CIK: 1641866
IFP ADVISORS, INC

Address: 3030 NORTH ROCKY POINT DRIVE W. STE 700, TAMPA, FL 33607

α Alpha 0.68↭ Flow 0.48Mixed Active/Passive4899 holdings38 quarters

📊 Score Breakdown — Alpha: 0.68 / Flow: 0.48click to expand ▼

5,113holdings (Q4 2025)
$4.45B13F reported value
+270 NEW+2,471 INCREASED-1,575 DECREASED-214 EXITED583 UNCHANGED

Total (Q4 25): $4,454,537,344

Top Holdings by Value

Position Changes (Q4 vs Q3)

Top 15 Positions ($)

Historical AUM (13F Reported)

$0.04B-$2.26B QoQ

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
Q4 25$4.45B+$0.60B+15.7%
Q3 25$3.85B+$0.33B+9.5%
Q2 25$3.52B+$0.27B+8.4%
Q1 25$3.24B+$0.19B+6.2%
Q4 24$3.05B+$0.28B+10.1%
Q3 24$2.77B+$0.25B+10.1%
Q2 24$2.52B+$2.48B+6,584.4%
Q1 24$0.04B$-2.08B-98.2%
Q4 23$2.12B$-0.11B-4.8%
Q3 23$2.22B$-0.17B-7.0%
Q2 23$2.39B+$0.09B+4.1%
Q1 23$2.30B——

QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.

Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-20254899$4,454,537,34413F-HR6-Feb-20260001641866-26-000001
Q3 2530-Sep-20254843$3,850,717,99113F-HR6-Feb-20260001641866-26-000002
Q2 2530-Jun-20254930$3,517,052,01313F-HR24-Jul-20250001641866-25-000009
Q1 2531-Mar-20254312$3,243,123,49413F-HR5-May-20250001641866-25-000006
Q4 2431-Dec-20244610$3,053,655,63613F-HR4-Feb-20250001641866-25-000004
Q3 2430-Sep-20243319$2,774,376,26013F-HR4-Feb-20250001641866-25-000003
Q2 2430-Jun-20243244$2,519,880,52113F-HR30-Jul-20240001641866-24-000003
Q1 2431-Mar-20243137$37,697,90513F-HR30-Jul-20240001641866-24-000002
Q4 2331-Dec-20233052$2,118,460,00213F-HR9-Jan-20240001641866-24-000001
Q3 2330-Sep-20233312$2,224,509,45913F-HR12-Oct-20230001641866-23-000005
Q2 2330-Jun-20233462$2,161,250,04113F-HR4-Aug-20230001641866-23-000003
Q2 2330-Jun-20233462$2,392,426,77313F-HR/A14-Aug-20230001641866-23-000004
Q1 2331-Mar-20233372$2,297,892,61313F-HR18-Apr-20230001641866-23-000002
Q4 2231-Dec-20224609$3,743,02013F-HR7-Feb-20230001641866-23-000001
Q3 2230-Sep-20224798$3,837,041,00013F-HR8-Nov-20220001641866-22-000008
Q2 2230-Jun-2022378$55,858,00013F-HR12-Aug-20220001641866-22-000004
Q2 2230-Jun-20224564$3,122,777,00013F-HR/A6-Sep-20220001641866-22-000006
Q1 2231-Mar-20224087$4,898,00013F-HR8-Aug-20220001641866-22-000003
Q1 2231-Mar-20224561$3,051,163,00013F-HR/A6-Sep-20220001641866-22-000007
Q4 2131-Dec-20213413$5,117,760,00013F-HR12-Jan-20220001641866-22-000001
Q3 2130-Sep-20213403$4,999,441,00013F-HR6-Oct-20210001641866-21-000006
Q2 2130-Jun-202110152$4,831,592,00013F-HR13-Jul-20210001641866-21-000005
Q1 2131-Mar-20219664$5,138,623,00013F-HR30-Apr-20210001641866-21-000004
Q4 2031-Dec-20208752$2,467,228,00013F-HR25-Jan-20210001641866-21-000001
Q3 2030-Sep-20207965$1,675,208,00013F-HR29-Oct-20200001641866-20-000007
Q2 2030-Jun-20207346$1,261,840,00013F-HR5-Aug-20200001641866-20-000006
Q1 2031-Mar-20206857$990,970,00013F-HR12-May-20200001641866-20-000002
Q4 1931-Dec-20194209$1,330,397,00013F-HR17-Jan-20200001641866-20-000001
Q3 1930-Sep-20194401$1,492,664,00013F-HR7-Nov-20190001641866-19-000022
Q1 1931-Mar-20192593$732,450,00013F-HR15-May-20190001641866-19-000004
Q4 1831-Dec-20183744$1,641,00013F-HR23-Jan-20190001641866-19-000002
Q4 1831-Dec-20183744$1,640,658,00013F-HR/A3-Jun-20190001641866-19-000016
Q3 1830-Sep-20183991$2,454,00013F-HR25-Oct-20180001641866-18-000008
Q3 1830-Sep-20183991$2,453,541,00013F-HR/A3-Jun-20190001641866-19-000015
Q2 1830-Jun-20184053$2,378,00013F-HR7-Aug-20180001641866-18-000006
Q2 1830-Jun-20184053$2,377,954,00013F-HR/A3-Jun-20190001641866-19-000014
Q1 1831-Mar-20183969$2,229,00013F-HR9-May-20180001641866-18-000004
Q1 1831-Mar-20183969$2,228,683,00013F-HR/A3-Jun-20190001641866-19-000013
Q4 1731-Dec-20173994$2,206,00013F-HR24-Jan-20180001641866-18-000002
Q4 1731-Dec-20173994$2,206,151,00013F-HR/A3-Jun-20190001641866-19-000012
Q2 1730-Jun-20174297$2,359,014,00013F-HR/A3-Jun-20190001641866-19-000011
Q1 1731-Mar-20174200$2,296,05913F-HR26-Apr-20170001641866-17-000004
Q1 1731-Mar-20174200$2,296,059,00013F-HR/A3-Jun-20190001641866-19-000010
Q4 1631-Dec-20164202$2,072,33713F-HR14-Feb-20170001641866-17-000002
Q4 1631-Dec-20164202$2,072,337,00013F-HR/A3-Jun-20190001641866-19-000009
Q3 1630-Sep-20164119$1,923,21813F-HR4-Nov-20160001641866-16-000018
Q2 1630-Jun-20164070$1,791,03113F-HR22-Aug-20160001641866-16-000016
Q2 1630-Jun-20164070$1,791,031,00013F-HR/A3-Jun-20190001641866-19-000008
Q1 1631-Mar-20164129$1,654,64213F-HR2-May-20160001641866-16-000014
Q1 1631-Mar-20164129$1,654,642,00013F-HR/A3-Jun-20190001641866-19-000006
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