IA
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IFP Advisors’s Alger 35 ETF ATFV Stock Holding History

IFP Advisors’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$414 Hold
10
– – ﹤0.01% 4725
2026
Q1 		$314 Hold
10
– – ﹤0.01% 4529
2025
Q4 		$349 Hold
10
– – ﹤0.01% 4367
2025
Q3 		$355 Hold
10
– – ﹤0.01% 4263
2025
Q2 		$295 Hold
10
– – ﹤0.01% 4556
2025
Q1 		$219 Hold
10
– – ﹤0.01% 3641
2024
Q4 		$253 Buy
+10
New +$244 ﹤0.01% 3628

Other funds holding ATFV

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's ATFV Position: Q2 2026 in Review

IFP Advisors held its Alger 35 ETF (ATFV) position steady in Q2 2026 at 10 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #4725.

IFP Advisors first reported a position in ATFV in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • IFP Advisors held 10 shares of Alger 35 ETF worth $414 as of Q2 2026.
  • IFP Advisors left its Alger 35 ETF share count unchanged in Q2 2026.
  • Alger 35 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4725 holding.
  • IFP Advisors first reported a position in Alger 35 ETF in Q4 2024 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.