IFP Advisors, Inc

Q1 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
5,032
Total value ($000)
$4,822,614
Net value change ($000)
+368,077 (8.3%)
New positions
355
Sold out positions
222
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IWM 15,317 254.9%
IVE 13,395 71.0%
NVDA 13,061 13.0%
COST 12,578 69.1%
NFLX 10,829 194.6%
VOE 9,934 679.5%
EFG 9,300 301.4%
VST 9,002 726.0%
SGOV 8,739 157.6%
XOM 8,686 46.6%
Top Reduces (Value $000, Stocks/ETFs)
IVW -18,917 -32.8%
GFI -14,318 -66.6%
RSPR -9,482 -100.0%
IBDQ -8,072 -100.0%
XLC -7,781 -82.4%
SPY -6,767 -10.5%
HDV -6,404 -27.2%
IXP -6,304 -99.6%
IAI -6,173 -98.6%
OEF -6,144 -17.0%
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