IFP Advisors, Inc
Sector Allocation
- Other54.7%$3.2B
- Technology18.3%$1.1B
- Financials8.7%$510.1M
- Healthcare3.9%$229.7M
- Consumer Discretionary3.1%$181.3M
- Industrials3.1%$181.2M
- Consumer Staples2.3%$134.3M
- Materials1.9%$109.6M
- Energy1.7%$99.4M
- Communication Services1.0%$60.8M
AUM History
13fpro.ai/research/fund/ifp-advisors-inc-1641866
Conviction and streaks
Stable · top 10 = 15.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$154.9MNVDA
$151.4MMSFT
$94.5MQQQ
$88.2M- VANGUARD$86.7M
AMZN
$84.6MGOOG
$65.0MSPY
$59.5MGOOGL
$58.1M- SPDR$57.1M
AMD
$48.7M- VANGUARD$47.9M
- SPDR$46.0M
PANW
$43.9MWT
$39.8M- ISHARES$39.7M
- ISHARES$39.0M
- ISHARES$38.4M
- ISHARES$36.7M
- FIRST$36.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ifp-advisors-inc-1641866
IFP Advisors, Inc 13F holdings — Q3 2026
$5.9B portfolio (+5.8% QoQ) · 5,256 holdings · Q3 2026 13F · top 10 are 15% of the stock portfolio
$154.9M
2.6% of stocks
-4%This quarter+1.1%Since filed8+ qtrsHeld$151.4M
2.6% of stocks
-0.2%This quarter+1.8%Since filed8+ qtrsHeld$94.5M
1.6% of stocks
+2%This quarter+0.4%Since filed8+ qtrsHeld$88.2M
1.5% of stocks
+10%This quarter+1.6%Since filed8+ qtrsHeld- 5
VANGUARD INDEX FDS - cs
$86.7M
1.5% of stocks
+30%This quarter—Since filed—HeldAIQuality—Est. buy— $84.6M
1.4% of stocks
+3%This quarter+1.2%Since filed8+ qtrsHeld$65.0M
1.1% of stocks
+1%This quarter-6.0%Since filed8+ qtrsHeld$59.5M
1.0% of stocks
+2%This quarter+0.8%Since filed8+ qtrsHeld$58.1M
1.0% of stocks
+0.4%This quarter-6.0%Since filed8+ qtrsHeld- 10
SPDR SERIES TRUST - cs
$57.1M
1.0% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — IFP Advisors, Inc (Q3 2026)
5,256 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ADVANCED MICRO DEVICES INC | Technology | $48.7M | 0.8% | 80K | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD INDEX FDS - mcetf/fund | — | $47.9M | 0.8% | 68K | +6% | — | — | 13F |
| 13 | — | SPDR INDEX SHS FDS - csetf/fund | — | $46.0M | 0.8% | 915K | -0.1% | — | — | 13F |
| 14 | Palo Alto Networks Inc | Technology | $43.9M | 0.8% | 111K | -5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | WisdomTree, Inc. | Financials | $39.8M | 0.7% | 409K | +0.5% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - csetf/fund | — | $39.7M | 0.7% | 52K | -4% | — | — | 13F |
| 17 | — | ISHARES TR - csetf/fund | — | $39.0M | 0.7% | 436K | -7% | — | — | 13F |
| 18 | — | ISHARES TR - csetf/fund | — | $38.4M | 0.7% | 750K | +3% | — | — | 13F |
| 19 | — | ISHARES TR - csetf/fund | — | $36.7M | 0.6% | 258K | -4% | — | — | 13F |
| 20 | — | FIRST TR EXCHNG TRADED FD VI - mc | — | $36.5M | 0.6% | 1.54M | +36% | — | — | 13F |
| 21 | — | VANGUARD WORLD FD - csetf/fund | — | $36.1M | 0.6% | 287K | +4% | — | — | 13F |
| 22 | — | ISHARES TR - csetf/fund | — | $35.7M | 0.6% | 156K | +5% | — | — | 13F |
| 23 | — | CAPITAL GROUP GROWTH ETF - mcetf/fund | — | $35.6M | 0.6% | 750K | +24% | — | — | 13F |
| 24 | Meta Platforms, Inc. | Technology | $34.4M | 0.6% | 47K | +14% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SCHWAB STRATEGIC TR - cs | — | $34.2M | 0.6% | 951K | +1% | — | — | 13F |
| 26 | — | CAPITAL GROUP DIVIDEND VALUE - mc | — | $33.9M | 0.6% | 695K | +4% | |||
| 27 | $AVGO | Broadcom Inc. | Technology | $33.2M | 0.6% | 95K | +8% | |||
| 28 | — | ISHARES TR - mc | — | $31.5M | 0.5% | 1.13M | -7% | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $31.2M | 0.5% | 150K | -4% | |||
| 30 | $IAU | ISHARES GOLD TRUST | Financials | $31.0M | 0.5% | 396K | -29% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $30.1M | 0.5% | 185K | New | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $29.6M | 0.5% | 59K | +9% | |||
| 33 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $27.9M | 0.5% | 31K | +4% | |||
| 34 | — | VANGUARD WHITEHALL FDS - cs | — | $27.7M | 0.5% | 179K | +3% | |||
| 35 | — | SCHWAB STRATEGIC TR - mc | — | $27.3M | 0.5% | 804K | +4% | |||
| 36 | $ABT | ABBOTT LABORATORIES | Healthcare | $27.3M | 0.5% | 276K | +18% | |||
| 37 | — | ISHARES TR - cs | — | $27.1M | 0.5% | 71K | -3% | |||
| 38 | — | VANGUARD SPECIALIZED FUNDS - cs | — | $26.6M | 0.5% | 114K | +4% | |||
| 39 | — | SCHWAB STRATEGIC TR - mc | — | $24.6M | 0.4% | 757K | +6% | |||
| 40 | $LLY | ELI LILLY & Co | Healthcare | $24.4M | 0.4% | 21K | +3% | |||
| 41 | — | SCHWAB STRATEGIC TR - mc | — | $23.7M | 0.4% | 790K | +4% | |||
| 42 | — | VANGUARD TAX-MANAGED FDS - cs | — | $23.5M | 0.4% | 333K | +2% | |||
| 43 | — | J P MORGAN EXCHANGE TRADED F - mc | — | $23.4M | 0.4% | 294K | +919% | |||
| 44 | — | ISHARES TR - mc | — | $23.1M | 0.4% | 238K | +2% | |||
| 45 | — | ISHARES TR - mc | — | $22.9M | 0.4% | 453K | +25% | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $22.9M | 0.4% | 69K | -2% | |||
| 47 | — | ISHARES TR - cs | — | $22.4M | 0.4% | 108K | -1% | |||
| 48 | $NFLX | NETFLIX INC | Communication Services | $22.2M | 0.4% | 320K | +26% | |||
| 49 | $FNV | FRANCO NEVADA Corp | Materials | $22.0M | 0.4% | 92K | +3% | |||
| 50 | $GS | GOLDMAN SACHS GROUP INC | Financials | $21.8M | 0.4% | 235K | +4% | |||
| 51 | — | ISHARES TR - mc | — | $21.8M | 0.4% | 98K | +90% | |||
| 52 | — | ISHARES INC - cs | — | $21.4M | 0.4% | 264K | +2% | |||
| 53 | — | FIRST TR EXCHANGE TRADED FD - mc | — | $21.2M | 0.4% | 188K | -4% | |||
| 54 | — | VANGUARD BD INDEX FDS - cs | — | $20.6M | 0.3% | 293K | +36% | |||
| 55 | — | ISHARES TR - cs | — | $20.4M | 0.3% | 123K | +3% | |||
| 56 | — | ISHARES TR - cs | — | $20.3M | 0.3% | 261K | -41% | |||
| 57 | — | SCHWAB STRATEGIC TR - cs | — | $20.2M | 0.3% | 689K | +15% | |||
| 58 | — | LISTED FDS TR - mc | — | $20.2M | 0.3% | 282K | +43% | |||
| 59 | — | CAPITAL GROUP CORE EQUITY ET - mc | — | $20.1M | 0.3% | 452K | +3% | |||
| 60 | — | FIRST TR EXCHANGE-TRADED FD - mc | — | $19.9M | 0.3% | 335K | -19% | |||
| 61 | $PLTR | Palantir Technologies Inc. | Technology | $18.9M | 0.3% | 101K | +10% | |||
| 62 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $18.3M | 0.3% | 69K | +290% | |||
| 63 | $V | VISA INC. | Financials | $18.2M | 0.3% | 51K | +9% | |||
| 64 | $UBER | Uber Technologies, Inc | Technology | $17.4M | 0.3% | 255K | +77% | |||
| 65 | — | VANGUARD STAR FDS - mc | — | $17.4M | 0.3% | 205K | +5% | |||
| 66 | — | ISHARES TR - cs | — | $17.3M | 0.3% | 167K | +0.6% | |||
| 67 | — | VANECK ETF TRUST - mc | — | $17.1M | 0.3% | 161K | +6% | |||
| 68 | — | ISHARES TR - cs | — | $17.0M | 0.3% | 237K | +4% | |||
| 69 | — | FIDELITY COVINGTON TRUST - mc | — | $16.9M | 0.3% | 279K | +6% | |||
| 70 | $MU | MICRON TECHNOLOGY INC | Technology | $16.8M | 0.3% | 16K | -4% | |||
| 71 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $16.7M | 0.3% | 248K | +408% | |||
| 72 | $MRVL | Marvell Technology, Inc. | Technology | $16.4M | 0.3% | 62K | +264% | |||
| 73 | $WMT | Walmart Inc. | Consumer Staples | $16.1M | 0.3% | 155K | +0.7% | |||
| 74 | $GS | GOLDMAN SACHS GROUP INC | Financials | $15.5M | 0.3% | 181K | +4% | |||
| 75 | $TSLA | Tesla, Inc. | Consumer Discretionary | $15.3M | 0.3% | 43K | +5% | |||
| 76 | — | ISHARES TR - cs | — | $15.2M | 0.3% | 27K | +22% | |||
| 77 | $AU | AngloGold Ashanti PLC | Materials | $15.1M | 0.3% | 161K | -3% | |||
| 78 | $FISV | FISERV INC | Financials | $15.1M | 0.3% | 333K | +92% | |||
| 79 | — | ISHARES TR - cs | — | $14.9M | 0.3% | 184K | +2% | |||
| 80 | — | SELECT SECTOR SPDR TR - cs | — | $14.5M | 0.3% | 74K | +10% | |||
| 81 | $ABBV | AbbVie Inc. | Healthcare | $14.4M | 0.2% | 55K | +4% | |||
| 82 | $XYZ | Block, Inc. | Technology | $14.2M | 0.2% | 192K | -2% | |||
| 83 | — | PUTNAM ETF TRUST - mc | — | $14.1M | 0.2% | 269K | +73% | |||
| 84 | — | CAPITAL GROUP CORE BALANCED - mc | — | $14.0M | 0.2% | 381K | +10% | |||
| 85 | — | VANGUARD INDEX FDS - cs | — | $14.0M | 0.2% | 65K | +12% | |||
| 86 | — | ISHARES TR - cs | — | $14.0M | 0.2% | 103K | -6% | |||
| 87 | — | BLACKROCK ETF TRUST II - mc | — | $13.8M | 0.2% | 271K | +46% | |||
| 88 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $13.6M | 0.2% | 93K | +7% | |||
| 89 | — | VANGUARD INDEX FDS - cs | — | $13.6M | 0.2% | 69K | +7% | |||
| 90 | $CAT | CATERPILLAR INC | Industrials | $13.5M | 0.2% | 17K | +19% | |||
| 91 | — | VANGUARD INDEX FDS - cs | — | $13.4M | 0.2% | 36K | -2% | |||
| 92 | — | BLACKROCK ETF TRUST - mc | — | $13.4M | 0.2% | 194K | +16% | |||
| 93 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $13.0M | 0.2% | 36K | -10% | |||
| 94 | — | JANUS DETROIT STR TR - mc | — | $13.0M | 0.2% | 257K | +13% | |||
| 95 | — | PIMCO ETF TR - cs | — | $12.8M | 0.2% | 128K | +44% | |||
| 96 | — | ISHARES TR - mc | — | $12.8M | 0.2% | 260K | +4% | |||
| 97 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $12.8M | 0.2% | 85K | +61% | |||
| 98 | — | DIMENSIONAL ETF TRUST - mc | — | $12.8M | 0.2% | 244K | -0.7% | |||
| 99 | $CSCO | CISCO SYSTEMS, INC. | Technology | $12.8M | 0.2% | 119K | +9% | |||
| 100 | $CVX | CHEVRON CORP | Energy | $12.7M | 0.2% | 62K | -5% | |||
| 101 | $Z | ZILLOW GROUP, INC. | Industrials | $12.7M | 0.2% | 469K | +97% | |||
| 102 | — | ISHARES TR - cs | — | $12.3M | 0.2% | 90K | +2% | |||
| 103 | — | VANGUARD INDEX FDS - cs | — | $12.1M | 0.2% | 36K | -7% | |||
| 104 | — | FIRST TR EXCHANGE-TRADED FD - mc | — | $12.0M | 0.2% | 630K | +2% | |||
| 105 | — | J P MORGAN EXCHANGE TRADED F - mc | — | $11.9M | 0.2% | 237K | -3% | |||
| 106 | $SCHW | SCHWAB CHARLES CORP | Financials | $11.8M | 0.2% | 121K | +93% | |||
| 107 | — | VANGUARD INDEX FDS - cs | — | $11.7M | 0.2% | 41K | +20% | |||
| 108 | — | ISHARES TR - mc | — | $11.6M | 0.2% | 271K | +8% | |||
| 109 | — | ISHARES TR - cs | — | $11.6M | 0.2% | 115K | -2% | |||
| 110 | $TGTX | TG THERAPEUTICS, INC. | Healthcare | $11.5M | 0.2% | 207K | -1% | |||
| 111 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $11.5M | 0.2% | 62K | +0.2% | |||
| 112 | — | ISHARES TR - mc | — | $11.4M | 0.2% | 58K | +14% | |||
| 113 | — | ISHARES TR - mc | — | $11.4M | 0.2% | 470K | -5% | |||
| 114 | $INTC | INTEL CORP | Technology | $11.4M | 0.2% | 95K | +5% | |||
| 115 | — | SCHWAB STRATEGIC TR - mc | — | $11.1M | 0.2% | 207K | +24% | |||
| 116 | — | FIRST TR EXCHANGE-TRADED ALP - mc | — | $11.1M | 0.2% | 96K | +6% | |||
| 117 | $RTX | RTX Corp | Industrials | $10.7M | 0.2% | 58K | -4% | |||
| 118 | — | VANGUARD SCOTTSDALE FDS - cs | — | $10.7M | 0.2% | 137K | +3% | |||
| 119 | $VRT | Vertiv Holdings Co | Technology | $10.6M | 0.2% | 44K | -2% | |||
| 120 | $JNJ | JOHNSON & JOHNSON | Healthcare | $10.6M | 0.2% | 40K | +3% | |||
| 121 | $TER | TERADYNE, INC | Technology | $10.5M | 0.2% | 26K | -5% | |||
| 122 | — | ISHARES TR - cs | — | $10.5M | 0.2% | 88K | -45% | |||
| 123 | — | VANECK ETF TRUST - mc | — | $10.5M | 0.2% | 17K | +123% | |||
| 124 | $NOW | ServiceNow, Inc. | Technology | $10.3M | 0.2% | 77K | -2% | |||
| 125 | — | ISHARES TR - cs | — | $10.3M | 0.2% | 49K | -2% | |||
| 126 | — | SELECT SECTOR SPDR TR - cs | — | $10.2M | 0.2% | 61K | -0.6% | |||
| 127 | — | VANECK ETF TRUST - mc | — | $10.2M | 0.2% | 116K | -46% | |||
| 128 | $URI | UNITED RENTALS, INC. | Industrials | $10.1M | 0.2% | 10K | -4% | |||
| 129 | — | VANGUARD INTL EQUITY INDEX F - cs | — | $10.0M | 0.2% | 169K | -0.4% | |||
| 130 | — | SELECT SECTOR SPDR TR - cs | — | $10.0M | 0.2% | 253K | +22% | |||
| 131 | — | SCHWAB STRATEGIC TR - mc | — | $10.0M | 0.2% | 451K | +5% | |||
| 132 | $VST | Vistra Corp. | Utilities | $9.9M | 0.2% | 72K | -0.8% | |||
| 133 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $9.9M | 0.2% | 35K | -19% | |||
| 134 | — | ISHARES TR - mc | — | $9.8M | 0.2% | 31K | -3% | |||
| 135 | $PM | Philip Morris International Inc. | Consumer Staples | $9.7M | 0.2% | 51K | +18% | |||
| 136 | — | FIRST TR EXCHANGE-TRADED FD - mc | — | $9.7M | 0.2% | 200K | -26% | |||
| 137 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $9.6M | 0.2% | 176K | +2% | |||
| 138 | — | BLACKROCK ETF TRUST - mc | — | $9.6M | 0.2% | 321K | +9% | |||
| 139 | — | ISHARES TR - cs | — | $9.5M | 0.2% | 101K | +8% | |||
| 140 | — | ISHARES TR - cs | — | $9.4M | 0.2% | 89K | -12% | |||
| 141 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $9.4M | 0.2% | 43K | -1% | |||
| 142 | $T | AT&T INC. | Communication Services | $9.3M | 0.2% | 382K | +3% | |||
| 143 | — | SPDR INDEX SHS FDS - cs | — | $9.3M | 0.2% | 179K | +9% | |||
| 144 | $MA | Mastercard Inc | Financials | $9.1M | 0.2% | 17K | -23% | |||
| 145 | — | SELECT SECTOR SPDR TR - cs | — | $9.1M | 0.2% | 149K | -0.1% | |||
| 146 | $MCD | MCDONALDS CORP | Consumer Discretionary | $9.1M | 0.2% | 39K | +22% | |||
| 147 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $9.1M | 0.1% | 20K | -0.7% | |||
| 148 | — | ISHARES TR - cs | — | $9.0M | 0.1% | 65K | +24% | |||
| 149 | — | BNY MELLON ETF TRUST - mc | — | $8.9M | 0.1% | 183K | +263% | |||
| 150 | — | FIRST TR EXCHANGE TRADED FD - mc | — | $8.8M | 0.1% | 112K | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 208 new, 1,999 added to, 1,830 trimmed, 166 sold out. Share-count changes; largest moves by dollar size first.
New positions (208)
- US EQT ULTRA BF - mc$4.0M
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - mc$1.1M
first bought this quarter
- STARBOARD INVT TR - mc$546K
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - mc$400K
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - mc$370K
first bought this quarter
$SKHYSK hynix Inc.$322K
first bought this quarter
+202 more in the Excel export
Added to (1,999)
- J P MORGAN EXCHANGE TRADED F - mc+919%
now $23.4M
- VANGUARD INDEX FDS - cs+30%
now $86.7M
$CRWDCrowdStrike Holdings, Inc.+290%
now $18.3M · held 8+ qtrs
$MOALTRIA GROUP, INC.+408%
now $16.7M · held 8+ qtrs
$MRVLMarvell Technology, Inc.+264%
now $16.4M · held 8+ qtrs, 4 adds in a row
- FIRST TR EXCHNG TRADED FD VI - mc+36%
now $36.5M
+1,993 more in the Excel export
Trimmed (1,830)
$IAUISHARES GOLD TRUST-29%
now $31.0M · held 8+ qtrs, 2 trims in a row
$BFLXCann American Corp.-100%
now $3K
now $154.9M · held 8+ qtrs
$KGCKINROSS GOLD CORP-99%
now $61K
$GFIGOLD FIELDS LTD-98%
now $126K
- FIRST TR EXCHANGE-TRADED FD - mc-19%
now $19.9M
+1,824 more in the Excel export
Holdings by quarter
Every 13F IFP Advisors, Inc has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow IFP Advisors?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of IFP Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.1%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 20% over the last 4
Top 10 weight
15%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
IFP Advisors, Inc disclosed 5,256 positions worth $5.9B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 2.6% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 208 new positions and exited 166 and a full exit from $JHG. The portfolio is most concentrated in Other (54.7% of disclosed assets). All figures are sourced directly from IFP Advisors, Inc’s Form 13F-HR filing with the SEC under CIK 1641866.
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AI-Powered Hedge Fund Analysis: IFP Advisors, Inc
13F Pro is an AI hedge fund tracker and stock research platform. For IFP Advisors, Inc (SEC CIK: 1641866), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in IFP Advisors, Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.