$4.55 Billion is the total value of IFP Advisors, Inc's 6924 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | IONQ INCcs | $3,357,083 | – | 295,388 | +100.0% | 0.07% | – | |
| New | DIREXION SHS ETF TRmc | $3,107,789 | – | 121,038 | +100.0% | 0.07% | – | |
| New | CANADIAN PACIFIC KANSAS CITYcs | $2,287,624 | – | 28,808 | +100.0% | 0.05% | – | |
| GPOR | New | GULFPORT ENERGY CORPcs | $1,253,975 | – | 14,088 | +100.0% | 0.03% | – |
| KBH | New | KB HOMEcs | $1,224,852 | – | 31,362 | +100.0% | 0.03% | – |
| JACK | New | JACK IN THE BOX INCcs | $1,187,470 | – | 13,346 | +100.0% | 0.03% | – |
| PRGS | New | PROGRESS SOFTWARE CORPcs | $1,052,408 | – | 21,816 | +100.0% | 0.02% | – |
| HL | New | HECLA MNG COcs | $996,507 | – | 224,944 | +100.0% | 0.02% | – |
| GSST | New | GOLDMAN SACHS ETF TRmc | $936,989 | – | 18,072 | +100.0% | 0.02% | – |
| New | J P MORGAN EXCHANGE TRADED Fmc | $730,542 | – | 13,820 | +100.0% | 0.02% | – | |
| VCLT | New | VANGUARD SCOTTSDALE FDScs | $581,410 | – | 6,976 | +100.0% | 0.01% | – |
| SA | New | SEABRIDGE GOLD INCcs | $546,534 | – | 47,014 | +100.0% | 0.01% | – |
| BKH | New | BLACK HILLS CORPcs | $549,551 | – | 9,374 | +100.0% | 0.01% | – |
| FIZZ | New | NATIONAL BEVERAGE CORPcs | $501,723 | – | 7,066 | +100.0% | 0.01% | – |
| IXN | New | ISHARES TRcs | $391,425 | – | 3,372 | +100.0% | 0.01% | – |
| FLBL | New | FRANKLIN TEMPLETON ETF TRmc | $306,190 | – | 12,424 | +100.0% | 0.01% | – |
| New | PEAKSTONE REALTY TRUSTcs | $253,545 | – | 5,348 | +100.0% | 0.01% | – | |
| ESTC | New | ELASTIC N Vcs | $260,193 | – | 3,880 | +100.0% | 0.01% | – |
| New | KRANESHARES TRmc | $268,131 | – | 13,000 | +100.0% | 0.01% | – | |
| New | RB GLOBAL INCcs | $213,357 | – | 3,668 | +100.0% | 0.01% | – | |
| CACI | New | CACI INTL INCcs | $239,996 | – | 946 | +100.0% | 0.01% | – |
| New | ATLIS MOTOR VEHICLES INCcs | $247,830 | – | 6,000 | +100.0% | 0.01% | – | |
| PRI | New | PRIMERICA INCcs | $163,595 | – | 1,102 | +100.0% | 0.00% | – |
| New | RXSIGHT INCcs | $173,914 | – | 7,764 | +100.0% | 0.00% | – | |
| ASAN | New | ASANA INCcs | $176,059 | – | 6,926 | +100.0% | 0.00% | – |
| PALL | New | ABRDN PALLADIUM ETF TRUSTmc | $171,168 | – | 1,600 | +100.0% | 0.00% | – |
| New | THOMSON REUTERS CORP.cs | $192,539 | – | 1,434 | +100.0% | 0.00% | – | |
| MCN | New | MADISON COVERED CALL & EQUITmf | $171,120 | – | 23,000 | +100.0% | 0.00% | – |
| New | SERIES PORTFOLIOS TRcs | $177,442 | – | 7,100 | +100.0% | 0.00% | – | |
| AGI | New | ALAMOS GOLD INC NEWcs | $123,690 | – | 14,172 | +100.0% | 0.00% | – |
| New | CAPITOL SER TRmc | $153,452 | – | 6,300 | +100.0% | 0.00% | – | |
| DHT | New | DHT HOLDINGS INCcs | $114,300 | – | 18,000 | +100.0% | 0.00% | – |
| COM | New | DIREXION SHS ETF TRmc | $122,379 | – | 4,434 | +100.0% | 0.00% | – |
| DT | New | DYNATRACE INCcs | $86,240 | – | 2,290 | +100.0% | 0.00% | – |
| New | FIDELITY COVINGTON TRUSTcs | $72,042 | – | 2,808 | +100.0% | 0.00% | – | |
| SKX | New | SKECHERS U S A INCcs | $73,095 | – | 1,780 | +100.0% | 0.00% | – |
| FICS | New | FIRST TR EXCHANGE-TRADED FDmc | $98,722 | – | 3,148 | +100.0% | 0.00% | – |
| PAGS | New | PAGSEGURO DIGITAL LTDcs | $87,880 | – | 4,000 | +100.0% | 0.00% | – |
| GLBE | New | GLOBAL E ONLINE LTDcs | $68,497 | – | 2,062 | +100.0% | 0.00% | – |
| AIQ | New | GLOBAL X FDSmc | $112,177 | – | 5,194 | +100.0% | 0.00% | – |
| IQIN | New | INDEXIQ ETF TRcs | $110,336 | – | 3,880 | +100.0% | 0.00% | – |
| New | ISHARES TRmc | $85,712 | – | 3,440 | +100.0% | 0.00% | – | |
| KBA | New | KRANESHARES TRmc | $84,750 | – | 3,000 | +100.0% | 0.00% | – |
| New | CORE LABORATORIES INCcs | $101,382 | – | 4,478 | +100.0% | 0.00% | – | |
| AOD | New | ABRDN TOTAL DYNAMIC DIVIDENDmf | $103,406 | – | 12,010 | +100.0% | 0.00% | – |
| OMER | New | OMEROS CORPcs | $35,254 | – | 2,684 | +100.0% | 0.00% | – |
| New | ISHARES TRcs | $54,270 | – | 2,298 | +100.0% | 0.00% | – | |
| New | ISHARES TRcs | $53,559 | – | 2,254 | +100.0% | 0.00% | – | |
| ATRO | New | ASTRONICS CORPcs | $33,782 | – | 1,192 | +100.0% | 0.00% | – |
| New | J P MORGAN EXCHANGE TRADED Fmc | $63,086 | – | 1,320 | +100.0% | 0.00% | – | |
| JPEM | New | J P MORGAN EXCHANGE TRADED Fmc | $32,202 | – | 596 | +100.0% | 0.00% | – |
| New | CELULARITY INCcs | $63,413 | – | 10,000 | +100.0% | 0.00% | – | |
| IMUX | New | IMMUNIC INCcs | $53,260 | – | 4,000 | +100.0% | 0.00% | – |
| JHMD | New | JOHN HANCOCK EXCHANGE TRADEDmc | $29,392 | – | 958 | +100.0% | 0.00% | – |
| HTD | New | HANCOCK JOHN TAX-ADVANTAGEDmf | $25,974 | – | 1,200 | +100.0% | 0.00% | – |
| New | GUGGENHEIM ACTIVE ALLOC FDmf | $42,950 | – | 2,500 | +100.0% | 0.00% | – | |
| GES | New | GUESS INCcs | $38,198 | – | 1,940 | +100.0% | 0.00% | – |
| CLMT | New | CALUMET SPECIALTY PRODS PARTcs | $48,820 | – | 4,000 | +100.0% | 0.00% | – |
| GTY | New | GETTY RLTY CORP NEWcs | $45,950 | – | 1,520 | +100.0% | 0.00% | – |
| LYTS | New | LSI INDS INC OHIOcs | $25,565 | – | 2,828 | +100.0% | 0.00% | – |
| CNHI | New | CNH INDL N Vcs | $35,826 | – | 2,740 | +100.0% | 0.00% | – |
| LANC | New | LANCASTER COLONY CORPcs | $29,413 | – | 180 | +100.0% | 0.00% | – |
| GTES | New | GATES INDL CORP PLCcs | $44,289 | – | 3,130 | +100.0% | 0.00% | – |
| FLNG | New | FLEX LNG LTDcs | $32,978 | – | 2,080 | +100.0% | 0.00% | – |
| VITL | New | VITAL FARMS INCcs | $31,988 | – | 1,354 | +100.0% | 0.00% | – |
| CDL | New | VICTORY PORTFOLIOS IImc | $43,493 | – | 860 | +100.0% | 0.00% | – |
| New | FIRST TR EXCHNG TRADED FD VImc | $30,648 | – | 1,008 | +100.0% | 0.00% | – | |
| New | TIDAL TR IImc | $35,000 | – | 1,280 | +100.0% | 0.00% | – | |
| PEN | New | PENUMBRA INCcs | $29,539 | – | 116 | +100.0% | 0.00% | – |
| DOMO | New | DOMO INCcs | $30,127 | – | 1,436 | +100.0% | 0.00% | – |
| New | SINCLAIR INCcs | $26,752 | – | 1,850 | +100.0% | 0.00% | – | |
| BDC | New | BELDEN INCcs | $49,271 | – | 748 | +100.0% | 0.00% | – |
| FHI | New | FEDERATED HERMES INCcs | $38,714 | – | 1,286 | +100.0% | 0.00% | – |
| ELF | New | E L F BEAUTY INCcs | $41,906 | – | 632 | +100.0% | 0.00% | – |
| NTNX | New | NUTANIX INCcs | $33,908 | – | 800 | +100.0% | 0.00% | – |
| BSM | New | BLACK STONE MINERALS L Pcs | $36,203 | – | 2,124 | +100.0% | 0.00% | – |
| New | NUVEI CORPORATIONcs | $62,101 | – | 1,838 | +100.0% | 0.00% | – | |
| RES | New | RPC INCcs | $24,546 | – | 2,128 | +100.0% | 0.00% | – |
| MFMS | New | RBB FD INCmc | $26,274 | – | 1,068 | +100.0% | 0.00% | – |
| TMFC | New | RBB FD INCmc | $22,834 | – | 750 | +100.0% | 0.00% | – |
| AGQ | New | PROSHARES TR II1l | $28,935 | – | 1,000 | +100.0% | 0.00% | – |
| ESI | New | ELEMENT SOLUTIONS INCcs | $32,742 | – | 2,122 | +100.0% | 0.00% | – |
| SPXU | New | PROSHARES TRmc | $29,144 | – | 1,544 | +100.0% | 0.00% | – |
| AAON | New | AAON INCcs | $34,486 | – | 548 | +100.0% | 0.00% | – |
| ONB | New | OLD NATL BANCORP INDcs | $52,508 | – | 3,270 | +100.0% | 0.00% | – |
| DNAY | New | TELESIS BIO INCcs | $65,260 | – | 6,500 | +100.0% | 0.00% | – |
| IMCB | New | ISHARES TRcs | $53,508 | – | 432 | +100.0% | 0.00% | – |
| SMMD | New | ISHARES TRmc | $38,106 | – | 738 | +100.0% | 0.00% | – |
| ASH | New | ASHLAND INCcs | $23,277 | – | 282 | +100.0% | 0.00% | – |
| CRUS | New | CIRRUS LOGIC INCcs | $34,651 | – | 590 | +100.0% | 0.00% | – |
| New | PACER FDS TRmc | $4,539 | – | 214 | +100.0% | 0.00% | – | |
| GOLF | New | ACUSHNET HLDGS CORPcs | $3,170 | – | 80 | +100.0% | 0.00% | – |
| AKTS | New | AKOUSTIS TECHNOLOGIES INCcs | $985 | – | 200 | +100.0% | 0.00% | – |
| New | ALLBIRDS INCcs | $6,030 | – | 400 | +100.0% | 0.00% | – | |
| AFB | New | ALLIANCEBERNSTEIN NATL MUN Imf | $4,686 | – | 400 | +100.0% | 0.00% | – |
| New | EA SERIES TRUSTmc | $2,412 | – | 92 | +100.0% | 0.00% | – | |
| New | EA SERIES TRUSTmc | $2,025 | – | 76 | +100.0% | 0.00% | – | |
| New | EA SERIES TRUSTcs | $1,495 | – | 58 | +100.0% | 0.00% | – | |
| AMR | New | ALPHA METALLURGICAL RESOUR Ics | $10,264 | – | 116 | +100.0% | 0.00% | – |
| New | ANGEL OAK FUNDS TRUSTcs | $1,205 | – | 24 | +100.0% | 0.00% | – | |
| ARDX | New | ARDELYX INCcs | $185 | – | 50 | +100.0% | 0.00% | – |
| RNA | New | AVIDITY BIOSCIENCES INCcs | $158 | – | 8 | +100.0% | 0.00% | – |
| AVT | New | AVNET INCcs | $10,956 | – | 246 | +100.0% | 0.00% | – |
| RCEL | New | AVITA MEDICAL INCcs | $8,702 | – | 366 | +100.0% | 0.00% | – |
| New | BANK MONTREAL MEDIUMcs | $15,123 | – | 600 | +100.0% | 0.00% | – | |
| New | BERKSHIRE GREY INCcs | $103 | – | 18 | +100.0% | 0.00% | – | |
| BILI | New | BILIBILI INCcs | $128 | – | 8 | +100.0% | 0.00% | – |
| New | BIRD GLOBAL INCcs | $707 | – | 320 | +100.0% | 0.00% | – | |
| New | AULT ALLIANCE INCcs | $590 | – | 56 | +100.0% | 0.00% | – | |
| BUI | New | BLACKROCK UTILS INFRASTRUCTUmf | $3,821 | – | 182 | +100.0% | 0.00% | – |
| MHD | New | BLACKROCK MUNIHOLDINGS FD INmf | $11,124 | – | 824 | +100.0% | 0.00% | – |
| MVF | New | BLACKROCK MUNIVEST FD INCmf | $9,312 | – | 1,200 | +100.0% | 0.00% | – |
| MUI | New | BLACKROCK MUNICIPAL INCOMEmf | $6,919 | – | 562 | +100.0% | 0.00% | – |
| MQT | New | BLACKROCK MUNIYIELD QUALITYmf | $8,872 | – | 800 | +100.0% | 0.00% | – |
| MUJ | New | BLACKROCK MUNIHLDGS NJ QLTYmf | $9,906 | – | 808 | +100.0% | 0.00% | – |
| DSU | New | BLACKROCK DEBT STRATEGIES FDmf | $9,906 | – | 938 | +100.0% | 0.00% | – |
| BKLC | New | BNY MELLON ETF TRUSTmc | $1,899 | – | 28 | +100.0% | 0.00% | – |
| BKIE | New | BNY MELLON ETF TRUSTmc | $3,601 | – | 60 | +100.0% | 0.00% | – |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN Dcs | $1,359 | – | 14 | +100.0% | 0.00% | – |
| BC | New | BRUNSWICK CORPcs | $455 | – | 6 | +100.0% | 0.00% | – |
| CECE | New | CECO ENVIRONMENTAL CORPcs | $14,630 | – | 1,524 | +100.0% | 0.00% | – |
| CRAI | New | CRA INTL INCcs | $20,195 | – | 258 | +100.0% | 0.00% | – |
| CCLP | New | CSI COMPRESSCO LPcs | $3,505 | – | 1,000 | +100.0% | 0.00% | – |
| CRI | New | CARTERS INCcs | $1,994 | – | 22 | +100.0% | 0.00% | – |
| CVCO | New | CAVCO INDS INC DELcs | $2,570 | – | 10 | +100.0% | 0.00% | – |
| COFS | New | CHOICEONE FINL SVCS INCcs | $2,432 | – | 100 | +100.0% | 0.00% | – |
| EMO | New | CLEARBRIDGE ENERGY MIDSTRM Omf | $8,100 | – | 400 | +100.0% | 0.00% | – |
| CLNN | New | CLENE INCcs | $3,956 | – | 800 | +100.0% | 0.00% | – |
| COLB | New | COLUMBIA BKG SYS INCcs | $1,710 | – | 54 | +100.0% | 0.00% | – |
| STK | New | COLUMBIA SELIGM PREM TECH GRmf | $533 | – | 20 | +100.0% | 0.00% | – |
| CMCO | New | COLUMBUS MCKINNON CORP N Ycs | $1,747 | – | 42 | +100.0% | 0.00% | – |
| CFLT | New | CONFLUENT INCcs | $321 | – | 8 | +100.0% | 0.00% | – |
| New | CONTEXTLOGIC INCcs | $1,265 | – | 174 | +100.0% | 0.00% | – | |
| OFC | New | CORPORATE OFFICE PPTYS TRcs | $2,700 | – | 106 | +100.0% | 0.00% | – |
| CSAN | New | COSAN S Acs | $798 | – | 52 | +100.0% | 0.00% | – |
| New | COUCHBASE INCcs | $20,892 | – | 904 | +100.0% | 0.00% | – | |
| New | CRANE COMPANYcs | $17,563 | – | 218 | +100.0% | 0.00% | – | |
| New | CREATIVE MED TECHNOLOGY HLDGcs | $45 | – | 10 | +100.0% | 0.00% | – | |
| DHY | New | CREDIT SUISSE HIGH YIELD BDmf | $10,025 | – | 4,446 | +100.0% | 0.00% | – |
| New | EIGHTCO HOLDINGS INCcs | $3 | – | 2 | +100.0% | 0.00% | – | |
| KTF | New | DWS MUN INCOME TRmf | $1,963 | – | 200 | +100.0% | 0.00% | – |
| New | DIMENSIONAL ETF TRUSTmc | $1,181 | – | 48 | +100.0% | 0.00% | – | |
| New | DIMENSIONAL ETF TRUSTmc | $3,735 | – | 152 | +100.0% | 0.00% | – | |
| New | DIMENSIONAL ETF TRUSTmc | $1,235 | – | 50 | +100.0% | 0.00% | – | |
| New | DIMENSIONAL ETF TRUSTcs | $1,220 | – | 50 | +100.0% | 0.00% | – | |
| New | DIMENSIONAL ETF TRUSTmc | $3,675 | – | 148 | +100.0% | 0.00% | – | |
| New | DIMENSIONAL ETF TRUSTmc | $3,643 | – | 150 | +100.0% | 0.00% | – | |
| New | DIMENSIONAL ETF TRUSTmc | $9,829 | – | 382 | +100.0% | 0.00% | – | |
| HJEN | New | DIREXION SHS ETF TRmc | $599 | – | 32 | +100.0% | 0.00% | – |
| DV | New | DOUBLEVERIFY HLDGS INCcs | $2,023 | – | 54 | +100.0% | 0.00% | – |
| NAPA | New | DUCKHORN PORTFOLIO INCcs | $3,015 | – | 200 | +100.0% | 0.00% | – |
| New | DUOLINGO INCcs | $3,383 | – | 24 | +100.0% | 0.00% | – | |
| EML | New | EASTERN COcs | $2,442 | – | 100 | +100.0% | 0.00% | – |
| EGP | New | EASTGROUP PPTYS INCcs | $12,095 | – | 90 | +100.0% | 0.00% | – |
| EVF | New | EATON VANCE SR INCOME TRmf | $14,460 | – | 2,400 | +100.0% | 0.00% | – |
| EDIT | New | EDITAS MEDICINE INCcs | $2,216 | – | 98 | +100.0% | 0.00% | – |
| ECF | New | ELLSWORTH GROWTH & INCOME FDmf | $1,550 | – | 172 | +100.0% | 0.00% | – |
| VOTE | New | ENGINE NO 1 ETF TRUSTmc | $102 | – | 2 | +100.0% | 0.00% | – |
| EQC | New | EQUITY COMWLTHre | $10,874 | – | 424 | +100.0% | 0.00% | – |
| EXPO | New | EXPONENT INCcs | $2,142 | – | 22 | +100.0% | 0.00% | – |
| FNCB | New | FNCB BANCORP INCcs | $1,522 | – | 200 | +100.0% | 0.00% | – |
| FSS | New | FEDERAL SIGNAL CORPcs | $1,939 | – | 44 | +100.0% | 0.00% | – |
| New | FIDELITY COVINGTON TRUSTcs | $498 | – | 20 | +100.0% | 0.00% | – | |
| New | FIDELITY COVINGTON TRUSTmc | $2,818 | – | 110 | +100.0% | 0.00% | – | |
| BUSE | New | FIRST BUSEY CORPcs | $6,307 | – | 240 | +100.0% | 0.00% | – |
| FXNC | New | FIRST NATL CORPcs | $3,678 | – | 202 | +100.0% | 0.00% | – |
| FIF | New | FIRST TR ENERGY INFRASTRCTRmf | $7,741 | – | 500 | +100.0% | 0.00% | – |
| FDEU | New | FIRST TR DYNAMIC EUROPE EQUImf | $2,969 | – | 200 | +100.0% | 0.00% | – |
| New | FORESIGHT AUTONOMOUS HLDGS Lcs | $6,015 | – | 3,000 | +100.0% | 0.00% | – | |
| FSP | New | FRANKLIN STR PPTYS CORPre | $6,925 | – | 1,402 | +100.0% | 0.00% | – |
| FTDR | New | FRONTDOOR INCcs | $619 | – | 20 | +100.0% | 0.00% | – |
| FYBR | New | FRONTIER COMMUNICATIONS PAREcs | $5,607 | – | 246 | +100.0% | 0.00% | – |
| GMAB | New | GENMAB A/Scs | $1,044 | – | 24 | +100.0% | 0.00% | – |
| THRM | New | GENTHERM INCcs | $1,111 | – | 24 | +100.0% | 0.00% | – |
| ROCK | New | GIBRALTAR INDS INCcs | $1,837 | – | 36 | +100.0% | 0.00% | – |
| NGE | New | GLOBAL X FDSmc | $15,555 | – | 1,000 | +100.0% | 0.00% | – |
| New | GLOBAL X FDSmc | $2,888 | – | 0 | +100.0% | 0.00% | – | |
| THG | New | HANOVER INS GROUP INCcs | $6,333 | – | 56 | +100.0% | 0.00% | – |
| New | HELIOGEN INCcs | $788 | – | 100 | +100.0% | 0.00% | – | |
| HXL | New | HEXCEL CORP NEWcs | $1,952 | – | 32 | +100.0% | 0.00% | – |
| FIXX | New | HOMOLOGY MEDICINES INCcs | $5,271 | – | 500 | +100.0% | 0.00% | – |
| NSIT | New | INSIGHT ENTERPRISES INCcs | $3,087 | – | 38 | +100.0% | 0.00% | – |
| New | INSTRUCTURE HLDGS INCcs | $18,918 | – | 820 | +100.0% | 0.00% | – | |
| NTLA | New | INTELLIA THERAPEUTICS INCcs | $2,318 | – | 70 | +100.0% | 0.00% | – |
| INTA | New | INTAPP INCcs | $5,104 | – | 146 | +100.0% | 0.00% | – |
| IPAR | New | INTER PARFUMS INCcs | $19,754 | – | 210 | +100.0% | 0.00% | – |
| New | INTERNATIONAL MEDIA ACQUISITcs | $1,226 | – | 120 | +100.0% | 0.00% | – | |
| New | INVESCO ACTVELY MNGD ETC FDcs | $2,695 | – | 88 | +100.0% | 0.00% | – | |
| INTT | New | INTEST CORPcs | $15,327 | – | 912 | +100.0% | 0.00% | – |
| ITCI | New | INTRA-CELLULAR THERAPIES INCcs | $1,633 | – | 38 | +100.0% | 0.00% | – |
| PXE | New | INVESCO EXCHANGE TRADED FD Tmc | $3,262 | – | 120 | +100.0% | 0.00% | – |
| BSCU | New | INVESCO EXCH TRD SLF IDX FDmc | $10,848 | – | 600 | +100.0% | 0.00% | – |
| IIGD | New | INVESCO EXCHNG TRAD SLF INDEmc | $60 | – | 2 | +100.0% | 0.00% | – |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INCcs | $6,477 | – | 600 | +100.0% | 0.00% | – |
| EUFN | New | ISHARES TRmc | $18,510 | – | 828 | +100.0% | 0.00% | – |
| ILTB | New | ISHARES TRcs | $6,921 | – | 120 | +100.0% | 0.00% | – |
| New | IZEA WORLDWIDE INCcs | $1,117 | – | 412 | +100.0% | 0.00% | – | |
| New | JAKKS PAC INCcs | $13,245 | – | 1,000 | +100.0% | 0.00% | – | |
| JBLU | New | JETBLUE AWYS CORPcs | $8,288 | – | 600 | +100.0% | 0.00% | – |
| JFIN | New | JIAYIN GROUP INCcs | $21,430 | – | 2,000 | +100.0% | 0.00% | – |
| KMF | New | KAYNE ANDERSON NEXTGEN ENRGYmf | $6,302 | – | 624 | +100.0% | 0.00% | – |
| New | KNIFE RIVER CORPcs | $17,409 | – | 420 | +100.0% | 0.00% | – | |
| LXP | New | LXP INDUSTRIAL TRUSTcs | $2,198 | – | 240 | +100.0% | 0.00% | – |
| New | LIFE TIME GROUP HOLDINGS INCcs | $1,872 | – | 100 | +100.0% | 0.00% | – | |
| New | LORDSTOWN MOTORS CORPcs | $1,363 | – | 466 | +100.0% | 0.00% | – | |
| MICT | New | TINGO GROUP INCcs | $1,082 | – | 800 | +100.0% | 0.00% | – |
| New | MADISON SQUARE GARDEN ENTMTcs | $1,509 | – | 46 | +100.0% | 0.00% | – | |
| MSGS | New | MADISON SQUARE GRDN SPRT CORcs | $1,355 | – | 6 | +100.0% | 0.00% | – |
| MMD | New | MAINSTAY MACKAY DEFINEDTERMmf | $7,328 | – | 400 | +100.0% | 0.00% | – |
| MMLP | New | MARTIN MIDSTREAM PRTNRS L Pcs | $5,220 | – | 600 | +100.0% | 0.00% | – |
| MMSI | New | MERIT MED SYS INCcs | $5,561 | – | 82 | +100.0% | 0.00% | – |
| CXH | New | MFS INVT GRADE MUN TRmf | $13,252 | – | 1,600 | +100.0% | 0.00% | – |
| CMU | New | MFS HIGH YIELD MUN TRmf | $3,885 | – | 1,000 | +100.0% | 0.00% | – |
| New | MULLEN AUTOMOTIVE INCcs | $43 | – | 54 | +100.0% | 0.00% | – | |
| NGL | New | NGL ENERGY PARTNERS LPcs | $6,599 | – | 852 | +100.0% | 0.00% | – |
| NNBR | New | NN INCcs | $2,369 | – | 200 | +100.0% | 0.00% | – |
| New | NXU INCcs | $3,451 | – | 6,000 | +100.0% | 0.00% | – | |
| NSSC | New | NAPCO SEC TECHNOLOGIES INCcs | $13,020 | – | 560 | +100.0% | 0.00% | – |
| NSA | New | NATIONAL STORAGE AFFILIATESre | $1,076 | – | 34 | +100.0% | 0.00% | – |
| NBSE | New | NEUBASE THERAPEUTICS INCcs | $470 | – | 200 | +100.0% | 0.00% | – |
| New | NEUBASE THERAPEUTICS INCcs | $23 | – | 10 | +100.0% | 0.00% | – | |
| NWBI | New | NORTHWEST BANCSHARES INC MDcs | $2,794 | – | 200 | +100.0% | 0.00% | – |
| JRO | New | NUVEEN FLOATING RATE INCOMEmf | $1,053 | – | 114 | +100.0% | 0.00% | – |
| NULV | New | NUSHARES ETF TRmc | $3,796 | – | 120 | +100.0% | 0.00% | – |
| NUHY | New | NUSHARES ETF TRmc | $2,694 | – | 118 | +100.0% | 0.00% | – |
| ONTF | New | ON24 INCcs | $2,684 | – | 68 | +100.0% | 0.00% | – |
| New | OUSTER INCcs | $1,617 | – | 374 | +100.0% | 0.00% | – | |
| OUT | New | OUTFRONT MEDIA INCre | $8,085 | – | 454 | +100.0% | 0.00% | – |
| SDHY | New | PGIM SHORT DUR HIG YLD OPP Fmf | $3,489 | – | 200 | +100.0% | 0.00% | – |
| PARR | New | PAR PAC HOLDINGS INCcs | $16,254 | – | 720 | +100.0% | 0.00% | – |
| PCTY | New | PAYLOCITY HLDG CORPcs | $1,468 | – | 12 | +100.0% | 0.00% | – |
| PIPR | New | PIPER SANDLER COMPANIEScs | $1,837 | – | 18 | +100.0% | 0.00% | – |
| PXLW | New | PIXELWORKS INCcs | $104 | – | 36 | +100.0% | 0.00% | – |
| PLTK | New | PLAYTIKA HLDG CORPcs | $11,237 | – | 520 | +100.0% | 0.00% | – |
| New | POLESTAR AUTOMOTIVE HLDG UKcs | $538 | – | 64 | +100.0% | 0.00% | – | |
| FRST | New | PRIMIS FINANCIAL CORPcs | $2,296 | – | 200 | +100.0% | 0.00% | – |
| PCOR | New | PROCORE TECHNOLOGIES INCcs | $2,143 | – | 28 | +100.0% | 0.00% | – |
| PRPH | New | PROPHASE LABS INCcs | $8,932 | – | 1,668 | +100.0% | 0.00% | – |
| PUMP | New | PROPETRO HLDG CORPcs | $964 | – | 82 | +100.0% | 0.00% | – |
| KWR | New | QUAKER HOUGHTONcs | $1,211 | – | 10 | +100.0% | 0.00% | – |
| RPD | New | RAPID7 INCcs | $1,005 | – | 26 | +100.0% | 0.00% | – |
| ROLL | New | RBC BEARINGS INCcs | $2,418 | – | 14 | +100.0% | 0.00% | – |
| RELL | New | RICHARDSON ELECTRS LTDcs | $12,524 | – | 956 | +100.0% | 0.00% | – |
| REI | New | RING ENERGY INCcs | $1,527 | – | 200 | +100.0% | 0.00% | – |
| New | ROOT INCcs | $113 | – | 8 | +100.0% | 0.00% | – | |
| SEIC | New | SEI INVTS COcs | $16,380 | – | 262 | +100.0% | 0.00% | – |
| New | SPX TECHNOLOGIES INCcs | $6,702 | – | 90 | +100.0% | 0.00% | – | |
| SANW | New | S&W SEED COcs | $944 | – | 400 | +100.0% | 0.00% | – |
| SD | New | SANDRIDGE ENERGY INCcs | $8,982 | – | 600 | +100.0% | 0.00% | – |
| New | SARCOS TECHN AND ROBOTICS COcs | $9 | – | 2 | +100.0% | 0.00% | – | |
| SVRA | New | SAVARA INCcs | $7,731 | – | 1,200 | +100.0% | 0.00% | – |
| SCYX | New | SCYNEXIS INCcs | $9,310 | – | 2,000 | +100.0% | 0.00% | – |
| SIBN | New | SI-BONE INCcs | $17,593 | – | 748 | +100.0% | 0.00% | – |
| SGMA | New | SIGMATRON INTL INCcs | $2,082 | – | 400 | +100.0% | 0.00% | – |
| New | SIMPLIFY EXCHANGE TRADED FUNcs | $2,636 | – | 106 | +100.0% | 0.00% | – | |
| New | SKILLZ INCcs | $3,065 | – | 350 | +100.0% | 0.00% | – | |
| SNBR | New | SLEEP NUMBER CORPcs | $5,121 | – | 184 | +100.0% | 0.00% | – |
| New | SNDL INCcs | $73 | – | 40 | +100.0% | 0.00% | – | |
| SLRC | New | SLR INVESTMENT CORPmf | $3,014 | – | 168 | +100.0% | 0.00% | – |
| New | SOUNDHOUND AI INCcs | $36 | – | 6 | +100.0% | 0.00% | – | |
| SPOK | New | SPOK HLDGS INCcs | $11,476 | – | 800 | +100.0% | 0.00% | – |
| FUND | New | SPROTT FOCUS TR INCmf | $1,641 | – | 206 | +100.0% | 0.00% | – |
| INN | New | SUMMIT HOTEL PPTYS INCre | $1,554 | – | 142 | +100.0% | 0.00% | – |
| NOVA | New | SUNNOVA ENERGY INTL INC.cs | $295 | – | 20 | +100.0% | 0.00% | – |
| TFII | New | TFI INTL INCcs | $289 | – | 4 | +100.0% | 0.00% | – |
| New | TMC THE METALS COMPANY INCcs | $2,208 | – | 400 | +100.0% | 0.00% | – | |
| GIM | New | TEMPLETON GLOBAL INCOME FDmf | $3,108 | – | 600 | +100.0% | 0.00% | – |
| TDW | New | TIDEWATER INC NEWcs | $4,250 | – | 100 | +100.0% | 0.00% | – |
| New | TONIX PHARMACEUTICALS HLDG Ccs | $7 | – | 4 | +100.0% | 0.00% | – | |
| TMDX | New | TRANSMEDICS GROUP INCcs | $7,125 | – | 134 | +100.0% | 0.00% | – |
| TY | New | TRI CONTL CORPmf | $12,988 | – | 476 | +100.0% | 0.00% | – |
| TRIN | New | TRINITY CAP INCcs | $2,854 | – | 202 | +100.0% | 0.00% | – |
| New | TRIPLE FLAG PRECIOUS METALcs | $2,680 | – | 200 | +100.0% | 0.00% | – | |
| TRST | New | TRUSTCO BK CORP N Ycs | $2,709 | – | 80 | +100.0% | 0.00% | – |
| UFPT | New | UFP TECHNOLOGIES INCcs | $22,046 | – | 196 | +100.0% | 0.00% | – |
| UMI | New | USCF ETF TRmc | $59 | – | 2 | +100.0% | 0.00% | – |
| ULBI | New | ULTRALIFE CORPcs | $6,016 | – | 800 | +100.0% | 0.00% | – |
| UPLD | New | UPLAND SOFTWARE INCcs | $4,032 | – | 208 | +100.0% | 0.00% | – |
| VCEL | New | VERICEL CORPcs | $935 | – | 36 | +100.0% | 0.00% | – |
| VERV | New | VERVE THERAPEUTICS INCcs | $304 | – | 12 | +100.0% | 0.00% | – |
| New | VIA RENEWABLES INCcs | $280 | – | 20 | +100.0% | 0.00% | – | |
| New | VICARIOUS SURGICAL INCcs | $505 | – | 70 | +100.0% | 0.00% | – | |
| VRAY | New | VIEWRAY INCcs | $1,540 | – | 400 | +100.0% | 0.00% | – |
| New | VINCO VENTURES INCcs | $88 | – | 50 | +100.0% | 0.00% | – | |
| EHI | New | WESTERN ASSET GBL HIGH INC Fmf | $1,655 | – | 200 | +100.0% | 0.00% | – |
| WDI | New | WESTERN ASSET DIVERSIFIED INmf | $20,088 | – | 1,200 | +100.0% | 0.00% | – |
| WLKP | New | WESTLAKE CHEM PARTNERS LPcs | $13,467 | – | 600 | +100.0% | 0.00% | – |
| New | WESTPORT FUEL SYSTEMS INCcs | $2,392 | – | 320 | +100.0% | 0.00% | – | |
| EMMF | New | WISDOMTREE TRmc | $1,702 | – | 72 | +100.0% | 0.00% | – |
| WF | New | WOORI FINL GROUP INCcs | $808 | – | 24 | +100.0% | 0.00% | – |
| YPF | New | YPF SOCIEDAD ANONIMAcs | $2,475 | – | 150 | +100.0% | 0.00% | – |
| ZYNE | New | ZYNERBA PHARMACEUTICALS INCcs | $258 | – | 46 | +100.0% | 0.00% | – |
| ASA | New | ASA GOLD AND PRECIOUS MTLS Lmf | $8,472 | – | 670 | +100.0% | 0.00% | – |
| FN | New | FABRINETcs | $14,775 | – | 178 | +100.0% | 0.00% | – |
| New | INDIVIOR PLCcs | $27 | – | 2 | +100.0% | 0.00% | – | |
| New | LAVORO LTDcs | $7,730 | – | 1,000 | +100.0% | 0.00% | – | |
| New | ZURA BIO LTDcs | $7,720 | – | 1,000 | +100.0% | 0.00% | – | |
| GLOB | New | GLOBANT S Acs | $1,624 | – | 14 | +100.0% | 0.00% | – |
| INMD | New | INMODE LTDcs | $7,332 | – | 288 | +100.0% | 0.00% | – |
| AER | New | AERCAP HOLDINGS NVcs | $9,134 | – | 154 | +100.0% | 0.00% | – |
| New | SONO GROUP N Vcs | $13,472 | – | 700 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 31 | Q3 2023 | 3.1% |
| SPDR S&P 500 TRUST | 31 | Q3 2023 | 4.4% |
| ISHARES TR CORE SP500 ETF | 31 | Q3 2023 | 2.1% |
| AMAZON COM INC COM | 31 | Q3 2023 | 2.5% |
| ISHARES TR CORE SP MCP ETF | 31 | Q3 2023 | 2.1% |
| GOOGLE INC | 31 | Q3 2023 | 4.6% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 31 | Q3 2023 | 1.9% |
| ISHARES TR SP 500 GRWT ETF | 31 | Q3 2023 | 2.2% |
| ISHARES TR CORE US AGGBD ET | 31 | Q3 2023 | 1.7% |
| MICROSOFT CORP COM | 31 | Q3 2023 | 1.2% |
View IFP Advisors, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-12 |
| 13F-HR/A | 2023-08-14 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR/A | 2022-09-06 |
| 13F-HR/A | 2022-09-06 |
| 13F-HR | 2022-08-12 |
View IFP Advisors, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.