IFP Advisors, Inc

CIK 0001641866 · Q2 2026

13F Equity AUM

$5.5B

+14.8% QoQ

Positions

4,086

+188 QoQ

AUM Rank

#1,437

Top 11%

Skill Alpha (FF)

+0.4%/yr^ns

No Clear Edge

Rank #1,958 · Top 24%

vs S&P -2.3%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 9.0%Top 10: 14.5%Top 20: 22.1%

AAPL2.5%

NVDA2.4%

NDQ1.4%

AMZN1.4%

MSFT1.2%

GOOG1.2%

VUG1.2%

GOOGL1.1%

SPY1.0%

SPYM1.0%

Others (4076)85.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services61.5%

Technology14.1%

Healthcare4.0%

Communication Services3.9%

Industrials3.8%

Consumer Cyclical3.5%

Other9.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 4086Median: 0.00%Avg: 0.02%

0–0.5%

4054(71.0%)

0.5–1%

22(14.4%)

1–3%

10(14.5%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 4,086vs 20 funds

0%Low

4,086

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New338Increased2344Decreased1607Exited224

New Positions

SPACE EXPLORATION TE…0.2%

+53K

IALT0.1%

+293K

RSPR0.1%

+131K

EPU0.1%

+49K

DUPONT DE NEMOURS IN…0.1%

+30K

LALT0.0%

+87K

QLC0.0%

+22K

IMTB0.0%

+51K

PWB0.0%

+10K

HONEYWELL INTL INC0.0%

+4K

Increased

HDV0.6%

+1.1M(+867%)

VUG1.2%

+611K(+464%)

IGSB0.7%

+300K(+70%)

VGT0.6%

+242K(+732%)

UCON0.5%

+237K(+27%)

FIRST TR EXCHANGE-TR…0.1%

+229K(+975%)

MAGS0.2%

+180K(+1104%)

ABT0.4%

+177K(+307%)

NFLT0.1%

+157K(+205%)

GDX0.3%

+152K(+233%)

Decreased

KGC0.1%

-285,694(-56%)

PBW0.0%

-250,452(-96%)

FDD0.1%

-202,869(-55%)

JPST0.2%

-117,133(-32%)

TLT0.7%

-109,400(-20%)

AU0.2%

-95,096(-37%)

USMV0.1%

-83,223(-59%)

IEMG0.4%

-82,578(-24%)

IVW0.7%

-73,175(-21%)

IWM0.1%

-60,874(-71%)

Exited

-113,406

-21,510

-12,001

-18,947

-1,257

PIMCO ETF TR

-14,034

-63

-2,740

-1,088

-12

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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