IFP Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 16, 2026

Latest 13F moves (filed Oct 16, 2026): 1 new position, 29 added, 9 reduced, 1 sold out. Largest change by value: reduced $AAPL ($154.94M held).

New positions
1
Added / reduced
29 / 9
Sold out
1

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$QQQ Added +10.60K (+9.76%) 119.24K $88.21M —
$VUG Added +219.56K (+29.55%) 962.54K $86.73M —
$UCON Added +408.62K (+36.18%) 1.54M $36.52M —
$CGGR Added +145.84K (+24.14%) 749.89K $35.57M —
$META Added +5.94K (+14.33%) 47.42K $34.39M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Reduced -19.69K (-4.06%) 465.27K $154.94M —
$IAU Reduced -158.74K (-28.60%) 396.39K $30.96M —
$TLT Reduced -185.23K (-41.47%) 261.48K $20.34M —
$FTSM Reduced -77.74K (-18.84%) 334.92K $19.93M —
$EFG Reduced -71.41K (-44.83%) 87.89K $10.53M —

New position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$XOM New +184.97K 184.97K $30.10M Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$QQQ Added +10.60K (+9.76%) 119.24K $88.21M —
$VUG Added +219.56K (+29.55%) 962.54K $86.73M —
$UCON Added +408.62K (+36.18%) 1.54M $36.52M —
$CGGR Added +145.84K (+24.14%) 749.89K $35.57M —
$META Added +5.94K (+14.33%) 47.42K $34.39M —
$JAVA Added +265.01K (+919.41%) 293.83K $23.42M —
$TFLO Added +89.51K (+24.64%) 452.79K $22.94M —
$NFLX Added +66.18K (+26.10%) 319.75K $22.25M —
$QUAL Added +46.64K (+90.47%) 98.20K $21.82M —
$BND Added +78.03K (+36.29%) 293.04K $20.56M —
$MAGS Added +84.80K (+43.08%) 281.64K $20.19M —
$CRWD Added +51.55K (+290.26%) 69.31K $18.35M —
$UBER Added +110.79K (+77.03%) 254.61K $17.44M —
$MO Added +199.32K (+408.04%) 248.17K $16.71M —
$MRVL Added +45.12K (+264.21%) 62.20K $16.43M —
$FISV Added +159.78K (+92.12%) 333.25K $15.06M —
$PVAL Added +113.53K (+73.18%) 268.69K $14.14M —
$BINC Added +85.31K (+46%) 270.80K $13.75M —
$SPCX Added +32.15K (+60.97%) 84.89K $12.81M —
$Z Added +231K (+96.99%) 469.18K $12.73M —
$SCHW Added +58.32K (+93.13%) 120.94K $11.82M —
$SMH Added +9.48K (+122.75%) 17.20K $10.48M —
$BKLC Added +132.77K (+263.38%) 183.17K $8.95M —
$CGXU Added +225.56K (+8492.32%) 228.21K $7.83M —
$HELO Added +82.98K (+295.55%) 111.05K $7.68M —
$CGIC Added +185.80K (+21756.32%) 186.65K $6.72M —
$AIPO Added +222.09K (+140562.03%) 222.25K $6.27M —
$EWT Added +53.30K (+26519.40%) 53.51K $6.04M —
$EMXC Added +50.22K (+720.68%) 57.19K $5.67M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Reduced -19.69K (-4.06%) 465.27K $154.94M —
$IAU Reduced -158.74K (-28.60%) 396.39K $30.96M —
$TLT Reduced -185.23K (-41.47%) 261.48K $20.34M —
$FTSM Reduced -77.74K (-18.84%) 334.92K $19.93M —
$EFG Reduced -71.41K (-44.83%) 87.89K $10.53M —
$GDX Reduced -100.67K (-46.47%) 115.98K $10.18M —
$GFI Reduced -140.69K (-97.57%) 3.50K $126.42K —
$EPU Reduced -47.52K (-97.14%) 1.40K $124.31K —
$KGC Reduced -225.16K (-98.89%) 2.52K $60.73K —

Sold out position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DD Sold out -91.72K — — Read

All tracked 13F moves by IFP Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Reduced -19.69K (-4.06%) 465.27K $154.94M —
$XOM New +184.97K 184.97K $30.10M Read
$GDX Reduced -100.67K (-46.47%) 115.98K $10.18M —
$KGC Reduced -225.16K (-98.89%) 2.52K $60.73K —
$TLT Reduced -185.23K (-41.47%) 261.48K $20.34M —
$IAU Reduced -158.74K (-28.60%) 396.39K $30.96M —
$GFI Reduced -140.69K (-97.57%) 3.50K $126.42K —
$FTSM Reduced -77.74K (-18.84%) 334.92K $19.93M —
$EPU Reduced -47.52K (-97.14%) 1.40K $124.31K —
$EFG Reduced -71.41K (-44.83%) 87.89K $10.53M —
$DD Sold out -91.72K — — Read
$Z Added +231K (+96.99%) 469.18K $12.73M —
$VUG Added +219.56K (+29.55%) 962.54K $86.73M —
$SMH Added +9.48K (+122.75%) 17.20K $10.48M —
$UCON Added +408.62K (+36.18%) 1.54M $36.52M —
$UBER Added +110.79K (+77.03%) 254.61K $17.44M —
$SCHW Added +58.32K (+93.13%) 120.94K $11.82M —
$TFLO Added +89.51K (+24.64%) 452.79K $22.94M —
$SPCX Added +32.15K (+60.97%) 84.89K $12.81M —
$MAGS Added +84.80K (+43.08%) 281.64K $20.19M —
$QUAL Added +46.64K (+90.47%) 98.20K $21.82M —
$PVAL Added +113.53K (+73.18%) 268.69K $14.14M —
$NFLX Added +66.18K (+26.10%) 319.75K $22.25M —
$META Added +5.94K (+14.33%) 47.42K $34.39M —
$MRVL Added +45.12K (+264.21%) 62.20K $16.43M —
$JAVA Added +265.01K (+919.41%) 293.83K $23.42M —
$QQQ Added +10.60K (+9.76%) 119.24K $88.21M —
$HELO Added +82.98K (+295.55%) 111.05K $7.68M —
$FISV Added +159.78K (+92.12%) 333.25K $15.06M —
$EWT Added +53.30K (+26519.40%) 53.51K $6.04M —
$EMXC Added +50.22K (+720.68%) 57.19K $5.67M —
$CRWD Added +51.55K (+290.26%) 69.31K $18.35M —
$CGXU Added +225.56K (+8492.32%) 228.21K $7.83M —
$CGIC Added +185.80K (+21756.32%) 186.65K $6.72M —
$CGGR Added +145.84K (+24.14%) 749.89K $35.57M —
$BND Added +78.03K (+36.29%) 293.04K $20.56M —
$BKLC Added +132.77K (+263.38%) 183.17K $8.95M —
$BINC Added +85.31K (+46%) 270.80K $13.75M —
$MO Added +199.32K (+408.04%) 248.17K $16.71M —
$AIPO Added +222.09K (+140562.03%) 222.25K $6.27M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks IFP Advisors holds or traded

Frequently asked questions

What did IFP Advisors buy and sell in its latest 13F?

It opened or added to $QQQ, $VUG, $UCON, $CGGR and $META; it cut or exited $AAPL, $IAU, $TLT, $FTSM and $EFG.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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