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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)
VANGUARD WORLD FDcs921910840 — 5,847 shares $941,893
DIMENSIONAL ETF TRUSTmc25434V625 — 11,193 shares $938,309
EMRGNG MKT JANmc45782C516 — 25,213 shares $937,195
ROCKWELL AUTOMATION INCcs773903109 — 2,151 shares $936,395
FIRST TR EXCH TRADED FD IIImc33739N108 — 19,537 shares $935,041
CREDO TECHNOLOGY GROUP HOLDIcsG25457105 — 4,783 shares $931,681
LATHAM GROUP INCcs51819L107 — 149,503 shares $931,404
STRATEGY SHSmc86280R787 — 30,741 shares $929,915
NIKE INCcs654106103 — 26,242 shares $928,967
INNOVATOR ETFS TRUSTmc45782C334 — 15,205 shares $925,376
AMPLIFY ETF TRmc032108409 — 19,895 shares $924,919
FIRST TR EXCH TRADED FD IIImc33739P855 — 50,017 shares $922,313
FRANKLIN TEMPLETON ETF TRmc35473P595 — 40,004 shares $920,092
ISHARES TRmc46435U259 — 35,782 shares $917,450
NXP SEMICONDUCTORS N VcsN6596X109 — 3,855 shares $915,678
VANECK ETF TRUSTmc92189F437 — 32,882 shares $914,448
US SML CP PWR Bmc45782C599 — 24,209 shares $912,921
INVESCO EXCHANGE TRADED FD Tmc46137V100 — 5,899 shares $912,103
ISHARES TRcs464288117 — 22,914 shares $911,290
ISHARES TRmc46435U853 — 25,504 shares $911,003
VANGUARD BD INDEX FDScs921937819 — 12,498 shares $910,604
FIRST TR EXCHANGE-TRADED ALPmc33737M102 — 9,195 shares $908,803
EVERSOURCE ENERGYcs30040W108 — 14,160 shares $908,506
STATE STR SPDR S&P MIDCAP 40cs78467Y107 — 1,372 shares $901,006
ROYAL CARIBBEAN GROUPcsV7780T103 — 3,389 shares $901,000
NISOURCE INCcs65473P105 — 23,041 shares $898,599
NEOS ETF TRUSTmc78433H303 — 16,796 shares $893,043
ISHARES TRcs464287887 — 5,548 shares $889,511
ISHARES TRmc46435U283 — 35,184 shares $888,044
ISHARES TRmc46435G839 — 20,334 shares $883,309
FIDELITY COVINGTON TRUSTmc316092543 — 24,790 shares $881,037
ISHARES TRmc46436E130 — 35,921 shares $879,346
DECKERS OUTDOOR CORPcs243537107 — 11,249 shares $878,997
BLACKSTONE INCcs09260D107 — 7,840 shares $878,786
CAPITAL GROUP DIVIDEND GROWEmc14021L109 — 23,712 shares $878,055
CACI INTL INCcs127190304 — 1,436 shares $874,682
AIRBNB INCcs009066101 — 5,438 shares $873,615
AMERICAN ELEC PWR CO INCcs025537101 — 7,300 shares $866,072
ISHARES TRcs464287374 — 14,007 shares $863,251
FIRST TR EXCHNG TRADED FD VImc33740F698 — 16,856 shares $862,859
TRUST FOR PROFESSIONAL MANAGmc89834G760 — 25,327 shares $861,371
WISDOMTREE TRcs97717W604 — 22,654 shares $858,587
SPDR SERIES TRUSTmc78464A391 — 41,587 shares $856,692
TIDAL TRUST Imc886364637 — 23,114 shares $856,605
JABIL INCcs466313103 — 2,984 shares $855,990
HARTFORD INSURANCE GROUP INCcs416515104 — 6,974 shares $853,339
ISHARES TRcs464287606 — 7,783 shares $853,095
ISHARES TRmc46435G425 — 5,089 shares $848,845
U S TEC LEA ETFmc46654Q732 — 8,069 shares $848,818
CME GROUP INCcs12572Q105 — 3,232 shares $846,719
BARCLAYS BANK PLCcs06738C778 — 16,431 shares $846,525
UNIFIED SER TRmc90470L519 — 39,109 shares $846,092
CAPITAL GRP FIXED INCM ETF Tmc14020Y805 — 34,876 shares $839,465
INVESCO EXCHANGE TRADED FD Tmc46137V597 — 16,040 shares $839,373
T-MOBILE US INCcs872590104 — 5,126 shares $835,948
VANGUARD SCOTTSDALE FDSmc92206C599 — 2,491 shares $835,730
DIMENSIONAL ETF TRUSTmc25434V666 — 20,791 shares $835,174
FRANKLIN TEMPLETON ETF TRmc35473P868 — 35,777 shares $834,320
VANGUARD WELLINGTON FDmc921935508 — 3,665 shares $832,212
FLEXSHARES TRmc33939L407 — 15,679 shares $826,910
NETAPP INCcs64110D104 — 3,912 shares $821,833
SSGA ACTIVE ETF TRmc78467V848 — 21,950 shares $821,369
SCHWAB STRATEGIC TRmc808524409 — 24,615 shares $819,926
PACER FDS TRmc69374H311 — 22,959 shares $818,948
SPDR SERIES TRUSTmc78464A284 — 34,739 shares $815,324
METLIFE INCcs59156R108 — 8,652 shares $814,672
PUTNAM ETF TRUSTmc746729797 — 110,698 shares $812,523
PACER FDS TRmc69374H360 — 20,363 shares $812,076
SCHWAB STRATEGIC TRmc808524649 — 33,357 shares $805,905
FIRST TR EXCHNG TRADED FD VImc33740U208 — 12,981 shares $794,567
ARES CAPITAL CORPcs04010L103 — 41,418 shares $791,084
US EQTY PWR BUFmc45782C656 — 16,859 shares $790,013
BECTON DICKINSON & COcs075887109 — 4,400 shares $787,600
GODADDY INCcs380237107 — 8,232 shares $786,238
CF INDUSTRIES HOLDcs125269100 — 6,808 shares $784,282
DIMENSIONAL ETF TRUSTmc25434V401 — 9,416 shares $781,810
PROLOGIS INC.cs74340W103 — 5,982 shares $776,703
CLOROX CO DELcs189054109 — 9,498 shares $769,433
WILLIAMS COS INCcs969457100 — 11,300 shares $768,061
GLOBAL SEL EQUITmc46654Q740 — 10,554 shares $765,165
NVENT ELEC PLCcsG6700G107 — 4,690 shares $752,135
FRANKLIN TEMPLETON ETF TRmc35473P744 — 18,059 shares $747,643
ISHARES TRcs464288752 — 8,586 shares $747,154
ISHARES TRcs46432F834 — 7,864 shares $747,001
HOWMET AEROSPACE INCcs443201108 — 3,298 shares $745,942
SELECT SECTOR SPDR TRcs81369Y308 — 9,240 shares $744,744
FIRST TR EXCHANGE TRADED FDmc33741X102 — 18,340 shares $744,237
ENBRIDGE INCcs29250N105 — 15,962 shares $742,073
ANGEL OAK FUNDS TRUSTmc03463K745 — 68,979 shares $736,006
TRANE TECHNOLOGIES PLCcsG8994E103 — 1,623 shares $733,564
NORTHERN LTS FD TR IVmc66538H419 — 18,879 shares $731,939
JACOBS SOLUTIONS INCcs46982L108 — 5,386 shares $728,564
DANAHER CORP DELcs235851102 — 3,287 shares $728,235
SCHWAB STRATEGIC TRmc808524631 — 28,830 shares $727,669
ISHARES TRcs464287291 — 4,901 shares $726,426
INVESCO EXCH TRADED FD TR IImc46138E537 — 33,805 shares $723,089
CALAMOS ETF TRmc12811T308 — 15,519 shares $719,653
QNITY ELECTRONICS INCcs74743L100 — 5,691 shares $715,586
TECHNIPFMC PLCcsG87110105 — 10,423 shares $707,930
ISHARES INCcs464286632 — 5,833 shares $707,660