IFP Advisors, Inc

Q2 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
5,147
Total value ($000)
$5,537,417
Net value change ($000)
+714,803 (14.8%)
New positions
339
Sold out positions
224
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 31,013 197.2%
QQQ 25,316 46.3%
PANW 22,242 127.5%
NVDA 19,134 16.8%
AAPL 17,174 13.9%
HDV 16,305 95.3%
IGSB 15,673 69.8%
ABT 15,343 259.8%
MU 14,775 347.9%
SPYM 14,298 34.6%
Top Reduces (Value $000, Stocks/ETFs)
IWM -13,779 -64.6%
VOT -13,073 -66.7%
AU -11,981 -47.3%
KGC -10,290 -65.7%
TLT -9,604 -19.9%
IAU -8,056 -16.1%
PBW -7,837 -95.4%
USMV -7,505 -57.6%
JPST -5,937 -32.4%
CVX -4,779 -30.4%
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