IFP Advisors
BFOR icon

IFP Advisors’s Barron's 400 ETF BFOR Stock Holding History

IFP Advisors’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$385K Hold
16,768
– – 0.01% 1195
2026
Q2 		$401K Buy
16,768
+48
+0.3% +$1.08K 0.01% 1146
2026
Q1 		$347K Buy
16,720
+400
+2% +$8.55K 0.01% 1118
2025
Q4 		$336K Sell
16,320
-400
-2% -$8.12K 0.01% 1111
2025
Q3 		$339K Hold
16,720
– – 0.01% 1024
2025
Q2 		$322K Buy
16,720
+3,720
+29% +$66.5K 0.01% 1031
2025
Q1 		$226K Buy
+13,000
New +$238K 0.01% 1119

Other funds holding BFOR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Alteri Wealth
Alteri Wealth Westlake Village, California $358M AUM 37.59% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $81.9M AUM 21.95% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

IFP Advisors's BFOR Position: Q3 2026 in Review

IFP Advisors held its Barron's 400 ETF (BFOR) position steady in Q3 2026 at 16,768 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1195.

IFP Advisors first reported a position in BFOR in Q1 2025 and has held it in 7 quarters since. The position peaked at $401K in Q2 2026. 23 funds tracked by Wall St. Rank hold BFOR as of Q3 2026.

  • IFP Advisors held 16,768 shares of Barron's 400 ETF worth $385K as of Q3 2026.
  • IFP Advisors left its Barron's 400 ETF share count unchanged in Q3 2026.
  • Barron's 400 ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1195 holding.
  • IFP Advisors first reported a position in Barron's 400 ETF in Q1 2025 and has held it in 7 quarters since.
  • IFP Advisors's Barron's 400 ETF position peaked at $401K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.