IFP Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$31.7M |
| 2 |
NVIDIA
NVDA
|
+$30.8M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$29.6M |
| 4 |
Amazon
AMZN
|
+$24.9M |
| 5 |
Gold Fields
GFI
|
+$20.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$8.77M |
| 2 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$5.55M |
| 3 |
iShares Core MSCI Pacific ETF
IPAC
|
+$5.34M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
+$4.93M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$4.69M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.98% |
| 2 | Financials | 4.3% |
| 3 | Communication Services | 4.06% |
| 4 | Consumer Discretionary | 3.83% |
| 5 | Healthcare | 3.65% |
Similar funds
IFP Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, IFP Advisors held 5,084 positions worth $4.45B, up 16% from $3.85B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
IFP Advisors deployed $534M of net new capital in Q4 2025, opening 254 new positions and adding to 2,299 existing holdings. Its largest new stake was Innovator US Equity Ultra Buffer ETF November: 94,828 shares worth $3.61M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was First Trust Global Tactical Commodity Strategy Fund, an estimated $8.77M trimmed.
- IFP Advisors's largest Q4 2025 buy was Innovator US Equity Ultra Buffer ETF November: 94,828 shares worth $3.61M.
- IFP Advisors added most to iShares 20+ Year Treasury Bond ETF in Q4 2025, an estimated $31.7M increase.
- IFP Advisors's biggest Q4 2025 reduction was First Trust Global Tactical Commodity Strategy Fund, cutting an estimated $8.77M.
- IFP Advisors fully exited iShares Core MSCI Pacific ETF in Q4 2025, selling an estimated $5.34M.
- IFP Advisors's ten largest holdings make up 16% of its $4.45B portfolio in Q4 2025.
- IFP Advisors opened 254 new positions and closed 201 in Q4 2025.
- IFP Advisors's portfolio value rose 16% quarter-over-quarter to $4.45B.
Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.