IFP Advisors, Inc

Q1 2023 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2023
Date filed
4/18/2023
Form type
13F-HR
Num holdings
3,372
Total value ($000)
$2,297,893
Net value change ($000)
-1,445,131 (-38.6%)
New positions
147
Sold out positions
1384
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/7/2023 Next filing: 8/4/2023 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IVW 41,690 466.5%
TLT 18,415 642.1%
FIXD 14,222 85.4%
USFR 13,799 38.0%
TFLO 12,443 95715.4%
IYR 9,931 2691.3%
FLRT 9,095 295.6%
IEMG 7,724 69.7%
LMBS 7,358 72.7%
SGOL 6,196 27.7%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -59,418 -36.0%
GOOGL -49,570 -45.8%
AMZN -44,707 -47.6%
AAPL -38,093 -53.6%
BIL -25,552 -48.6%
VEA -24,371 -79.2%
SCHX -24,268 -62.8%
SPMD -21,419 -87.3%
FTGC -19,586 -94.2%
IVV -16,970 -58.5%
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