IFP ADVISORS INC
Q4 2023 Form 13-F
TAMPA, FLORIDA
CIK 0001641866
· CRD 125112
· SEC-registered investment adviser
Holdings reported by
Advyzon Investment Management LLC since Q1 2026
$2.1B Reported Value Total
INDEPENDENT FINANCIAL PARTNERS reports 34,487 total accounts under management (AUM). There are 30,031 discretionary accounts valued at $8,081,273,181, and 4,456 non-discretionary accounts valued at $834,483,268.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-11-06
Reported value
$2.1B
Quarter over quarter
+8.0%
Holdings
3,045
Top-10 concentration
15.1%
Filing Structure
Reports holdings for
- GeoWealth Management LLC · File #028-16841 · Q1 2026 – Q1 2026 · declared by one filing
Holdings reported by
- Advyzon Investment Management LLC · since Q1 2026 · declared by one filing
Key People
Form ADV owners & control persons
Jeffery Allen Acheson
CHIEF STRATEGY & GROWTH OFFICER
Christopher Marcellus Brooks
DIRECTOR OF SUPERVISION
Aaron Lee Gilman
CHIEF INVESTMENT OFFICER
Filing Navigation
13F Metrics
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | January 09, 2024 |
| Form | 13F-HR |
| Reported value | $2.1B |
| Positions | 3,045 |
| Change in reported value | -4.8% |
| New positions | 157 |
| Exited positions | 420 |
| Position turnover | 16.7% |
| Top-10 concentration | 15.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 16, 2026
|
5,243 | $5.9B |
|
Q2 2026 13F
Filed Jul 20, 2026
|
5,135 | $5.5B |
|
Q1 2026 13F
Filed Apr 13, 2026
|
5,023 | $4.8B |
|
Q4 2025 13F
Filed Feb 6, 2026
|
4,891 | $4.5B |
|
Q3 2025 13F
Filed Dec 2, 2025
|
4,836 | $3.9B |
|
Q2 2025 13F
Filed Jul 24, 2025
|
4,920 | $3.5B |
|
Q1 2025 13F
Filed May 5, 2025
|
4,302 | $3.2B |
|
Q4 2024 13F
Filed Feb 4, 2025
|
4,604 | $3.1B |
|
Q3 2024 13F
Filed Feb 4, 2025
|
3,309 | $2.8B |
|
Q2 2024 13F
Filed Jul 30, 2024
|
3,240 | $2.5B |
|
Q1 2024 13F
Filed Jul 30, 2024
|
3,132 | $2.3B |
|
Q4 2023 13F
Filed Jan 9, 2024
|
3,045 | $2.1B |
|
Q3 2023 13F
Filed Oct 12, 2023
|
3,303 | $2.2B |
|
Q2 2023 13F
Filed Aug 4, 2023
|
3,456 | $2.4B |
|
Q1 2023 13F
Filed Apr 18, 2023
|
3,368 | $2.3B |
|
Q4 2022 13F
Filed Feb 7, 2023
|
4,279 | $3.7B |
|
Q3 2022 13F
Filed Nov 8, 2022
|
4,501 | $3.8B |
|
Q2 2022 13F
Filed Aug 12, 2022
|
4,278 | $3.1B |
|
Q1 2022 13F
Filed Aug 8, 2022
|
4,278 | $3.1B |
|
Q4 2021 13F
Filed Jan 12, 2022
|
2,880 | $5.1B |
23 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $54.0M | 2.55% |
| 2 | FTSM FIRST TR EXCHANGE-TRADED FD | $43.7M | 2.06% |
| 3 | SPY SPDR S&P 500 ETF TR | $43.0M | 2.03% |
| 4 | TLT ISHARES TR | $32.5M | 1.53% |
| 5 | DGRW WISDOMTREE TR | $31.5M | 1.49% |
| 6 | QQQ INVESCO QQQ TR | $25.3M | 1.2% |
| 7 | IVW ISHARES TR | $23.0M | 1.09% |
| 8 | IVV ISHARES TR | $22.9M | 1.08% |
| 9 | JQUA J P MORGAN EXCHANGE TRADED F | $22.2M | 1.05% |
| 10 | MSFT MICROSOFT CORP | $21.8M | 1.03% |
| 11 | RSP INVESCO EXCHANGE TRADED FD T | $21.5M | 1.01% |
| 12 | SPYM SPDR SER TR | $20.0M | 0.95% |
| 13 | SCHG SCHWAB STRATEGIC TR | $19.9M | 0.94% |
| 14 | SCHM SCHWAB STRATEGIC TR | $19.4M | 0.91% |
| 15 | ITOT ISHARES TR | $18.8M | 0.89% |
| 16 | SPDW SPDR INDEX SHS FDS | $17.2M | 0.81% |
| 17 | OEF ISHARES TR | $17.1M | 0.81% |
| 18 | DIA SPDR DOW JONES INDL AVERAGE | $16.6M | 0.79% |
| 19 | BRK-B BERKSHIRE HATHAWAY INC DEL | $15.9M | 0.75% |
| 20 | AMZN AMAZON COM INC | $15.8M | 0.75% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.