Institutions / IFP Advisors, Inc / Activity
Activity — IFP Advisors, Inc
4,149 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 33739Q200 Common stock | $1.64M | +33K +11.96% | 306,917 0.34% of portfolio | low |
| Q4 2025 as of | Add | The Goldman Sachs Group, Inc. Common stock | $1.62M | +2K +68.67% | 4,517 0.09% of portfolio | low |
| Q4 2025 as of | Add | 46137V290 Common stock | $1.57M | +47K +19.82% | 281,946 0.21% of portfolio | low |
| Q4 2025 as of | Add | Verizon Communications Inc Common stock | $1.56M | +38K +30.29% | 165,184 0.15% of portfolio | low |
| Q4 2025 as of | Trim | COMMERCIAL METALS Co Common stock | $-1.56M | -23K -49.36% | 23,095 0.04% of portfolio | low |
| Q4 2025 as of | Trim | 464287200 Common stock | $-1.55M | -2K -4.20% | 51,716 0.80% of portfolio | low |
| Q4 2025 as of | Trim | Sempra Common stock | $-1.54M | -17K -89.83% | 1,975 <0.01% of portfolio | low |
| Q4 2025 as of | Add | United Rentals Inc Common stock | $1.54M | +2K +262.48% | 2,628 0.05% of portfolio | low |
| Q4 2025 as of | Add | Home Depot, Inc. Common stock | $1.50M | +4K +16.12% | 31,479 0.24% of portfolio | low |
| Q4 2025 as of | Add | Capital One Financial Corp Common stock | $1.50M | +6K +53.32% | 17,784 0.10% of portfolio | low |
| Q4 2025 as of | Add | 921937835 Common stock | $1.49M | +20K +12.70% | 178,756 0.30% of portfolio | low |
| Q4 2025 as of | Add | 87283Q867 Common stock | $1.48M | +39K +148.38% | 64,645 0.06% of portfolio | low |
| Q4 2025 as of | Trim | Horton D R Inc /De Common stock | $-1.47M | -10K -82.61% | 2,147 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 922042858 Common stock | $1.46M | +27K +25.67% | 133,137 0.16% of portfolio | low |
| Q4 2025 as of | Exit | 46429B309 Common stock | $-1.45M | -83K -100.00% | 0 | low |
| Q4 2025 as of | Add | ROBLOX Corp Common stock | $1.43M | +18K +492.38% | 21,225 0.04% of portfolio | low |
| Q4 2025 as of | Add | 14020W106 Common stock | $1.41M | +32K +7.22% | 479,476 0.47% of portfolio | low |
| Q4 2025 as of | Add | Apollo Global Management, Inc. Common stock | $1.41M | +10K +75.67% | 22,553 0.07% of portfolio | low |
| Q4 2025 as of | Trim | 78468R523 Common stock | $-1.38M | -14K -72.53% | 5,286 0.01% of portfolio | low |
| Q4 2025 as of | New | 26923G707 Common stock | $1.38M | +60K | 59,993 0.03% of portfolio | low |
| Q4 2025 as of | New | 72201R882 Common stock | $1.38M | +22K | 21,510 0.03% of portfolio | low |
| Q4 2025 as of | Add | Medtronic plc Common stock | $1.38M | +14K +33.45% | 57,287 0.12% of portfolio | low |
| Q4 2025 as of | Trim | 464288513 Common stock | $-1.38M | -17K -25.68% | 49,498 0.09% of portfolio | low |
| Q4 2025 as of | Add | American Express Co Common stock | $1.36M | +4K +61.08% | 9,700 0.08% of portfolio | low |
| Q4 2025 as of | Trim | 78464A367 Common stock | $-1.34M | -59K -22.53% | 204,601 0.10% of portfolio | low |
| Q4 2025 as of | Add | Royal Gold Inc Common stock | $1.34M | +6K +105.32% | 11,732 0.06% of portfolio | low |
| Q4 2025 as of | Add | American Water Works Company, Inc. Common stock | $1.34M | +10K +698.16% | 11,717 0.03% of portfolio | low |
| Q4 2025 as of | Add | 808524755 Common stock | $1.31M | +29K +21.18% | 166,112 0.17% of portfolio | low |
| Q4 2025 as of | Trim | MSCI Inc. Common stock | $-1.31M | -2K -89.26% | 274 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 316092527 Common stock | $1.30M | +29K +1307.12% | 31,604 0.03% of portfolio | low |
| Q4 2025 as of | Add | First Trust Exchange-Traded Fund VIII Common stock | $1.30M | +29K +247.20% | 41,074 0.04% of portfolio | low |
| Q4 2025 as of | Add | 381430438 Common stock | $1.29M | +15K +7.69% | 211,658 0.40% of portfolio | low |
| Q4 2025 as of | Add | 003263100 Common stock | $1.28M | +6K +282.23% | 8,455 0.04% of portfolio | low |
| Q4 2025 as of | Add | Amgen Inc Common stock | $1.26M | +4K +47.56% | 11,980 0.09% of portfolio | low |
| Q4 2025 as of | Add | 78463X434 Common stock | $1.26M | +14K +1301.03% | 14,991 0.03% of portfolio | low |
| Q4 2025 as of | Add | NIKE, Inc. Common stock | $1.26M | +20K +99.75% | 39,582 0.06% of portfolio | low |
| Q4 2025 as of | Add | 81369Y407 Common stock | $1.26M | +11K +156.14% | 17,269 0.05% of portfolio | low |
| Q4 2025 as of | Add | 78468R853 Common stock | $1.24M | +26K +68.40% | 65,136 0.07% of portfolio | low |
| Q4 2025 as of | Trim | 46641Q837 Common stock | $-1.23M | -24K -5.85% | 391,796 0.44% of portfolio | low |
| Q4 2025 as of | Add | 025072810 Common stock | $1.23M | +10K +48.32% | 29,806 0.08% of portfolio | low |
| Q4 2025 as of | Add | 315912808 Common stock | $1.23M | +13K +96.94% | 27,371 0.06% of portfolio | low |
| Q4 2025 as of | Add | 464287507 Common stock | $1.23M | +19K +9.21% | 220,898 0.33% of portfolio | low |
| Q4 2025 as of | Trim | CVS HEALTH Corp Common stock | $-1.22M | -15K -60.45% | 10,070 0.02% of portfolio | low |
| Q4 2025 as of | Add | Analog Devices Inc Common stock | $1.19M | +4K +416.38% | 5,422 0.03% of portfolio | low |
| Q4 2025 as of | Add | 97717Y527 Common stock | $1.19M | +24K +106.14% | 45,748 0.05% of portfolio | low |
| Q4 2025 as of | Add | 78463V107 Common stock | $1.18M | +3K +15.05% | 22,776 0.20% of portfolio | low |
| Q4 2025 as of | Add | 921946406 Common stock | $1.17M | +8K +4.94% | 173,550 0.56% of portfolio | low |
| Q4 2025 as of | Add | 75526L878 Common stock | $1.17M | +24K +56230.23% | 24,222 0.03% of portfolio | low |
| Q4 2025 as of | Add | 92206C870 Common stock | $1.17M | +14K +25.79% | 67,926 0.13% of portfolio | low |
| Q4 2025 as of | Add | NiSource Inc Common stock | $1.16M | +28K +770.94% | 31,354 0.03% of portfolio | low |