IFP Advisors is based out of Tampa. IFP Advisors is a large advisory firm with 32641 clients and discretionary assets under management (AUM) of $8,081,273,181 (Form ADV from 2024-02-05). Their last reported 13F filing for Q4 2023 included $2,118,460,002 in managed 13F securities
and a top 10 holdings concentration of 15.11%. IFP Advisors's largest holding is Apple Inc with shares held of 280,382. Whalewisdom has at least 45 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
TLT iShares 20+ Year Tre | 0.82% |
SPY SPDR S&P 500 ETF TRU | 0.61% |
GJUL FT Cboe Vest U.S. Eq | 0.53% |
FNOV FT Cboe Vest U.S. Eq | 0.53% |
IYR iShares U.S. Real Es | 0.46% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
USFR WisdomTree Floating | 2.63% |
SGOV iShares 0-3 Month Tr | 1.09% |
BIL SPDR(R) Bloomberg 1- | 0.81% |
UUP Invesco DB US Dollar | 0.72% |
TFLO iShares Treasury Flo | 0.68% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 2.55% |
FTSM First Trust Enhanced | 2.06% |
SPY SPDR S&P 500 ETF TRU | 2.03% |
TLT iShares 20+ Year Tre | 1.53% |
DGRW WisdomTree U.S. Qual | 1.49% |
2023-12-31
13F Activity
Market Value | $2.12b, Prior: $2.22b |
New Purchases | 139 stocks |
Added To | 907 stocks |
Sold out of | 393 stocks |
Reduced holdings in | 1319 stocks |
Top 10 Holdings % | 15.11% |
Turnover %[1] | 17.55% |
Turnover Alt %[2] | 12.13% |
Time Held Top 20 | 2.4 quarters |
Time Held Top 10 | 2.9 quarters |
Time Held All | 18.16 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31