IFP Advisors, Inc

Q4 2021 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2021
Date filed
1/12/2022
Form type
13F-HR
Num holdings
3,413
Total value ($000)
$5,117,760
Net value change ($000)
+118,319 (2.4%)
New positions
279
Sold out positions
252
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2021 Next filing: 8/8/2022 SEC filing

Snapshot: Change Analysis

Compared to Q3 2021
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)
QQQ 27,786 52.6%
IEF 26,549 129.4%
IVW 13,584 55.5%
IVV 11,055 51.7%
SPY 9,986 20.0%
AAPL 9,821 17.8%
SPTL 7,631 676.5%
MSFT 4,968 20.5%
FNCL 4,148 19752.4%
NVDA 4,117 88.9%
Top Reduces (Value $000, Stocks/ETFs)
EFA -14,569 -64.7%
IJT -6,679 -58.2%
MDY -6,229 -79.5%
AA -5,916 -99.5%
HYG -5,741 -67.7%
SPSM -5,662 -51.9%
MRNA -5,552 -95.6%
VOO -4,640 -21.3%
NUE -4,481 -90.3%
DKS -4,438 -93.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 20,072 (0.4% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type