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 | 921910816 Common stock | $1.15M | +3K +26.74% | 13,172 0.12% of portfolio | low |
| Q4 2025 as of | Add | 464287523 Common stock | $1.14M | +4K +26.43% | 18,166 0.12% of portfolio | low |
| Q4 2025 as of | Add | Dominion Energy, Inc Common stock | $1.13M | +19K +196.00% | 29,197 0.04% of portfolio | low |
| Q4 2025 as of | Add | Oracle Corp Common stock | $1.13M | +6K +14.27% | 46,442 0.20% of portfolio | low |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $1.12M | +18K +570.54% | 21,397 0.03% of portfolio | low |
| Q4 2025 as of | Add | 46438R105 Common stock | $1.11M | +49K +309.56% | 65,484 0.03% of portfolio | low |
| Q4 2025 as of | Trim | 922908744 Common stock | $-1.11M | -6K -7.77% | 68,876 0.30% of portfolio | low |
| Q4 2025 as of | Add | 33740F755 Common stock | $1.11M | +32K +38.01% | 117,319 0.09% of portfolio | low |
| Q4 2025 as of | Trim | 464287721 Common stock | $-1.10M | -6K -13.26% | 36,070 0.16% of portfolio | low |
| Q4 2025 as of | Add | 46436E312 Common stock | $1.10M | +43K +129.61% | 76,177 0.04% of portfolio | low |
| Q4 2025 as of | New | 78433H568 Common stock | $1.08M | +20K | 19,682 0.02% of portfolio | low |
| Q4 2025 as of | Add | Dycom Industries Inc Common stock | $1.08M | +3K +2258.87% | 3,326 0.03% of portfolio | low |
| Q4 2025 as of | Add | Union Pacific Corp Common stock | $1.06M | +5K +30.40% | 19,700 0.10% of portfolio | low |
| Q4 2025 as of | Trim | Gulfport Energy Corp Common stock | $-1.06M | -5K -46.53% | 5,853 0.03% of portfolio | low |
| Q4 2025 as of | New | 56167R820 Common stock | $1.05M | +42K | 42,073 0.02% of portfolio | low |
| Q4 2025 as of | Add | 78468R812 Common stock | $1.05M | +6K +392.95% | 7,552 0.03% of portfolio | low |
| Q4 2025 as of | Add | Walt Disney Co Common stock | $1.04M | +9K +25.80% | 44,733 0.11% of portfolio | low |
| Q4 2025 as of | Add | Nbt Bancorp Inc Common stock | $1.03M | +25K +85479.31% | 24,818 0.02% of portfolio | low |
| Q4 2025 as of | Add | 81369Y506 Common stock | $1.03M | +23K +86.53% | 49,556 0.05% of portfolio | low |
| Q4 2025 as of | Add | Edison International Common stock | $1.03M | +17K +112.25% | 32,339 0.04% of portfolio | low |
| Q4 2025 as of | Add | 31609A503 Common stock | $1.02M | +28K +919.53% | 31,055 0.03% of portfolio | low |
| Q4 2025 as of | Add | 464287473 Common stock | $1.02M | +7K +49.27% | 21,870 0.07% of portfolio | low |
| Q4 2025 as of | Add | EPD Enterprise Products Partners L.P. MLP | $1.01M | +31K +81.90% | 69,655 0.05% of portfolio | low |
| Q4 2025 as of | Add | Vertiv Holdings Co Common stock | $1.00M | +6K +42.63% | 20,667 0.08% of portfolio | low |
| Q4 2025 as of | Add | O Reilly Automotive Inc Common stock | $998.1K | +11K +30.28% | 47,086 0.10% of portfolio | low |
| Q4 2025 as of | Add | Linde PLC Common stock | $986.2K | +2K +72.55% | 5,501 0.05% of portfolio | low |
| Q4 2025 as of | Add | Bristol Myers Squibb Co Common stock | $974.2K | +18K +57.49% | 49,476 0.06% of portfolio | low |
| Q4 2025 as of | Add | 78463X509 Common stock | $971.3K | +21K +19.33% | 128,089 0.13% of portfolio | low |
| Q4 2025 as of | Add | 921943858 Common stock | $970.2K | +16K +7.04% | 236,007 0.33% of portfolio | low |
| Q4 2025 as of | Trim | Garmin Ltd Common stock | $-967.8K | -5K -74.86% | 1,602 <0.01% of portfolio | low |
| Q4 2025 as of | Add | L3HARRIS Technologies, Inc. /De Common stock | $953.2K | +3K +81.24% | 7,244 0.05% of portfolio | low |
| Q4 2025 as of | Trim | Ameren Corp Common stock | $-940.8K | -9K -90.06% | 1,040 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Chevron Corp Common stock | $934.9K | +6K +12.81% | 54,013 0.18% of portfolio | low |
| Q4 2025 as of | Trim | SWIM Latham Group, Inc. Common Stock | $-934.2K | -147K -49.60% | 149,514 0.02% of portfolio | low |
| Q4 2025 as of | Add | Cigna Group Common stock | $924.5K | +3K +32.80% | 13,599 0.08% of portfolio | low |
| Q4 2025 as of | Add | 921937827 Common stock | $921.4K | +12K +63.35% | 30,145 0.05% of portfolio | low |
| Q4 2025 as of | Add | 45782C797 Common stock | $916.8K | +21K +47.03% | 65,260 0.06% of portfolio | low |
| Q4 2025 as of | Trim | Mohawk Industries Inc Common stock | $-913.0K | -8K -93.69% | 563 <0.01% of portfolio | low |
| Q4 2025 as of | Trim | 46434Vbd1 Common stock | $-901.0K | -36K -10.04% | 321,346 0.18% of portfolio | low |
| Q4 2025 as of | Trim | MP Materials Corp. / DE Common stock | $-895.7K | -18K -36.97% | 30,222 0.03% of portfolio | low |
| Q4 2025 as of | Trim | 92189F643 Common stock | $-893.8K | -9K -5.12% | 160,022 0.37% of portfolio | low |
| Q4 2025 as of | Add | Johnson & Johnson Common stock | $884.3K | +4K +13.18% | 36,688 0.17% of portfolio | low |
| Q4 2025 as of | Trim | 46138E354 Common stock | $-878.7K | -12K -64.05% | 6,906 0.01% of portfolio | low |
| Q4 2025 as of | Add | 464287655 Common stock | $878.1K | +4K +17.11% | 24,409 0.13% of portfolio | low |
| Q4 2025 as of | Add | 922907746 Common stock | $863.1K | +17K +17.72% | 114,008 0.13% of portfolio | low |
| Q4 2025 as of | Trim | 33740F888 Common stock | $-857.8K | -34K -3.81% | 860,304 0.49% of portfolio | low |
| Q4 2025 as of | Add | 78464A359 Common stock | $854.2K | +10K +29.49% | 42,043 0.08% of portfolio | low |
| Q4 2025 as of | Add | 46654Q716 Common stock | $854.1K | +16K +26.82% | 74,695 0.09% of portfolio | low |
| Q4 2025 as of | Add | Becton Dickinson & Co Common stock | $848.3K | +4K +71.46% | 10,488 0.05% of portfolio | low |
| Q4 2025 as of | Add | US Bancorp \De Common stock | $844.3K | +16K +99.55% | 31,715 0.04% of portfolio | low |