IFP Advisors, Inc

Q3 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
5,256
Total value ($000)
$5,859,129
Net value change ($000)
+321,712 (5.8%)
New positions
345
Sold out positions
236
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 30,104 NEW
MSFT 27,167 40.4%
VUG 22,735 35.5%
JAVA 21,136 923.4%
NVDA 18,541 14.0%
AAPL 14,617 10.4%
MO 13,196 375.4%
MRVL 11,347 223.0%
META 11,024 47.2%
QUAL 10,511 92.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -23,300 -99.5%
TLT -18,267 -47.3%
IAU -10,960 -26.1%
EFG -9,289 -46.9%
GDX -6,163 -37.7%
TMHC -5,454 -99.9%
KGC -5,317 -98.9%
IEF -5,184 -11.7%
HD -5,177 -34.3%
GFI -4,717 -97.4%
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