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 | New | 92647N550 Common stock | $379.0K | +6K | 5,873 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 316092790 Common stock | $378.3K | +5K +121.28% | 9,130 0.02% of portfolio | low |
| Q4 2025 as of | Add | 45782C615 Common stock | $370.3K | +6K +124.18% | 11,541 0.02% of portfolio | low |
| Q4 2025 as of | Add | Nuveen S&P 500 BuyWrite Income Fund Common stock | $368.2K | +25K +642.99% | 28,947 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 46436E205 Common stock | $367.8K | +16K +7.12% | 236,433 0.12% of portfolio | low |
| Q4 2025 as of | Trim | Albertsons Companies, Inc. Common stock | $-366.7K | -21K -99.65% | 75 <0.01% of portfolio | low |
| Q4 2025 as of | Trim | 78464A755 Common stock | $-364.2K | -4K -21.92% | 12,523 0.03% of portfolio | low |
| Q4 2025 as of | Add | 464288208 Common stock | $363.2K | +4K +1829.17% | 4,630 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Coca Cola Co Common stock | $363.1K | +5K +8.56% | 65,862 0.10% of portfolio | low |
| Q4 2025 as of | Add | 33738R704 Common stock | $362.0K | +4K +210.40% | 5,432 0.01% of portfolio | low |
| Q4 2025 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $361.3K | +797 +34.88% | 3,082 0.03% of portfolio | low |
| Q4 2025 as of | Trim | 808524300 Common stock | $-356.7K | -11K -1.15% | 936,140 0.69% of portfolio | low |
| Q4 2025 as of | Add | Rh Common stock | $355.8K | +2K +124.13% | 3,586 0.01% of portfolio | low |
| Q4 2025 as of | Trim | 464287887 Common stock | $-355.0K | -3K -27.65% | 6,580 0.02% of portfolio | low |
| Q4 2025 as of | Trim | 72201R718 Common stock | $-352.7K | -4K -10.25% | 32,170 0.07% of portfolio | low |
| Q4 2025 as of | Add | 808524698 Common stock | $344.6K | +15K +99.50% | 30,079 0.02% of portfolio | low |
| Q4 2025 as of | Add | 92204A504 Common stock | $344.0K | +1K +6.83% | 18,685 0.12% of portfolio | low |
| Q4 2025 as of | Add | Booking Holdings Inc Common stock | $342.7K | +64 +30.05% | 277 0.03% of portfolio | low |
| Q4 2025 as of | Add | Chemed Corp Common stock | $342.3K | +800 +91.85% | 1,671 0.02% of portfolio | low |
| Q4 2025 as of | Add | First Trust Exchange-Traded Fund VIII Common stock | $340.7K | +7K +524.54% | 8,500 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 46434V449 Common stock | $340.3K | +7K +21.75% | 39,719 0.04% of portfolio | low |
| Q4 2025 as of | Add | PDD PDD Holdings Inc. ADR | $339.5K | +3K +5346.43% | 3,050 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | 03662Q105 Common stock | $-339.5K | -907 -100.00% | 0 | low |
| Q4 2025 as of | New | First Trust Exchange-Traded Fund VIII Common stock | $337.6K | +8K | 7,861 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Wells Fargo & COMPANY/MN Common stock | $332.5K | +4K +6.48% | 58,659 0.12% of portfolio | low |
| Q4 2025 as of | Add | 78468R606 Common stock | $332.2K | +14K +9.28% | 165,187 0.09% of portfolio | low |
| Q4 2025 as of | Trim | 92206C680 Common stock | $-331.0K | -3K -4.41% | 58,926 0.16% of portfolio | low |
| Q4 2025 as of | Trim | Intel Corp Common stock | $-329.7K | -9K -6.13% | 136,736 0.11% of portfolio | low |
| Q4 2025 as of | Add | 46434V407 Common stock | $327.4K | +8K +27.79% | 35,119 0.03% of portfolio | low |
| Q4 2025 as of | Add | Atlassian Corporation Common stock | $326.1K | +2K +38.87% | 7,185 0.03% of portfolio | low |
| Q4 2025 as of | Add | 46137V563 Common stock | $325.3K | +16K +14.60% | 125,244 0.06% of portfolio | low |
| Q4 2025 as of | Add | First Trust Exchange-Traded Fund Common stock | $325.1K | +2K +14.81% | 12,199 0.06% of portfolio | low |
| Q4 2025 as of | Trim | 46435Gaa0 Common stock | $-323.8K | -13K -3.26% | 396,553 0.22% of portfolio | low |
| Q4 2025 as of | New | First Trust Exchange-Traded Fund VIII Common stock | $323.8K | +10K | 10,180 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 922040845 Common stock | $322.5K | +4K +11.43% | 41,696 0.07% of portfolio | low |
| Q4 2025 as of | Trim | DraftKings Inc. Common stock | $-322.2K | -9K -21.48% | 34,172 0.03% of portfolio | low |
| Q4 2025 as of | Add | Marsh & McLennan Companies, Inc. Common stock | $321.1K | +2K +23.61% | 9,063 0.04% of portfolio | low |
| Q4 2025 as of | Add | 78464A508 Common stock | $319.6K | +6K +14.60% | 44,153 0.06% of portfolio | low |
| Q4 2025 as of | Add | 85208P303 Common stock | $317.8K | +6K +804.03% | 6,509 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 464288638 Common stock | $317.7K | +6K +36.73% | 21,952 0.03% of portfolio | low |
| Q4 2025 as of | Add | Fortinet Inc Common stock | $317.5K | +4K +5.43% | 77,601 0.14% of portfolio | low |
| Q4 2025 as of | Add | Sirius XM Holdings Inc Common stock | $316.3K | +16K +40.50% | 54,886 0.02% of portfolio | low |
| Q4 2025 as of | Add | Consolidated Edison Inc Common stock | $314.0K | +3K +20.59% | 18,516 0.04% of portfolio | low |
| Q4 2025 as of | Add | 464288653 Common stock | $313.4K | +3K +8.26% | 40,429 0.09% of portfolio | low |
| Q4 2025 as of | Trim | 316092808 Common stock | $-313.2K | -1K -15.59% | 7,545 0.04% of portfolio | low |
| Q4 2025 as of | Add | 98149E303 Common stock | $312.6K | +4K +10.72% | 37,817 0.07% of portfolio | low |
| Q4 2025 as of | Add | 47103U100 Common stock | $312.6K | +4K +104.35% | 8,321 0.01% of portfolio | low |
| Q4 2025 as of | Add | 46137V282 Common stock | $311.9K | +7K +48.10% | 21,104 0.02% of portfolio | low |
| Q4 2025 as of | Add | 45782C318 Common stock | $310.9K | +8K +11.09% | 78,675 0.07% of portfolio | low |
| Q4 2025 as of | Add | 33740U752 Common stock | $310.7K | +9K +124.95% | 15,609 0.01% of portfolio | low |