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Advisors Ser Tr shares owned by IFP Advisors

Quarter-by-quarter ownership of Advisors Ser Tr (KAT) shares owned by IFP Advisors from 13F filings

Historical chart of IFP Advisors investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by IFP Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $14k 255 53.60

More positions owned by IFP Advisors

Apple cs (AAPL)
Nvidia Corporation cs (NVDA)
Amazon cs (AMZN)
Microsoft Corp cs (MSFT)
Alphabet cs (GOOG)
State Str Spdr S&p 500 Etf T cs (SPY)
Vanguard Index Fds cs (VUG)
Invesco Qqq Tr cs (QQQ)
Ishares Gold Tr mc (IAU)
Ishares Tr cs (TLT)
Alphabet cs (GOOGL)
Spdr Series Trust cs (SPYM)
Ishares Tr cs (IVW)
Spdr Index Shs Fds cs (SPDW)
Wisdomtree Tr mc (DGRW)

View all positions for IFP Advisors

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Morgan Stanley
Intellectus Partners
HighTower Advisors
Cambridge Investment Research Advisors
Quantinno Capital Management
Citadel Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Roehl & Yi Investment Advisors
CI Private Wealth
Jane Street
Sanctuary Advisors
Raymond James Financial
Ashton Thomas Private Wealth

View all funds holding Advisors Ser Tr