IFP Advisors, Inc

Q2 2020 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2020
Date filed
8/5/2020
Form type
13F-HR
Num holdings
7,346
Total value ($000)
$1,261,840
Net value change ($000)
+270,870 (27.3%)
New positions
262
Sold out positions
0
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2020 Next filing: 10/29/2020 SEC filing

Snapshot: Change Analysis

Compared to Q1 2020
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)
SPY 12,038 51.1%
AAPL 11,991 43.7%
FTCS 11,643 390.8%
QQQ 10,528 42.5%
IEF 7,709 53.5%
IAU 6,983 180.2%
QYLD 6,158 337.2%
LQD 6,091 84.6%
IWM 5,281 622.0%
IVV 4,955 41.3%
Top Reduces (Value $000, Stocks/ETFs)
FVD -6,760 -58.7%
SCHR -5,240 -98.9%
RODM -3,160 -84.4%
PTBD -2,856 -99.4%
UUP -2,526 -79.7%
IDU -2,185 -94.7%
PGX -2,177 -60.8%
DIA -2,167 -85.7%
PCY -1,566 -85.2%
FXL -1,490 -56.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 372 (0.0% 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