IFP Advisors, Inc
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,454,537
- Description
- Tampa Florida based planning integrated investment advisor with an incorporated management platform and a disciplined and process driven investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through execution path consistency and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 4,899 | 4,454,537 | 13F-HR | IFP Advisors, Inc |
| Q3 2025 | 2/6/2026 | 4,843 | 3,850,718 | 13F-HR/A - RESTATEMENT | IFP Advisors, Inc |
| Q3 2025 | 12/2/2025 | 5,107 | 3,877,855 | 13F-HR | IFP Advisors, Inc |
| Q2 2025 | 7/24/2025 | 4,929 | 3,517,052 | 13F-HR | IFP Advisors, Inc |
| Q1 2025 | 5/5/2025 | 4,312 | 3,243,123 | 13F-HR | IFP Advisors, Inc |
| Q4 2024 | 2/4/2025 | 4,609 | 3,053,656 | 13F-HR | IFP Advisors, Inc |
| Q3 2024 | 2/4/2025 | 3,318 | 2,774,376 | 13F-HR | IFP Advisors, Inc |
| Q2 2024 | 7/30/2024 | 3,244 | 2,519,881 | 13F-HR | IFP Advisors, Inc |
| Q1 2024 | 7/30/2024 | 3,137 | 2,280,263 | 13F-HR | IFP Advisors, Inc |
| Q4 2023 | 1/9/2024 | 3,051 | 2,118,460 | 13F-HR | IFP Advisors, Inc |
| Q3 2023 | 10/12/2023 | 3,312 | 2,224,509 | 13F-HR | IFP Advisors, Inc |
| Q2 2023 | 8/14/2023 | 3,462 | 2,392,427 | 13F-HR/A - NEW HOLDINGS | IFP Advisors, Inc |
| Q2 2023 | 8/4/2023 | 3,462 | 2,161,250 | 13F-HR | IFP Advisors, Inc |
| Q1 2023 | 4/18/2023 | 3,372 | 2,297,893 | 13F-HR | IFP Advisors, Inc |
| Q4 2022 | 2/7/2023 | 4,609 | 3,743,024 | 13F-HR | IFP Advisors, Inc |
| Q3 2022 | 11/8/2022 | 4,798 | 3,837,041 | 13F-HR | IFP Advisors, Inc |
| Q2 2022 | 9/6/2022 | 4,565 | 3,122,777 | 13F-HR/A - NEW HOLDINGS | IFP Advisors, Inc |
| Q2 2022 | 8/12/2022 | 378 | 55,858 | 13F-HR | IFP Advisors, Inc |
| Q1 2022 | 9/6/2022 | 4,565 | 3,122,777 | 13F-HR/A - NEW HOLDINGS | IFP Advisors, Inc |
| Q1 2022 | 8/8/2022 | 4,087 | 4,898,737 | 13F-HR | IFP Advisors, Inc |
| Q4 2021 | 1/12/2022 | 3,413 | 5,117,760 | 13F-HR | IFP Advisors, Inc |
| Q3 2021 | 10/6/2021 | 3,403 | 4,999,441 | 13F-HR | IFP Advisors, Inc |
| Q2 2021 | 7/13/2021 | 10,152 | 4,831,592 | 13F-HR | IFP Advisors, Inc |
| Q1 2021 | 4/30/2021 | 9,664 | 5,138,623 | 13F-HR | IFP Advisors, Inc |
| Q4 2020 | 1/25/2021 | 8,752 | 2,467,228 | 13F-HR | IFP Advisors, Inc |
| Q3 2020 | 10/29/2020 | 7,965 | 1,675,208 | 13F-HR | IFP Advisors, Inc |
| Q2 2020 | 8/5/2020 | 7,346 | 1,261,840 | 13F-HR | IFP Advisors, Inc |
| Q1 2020 | 5/12/2020 | 6,857 | 990,970 | 13F-HR | IFP Advisors, Inc |
| Q4 2019 | 1/17/2020 | 4,209 | 1,330,397 | 13F-HR | IFP Advisors, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.454 M | 100.0% | 603.8 K | 0 | 603.8 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
4,454,537
Holdings
4899
QoQ value change ($000)
603,819
(15.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.