IFP Advisors, Inc

Q2 2024 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2024
Date filed
7/30/2024
Form type
13F-HR
Num holdings
3,244
Total value ($000)
$2,519,881
Net value change ($000)
+239,618 (10.5%)
New positions
294
Sold out positions
187
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2024 Next filing: 2/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
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)
SPY 21,721 78.6%
VUG 20,827 120.0%
QQQ 17,346 50.8%
AAPL 17,285 35.3%
UCON 12,411 79.8%
GOOGL 10,263 69.0%
NVDA 10,141 55.8%
IJT 9,460 1492.1%
IVW 9,144 116.5%
EFA 8,630 71.5%
Top Reduces (Value $000, Stocks/ETFs)
JQUA -21,175 -89.3%
VTV -13,408 -61.9%
TLT -9,081 -27.9%
LMBS -8,156 -56.6%
FTSM -8,015 -33.1%
DAUG -6,604 -90.4%
FNDF -5,013 -46.9%
DGRW -3,379 -9.7%
IWY -2,963 -31.2%
FVD -2,802 -20.5%
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