Managers / Q2 2022 · view latest →
IFP Advisors, Inc
CIK 0001641866 · 3030 NORTH ROCKY POINT DRIVE W. STE 700, TAMPA, FL, 33607 · 813-387-6866
Reported Value
$56M
Q2 2022
Positions
378
Filings on Record
43
2019–present window
Filed
Aug 12, 2022
original filing
Summary
Ifp Advisors, Inc reported $56M in U.S.-listed holdings across 378 positions for Q2 2022.
Its largest position, IYR, represents 12.3% of the portfolio.
Compared with Q4 2021, the fund opened 16 new positions and exited 3051.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 94.5% · $53M
- Common Stock · 3.1% · $2M
- Other · 1.3% · $708,000
- REIT · 0.5% · $285,000
- MLP · 0.5% · $256,000
- Other · 0.1% · $72,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $4.8B | 5,032 | Apr 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.9B | 4,843 | Feb 6, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2025 | $3.5B | 4,929 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.2B | 4,312 | May 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.1B | 4,609 | Feb 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.5B | 3,244 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.1B | 3,051 | Jan 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.2B | 3,312 | Oct 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023REVEALED | $4.6B | 6,924 | Aug 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2.3B | 3,372 | Apr 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $3.7B | 4,609 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $3.8B | 4,798 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $56M | 378 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $5.1B | 3,413 | Jan 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $5.0B | 3,403 | Oct 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $4.8B | 10,152 | Jul 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $5.1B | 9,664 | Apr 30, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $2.5B | 8,752 | Jan 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.7B | 7,965 | Oct 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.3B | 7,346 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $991M | 6,857 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.3B | 4,209 | Jan 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.5B | 4,401 | Nov 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.6B | 3,744 | Jun 3, 2019 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2019 | $732M | 2,593 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $1.6B | 3,744 | Jan 23, 2019 | 13F-HR | changes · 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 ↗.