SEC 13F Intelligence

Managers / Q4 2018 · view latest →

IFP Advisors, Inc

CIK 0001641866 · 3030 NORTH ROCKY POINT DRIVE W. STE 700, TAMPA, FL, 33607 · 813-387-6866

Reported Value
$1.6B
Q4 2018
Positions
3,744
Filings on Record
43
2019–present window
Filed
Jan 23, 2019
original filing

Summary

Ifp Advisors, Inc reported $1.6B in U.S.-listed holdings across 3,744 positions for Q4 2018.

Its largest position, NDQ, represents 2.3% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+13.9%
share of reported value
Largest Position
+2.3%
Powershares Qqq Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.6BQ4 ’18Q1 ’19: $732MQ2 ’19: $1.6BQ3 ’19: $1.5BQ3 ’19Q4 ’19: $1.3BQ1 ’20: $991MQ2 ’20: $1.3BQ2 ’20Q3 ’20: $1.7BQ4 ’20: $2.5BQ1 ’21: $5.1BQ1 ’21Q2 ’21: $4.8BQ3 ’21: $5.0BQ4 ’21: $5.1BQ4 ’21Q2 ’23: $4.6BQ3 ’23: $2.2BQ4 ’23: $2.1BQ4 ’23Q2 ’24: $2.5BQ4 ’24: $3.1BQ1 ’25: $3.2BQ1 ’25Q2 ’25: $3.5BQ4 ’25: $3.9BQ1 ’26: $4.8BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 55.9%Common Stock: 34.7%Other: 3.7%REIT: 2.4%Closed-End Fund: 1.8%Other: 1.5%
  • ETP · 55.9% · $918M
  • Common Stock · 34.7% · $569M
  • Other · 3.7% · $61M
  • REIT · 2.4% · $39M
  • Closed-End Fund · 1.8% · $29M
  • Other · 1.5% · $25M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
NDQPOWERSHARES QQQ TRNEW+244.1K244.1K+$37M$37M
AAPLAPPLE INCNEW+192.4K192.4K+$30M$30M
SPDR S&P 500 ETFNEW+119.7K119.7K+$30M$30M
ISHARES CORE S&P MID CAP ETFNEW+141.2K141.2K+$23M$23M
VANGUARD TOTAL STK MKTNEW+170.7K170.7K+$22M$22M
ISHARES AGGREGATE BOND ETFNEW+180.5K180.5K+$19M$19M
AMZNAMAZON.COM INCNEW+12.4K12.4K+$18M$18M
ISHARES S&P 500 INDEXNEW+72.7K72.7K+$18M$18M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2018

50 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NDQPOWERSHARES QQQ TRhistory →ETF2.27%$37M242.9K
2AAPLAPPLE INChistory →Stock1.83%$30M191.9K
3SPDR S&P 500 ETFETF1.79%$29M118.3K
4ISHARES CORE S&P MID CAP ETFETF1.41%$23M141.2K
5VANGUARD TOTAL STK MKTETF1.32%$22M170.7K
6ISHARES AGGREGATE BOND ETFETF1.17%$19M180.5K
7AMZNAMAZON.COM INChistory →Stock1.11%$18M12.4K
8ISHARES S&P 500 INDEXETF1.10%$18M72.7K
9ISHARES S&P SMALLCAP 600 ETFETF1.06%$17M251.5K
10ISHARES S&P 500 GROWTH ETFETF0.87%$14M95.5K
11MSFTMICROSOFThistory →Stock0.74%$12M120.5K
12ISHARES MSCI FLOATING RATE NOT E FUNDING ETFETF0.71%$12M232.7K
13ISHARES DJ SELECT DIVIDENDETF0.70%$12M130.2K
14ISHARES EDGE MSCI MIN VOL USA ETFETF0.69%$11M218.4K
15BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock0.69%$11M56.1K
16ISHARES TR S&P 1500 INDEX FDETF0.66%$11M193.8K
17VTVVANGUARD VALUE ETFhistory →ETF0.66%$11M111.3K
18VANGUARD FTSE DEVELOPED MARKETS ETFETF0.64%$11M285.2K
19TAT&T INC COMhistory →Stock0.64%$10M368.8K
20VUGVANGUARD GROWTH ETFhistory →ETF0.63%$10M78.3K
21JPMJPMORGAN CHASE & CO COMhistory →Stock0.62%$10M104.8K
22ISHARES MORNINGSTAR MULTI-ASSET INCOME INDEX FUNDETF0.62%$10M435.2K
23FIRST TRUST ENHANCED SHORT MATURITY ETFETF0.60%$10M164.9K
24BACVERIZON COMMUNICATIONSStock0.60%$10M178.0K
25GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTETF0.59%$10M106.5K
26ISHARES CORE MSCI EAFE ETFETF0.59%$10M175.4K
27CRBPEURCORBUS PHARMACEUTICALS HLDGS COMStock0.58%$9M1.61M
28JNJJOHNSON & JOHNSON COMStock0.56%$9M71.7K
29XLUUTILITIES SELECT SECTOR SPDRETF0.54%$9M167.9K
30CCBGCAPITAL CITY BK GROUP INC COMStock0.54%$9M383.1K
31ISHARES MORTGAGE REAL ESTATE ETFETF0.53%$9M214.7K
32XLFFINANCIAL SELECT SECTOR SPDRETF0.50%$8M347.1K
33SCHWAB ETFS- US BROAD MARKET ETFETF0.50%$8M137.4K
34GOOGLGOOGLE INCStock0.49%$8M7.7K
35AGNCAMERICAN CAPITAL AGENCY CORP.REIT0.49%$8M455.7K
36EXMOCEXXON MOBIL CORP COMStock0.49%$8M118.0K
37PFEPFIZER INC COMStock0.48%$8M184.5K
38DISDISNEY WALT CO COM DISNEYStock0.48%$8M73.3K
39VANGUARD EXTENDED DURATION TREASURY INDEX FUNDETF0.48%$8M69.5K
40METAFACEBOOK INC CL AStock0.45%$7M55.7K
41SCHWAB INTERNATIONAL EQUITY ETFETF0.44%$7M256.6K
42VANGUARD HIGH DIVIDEND YIELDETF0.44%$7M92.9K
43PIMCO ENHANCED SHORT MATURITY ETFETF0.43%$7M70.7K
44ISHARES EDGE MSCI USA QUALITY FACTOR ETFETF0.43%$7M93.6K
45ISHARES RUSSELL 2000 ETFETF0.42%$7M52.5K
46ISHARES CORE MSCI EMERGING MKTSETF0.42%$7M146.0K
47CHVCHEVRON CORP NEW COMStock0.41%$7M62.1K
48BABOEING CO COMStock0.41%$7M21.3K
49VANGUARD DIVIDEND APPRECIATION ETFETF0.41%$7M69.1K
50ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FDETF0.41%$7M100.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.8B5,032Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.9B4,843Feb 6, 2026RESTATEMENTchanges · EDGAR ↗
Q2 2025$3.5B4,929Jul 24, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.2B4,312May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.1B4,609Feb 4, 202513F-HRchanges · EDGAR ↗
Q2 2024$2.5B3,244Jul 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.1B3,051Jan 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.2B3,312Oct 12, 202313F-HRchanges · EDGAR ↗
Q2 2023REVEALED$4.6B6,924Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review3,372Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review4,609Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022Under review4,798Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022Under review378Aug 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$5.1B3,413Jan 12, 202213F-HRchanges · EDGAR ↗
Q3 2021$5.0B3,403Oct 6, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.8B10,152Jul 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$5.1B9,664Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.5B8,752Jan 25, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.7B7,965Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.3B7,346Aug 5, 202013F-HRchanges · EDGAR ↗
Q1 2020$991M6,857May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.3B4,209Jan 17, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.5B4,401Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.6B3,744Jun 3, 2019RESTATEMENTchanges · EDGAR ↗
Q1 2019$732M2,593May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.6B3,744Jan 23, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.