IFP Advisors, Inc

Q2 2023 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2023
Date filed
8/4/2023
Form type
13F-HR
Num holdings
3,462
Total value ($000)
$2,161,250
Net value change ($000)
-136,643 (-5.9%)
New positions
301
Sold out positions
211
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/18/2023 Next filing: 10/12/2023 SEC filing

Snapshot: Change Analysis

Compared to Q1 2023
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)
FTSM 24,234 77.1%
TLT 15,945 74.9%
GDX 10,617 2900.8%
USFR 7,293 14.6%
CHDN 6,718 99.6%
SOFI 6,638 2370.7%
IWM 4,876 335.1%
LMBS 4,508 25.8%
SGOV 3,673 19.6%
VGIT 3,659 3419.6%
Top Reduces (Value $000, Stocks/ETFs)
FIXD -19,725 -63.9%
FLOT -18,464 -97.3%
SGOL -16,581 -58.1%
GOOGL -15,295 -14.5%
ITOT -12,165 -53.3%
IYR -10,018 -97.3%
AMZN -8,856 -18.0%
GOOGL -8,006 -13.7%
SHV -7,409 -60.0%
RSPR -4,620 -99.3%
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