SEC 13F Intelligence

Managers / Q2 2023 · view latest →

IFP Advisors, Inc

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

Reported Value
$4.6B
Q2 2023
Positions
6,924
includes revealed positions
Filings on Record
43
2019–present window
Filed
Aug 4, 2023
original filing

Summary

Ifp Advisors, Inc reported $4.6B in U.S.-listed holdings across 6,924 positions for Q2 2023.

Its largest position, GOOGL, represents 2.0% of the portfolio.

Compared with Q1 2023, the fund opened 303 new positions and exited 212.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.6BQ4 ’18Q1 ’19: $732MQ2 ’19: $1.6BQ3 ’19: $1.5BQ4 ’19: $1.3BQ4 ’19Q1 ’20: $991MQ2 ’20: $1.3BQ3 ’20: $1.7BQ4 ’20: $2.5BQ4 ’20Q1 ’21: $5.1BQ2 ’21: $4.8BQ3 ’21: $5.0BQ4 ’21: $5.1BQ4 ’21Q2 ’22: $56MQ3 ’22: $3.8BQ4 ’22: $3.7BQ1 ’23: $2.3BQ1 ’23Q2 ’23: $4.6BQ3 ’23: $2.2BQ4 ’23: $2.1BQ2 ’24: $2.5BQ2 ’24Q4 ’24: $3.1BQ1 ’25: $3.2BQ2 ’25: $3.5BQ4 ’25: $3.9BQ4 ’25Q1 ’26: $4.8Bfilingsflow.com

Portfolio Composition

By security type
ETP: 67.7%Common Stock: 28.5%Other: 1.6%ADR: 0.6%REIT: 0.5%Other: 1.0%
  • ETP · 67.7% · $3.1B
  • Common Stock · 28.5% · $1.3B
  • Other · 1.6% · $74M
  • ADR · 0.6% · $25M
  • REIT · 0.5% · $25M
  • Other · 1.0% · $45M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2023REVEALED

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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 2023$2.3B3,372Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.7B4,609Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.8B4,798Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$56M378Aug 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 ↗.