IFP Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
IFP Advisors LLC
CRD #125112
SEC #801-69511
CIK #1641866
AUM $5.4 BB (99% Disc, 100% US)
Employees432 (93% Investors, 52% Brokers)
Phone813-341-0960
Address3030 North Rocky Point Drive West
Tampa, FL 33607
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02008201220162020
Sector Holding Cap ($MM) Value ($MM)
QQQ37.2
AAPL843,560.030.0
SPY29.3
IJH23.2
VTI21.6
AGG19.2
AMZN820,610.018.3
IVV18.1
IJR17.3
IVW14.2
View All
Holdings by Sector ($)
2.11.71.30.80.40.02015201620182020
Comparable Firms State AUM ($BB)
Fiduciary Counselling Inc
MN 5.8
Capital Management Strategies Finacial Services Inc
MD 5.7
Ronald Blue & Co LLC
GA 5.7
E Trade Capital Management LLC
VA 5.7
Sentry Management Inc
TX 5.6
AE Wealth Management LLC
KS 5.5
Richmond Capital Management Inc
VA 5.5
Transamerica Retirement Advisors LLC
MN 5.4
FIS Group Inc
PA 5.2
Ameritas Investment Corp
NE 5.2
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