1y return+17.6%S&P 500 +20.9%
3y return+47.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $134 against $165 in the S&P 500.2
IFP Advisors, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $140.3M | 2.5% | |
| NVDANvidia Corporation | $132.8M | 2.4% | +1.8% |
| QQQInvesco Qqq Tr | $80.0M | 1.4% | +14.7% |
| AMZNAmazon Com Inc | $78.2M | 1.4% | |
| MSFTMicrosoft Corp | $67.3M | 1.2% | +3.2% |
| GOOGAlphabet Inc | $66.4M | 1.2% | −14.4% |
| VUGVanguard Index Fds | $64.0M | 1.2% | −6.0% |
| GOOGLAlphabet Inc | $60.1M | 1.1% | +1.5% |
| SPYState Str Spdr S&p 500 Etf T | $57.4M | 1.0% | −13.4% |
| SPYMSpdr Series Trust | $55.6M | 1.0% | +17.2% |
| AMDAdvanced Micro Devices Inc | $46.7M | 0.8% | +4.1% |
| SPDWSpdr Index Shs Fds | $46.2M | 0.8% | +10.9% |
| VOOVanguard Index Fds | $44.2M | 0.8% | +12.1% |
| IEFIshares Tr | $44.2M | 0.8% | +31.9% |
| IAUIshares Gold Tr | $41.9M | 0.8% | −2.1% |
| IVVIshares Tr | $40.6M | 0.7% | |
| PANWPalo Alto Networks Inc | $39.7M | 0.7% | +7.0% |
| DGRWWisdomtree Tr | $38.9M | 0.7% | |
| TLTIshares Tr | $38.6M | 0.7% | −19.7% |
| IGSBIshares Tr | $38.1M | 0.7% | +70.3% |
| IVWIshares Tr | $37.1M | 0.7% | −21.3% |
| IVEIshares Tr | $33.8M | 0.6% | −2.6% |
| HDVIshares Tr | $33.4M | 0.6% | +93.4% |
| RSPInvesco Exchange Traded Fd T | $33.3M | 0.6% | |
| AVGOBroadcom Inc | $33.2M | 0.6% | −3.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $132.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $33.2M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $46.7M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $39.7M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $24.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $60.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $66.4M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $32.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $140.3M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $27.7M |
Sold off last quarter
- SNTHTidal Trust III was $3.0M
- ZROZPimco Etf Tr was $1.4M
- Astrazeneca PLCCUSIP 046353108 was $1.1M
- SPLSPimco Etf Tr was $660K
- Cyberark Software LtdCUSIP M2682V108 was $514K
- Nuveen S&p 500 Buy-write IncCUSIP 6706ER101 was $285K
- TNADirexion Shares Etf Trust was $217K
- Exact Sciences CorpCUSIP 30063P105 was $174K
- Churchill Cap Corp XCUSIP G2130T108 was $155K
- Confluent IncCUSIP 20717M103 was $121K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +8.0% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −16.3% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: IFP Advisors, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1641866&type=13F-HR&dateb=&owner=include&count=40CIK 1641866
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1641866/000164186626000004/Filed July 20, 2026 · accession 0001641866-26-000004