IFP Advisors, Inc

Q1 2022 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2022
Date filed
8/8/2022
Form type
13F-HR
Num holdings
4,087
Total value ($000)
$4,898,737
Net value change ($000)
-219,023 (-4.3%)
New positions
431
Sold out positions
69
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2022 Next filing: 8/12/2022 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOL 28,752 4784.0%
IVW 28,681 75.4%
EDV 18,654 2077.3%
MINT 9,547 103.7%
FLOT 8,713 2894.7%
PDBC 8,677 94.9%
ONEQ 7,861 400.3%
HYG 7,331 267.4%
NEE 6,849 93.8%
STIP 6,265 3041.3%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -46,751 -58.0%
SPY -34,140 -57.0%
IEF -31,722 -67.4%
AAPL -29,255 -45.0%
MSFT -25,749 -88.1%
AMZN -22,862 -89.5%
GOOGL -17,403 -73.7%
XLK -15,099 -82.7%
IVV -14,125 -43.5%
SPYM -9,203 -42.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 144,549 (3.0% 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