IFP Advisors, Inc

Q3 2020 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2020
Date filed
10/29/2020
Form type
13F-HR
Num holdings
7,965
Total value ($000)
$1,675,208
Net value change ($000)
+413,368 (32.8%)
New positions
325
Sold out positions
0
Turnover %
12.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2020 Next filing: 1/25/2021 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GWG L BOND 09012020 2 YEARS 5.50 100,000 NEW
GWG L BOND 10012020 5 YEARS 7.50 50,000 NEW
GWG L BOND 10012020 3 YEARS 6.25 50,000 NEW
EDV 17,439 167.6%
EFA 12,029 529.4%
FIXD 11,082 279.6%
AAPL 10,612 26.9%
LQD 8,218 61.8%
IAU 8,033 74.0%
XLK 7,251 315.7%
Top Reduces (Value $000, Stocks/ETFs)
IYR -9,958 -94.5%
IEF -7,719 -34.9%
LMBS -5,886 -29.4%
MBB -2,738 -58.9%
KXI -2,399 -96.8%
BIL -2,367 -92.1%
FHLC -2,042 -96.2%
GRPM -1,770 -41.3%
MDYG -1,726 -76.1%
AdvisorShares Trust -1,567 -37.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 339 (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