IFP Advisors, Inc

Q2 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2025
Date filed
7/24/2025
Form type
13F-HR
Num holdings
4,929
Total value ($000)
$3,517,052
Net value change ($000)
+273,929 (8.4%)
New positions
831
Sold out positions
214
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVW 23,141 697.2%
SPY 19,503 57.7%
NVDA 18,951 46.2%
TLT 15,554 355.0%
ITA 15,284 295.1%
MSFT 11,705 30.1%
VTV 10,533 104.8%
QUAL 10,103 73.5%
AVGO 8,247 92.2%
VOT 7,685 249.8%
Top Reduces (Value $000, Stocks/ETFs)
SHV -16,439 -86.1%
DFAU -14,737 -76.9%
XLK -14,227 -63.0%
FTGC -13,840 -97.9%
QQQ -11,299 -18.5%
DFSD -10,611 -83.7%
SMH -10,011 -89.5%
VUG -9,965 -16.7%
IJK -7,737 -93.2%
IYR -6,972 -97.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type