IFP Advisors, Inc

Q4 2022 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2022
Date filed
2/7/2023
Form type
13F-HR
Num holdings
4,609
Total value ($000)
$3,743,024
Net value change ($000)
-94,017 (-2.5%)
New positions
287
Sold out positions
476
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/8/2022 Next filing: 4/18/2023 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SHV 20,867 277.1%
BIL 14,352 37.6%
BND 13,731 59.9%
USFR 13,539 59.4%
IOCT 13,461 NEW
UUP 13,446 346.4%
SGOV 12,639 12270.9%
FTSM 11,143 39.6%
iSHARES TRUST 10,661 1625.2%
IJH 10,240 107.2%
Top Reduces (Value $000, Stocks/ETFs)
EDV -15,674 -96.3%
SGOL -13,116 -37.0%
SLYG -8,972 -73.4%
EDZ -8,897 -85.5%
PDBC -8,290 -51.3%
QQQ -8,275 -34.1%
IVW -8,264 -48.0%
PALC -8,041 -96.0%
TAIL -7,870 -94.6%
IEF -7,723 -47.8%
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