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Christopher Marcellus Brooks

Ifp Advisors, Inc

Assets Managed
$4.823B
Holdings
5032
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
8.27%(2Q avg: 11.57%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifp Advisors, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5032 positions.

Assets under management

The assets under management (AUM) of Ifp Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.823B in assets, with a quarterly growth rate of 8.27% and a 2-quarter average growth rate of 11.57%. The portfolio is managed by Christopher Marcellus Brooks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 12.13%
2.56%
$123.153M
485,256 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 20.82%
2.36%
$113.681M
651,842 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 20.9%
1.43%
$68.911M
330,873 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 41.45%
1.35%
$64.706M
174,800 shares@ $370.17 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 14.36%
1.31%
$62.999M
219,615 shares@ $286.87 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -6.14%
1.2%
$57.724M
88,760 shares@ $650.34 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.67%
1.2%
$57.561M
131,782 shares@ $436.8 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.8%
1.14%
$54.686M
94,747 shares@ $577.18 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -0.95%
1.04%
$49.974M
566,853 shares@ $88.16 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 15.7%
1%
$48.209M
556,110 shares@ $86.7 avg price

1-10 of 5032