IFP Advisors, Inc
CIK 1641866 · Holdings on Sep 30, 2023 · First reported Oct 12, 2023
Top ten holdings
Q3 2023- USFR2.69%
- FTSM2.37%
- AAPL2.36%
- SPY1.42%
- DGRW1.33%
- BIL1.19%
- SGOV1.10%
- IVV1.00%
- QQQ0.95%
- MSFT0.92%
Share classes counted separately15.33%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | USFRWISDOMTREE FLOATING RATE TREmc View history and evidence | $59.77M | 2.69% | 1.19M shares | — | ↗▾ | |
| 02 | FTSMFIRST TRUST ENH SHORT MAT FDmc View history and evidence | $52.64M | 2.37% | 885.92K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INCcs View history and evidence | $52.52M | 2.36% | 306.74K shares | — | ↗▾ | |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-UScs View history and evidence | $31.48M | 1.42% | 73.65K shares | — | ↗▾ | |
| 05 | DGRWWISDOMTREE U.S. QUALITY DIVImc View history and evidence | $29.56M | 1.33% | 465.59K shares | — | ↗▾ | |
| 06 | BILSS SPDR BB 1-3M T-BILL ETFmc View history and evidence | $26.43M | 1.19% | 287.86K shares | — | ↗▾ | |
| 07 | SGOVISHARES 0-3 MONTH TREASURY Bmc View history and evidence | $24.39M | 1.10% | 242.30K shares | — | ↗▾ | |
| 08 | IVVISHARES CORE S&P 500 ETFcs View history and evidence | $22.34M | 1.00% | 52.02K shares | — | ↗▾ | |
| 09 | QQQINVESCO QQQ TRUST SERIES 1mc View history and evidence | $21.13M | 0.95% | 58.74K shares | — | ↗▾ | |
| 10 | MSFTMICROSOFT CORPcs View history and evidence | $20.54M | 0.92% | 65.05K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 363
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AGZD WISDOMTREE TRUST WISDOMTREE | Non-derivative | — | — | SEC filing ↗ | |
| XJUN FT VEST U.S. EQUITY ENHANCE | Non-derivative | — | — | SEC filing ↗ | |
| UVXY PROSHARES ULTRA VIX ST FUTUR | Non-derivative | — | — | SEC filing ↗ |
3 / 363 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1641866 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2224509459
}Research all 3,312 reported holdings.
This page includes 30 of 3,312 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 3,312 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1641866","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1641866","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.