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Manager record

IFP Advisors, Inc

Tampa, FL · CIK 1641866 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$5.54BReported 13F valueQ2 2026 · as filed
5,147Holdings listed
+14.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $3.5B$3.5BQ2 20254,930 holdingsQ3 2025: $3.9B$3.9BQ3 20254,843 holdingsQ4 2025: $4.5B$4.5BQ4 20254,899 holdingsQ1 2026: $4.8B$4.8BQ1 20265,032 holdingsQ2 2026: $5.5B$5.5BQ2 20265,147 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 20 2026 13F-HR · period Q2 2026

$5.54B · 5,147 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$4.82B · 5,032 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$4.45B · 4,899 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR/A · period Q3 2025

$3.85B · 4,843 holdings listed · amendment (restatement) · View original SEC filing ↗
Dec 02 2025 13F-HR · period Q3 2025

$3.88B · 5,107 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$3.52B · 4,930 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 20, 2026 · Change methodology