IFP Advisors, Inc

Q1 2020 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2020
Date filed
5/12/2020
Form type
13F-HR
Num holdings
6,857
Total value ($000)
$990,970
Net value change ($000)
-339,427 (-25.5%)
New positions
1375
Sold out positions
21
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/17/2020 Next filing: 8/5/2020 SEC filing

Snapshot: Change Analysis

Compared to Q4 2019
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEF 8,136 129.9%
FVD 6,985 153.9%
SCHR 5,297 NEW
OEF 3,457 5237.9%
LMBS 3,188 21.8%
PTBD 2,872 NEW
UUP 2,548 409.0%
MUB 2,306 197.6%
KXI 2,195 14633.3%
SPLV 1,971 90.6%
Top Reduces (Value $000, Stocks/ETFs)
IVV -13,626 -53.2%
REM -12,643 -99.7%
XLU -11,762 -95.4%
SPY -10,726 -31.3%
GDX -10,233 -99.2%
QQQ -10,028 -28.8%
HEFA -7,914 -99.7%
EDV -7,061 -46.5%
IVW -5,495 -32.5%
IYR -5,248 -31.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,053 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type