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IFP Advisors, Inc
hedge fundUpdated 20 days agoManaged by Ifp Advisors, Inc • Latest filing Q3 2026
Portfolio value
$5.9B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
51.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $3.9B |
| Q4 2025 | $4.5B |
| Q1 2026 | $4.8B |
| Q2 2026 | $5.5B |
| Q3 2026 | $5.9B |
Top holdings
5,256 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $154.9M | 465.3K | 2.64% | Trimmed(-4.1%) | |
| 2 | $151.4M | 662.7K | 2.58% | Trimmed(-0.2%) | |
| 3 | $94.5M | 184.2K | 1.61% | Added(+2.1%) | |
| 4 | $88.2M | 119.2K | 1.51% | Added(+9.8%) | |
| 5 | $86.7M | 962.5K | 1.48% | Added(+29.6%) | |
| 6 | $84.6M | 339.4K | 1.44% | Added(+3.4%) | |
| 7 | $65M | 190.7K | 1.11% | Added(+1.4%) | |
| 8 | $59.5M | 78.0K | 1.02% | Added(+1.6%) | |
| 9 | $58.1M | 169.0K | 0.99% | Added(+0.4%) | |
| 10 | $57.1M | 636.6K | 0.98% | Added(+0.6%) | |
| 11 | $48.7M | 79.6K | 0.83% | Trimmed(-1.0%) | |
| 12 | $47.9M | 68.3K | 0.82% | Added(+6.2%) | |
| 13 | $46M | 915.2K | 0.78% | Trimmed(-0.1%) | |
| 14 | $43.9M | 110.5K | 0.75% | Trimmed(-5.0%) | |
| 15 | $39.8M | 409.0K | 0.68% | Added(+0.5%) | |
| 16 | $39.7M | 51.9K | 0.68% | Trimmed(-4.3%) | |
| 17 | $39M | 436.5K | 0.67% | Trimmed(-6.5%) | |
| 18 | $38.4M | 750.2K | 0.66% | Added(+3.1%) | |
| 19 | $36.7M | 258.3K | 0.63% | Trimmed(-4.3%) | |
| 20 | $36.5M | 1.54M | 0.62% | Added(+36.2%) |