Managers / Q1 2023 · view latest →
IFP Advisors, Inc
CIK 0001641866 · 3030 NORTH ROCKY POINT DRIVE W. STE 700, TAMPA, FL, 33607 · 813-387-6866
Reported Value
Under review
reported total failed a data-quality check
Positions
3,372
Filings on Record
43
2019–present window
Filed
Apr 18, 2023
original filing
Summary
Compared with Q4 2022, the fund opened 151 new positions and exited 1386.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 67.4% · $1.5B
- Common Stock · 28.2% · $647M
- Other · 2.0% · $47M
- ADR · 0.7% · $16M
- MLP · 0.6% · $14M
- Other · 1.1% · $25M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2022 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| HARBOR ETF TRUST | NEW | +51.0K | 51.0K | +$3M | $3M |
| 0E41ENLINK MIDSTREAM LLC | NEW | +109.6K | 109.6K | +$2M | $2M |
| ISHARES TR | NEW | +72.1K | 72.1K | +$2M | $2M |
| FIDELITY COVINGTON TRUST | NEW | +34.9K | 34.9K | +$2M | $2M |
| MATTHEWS ASIA FDS | NEW | +67.1K | 67.1K | +$2M | $2M |
| LINDE PLC | NEW | +2.6K | 2.6K | +$919,404 | $919,404 |
| FFC0OAKTREE SPECIALTY LENDING CO | NEW | +14.8K | 14.8K | +$312,090 | $312,090 |
| SIMPLIFY EXCHANGE TRADED FUN | NEW | +12.0K | 12.0K | +$300,452 | $300,452 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2023
24 positions
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 | Under review | 3,372 | Apr 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | Under review | 4,609 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | Under review | 4,798 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | Under review | 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 ↗.