Institutional Fund
Ifp Advisors, Inc
Tampa, FLCIK 16418666 filings on record
Portfolio Value
$4.82B
Q1 2026
Holdings
5,032
Reported positions
New Buys
355
Opened this quarter
QoQ Change
+8.3%
from $4.45B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.6%
- Nvidia Corporation2.4%
- Amazon Com Inc1.4%
- Microsoft Corp1.3%
- Alphabet Inc1.3%
- Spdr S&P 500 ETF Tr1.2%
- Other89.8%
Portfolio Holdings
5,032 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 485.3K | $123.15M | 2.6% | +52.5K | Added |
| 2 | Nvidia Corporation | 651.8K | $113.68M | 2.4% | +112.3K | Added |
| 3 | Amazon Com Inc | 330.9K | $68.91M | 1.4% | +57.2K | Added |
| 4 | Microsoft Corp | 174.8K | $64.71M | 1.3% | +51.2K | Added |
| 5 | Alphabet Inc | 219.6K | $63.00M | 1.3% | +27.6K | Added |
| 6 | Spdr S&P 500 ETF Tr | 88.8K | $57.72M | 1.2% | −5.8K | Reduced |
| 7 | Vanguard Index Fds | 131.8K | $57.56M | 1.2% | +4.7K | Added |
| 8 | Invesco Qqq Tr | 94.7K | $54.69M | 1.1% | −1.7K | Reduced |
| 9 | Ishares Gold Tr | 566.9K | $49.97M | 1.0% | −5.5K | Reduced |
| 10 | Ishares Tr | 556.1K | $48.21M | 1.0% | +75.4K | Added |
5,022 more holdings on Premium
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