$2.22 Billion is the total value of IFP Advisors, Inc's 3312 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EYLD | New | CAMBRIA ETF TRmc | $1,711,415 | – | 59,673 | +100.0% | 0.08% | – |
| KBWB | New | INVESCO EXCH TRADED FD TR IImc | $878,613 | – | 21,927 | +100.0% | 0.04% | – |
| NXE | New | NEXGEN ENERGY LTDcs | $490,977 | – | 82,241 | +100.0% | 0.02% | – |
| FLQH | New | FRANKLIN TEMPLETON ETF TRmc | $424,345 | – | 15,204 | +100.0% | 0.02% | – |
| WNS | New | WNS HLDGS LTDcs | $360,834 | – | 5,271 | +100.0% | 0.02% | – |
| New | ATLAS ENERGY SOLUTIONS INCcs | $359,146 | – | 16,156 | +100.0% | 0.02% | – | |
| XNCR | New | XENCOR INCcs | $300,816 | – | 14,929 | +100.0% | 0.01% | – |
| PFS | New | PROVIDENT FINL SVCS INCcs | $270,839 | – | 17,713 | +100.0% | 0.01% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Tmc | $267,651 | – | 3,323 | +100.0% | 0.01% | – |
| GAB | New | GABELLI EQUITY TR INCmf | $258,814 | – | 50,451 | +100.0% | 0.01% | – |
| BAND | New | BANDWIDTH INCcs | $256,449 | – | 22,755 | +100.0% | 0.01% | – |
| SSRM | New | SSR MINING INcs | $221,265 | – | 16,649 | +100.0% | 0.01% | – |
| QWLD | New | SPDR INDEX SHS FDSmc | $202,348 | – | 1,997 | +100.0% | 0.01% | – |
| HURC | New | HURCO COcs | $206,356 | – | 9,200 | +100.0% | 0.01% | – |
| New | PROSHARES TR IImc | $177,291 | – | 7,609 | +100.0% | 0.01% | – | |
| FUTU | New | FUTU HLDGS LTDcs | $168,573 | – | 2,916 | +100.0% | 0.01% | – |
| New | TIDAL TR IImc | $158,069 | – | 6,300 | +100.0% | 0.01% | – | |
| New | EA SERIES TRUSTmc | $164,470 | – | 5,475 | +100.0% | 0.01% | – | |
| New | FIRST TR EXCHNG TRADED FD VImc | $123,820 | – | 4,136 | +100.0% | 0.01% | – | |
| FUL | New | FULLER H B COcs | $123,498 | – | 1,800 | +100.0% | 0.01% | – |
| New | VANECK ETF TRUSTmc | $129,219 | – | 4,546 | +100.0% | 0.01% | – | |
| CW | New | CURTISS WRIGHT CORPcs | $120,901 | – | 618 | +100.0% | 0.01% | – |
| LVHD | New | LEGG MASON ETF INVTmc | $88,969 | – | 2,626 | +100.0% | 0.00% | – |
| NFE | New | NEW FORTRESS ENERGY INCcs | $92,473 | – | 2,821 | +100.0% | 0.00% | – |
| CVI | New | CVR ENERGY INCcs | $90,861 | – | 2,670 | +100.0% | 0.00% | – |
| New | DIMENSIONAL ETF TRUSTcs | $98,082 | – | 2,006 | +100.0% | 0.00% | – | |
| New | AIM ETF PRODUCTS TRUSTcs | $98,641 | – | 4,066 | +100.0% | 0.00% | – | |
| New | INVESCO EXCHANGE TRADED FD Tmc | $81,691 | – | 1,581 | +100.0% | 0.00% | – | |
| New | PHINIA INCcs | $88,435 | – | 3,301 | +100.0% | 0.00% | – | |
| AZBO | New | AIM ETF PRODUCTS TRUSTmc | $62,958 | – | 2,026 | +100.0% | 0.00% | – |
| KNSA | New | KINIKSA PHARMACEUTICALS LTDcs | $65,137 | – | 3,750 | +100.0% | 0.00% | – |
| New | PGIM ETF TRmc | $66,443 | – | 1,317 | +100.0% | 0.00% | – | |
| New | GLOBAL X FDSmc | $58,697 | – | 2,750 | +100.0% | 0.00% | – | |
| ESGA | New | AMERICAN CENTY ETF TRmc | $64,183 | – | 1,206 | +100.0% | 0.00% | – |
| New | INNOVATOR ETFS TRmc | $73,260 | – | 3,000 | +100.0% | 0.00% | – | |
| BOH | New | BANK HAWAII CORPcs | $38,957 | – | 784 | +100.0% | 0.00% | – |
| MYRG | New | MYR GROUP INC DELcs | $53,904 | – | 400 | +100.0% | 0.00% | – |
| EAGG | New | ISHARES TRmc | $41,404 | – | 914 | +100.0% | 0.00% | – |
| New | FIRST TR EXCHNG TRADED FD VImc | $48,563 | – | 1,649 | +100.0% | 0.00% | – | |
| FTLB | New | FIRST TR EXCHANGE-TRADED FDmc | $38,683 | – | 2,050 | +100.0% | 0.00% | – |
| UUUU | New | ENERGY FUELS INCcs | $50,964 | – | 6,200 | +100.0% | 0.00% | – |
| New | WESTERN DIGITAL CORP.cv | $39,320 | – | 40,000 | +100.0% | 0.00% | – | |
| New | AIM ETF PRODUCTS TRUSTmc | $49,556 | – | 2,026 | +100.0% | 0.00% | – | |
| New | KENVUE INCcs | $38,365 | – | 1,911 | +100.0% | 0.00% | – | |
| SPSK | New | TIDAL ETF TRmc | $45,273 | – | 2,604 | +100.0% | 0.00% | – |
| SPUS | New | TIDAL ETF TRmc | $35,409 | – | 1,145 | +100.0% | 0.00% | – |
| New | AMERICAN CENTY ETF TRmc | $22,389 | – | 425 | +100.0% | 0.00% | – | |
| New | ATLANTA BRAVES HLDGS INCcs | $16,364 | – | 458 | +100.0% | 0.00% | – | |
| BHB | New | BAR HBR BANKSHAREScs | $26,584 | – | 1,125 | +100.0% | 0.00% | – |
| BSY | New | BENTLEY SYS INCcs | $16,905 | – | 337 | +100.0% | 0.00% | – |
| New | BLACKROCK INCOME TR INCmf | $25,005 | – | 2,197 | +100.0% | 0.00% | – | |
| ACSG | New | DBX ETF TRmc | $29,148 | – | 1,126 | +100.0% | 0.00% | – |
| DK | New | DELEK US HLDGS INC NEWcs | $28,410 | – | 1,000 | +100.0% | 0.00% | – |
| DBX | New | DROPBOX INCcs | $16,474 | – | 605 | +100.0% | 0.00% | – |
| EXG | New | EATON VANCE TAX-MANAGED GLOBmf | $12,529 | – | 1,700 | +100.0% | 0.00% | – |
| ENIC | New | ENEL CHILE S.A.cs | $11,840 | – | 4,000 | +100.0% | 0.00% | – |
| New | ESAB CORPORATIONcs | $16,291 | – | 232 | +100.0% | 0.00% | – | |
| FT | New | FRANKLIN UNVL TRmf | $12,700 | – | 2,000 | +100.0% | 0.00% | – |
| BTO | New | HANCOCK JOHN FINL OPPTYS FDmf | $13,130 | – | 500 | +100.0% | 0.00% | – |
| New | HASHICORP INCcs | $16,301 | – | 714 | +100.0% | 0.00% | – | |
| New | INNOVATOR ETFS TRmc | $18,210 | – | 811 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DELcs | $20,128 | – | 356 | +100.0% | 0.00% | – | |
| New | LISTED FD TRmc | $21,932 | – | 1,089 | +100.0% | 0.00% | – | |
| HLAL | New | LISTED FD TRmc | $22,310 | – | 538 | +100.0% | 0.00% | – |
| MBUU | New | MALIBU BOATS INCcs | $25,343 | – | 517 | +100.0% | 0.00% | – |
| MDXG | New | MIMEDX GROUP INCcs | $14,580 | – | 2,000 | +100.0% | 0.00% | – |
| JRS | New | NUVEEN REAL ESTATE INCOME FDmf | $15,504 | – | 2,314 | +100.0% | 0.00% | – |
| JFR | New | NUVEEN FLOATING RATE INCOMEmf | $13,563 | – | 1,652 | +100.0% | 0.00% | – |
| New | SCHWAB STRATEGIC TRmc | $24,788 | – | 500 | +100.0% | 0.00% | – | |
| New | TKO GROUP HOLDINGS INCcs | $19,823 | – | 236 | +100.0% | 0.00% | – | |
| TTI | New | TETRA TECHNOLOGIES INC DELcs | $13,398 | – | 2,100 | +100.0% | 0.00% | – |
| SPRE | New | TIDAL ETF TRmc | $14,293 | – | 809 | +100.0% | 0.00% | – |
| UWMC | New | UWM HOLDINGS CORPORATIONcs | $23,707 | – | 4,888 | +100.0% | 0.00% | – |
| FLTR | New | VANECK ETF TRUSTmc | $30,348 | – | 1,200 | +100.0% | 0.00% | – |
| EPI | New | WISDOMTREE TRcs | $18,380 | – | 500 | +100.0% | 0.00% | – |
| New | OLAPLEX HLDGS INCcs | $1,156 | – | 593 | +100.0% | 0.00% | – | |
| ONCY | New | ONCOLYTICS BIOTECH INCcs | $4,360 | – | 2,000 | +100.0% | 0.00% | – |
| New | LEAFLY HOLDINGS INCcs | $9,155 | – | 1,426 | +100.0% | 0.00% | – | |
| ADMA | New | ADMA BIOLOGICS INCcs | $4,117 | – | 1,150 | +100.0% | 0.00% | – |
| New | ORGANIGRAM HLDGS INCcs | $342 | – | 259 | +100.0% | 0.00% | – | |
| OXM | New | OXFORD INDS INCcs | $7,098 | – | 74 | +100.0% | 0.00% | – |
| OXLC | New | OXFORD LANE CAP CORPmf | $4,691 | – | 940 | +100.0% | 0.00% | – |
| KRYS | New | KRYSTAL BIOTECH INCcs | $3,596 | – | 31 | +100.0% | 0.00% | – |
| New | PSQ HOLDINGS INCcs | $4,540 | – | 500 | +100.0% | 0.00% | – | |
| New | PACER FDS TRmc | $8,770 | – | 410 | +100.0% | 0.00% | – | |
| PKBK | New | PARKE BANCORP INCcs | $7,526 | – | 462 | +100.0% | 0.00% | – |
| New | J P MORGAN EXCHANGE TRADED Fmc | $5,314 | – | 112 | +100.0% | 0.00% | – | |
| GOVZ | New | ISHARES TRmc | $5,230 | – | 501 | +100.0% | 0.00% | – |
| New | ISHARES TRmc | $4,693 | – | 136 | +100.0% | 0.00% | – | |
| IEDI | New | ISHARES U S ETF TRmc | $7,144 | – | 186 | +100.0% | 0.00% | – |
| GVI | New | ISHARES TRcs | $2,128 | – | 21 | +100.0% | 0.00% | – |
| IYT | New | ISHARES TRcs | $1,169 | – | 0 | +100.0% | 0.00% | – |
| PRAX | New | PRAXIS PRECISION MEDICINES Ics | $855 | – | 500 | +100.0% | 0.00% | – |
| PFBC | New | PREFERRED BK LOS ANGELES CAcs | $7,843 | – | 126 | +100.0% | 0.00% | – |
| IRWD | New | IRONWOOD PHARMACEUTICALS INCcs | $4,382 | – | 455 | +100.0% | 0.00% | – |
| IQ | New | IQIYI INCcs | $3,792 | – | 800 | +100.0% | 0.00% | – |
| PWZ | New | INVESCO EXCH TRADED FD TR IImc | $6,736 | – | 287 | +100.0% | 0.00% | – |
| New | RBB FD INCmc | $851 | – | 17 | +100.0% | 0.00% | – | |
| RLI | New | RLI CORPcs | $8,295 | – | 61 | +100.0% | 0.00% | – |
| New | RAMACO RES INCcs | $11,004 | – | 1,001 | +100.0% | 0.00% | – | |
| RXRX | New | RECURSION PHARMACEUTICALS INcs | $8 | – | 1 | +100.0% | 0.00% | – |
| IIIN | New | INSTEEL INDS INCcs | $7,375 | – | 227 | +100.0% | 0.00% | – |
| New | RELIANCE GLOBAL GROUP INCcs | $2,263 | – | 909 | +100.0% | 0.00% | – | |
| IBCP | New | INDEPENDENT BK CORP MICHcs | $7,556 | – | 412 | +100.0% | 0.00% | – |
| New | ICORECONNECT INCcs | $64 | – | 16 | +100.0% | 0.00% | – | |
| HLI | New | HOULIHAN LOKEY INCcs | $1,071 | – | 10 | +100.0% | 0.00% | – |
| New | HIVE DIGITAL TECHNOLOGIES LTcs | $1,016 | – | 330 | +100.0% | 0.00% | – | |
| HIMX | New | HIMAX TECHNOLOGIES INCcs | $2,494 | – | 427 | +100.0% | 0.00% | – |
| HITI | New | HIGH TIDE INCcs | $5,271 | – | 2,850 | +100.0% | 0.00% | – |
| HRTX | New | HERON THERAPEUTICS INCcs | $279 | – | 271 | +100.0% | 0.00% | – |
| HLX | New | HELIX ENERGY SOLUTIONS GRP Ics | $3,519 | – | 315 | +100.0% | 0.00% | – |
| GIFI | New | GULF IS FABRICATION INCcs | $82 | – | 25 | +100.0% | 0.00% | – |
| GHLD | New | GUILD HLDGS COcs | $7,262 | – | 662 | +100.0% | 0.00% | – |
| GIGB | New | GOLDMAN SACHS ETF TRmc | $302 | – | 7 | +100.0% | 0.00% | – |
| GTIP | New | GOLDMAN SACHS ETF TRmc | $47 | – | 1 | +100.0% | 0.00% | – |
| SBH | New | SALLY BEAUTY HLDGS INCcs | $3,052 | – | 364 | +100.0% | 0.00% | – |
| FMS | New | FRESENIUS MED CARE AG&CO KGAcs | $9,090 | – | 422 | +100.0% | 0.00% | – |
| New | SARCOS TECHN AND ROBOTICS COcs | $1 | – | 1 | +100.0% | 0.00% | – | |
| New | FORTREA HLDGS INCcs | $1,829 | – | 64 | +100.0% | 0.00% | – | |
| FFIN | New | FIRST FINL BANKSHARES INCcs | $1,206 | – | 48 | +100.0% | 0.00% | – |
| SXT | New | SENSIENT TECHNOLOGIES CORPcs | $468 | – | 8 | +100.0% | 0.00% | – |
| SHAK | New | SHAKE SHACK INCcs | $348 | – | 6 | +100.0% | 0.00% | – |
| New | EXPRESS INCcs | $45 | – | 5 | +100.0% | 0.00% | – | |
| SCVL | New | SHOE CARNIVAL INCcs | $4,366 | – | 182 | +100.0% | 0.00% | – |
| New | SIGILON THERAPEUTICS INCcs | $4,494 | – | 200 | +100.0% | 0.00% | – | |
| SAMG | New | SILVERCREST ASSET MGMT GROUPcs | $6,722 | – | 423 | +100.0% | 0.00% | – |
| EVBG | New | EVERBRIDGE INCcs | $247 | – | 11 | +100.0% | 0.00% | – |
| SITE | New | SITEONE LANDSCAPE SUPPLY INCcs | $10,788 | – | 66 | +100.0% | 0.00% | – |
| ETH | New | ETHAN ALLEN INTERIORS INCcs | $7,595 | – | 254 | +100.0% | 0.00% | – |
| NVST | New | ENVISTA HOLDINGS CORPORATIONcs | $892 | – | 32 | +100.0% | 0.00% | – |
| New | SONNET BIOTHERAPEUTC HLDNG Ics | $17 | – | 6 | +100.0% | 0.00% | – | |
| New | SPIRE GLOBAL INCcs | $3,315 | – | 678 | +100.0% | 0.00% | – | |
| ERJ | New | EMBRAER S.A.cs | $4,322 | – | 315 | +100.0% | 0.00% | – |
| EGO | New | ELDORADO GOLD CORP NEWcs | $3,876 | – | 435 | +100.0% | 0.00% | – |
| New | SPROTT FDS TRmc | $7,547 | – | 160 | +100.0% | 0.00% | – | |
| SQSP | New | SQUARESPACE INCcs | $435 | – | 15 | +100.0% | 0.00% | – |
| New | EKSO BIONICS HLDGS INCcs | $35 | – | 48 | +100.0% | 0.00% | – | |
| KODK | New | EASTMAN KODAK COcs | $842 | – | 200 | +100.0% | 0.00% | – |
| EWBC | New | EAST WEST BANCORP INCcs | $7,538 | – | 143 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGERS TRmc | $365 | – | 100 | +100.0% | 0.00% | – |
| New | DOMA HOLDINGS INCcs | $127 | – | 25 | +100.0% | 0.00% | – | |
| TX | New | TERNIUM SAcs | $7,620 | – | 191 | +100.0% | 0.00% | – |
| New | TERRAN ORBITAL CORPORATIONcs | $42 | – | 50 | +100.0% | 0.00% | – | |
| DAWN | New | DAY ONE BIOPHARMACEUTICALS Ics | $294 | – | 24 | +100.0% | 0.00% | – |
| TCBI | New | TEXAS CAP BANCSHARES INCcs | $9,365 | – | 159 | +100.0% | 0.00% | – |
| New | DATCHAT INCcs | $530 | – | 200 | +100.0% | 0.00% | – | |
| ASHR | New | DBX ETF TRmc | $2,471 | – | 95 | +100.0% | 0.00% | – |
| New | TIDAL ETF TR IImc | $2,190 | – | 100 | +100.0% | 0.00% | – | |
| RORO | New | TIDAL ETF TRmc | $7,641 | – | 500 | +100.0% | 0.00% | – |
| CPG | New | CRESCENT PT ENERGY CORPcs | $4,565 | – | 550 | +100.0% | 0.00% | – |
| CCAP | New | CRESCENT CAP BDC INCcs | $6,840 | – | 400 | +100.0% | 0.00% | – |
| New | 22ND CENTY GROUP INCcs | $23 | – | 24 | +100.0% | 0.00% | – | |
| New | QUIDELORTHO CORPcs | $3,433 | – | 47 | +100.0% | 0.00% | – | |
| UIS | New | UNISYS CORPcs | $245 | – | 71 | +100.0% | 0.00% | – |
| New | ENOVIS CORPORATIONcs | $2,109 | – | 40 | +100.0% | 0.00% | – | |
| VVV | New | VALVOLINE INCcs | $3,489 | – | 108 | +100.0% | 0.00% | – |
| CWEN | New | CLEARWAY ENERGY INCcs | $1,714 | – | 81 | +100.0% | 0.00% | – |
| New | CLEAN ENERGY TECHNOLOGIES INcs | $56 | – | 30 | +100.0% | 0.00% | – | |
| New | CAVA GROUP INCcs | $3,063 | – | 100 | +100.0% | 0.00% | – | |
| New | CAMBER ENERGY INCcs | $16 | – | 70 | +100.0% | 0.00% | – | |
| New | LISATA THERAPEUTICS INCcs | $21 | – | 10 | +100.0% | 0.00% | – | |
| CAE | New | CAE INCcs | $514 | – | 22 | +100.0% | 0.00% | – |
| VEC | New | V2X INCcs | $568 | – | 11 | +100.0% | 0.00% | – |
| BDTX | New | BLACK DIAMOND THERAPEUTICS Ics | $861 | – | 300 | +100.0% | 0.00% | – |
| New | BGC GROUP INCcs | $3,273 | – | 620 | +100.0% | 0.00% | – | |
| VRTV | New | VERITIV CORPcs | $2,027 | – | 12 | +100.0% | 0.00% | – |
| VRT | New | VERTIV HOLDINGS COcs | $3,943 | – | 106 | +100.0% | 0.00% | – |
| New | VITA COCO CO INCcs | $391 | – | 15 | +100.0% | 0.00% | – | |
| WNC | New | WABASH NATL CORPcs | $4,224 | – | 200 | +100.0% | 0.00% | – |
| New | AYRO INCcs | $1,462 | – | 625 | +100.0% | 0.00% | – | |
| AVRO | New | AVROBIO INCcs | $5,390 | – | 3,500 | +100.0% | 0.00% | – |
| WEYS | New | WEYCO GROUP INCcs | $4,393 | – | 173 | +100.0% | 0.00% | – |
| New | ASTRA SPACE INCcs | $248 | – | 134 | +100.0% | 0.00% | – | |
| New | ARM HOLDINGS PLCcs | $5,352 | – | 100 | +100.0% | 0.00% | – | |
| CNBS | New | AMPLIFY ETF TRmc | $1,446 | – | 300 | +100.0% | 0.00% | – |
| WW | New | WW INTL INCcs | $3,210 | – | 290 | +100.0% | 0.00% | – |
| New | AMERICAN CENTY ETF TRmc | $3,002 | – | 60 | +100.0% | 0.00% | – | |
| ADNT | New | ADIENT PLCcs | $6,019 | – | 164 | +100.0% | 0.00% | – |
| New | ANGLOGOLD ASHANTI PLCcs | $10,349 | – | 655 | +100.0% | 0.00% | – | |
| ATI | New | ATI INCcs | $2,551 | – | 62 | +100.0% | 0.00% | – |
| CLVT | New | CLARIVATE PLCcs | $1,147 | – | 171 | +100.0% | 0.00% | – |
| New | CRH PLCcs | $9,250 | – | 169 | +100.0% | 0.00% | – | |
| AGEN | New | AGENUS INCcs | $565 | – | 500 | +100.0% | 0.00% | – |
| WMS | New | ADVANCED DRAIN SYS INC DELcs | $455 | – | 4 | +100.0% | 0.00% | – |
| New | GDEV INCcs | $223 | – | 79 | +100.0% | 0.00% | – | |
| New | NOBLE CORP PLCcs | $10,432 | – | 206 | +100.0% | 0.00% | – | |
| New | AEGLEA BIOTHERAPEUTICS INCcs | $1,397 | – | 114 | +100.0% | 0.00% | – | |
| AMTX | New | AEMETIS INCcs | $4,167 | – | 1,004 | +100.0% | 0.00% | – |
| New | TANTECH HLDGS LTDcs | $22 | – | 16 | +100.0% | 0.00% | – | |
| New | ADITXT INCcs | $349 | – | 28 | +100.0% | 0.00% | – | |
| New | PERION NETWORK LTDcs | $1,838 | – | 60 | +100.0% | 0.00% | – | |
| New | ATS CORPORATIONcs | $938 | – | 22 | +100.0% | 0.00% | – | |
| ASTS | New | AST SPACEMOBILE INCcs | $559 | – | 147 | +100.0% | 0.00% | – |
| APG | New | API GROUP CORPcs | $1,063 | – | 41 | +100.0% | 0.00% | – |
| QGEN | New | QIAGEN NVcs | $648 | – | 16 | +100.0% | 0.00% | – |
| New | AMC ENTMT HLDGS INCcs | $6,671 | – | 835 | +100.0% | 0.00% | – | |
| New | MOMENTUS INCcs | $64 | – | 32 | +100.0% | 0.00% | – | |
| New | MOBILEYE GLOBAL INCcs | $1,372 | – | 33 | +100.0% | 0.00% | – | |
| New | MULLEN AUTOMOTIVE INCcs | $1 | – | 3 | +100.0% | 0.00% | – | |
| MYE | New | MYERS INDS INCcs | $2,690 | – | 150 | +100.0% | 0.00% | – |
| MCW | New | MISTER CAR WASH INCcs | $507 | – | 92 | +100.0% | 0.00% | – |
| MRBK | New | MERIDIAN CORPORATIONcs | $6,611 | – | 675 | +100.0% | 0.00% | – |
| MRCY | New | MERCURY SYS INCcs | $593 | – | 16 | +100.0% | 0.00% | – |
| MED | New | MEDIFAST INCcs | $7,186 | – | 96 | +100.0% | 0.00% | – |
| New | NEW ORIENTAL ED & TECHNOLOGYcs | $10,539 | – | 180 | +100.0% | 0.00% | – | |
| MCFT | New | MASTERCRAFT BOAT HLDGS INCcs | $3,685 | – | 166 | +100.0% | 0.00% | – |
| MTZ | New | MASTEC INCcs | $1,008 | – | 14 | +100.0% | 0.00% | – |
| NXGN | New | NEXTGEN HEALTHCARE INCcs | $356 | – | 15 | +100.0% | 0.00% | – |
| WWJD | New | NORTHERN LTS FD TR IVmc | $870 | – | 33 | +100.0% | 0.00% | – |
| MGF | New | MFS GOVT MKTS INCOME TRmf | $39 | – | 13 | +100.0% | 0.00% | – |
| New | LIBERTY MEDIA CORP DELcs | $4,429 | – | 174 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DELcs | $764 | – | 30 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DELcs | $437 | – | 7 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DELcs | $1,693 | – | 53 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DELcs | $192 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
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.