IFP Advisors, Inc

Q3 2025 13F-HR/A Holdings

Location
Tampa, FL
Holdings as of
9/30/2025
Date filed
2/6/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
4,843
Total value ($000)
$3,850,718
Net value change ($000)
+333,666 (9.5%)
New positions
303
Sold out positions
389
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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 22,433 84.8%
AAPL 15,369 17.3%
TDIV 13,359 356.2%
FNV 12,132 1203.6%
VUG 11,085 22.3%
WCMI 10,731 NEW
NVDA 9,835 16.4%
OEF 9,795 38.1%
GOOGL 9,739 45.1%
HDV 9,334 112.5%
Top Reduces (Value $000, Stocks/ETFs)
FTSM -23,658 -52.2%
IJT -10,220 -88.8%
EFA -8,984 -38.9%
TLT -8,694 -43.6%
PAAA -7,540 -74.5%
VTV -6,653 -32.3%
DIA -3,922 -55.0%
QUAL -3,753 -15.7%
LGOV -2,958 -80.5%
SIHY -2,892 -63.4%
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