IFP Advisors, Inc

RIA/Wealth

IFP Advisors, Inc is a RIA/Wealth based in Tampa, FL led by William Eugene Hamm, reporting $12.5B in AUM as of Q3 2025 with 60% ETF concentration.

CEOWilliam Eugene Hamm

Portfolio Value: $3.8B
Positions: 4,908
Top Holding: AAPL at 2.72%
Last Reported: Q3 2025

Address3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607, United States

Top Holdings

Largest long holdings in IFP Advisors, Inc's portfolio (15.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$104.2M	2.72%	-$5.9M Sold	0.00% 409.1K shares	Q3 2019 Held for 6y 2m
2 Nvidia NVDA	Semiconductors Technology	$69.8M	1.82%	-$1.0M Sold	0.00% 374.1K shares	Q3 2019 Held for 6y 2m
3 Vanguard Growth VUG	ETF ETF	$60.9M	1.59%	+$6.5M Bought	— 126.9K shares	Q3 2019 Held for 6y 2m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$59.2M	1.55%	+$1.7M Bought	— 88.8K shares	Q3 2019 Held for 6y 2m
5 Invesco QQQ Trust QQQ	ETF ETF	$55.9M	1.46%	+$1.7M Bought	— 93.1K shares	Q3 2019 Held for 6y 2m
6 Microsoft MSFT	Software - Infrastructure Technology	$55.8M	1.46%	+$3.1M Bought	0.00% 107.7K shares	Q3 2019 Held for 6y 2m
7 iShares S&P 500 Growth ETF IVW	ETF ETF	$48.9M	1.28%	+$19.9M Bought	— 405.0K shares	Q3 2019 Held for 6y 2m
8 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$44.9M	1.17%	+$895.4K Bought	— 572.9K shares	Q3 2019 Held for 6y 2m
9 IAU iShares Gold Trust IAU	Unknown Unknown	$41.3M	1.08%	+$1.2M Bought	— 567.0K shares	Q1 2023 Held for 2y 8m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$36.2M	0.95%	+$352.6K Bought	0.00% 165.1K shares	Q3 2019 Held for 6y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in IFP Advisors, Inc's latest filing

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Market Value

$3.8B

Prior: $3.5B

Q/Q Change

+9.54%

+$333.4M

Net Flows % of MV

+2.01%

Turnover Ratio

8.84%

New Purchases

169 stocks

$5.7M

Added To

2,192 stocks

+$371.5M

Sold Out Of

171 stocks

$7.0M

Reduced Holdings

1,846 stocks

-$293.4M

Increased Positions

Position	Shares Δ	Change
1 BitMine Immersion Technologies, Inc. BMNR	New	0 → 27.1K +$1.4M
2 PSKY Paramount Skydance Corporation Class B Common Stock PSKY	New	0 → 35.3K +$1.1M
3 Roundhill Magnificent Seven MAGS	New	0 → 15.5K +$1.0M
4 Franklin Bitcoin ETF EZBC	New	0 → 7.6K +$500.8K
5 JIVE JPMorgan International Value JIVE	New	0 → 2.2K +$164.8K

Decreased Positions

Position	Shares Δ	Change
1 Fidelity U.S. Multifactor ETF FLRG	Sold	52.3K → 0 −$1.9M
2 Fiserv FI	Sold	10.8K → 0 −$1.9M
3 Discover Financial Services DFS	Sold	2.7K → 0 −$553.5K
4 GNOV FT Vest U.S. Equity Moderate Buffer ETF GNOV	Sold	10.0K → 0 −$364.8K
5 SpringWorks Therapeutics, Inc. SWTX	Sold	6.9K → 0 −$330.7K

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Analytics

Portfolio insights and performance metrics for IFP Advisors, Inc

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Sector Allocation

ETF

59.50%

Technology

11.70%

Financial Services

4.40%

Industrials

3.50%

Consumer Cyclical

3.40%

Healthcare

3.20%

Communication Services

3.00%

Consumer Defensive

2.30%

Basic Materials

1.50%

Energy

1.40%

Utilities

1.10%

Real Estate

0.60%

Market Cap Distribution

Mega Cap (> $200B)

18.28%

Large Cap ($10B - $200B)

14.62%

Mid Cap ($2B - $10B)

2.25%

Small Cap ($300M - $2B)

0.45%

Micro Cap ($50M - $300M)

0.19%

Nano Cap (< $50M)

0.11%

N/A (ETF or Unknown)

64.10%

Portfolio Concentration

Top 10 Holdings %

15.08%

Top 20 Holdings %

23.44%

Top 50 Holdings %

38.58%

Top 100 Holdings %

52.18%