IFP Advisors, Inc

Q4 2020 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2020
Date filed
1/25/2021
Form type
13F-HR
Num holdings
8,752
Total value ($000)
$2,467,228
Net value change ($000)
+792,020 (47.3%)
New positions
269
Sold out positions
0
Turnover %
22.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2020 Next filing: 4/30/2021 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 01012021 2 YEARS 5.50 359,000 NEW
GWG L BOND 01012021 3 YEARS 6.25 100,000 NEW
GWG L BOND 11012020 3 YEARS 6.25 30,000 NEW
GWG L BOND 11012020 5 YEARS 7.50 30,000 NEW
GWG L BOND 11012020 2 YEARS 5.50 30,000 NEW
TOTL 11,393 2820.0%
SPY 11,146 29.3%
FIXD 10,789 71.7%
VOO 7,531 153.2%
IWM 5,934 90.5%
Top Reduces (Value $000, Stocks/ETFs)
EDV -25,003 -89.8%
TLT -10,245 -85.5%
LMBS -8,964 -63.5%
FTCS -6,651 -50.4%
SPYG -5,813 -78.0%
IEF -4,838 -33.6%
BDEC -3,761 -89.4%
SPTL -2,709 -81.9%
SHY -2,669 -53.7%
AdvisorShares Trust -2,613 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 224 (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