IFP Advisors, Inc

Q3 2022 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2022
Date filed
11/8/2022
Form type
13F-HR
Num holdings
4,798
Total value ($000)
$3,837,041
Net value change ($000)
+3,781,183 (6769.3%)
New positions
4424
Sold out positions
2
Turnover %
55.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2022 Next filing: 2/7/2023 SEC filing

Snapshot: Change Analysis

Compared to Q2 2022
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)
GOOGL 161,098 16109800.0%
GOOGL 111,008 NEW
AMZN 85,382 2846066.7%
AAPL 71,450 188026.3%
SCHX 39,968 NEW
BIL 37,882 12841.4%
SGOL 35,445 NEW
IVV 32,047 8092.7%
VEA 30,806 NEW
MINT 30,006 3000600.0%
Top Reduces (Value $000, Stocks/ETFs)
CMRF -23 -100.0%
iShares U.S. ETF Trust -4 -66.7%
BDORY -2 -100.0%
Instrument mix + QoQ Δ (ex-options)
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