IFP Advisors, Inc

Q3 2023 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2023
Date filed
10/12/2023
Form type
13F-HR
Num holdings
3,312
Total value ($000)
$2,224,509
Net value change ($000)
+63,259 (2.9%)
New positions
215
Sold out positions
365
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2023 Next filing: 1/9/2024 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 22,195 73.2%
JQUA 19,219 1801.2%
MSFT 18,157 761.0%
SPY 15,653 98.9%
FTGC 14,568 1433.9%
DGRW 13,014 78.7%
VUG 12,151 260.6%
QQQ 11,421 117.7%
IVV 11,360 103.5%
XOM 9,492 126.6%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -77,442 -85.7%
GOOGL -44,958 -88.9%
IVW -29,271 -59.7%
AMZN -26,777 -66.2%
TLT -21,263 -57.1%
SGOL -9,793 -82.0%
IGSB -8,745 -51.5%
AGZD -8,608 -100.0%
CHDN -8,191 -60.8%
SOFI -6,689 -96.7%
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