IFP Advisors, Inc

Q1 2024 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2024
Date filed
7/30/2024
Form type
13F-HR
Num holdings
3,137
Total value ($000)
$2,280,263
Net value change ($000)
+161,803 (7.6%)
New positions
286
Sold out positions
200
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2024 Next filing: 7/30/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTV 14,635 208.4%
OEF 9,333 54.5%
NVDA 9,086 99.8%
QQQ 8,817 34.8%
QUAL 6,759 72.8%
JPST 6,486 80.9%
IVV 6,431 28.1%
IWL 6,386 7256.8%
MGC 6,100 2040.1%
FTEC 5,877 924.1%
Top Reduces (Value $000, Stocks/ETFs)
FTSM -19,511 -44.6%
FTGC -15,445 -98.5%
SPY -15,362 -35.7%
IVW -15,191 -65.9%
HDV -6,628 -55.5%
AAPL -4,950 -9.2%
XLI -4,420 -86.8%
RSP -3,505 -16.3%
PULS -3,400 -99.8%
BA -2,621 -51.5%
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