Pricing

IFP ADVISORS, INC

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TAMPA FL Investment Advisor
13F Summary
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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance