IFP Advisors, Inc

Q3 2024 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2024
Date filed
2/4/2025
Form type
13F-HR
Num holdings
3,318
Total value ($000)
$2,774,376
Net value change ($000)
+254,495 (10.1%)
New positions
271
Sold out positions
197
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2024 Next filing: 2/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCTXX 14,016 NEW
XLK 11,052 118.5%
VUG 7,856 20.6%
SPYM 6,822 23.5%
IWM 6,323 99.8%
DES 5,852 820.8%
AAPL 5,736 8.6%
JPEF 5,220 NEW
VTI 5,208 59.8%
SCHD 4,716 32.3%
Top Reduces (Value $000, Stocks/ETFs)
TLT -20,356 -86.7%
QUAL -8,390 -40.9%
DIA -8,021 -43.0%
IYR -7,550 -95.1%
IWL -6,507 -96.6%
IEF -5,409 -54.1%
GOOGL -5,058 -20.1%
AMZN -3,554 -13.2%
TSLA -2,807 -40.5%
SMMU -2,701 -94.9%
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