IFP Advisors, Inc
SEC Form 13F institutional filer · CIK 0001641866
13F-HR · 526 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$2.60B
Top-10 concentration
38.3%
IFP Advisors, Inc — $2.6B AUM allocation strategy
IFP Advisors, Inc files SEC Form 13F and reports $2.6B of long US equity value across 526 reported holdings for 2026-03-31.
Its largest sector bet is Financials 16.3%, followed by Information Technology 12.7% and Communication Services 4.3%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
IFP Advisors, Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.6B
total across 526 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MS +154K sh · +$8.64M+$TROW +134K sh · +$4.49M+$IVV +133K sh · +$1.7M
Biggest trims (shares)
−$BLK −188K sh · −$19.4M−$SCHW −152K sh · −$3.96M−$XLC −65.2K sh · −$7.78M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage7.7%—
- Semiconductors5.4%—
- Asset Management & Custody Banks5.4%—
- Technology Hardware, Storage & Peripherals4.7%—
- Interactive Media & Services4.3%—
- Financial Exchanges & Data3.2%—
- Broadline Retail2.7%—
- Systems Software2.5%—
- Other holdings64.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 5.19M | $153M | -152K | 5.9% |
| $AAPL | Apple Inc | 485K | $123M | +52.5K | 4.7% |
| $NVDA | NVIDIA Corporation | 652K | $114M | +112K | 4.4% |
| $SPGI | S&P Global Inc | 1.09M | $83.6M | +89.3K | 3.2% |
| $BLK | BlackRock Inc | 915K | $75.6M | -188K | 2.9% |
| $AMZN | Amazon.com Inc | 331K | $68.9M | +57.2K | 2.7% |
| $IVZ | Invesco Ltd | 1.14M | $65M | +90.1K | 2.5% |
| $MSFT | Microsoft Corporation | 175K | $64.7M | +51.2K | 2.5% |
| $GOOGL | Alphabet Inc | 220K | $63M | +27.6K | 2.4% |
…and 517 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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