IFP Advisors, Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison
Ava Hoppe | 25 January, 2024
The third quarter of 2023 saw some interesting changes in the holdings of IFP Advisors, Inc, according to their latest 13F filing. In the fourth quarter, however, there were further shifts that caught the attention of investors and analysts. Let's take a closer look at these changes and what they mean for IFP Advisors, Inc.
One of the most significant changes was in the holdings of Apple Inc. In the third quarter, IFP Advisors held 306,738 shares of Apple, but by the fourth quarter, that number had decreased to 280,382 shares. Despite this decrease, the value of their holdings actually increased from $52,517,000 to $53,983,000. This indicates a positive change of 2.8%.
Another notable change was in their holdings of the First Trust Exchange-Traded Fund. In the third quarter, IFP Advisors held 885,917 shares of this fund, but by the fourth quarter, that number had dropped to 732,844 shares. The value of their holdings also decreased from $52,641,000 to $43,721,000. This represents a significant decrease of 16.9%.
On the other hand, there were some positive changes in IFP Advisors' holdings as well. One example is the SPDR S&P 500 ETF Trust. Their holdings of this trust increased from 73,647 shares in the third quarter to 90,449 shares in the fourth quarter. The value of their holdings also saw a substantial increase from $31,484,000 to $42,995,000, indicating a positive change of 36.6%.
Another positive change was seen in their holdings of the iShares Treasury Bond ETF. In the third quarter, IFP Advisors held 180,008 shares, but by the fourth quarter, that number had jumped to 328,739 shares. The value of their holdings also increased significantly from $15,964,000 to $32,505,000, showing a remarkable change of 103.6%.
While there were some noticeable changes in the holdings of IFP Advisors, Inc, it's important to remember that these numbers represent only a snapshot in time. It's also worth noting that 13F filings are required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets above a certain threshold. These filings provide valuable insights into the investment strategies and holdings of institutional investors like IFP Advisors, Inc.
Investors and analysts will continue to closely monitor the holdings and investment strategies of IFP Advisors, Inc, as well as other institutional investors, to gain insights into the ever-changing market landscape. The performance and changes in these holdings can reveal valuable information about market trends, investment strategies, and potential opportunities.
As always, it's essential to conduct thorough research and analysis before making any investment decisions based on the information provided in 13F filings or any other source. The stock market is complex and subject to various factors that can influence the performance of individual companies and investment funds.
In conclusion, the third and fourth quarter 13F filings of IFP Advisors, Inc revealed interesting changes in their holdings. While some holdings decreased, others saw significant increases in both shares and value. These changes reflect the dynamic nature of the market and the strategies employed by institutional investors. It will be fascinating to see how these holdings continue to evolve in the future and how they contribute to the overall investment performance of IFP Advisors, Inc.
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