IFP Advisors, Inc

Q4 2023 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2023
Date filed
1/9/2024
Form type
13F-HR
Num holdings
3,051
Total value ($000)
$2,118,460
Net value change ($000)
-106,049 (-4.8%)
New positions
154
Sold out positions
415
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/12/2023 Next filing: 7/30/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
TLT 16,541 103.6%
SPY 11,511 36.6%
GJUL 11,166 9004.8%
FNOV 11,113 4427.5%
IYR 9,733 4124.2%
DIA 9,322 127.4%
UCON 9,049 1111.7%
IAU 7,926 272.9%
SHV 5,963 118.8%
IJJ 5,860 2027.7%
Top Reduces (Value $000, Stocks/ETFs)
USFR -58,577 -98.0%
SGOV -24,300 -99.6%
BIL -18,387 -69.6%
UUP -16,121 -100.0%
TFLO -15,239 -93.6%
MINT -15,090 -77.0%
BND -13,901 -71.4%
GDX -12,559 -93.8%
XLU -11,727 -92.5%
FLRT -10,220 -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