IFP Advisors, Inc

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$2.5B
Signature - Title
Ashley Ehrenman - Director of Compliance
Location
3030 North Rocky Point Drive W. Ste 700, Tampa, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 3,237 $2.5B +$419M -$184M +$235M AAPL, QQQ, SPY, VUG, DGRW 13F-HR 7/30/2024, 10:59 AM
Q1 2024 3,132 $2.28B +$269M -$237M +$32.7M AAPL, DGRW, QQQ, TLT, IVV 13F-HR 7/30/2024, 10:57 AM
Q4 2023 3,042 $2.12B +$257M -$538M -$281M AAPL, FTSM, SPY, TLT, DGRW 13F-HR 1/9/2024, 01:21 PM
Q3 2023 3,305 $2.22B +$212M -$296M -$84.5M USFR, FTSM, AAPL, SPY, DGRW 13F-HR 10/12/2023, 02:48 PM
Q2 2023 3,455 $2.39B $0 $0 AAPL, USFR, FTSM, SPY, TLT New Holdings 8/14/2023, 03:06 PM
Q2 2023 3,457 $2.39B $0 $0 AAPL, USFR, FTSM, SPY, TLT 13F-HR 8/4/2023, 09:55 AM
Q1 2023 3,363 $1.29B $0 $0 USFR, FTSM, FIXD, BIL, TLT 13F-HR 4/18/2023, 10:19 AM
Q4 2022 4,600 $2.11B $0 $0 AAPL, BIL, FTSM, BND, USFR 13F-HR 2/7/2023, 12:40 PM
Q3 2022 4,788 $2.16B $0 $0 BIL, VEA, MINT, FTSM, XLE 13F-HR 11/8/2022, 11:36 AM
Q2 2022 4,556 $1.84B $0 $0 VEA, MINT, FTGC, JPST, XLE New Holdings 9/6/2022, 10:05 AM
Q2 2022 4,559 $1.84B $0 $0 VEA, MINT, FTGC, JPST, XLE 13F-HR 8/12/2022, 09:23 AM
Q1 2022 4,556 $1.66B $0 $0 SCHX, VEA, MINT, FTGC, JPST New Holdings 9/6/2022, 10:26 AM
Q1 2022 5,164 $4.52B $0 $0 SCHX, VEA, MINT, FTGC, JPST 13F-HR 8/8/2022, 12:41 PM
Q4 2021 2,942 $5.1B +$248M -$284M -$36.4M QQQ, AAPL, SPY, IEF, IVW 13F-HR 1/12/2022, 12:29 PM
Q3 2021 2,977 $4.93B +$342M -$224M +$117M AAPL, QQQ, SPY, AMZN, IVW 13F-HR 10/6/2021, 10:44 AM
Q2 2021 2,922 $4.83B +$297M -$697M -$401M AAPL, SPY, QQQ, IWM, EFA 13F-HR 7/13/2021, 03:22 PM
Q1 2021 2,853 $5.14B +$2.92B -$319M +$2.6B AAPL, SPY, QQQ, IWM, EFA 13F-HR 4/30/2021, 02:17 PM
Q4 2020 2,797 $2.47B +$813M -$156M +$657M AAPL, SPY, QQQ, FIXD, AMZN 13F-HR 1/25/2021, 04:14 PM
Q3 2020 2,683 $1.67B +$481M -$126M +$355M AAPL, SPY, QQQ, EDV, AMZN 13F-HR 10/29/2020, 03:18 PM
Q2 2020 2,577 $1.26B +$254M -$117M +$137M AAPL, SPY, QQQ, IEF, LMBS 13F-HR 8/5/2020, 01:57 PM
Q1 2020 2,518 $988M +$127M -$240M -$113M AAPL, QQQ, SPY, LMBS, IEF 13F-HR 5/12/2020, 11:21 AM
Q4 2019 2,705 $1.33B +$116M -$375M -$258M QQQ, SPY, AAPL, IVV, IVW 13F-HR 1/16/2020, 05:43 PM
Q3 2019 2,912 $1.49B +$899M -$157M +$741M SPY, AAPL, QQQ, IVV, USMV 13F-HR 11/7/2019, 12:31 PM
Q1 2019 2,245 $732M +$61.9M -$1.16B -$1.09B SPY, QQQ, FTSM, AAPL, IJH 13F-HR 5/15/2019, 11:33 AM
Q4 2018 3,343 $1.64B +$97.3M -$577M -$480M QQQ, AAPL, SPY, IJH, VTI Restatement 6/3/2019, 02:37 PM
Q3 2018 3,689 $2.45B +$190M -$219M -$28.4M VTI, QQQ, AAPL, IJH, SPY Restatement 6/3/2019, 02:31 PM
Q2 2018 3,743 $2.37B +$467M -$306M +$161M VTI, QQQ, IJH, AAPL, SPY Restatement 6/3/2019, 02:26 PM
Q1 2018 3,447 $2.18B +$7.14M $0 +$7.14M VTI, AAPL, IJH, QQQXXXX, SPY Restatement 6/3/2019, 02:14 PM
Q4 2017 3,673 $2.2B +$151M -$558M -$407M VTI, AAPL, IJH, QQQXXXX, IVV Restatement 6/3/2019, 01:31 PM
Q3 2017 4,012 $2.51B +$213M -$136M +$77M AAPL, VTI, QQQ, IJH, SPY 13F-HR 10/30/2017, 05:01 PM
Q2 2017 3,945 $2.36B +$230M -$202M +$28.6M AAPL, IJH, QQQXXXX, IVV, SPY Restatement 6/3/2019, 01:23 PM
Q1 2017 3,854 $2.29B +$282M -$134M +$147M AAPL, VTI, IJH, QQQXXXX, T Restatement 6/3/2019, 01:17 PM
Q4 2016 3,852 $2.07B +$353M -$182M +$171M AAPL, VTI, T, QQQXXXX, PG Restatement 6/3/2019, 01:06 PM
Q3 2016 3,860 $1.88B +$173M -$113M +$60M AAPL, VTI, BND, AGG, SPY 13F-HR 11/4/2016, 02:17 PM
Q2 2016 3,698 $1.79B +$926M -$171M +$754M BND, VTI, AGG, AAPL, T Restatement 6/3/2019, 12:27 PM
Q1 2016 1,411 $395M $0 $0 QQQ, FTSM, IYR, AGG, IEFA Restatement 6/3/2019, 12:07 PM
Q4 2015 3,685 $1.49B $0 $0 AAPL, VTI, QQQ, PG, SPY 13F-HR 2/11/2016, 09:20 AM