IFP Advisors, Inc — Q4 2019 13F Holdings

Name: IFP Advisors, Inc — 13F Holdings, Q4 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001641866

Total reported value

$5.5B

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 4209 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	2.61%	+0.31%	-1.56%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.58%	—	-11.07%
3	AAPL	Apple INC	Stock-Tech	2.43%	-0.02%	-24.25%
4	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.93%	—	-19.84%
5	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	1.27%	—	-7.18%
6	IYR	Ishares US Real Estate ETF	ETF-Other	1.25%	—	+0.80%
7	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	1.17%	-0.17%	-13.28%
8	EDV	Vanguard Extended Dur Treas	ETF-Other	1.14%	—	+69.02%
9	LMBS	First Trust Low Duration Opp	ETF-Other	1.10%	—	-14.09%
10	IJH	Ishares Core S&p Midcap ETF	ETF-Other	1.00%	—	-22.59%
11	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.99%	—	+9.17%
12	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.96%	—	-8.49%
13	REM	Ishares Mortgage Real Estate	ETF-Other	0.95%	—	-10.23%
14	AMZN	Amazon.com INC	Stock-Consumer Disc	0.94%	-0.02%	-7.51%
15	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.93%	—	+0.06%
16	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.89%	—	+10.55%
17	DIS	Walt Disney Co/the	Stock-Comm Services	0.84%	—	+1.96%
18	GDX	Vaneck Gold Miners ETF	ETF-Commodities	0.78%	+0.18%	+12.37%
19	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.76%	+0.10%	+16.86%
20	SCHX	Schwab US Large-cap ETF	ETF-Other	0.72%	—	+33.07%
21	MSFT	Microsoft CORP	Stock-Tech	0.71%	—	-18.01%
22	SCHB	Schwab US Broad Market ETF	ETF-Other	0.70%	—	-9.21%
23	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.67%	—	-9.20%
24	MINT	Pimco Enhanced Short Maturit	ETF-Other	0.64%	—	+8.81%
25	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	0.64%	+0.05%	-11.52%
26	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.64%	—	-9.75%
27	V	Visa Inc-class A Shares	Stock-Financials	0.63%	—	+2.76%
28	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	0.60%	—	+18.55%
29	JPM	Jpmorgan Chase & Co	Stock-Financials	0.59%	—	-25.58%
30	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.57%	—	-32.01%
31	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.54%	—	-0.37%
32	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.53%	—	-21.24%
33	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	0.52%	—	-1.80%
34	VUG	Vanguard Growth ETF	ETF-Other	0.52%	-0.03%	-19.81%
35	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.50%	—	-28.17%
36	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.47%	+0.10%	-59.41%
37	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.46%	-0.30%	-3.89%
38	AGGY	Wisdomtree Yield Enhanced US	ETF-Other	0.46%	—	+6.23%
39	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.46%	—	-38.61%
40	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.45%	—	-24.34%
41	SCHF	Schwab Intl Equity ETF	ETF-Other	0.45%	—	-31.68%
42	FTC	First Trust Large Cap Growth	ETF-Large Cap & Growth	0.45%	—	-7.90%
43	MA	Mastercard INC - A	Stock-Financials	0.45%	—	-3.99%
44	JNJ	Johnson & Johnson	Stock-Healthcare	0.44%	—	-25.57%
45	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.44%	+0.22%	+36.16%
46	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.43%	+0.14%	-24.00%
47	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.42%	—	-8.26%
48	SCHA	Schwab US Small-cap ETF	ETF-Other	0.41%	—	+0.19%
49	VZ	Verizon Communications INC	Stock-Comm Services	0.41%	—	-19.10%
50	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	0.41%	—	+21.29%

1–50 of 200

Holding changes this quarter

Position changes disclosed by IFP Advisors, Inc for the quarter ending Q4 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	QQQ	Invesco Qqq Trust Series 1	+0.5%	-1.56%	Trim
2	EDV	Vanguard Extended Dur Treas	+0.5%	+69.02%	Add
3	FTEC	Fidelity Msci Info Tech Indx	+0.4%	+1505.60%	Add
4	SCHX	Schwab US Large-cap ETF	+0.3%	+33.07%	Add
5	ITOT	Ishares Core S&p Total U.s.	+0.3%	+9.17%	Add
6	GOOGL	Alphabet Inc-cl A	+0.2%	+16.86%	Add
7	SCHM	Schwab US Mid Cap ETF	+0.2%	+10.55%	Add
8	IVE	Ishares S&p 500 Value ETF	+0.2%	+97.18%	Add
9	XLK	Ss Technology Select Sector	+0.2%	+102.99%	Add
10	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	+0.2%	+102.73%	Add
11	BABA	Alibaba Group Holding-sp Adr	+0.2%	+131.12%	Add
12	BMY	Bristol-myers Squibb Co	+0.1%	+113.22%	Add
13	USMV	Ishares Msci USA Min Vol Fac	0%	-13.28%	Trim
14	IVV	Ishares Core S&p 500 ETF	0%	-19.84%	Trim
15	LMBS	First Trust Low Duration Opp	-0.1%	-14.09%	Trim
16	IJH	Ishares Core S&p Midcap ETF	-0.1%	-22.59%	Trim
17	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-28.17%	Trim
18	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	-0.1%	-26.42%	Trim
19	PEP	Pepsico INC	-0.1%	-42.36%	Trim
20	SCHF	Schwab Intl Equity ETF	-0.1%	-31.68%	Trim
21	VIG	Vanguard Dividend Apprec ETF	-0.1%	-36.48%	Trim
22	SPAB	Ss Spdr P Agg Bond ETF	-0.1%	-47.70%	Trim
23	BAC	Bank Of America CORP	-0.1%	-53.17%	Trim
24	LW	Lamb Weston Holdings INC	-0.1%	-70.96%	Trim
25	IGPT	Invesco Ai And Next Gen Soft	-0.1%	EXIT	Sold out
26	AEP	American Electric Power Company, Inc.	-0.1%	-66.85%	Trim
27	FTNT	Fortinet INC	-0.1%	-93.27%	Trim
28	DBEF	Xtrackers Msci Eafe Hedged E	-0.1%	-83.15%	Trim
29	XOM	Exxon Mobil CORP	-0.1%	-39.39%	Trim
30	SPSM	Ss Spdr P S&p 600 Small Cap	-0.1%	-54.84%	Trim
31	BXMT	Blackstone Mortgage Tru-cl A	-0.1%	-96.59%	Trim
32	T	At&t INC	-0.2%	-41.18%	Trim
33	WMT	Walmart INC	-0.2%	-50.78%	Trim
34	IJR	Ishares Core S&p Small-cap E	-0.2%	-38.61%	Trim
35	HD	Home Depot INC	-0.2%	-49.96%	Trim
36	CAG	Conagra Brands INC	-0.2%	-91.65%	Trim
37	AGG	Ishares Core U.s. Aggregate	-0.2%	-32.01%	Trim
38	FVD	First Trust Value Line Dvd	-0.2%	-46.75%	Trim
39	SPMD	Ss Spdr P S&p 400 Midcap ETF	-0.2%	-50.51%	Trim
40	FTCS	First Trust Capital Strength	-0.2%	-50.20%	Trim
41	NOBL	Proshares S&p 500 Dividend A	-0.3%	-86.66%	Trim
42	FTSM	First Trust Enh Short Mat Fd	-0.3%	-72.38%	Trim
43	SPIB	Ss Spdr P Int C CORP ETF	-0.3%	-94.49%	Trim
44	PG	Procter & Gamble Co/the	-0.4%	-60.99%	Trim
45	FDN	First Trust Dj Internet Ind	-0.4%	-90.46%	Trim
46	FPX	First Trust US Equity Opport	-0.4%	-99.37%	Trim
47	IEF	Ishares 7-10 Year Treasury B	-0.6%	-59.41%	Trim
48	VFC	Vf CORP	-0.8%	-98.36%	Trim
49	CELG	Celgene CORP	—	EXIT	Sold out
50	✓	Hines Global Income Trust In Shs Cl Tx	—	EXIT	Sold out