IFP Advisors, Inc

Q4 2024 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2024
Date filed
2/4/2025
Form type
13F-HR
Num holdings
4,609
Total value ($000)
$3,053,656
Net value change ($000)
+279,280 (10.1%)
New positions
1420
Sold out positions
129
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2025 Next filing: 5/5/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 18,817 38.7%
NVDA 15,382 48.9%
AAPL 12,694 17.6%
AMZN 11,261 48.4%
IYR 6,550 1696.9%
DFSD 6,316 82.3%
GOOGL 5,570 27.8%
MSFT 5,490 16.5%
SMH 5,315 74.6%
AVGO 5,068 82.4%
Top Reduces (Value $000, Stocks/ETFs)
SCTXX -12,618 -90.0%
IVW -12,014 -66.4%
BIZD -6,137 -98.3%
IOCT -4,930 -41.7%
DIA -4,120 -38.8%
iSHARES TRUST -3,458 -50.8%
FTEC -3,209 -63.6%
PDI -3,164 -48.5%
EFA -3,145 -14.5%
MDY -3,104 -86.4%
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