IFP Advisors, Inc

Q1 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2025
Date filed
5/5/2025
Form type
13F-HR
Num holdings
4,312
Total value ($000)
$3,243,123
Net value change ($000)
+189,467 (6.2%)
New positions
222
Sold out positions
519
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2025 Next filing: 7/24/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FTSM 24,985 118.4%
FTGC 14,003 10296.3%
CGGR 12,932 7837.6%
CGDV 12,650 1533.3%
VGT 12,611 300.3%
VUG 11,404 23.6%
CGUS 11,390 10449.5%
QQQ 9,969 19.5%
AAPL 9,505 11.2%
PAAA 8,331 192.6%
Top Reduces (Value $000, Stocks/ETFs)
SPY -33,663 -49.9%
GJUL -11,300 -89.8%
FNOV -10,809 -88.9%
DJAN -10,317 -74.9%
UCON -9,338 -31.1%
ET -8,375 -67.4%
GOOGL -6,273 -24.5%
IBDP -6,200 -100.0%
NVDA -5,841 -12.5%
JEPI -3,928 -50.1%
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