCTOR CORPcs030111207 — 183 shares $5,327
CROSSAMERICA PARTNERS LPcs22758A105 — 249 shares $5,319
BLACKROCK MUNIYIELD QUALITYmf09254E103 — 552 shares $5,316
PRIVIA HEALTH GROUP INCcs74276R102 — 270 shares $5,316
NURIX THERAPEUTICS INCcs67080M103 — 224 shares $5,311
INNOVATOR ETFS TRUSTmc45783Y822 — 338 shares $5,309
KRANESHARES TRUSTmc500767645 — 192 shares $5,302
GLOBAL WTR RES INCcs379463102 — 666 shares $5,295
PIMCO ACCESS INCOME FUNDmf72203T100 — 400 shares $5,292
SPDR SERIES TRUSTmc78464A573 — 40 shares $5,292
PRIMORIS SVCS CORPcs74164F103 — 71 shares $5,291
TRONOX HOLDINGS PLCcsG9087Q102 — 1,339 shares $5,289
ENANTA PHARMACEUTICALS INCcs29251M106 — 400 shares $5,272
TANGO THERAPEUTICS INCcs87583X109 — 210 shares $5,240
ELANCO ANIMAL HEALTH INCcs28414H103 — 234 shares $5,239
ATLANTIC UN BANKSHARES CORPcs04911A107 — 138 shares $5,237
INNOVATOR ETFS TRUSTmc45783Y756 — 130 shares $5,237
MILLERKNOLL INCcs600544100 — 266 shares $5,230