IFP Advisors, Inc — Q1 2020 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001641866

申报总市值

US$55.4亿

← 返回最新季度

本季完整持股清单

仅显示前 200 大持股（共 6857 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	AAPL	Apple INC	股票-科技	2.77%	-0.02%	-4.94%
2	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.50%	+0.31%	-20.78%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.38%	—	-15.04%
4	LMBS	First Trust Low Duration Opp	ETF-其他	1.80%	—	+24.74%
5	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	1.45%	+0.10%	+111.71%
6	AMZN	Amazon.com INC	股票-周期性消费	1.36%	-0.02%	+2.48%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.21%	—	-42.05%
8	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.18%	-0.17%	-9.92%
9	FVD	First Trust Value Line Dvd	ETF-其他	1.16%	—	+226.04%
10	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	1.15%	—	-21.55%
11	IYR	Ishares US Real Estate ETF	ETF-其他	1.15%	—	-9.78%
12	MSFT	Microsoft CORP	股票-科技	1.08%	—	+16.26%
13	ITOT	Ishares Core S&p Total U.s.	ETF-其他	1.03%	—	-2.84%
14	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.00%	—	+4.54%
15	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.90%	+0.10%	+3.60%
16	SCHM	Schwab US Mid Cap ETF	ETF-其他	0.87%	—	+0.92%
17	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.85%	—	-10.42%
18	EDV	Vanguard Extended Dur Treas	ETF-其他	0.82%	—	-57.32%
19	V	Visa Inc-class A Shares	股票-金融	0.79%	—	+5.12%
20	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.77%	—	+23.42%
21	DIS	Walt Disney Co/the	股票-通信服务	0.77%	—	-5.75%
22	SCHB	Schwab US Broad Market ETF	ETF-其他	0.73%	—	-1.58%
23	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.73%	—	-15.48%
24	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.70%	-0.30%	-5.78%
25	VUG	Vanguard Growth ETF	ETF-其他	0.69%	-0.03%	+14.26%
26	SCHX	Schwab US Large-cap ETF	ETF-其他	0.64%	—	-18.25%
27	MINT	Pimco Enhanced Short Maturit	ETF-其他	0.64%	—	-23.19%
28	GLD	Spdr Gold Shares	ETF-避险与商品	0.62%	—	+35.41%
29	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.61%	+0.05%	-7.71%
30	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.60%	—	-7.55%
31	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.58%	—	+0.05%
32	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.57%	—	+44.08%
33	JNJ	Johnson & Johnson	股票-医疗保健	0.57%	—	+10.47%
34	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.57%	+0.22%	+0.03%
35	MA	Mastercard INC - A	股票-金融	0.54%	—	+2.84%
36	JPM	Jpmorgan Chase & Co	股票-金融	0.54%	—	-3.34%
37	SCHR	Schwab Intermediate-term US	ETF-其他	0.53%	—	—
38	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.53%	—	-0.32%
39	INTC	Intel CORP	股票-科技	0.51%	+0.12%	+1.58%
40	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	0.50%	—	+12.68%
41	COST	Costco Wholesale CORP	股票-非周期性消费	0.46%	—	+3.17%
42	JPST	Jpmorgan Ultra-short Income	ETF-其他	0.46%	-0.16%	+1.94%
43	CSCO	Cisco Systems INC	股票-科技	0.46%	—	+101.50%
44	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.45%	—	+24.87%
45	SBUX	Starbucks CORP	股票-周期性消费	0.45%	—	+6.86%
46	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.45%	—	-24.63%
47	FTC	First Trust Large Cap Growth	ETF-大型股与成长	0.44%	—	-12.62%
48	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.43%	—	+2.19%
49	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.42%	—	-45.21%
50	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股与成长	0.42%	—	+134.99%

1–50 of 200

本季持股变动

IFP Advisors, Inc 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IEF	Ishares 7-10 Year Treasury B	+1%	+111.71%	加仓
2	FVD	First Trust Value Line Dvd	+0.8%	+226.04%	加仓
3	LMBS	First Trust Low Duration Opp	+0.7%	+24.74%	加仓
4	SCHR	Schwab Intermediate-term US	+0.5%	NEW	新建仓
5	OEF	Ishares S&p 100 ETF	+0.4%	+6346.81%	加仓
6	AAPL	Apple INC	+0.3%	-4.94%	减仓
7	UUP	Invesco Db US Dollar Index B	+0.3%	+390.95%	加仓
8	MUB	Ishares National Muni Bond E	+0.3%	+194.58%	加仓
9	ITOT	Ishares Core S&p Total U.s.	0%	-2.84%	减仓
10	RSP	Invesco S&p 500 Equal Weight	0%	+4.54%	加仓
11	USMV	Ishares Msci USA Min Vol Fac	0%	-9.92%	减仓
12	SCHM	Schwab US Mid Cap ETF	0%	+0.92%	加仓
13	SPDW	Ste Str Spdr Pt Dw EU ETF	0%	-7.71%	减仓
14	VYM	Vanguard High Dvd Yield ETF	0%	-7.55%	减仓
15	JPM	Jpmorgan Chase & Co	-0.1%	-3.34%	减仓
16	DIS	Walt Disney Co/the	-0.1%	-5.75%	减仓
17	EFAV	Ishares Msci Eafe Min Vol Fa	-0.1%	-24.63%	减仓
18	SCHX	Schwab US Large-cap ETF	-0.1%	-18.25%	减仓
19	IYR	Ishares US Real Estate ETF	-0.1%	-9.78%	减仓
20	QQQ	Invesco Qqq Trust Series 1	-0.1%	-20.78%	减仓
21	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.1%	-32.02%	减仓
22	IVW	Ishares S&p 500 Growth ETF	-0.1%	-21.55%	减仓
23	IEMG	Ishares Core Msci Emerging	-0.1%	-29.88%	减仓
24	IJH	Ishares Core S&p Midcap ETF	-0.2%	-10.42%	减仓
25	AGG	Ishares Core U.s. Aggregate	-0.2%	-45.21%	减仓
26	XLK	Ss Technology Select Sector	-0.2%	-56.62%	减仓
27	IWM	Ishares Russell 2000 ETF	-0.2%	-62.85%	减仓
28	SPMD	Ss Spdr P S&p 400 Midcap ETF	-0.2%	-54.57%	减仓
29	SPYD	Ss Spdr P S&p 500 Hi Div ETF	-0.2%	-76.32%	减仓
30	SPYV	Ss Spdr P S&p 500 Value ETF	-0.2%	-76.45%	减仓
31	FTEC	Fidelity Msci Info Tech Indx	-0.2%	-56.60%	减仓
32	SWAN	Amplify Blckswn Grow Trsry	-0.2%	-99.99%	减仓
33	NLYEUR	Annaly Capital Management In	-0.2%	-65.85%	减仓
34	WDC	Western Digital CORP	-0.2%	-96.53%	减仓
35	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-15.04%	减仓
36	FREL	Fidelity Msci Rl Est Indx	-0.2%	-71.53%	减仓
37	USRT	Ishares Core US Reit ETF	-0.2%	-91.85%	减仓
38	SCHF	Schwab Intl Equity ETF	-0.2%	-48.61%	减仓
39	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.2%	-75.58%	减仓
40	NMI1EUR	Kirkland Lake Gold LTD	-0.2%	-99.41%	减仓
41	RSPU	Invesco S&p 500 Equal Weight	-0.3%	-98.91%	减仓
42	EDV	Vanguard Extended Dur Treas	-0.3%	-57.32%	减仓
43	FUTY	Fidelity Msci US Utilities	-0.4%	-97.83%	减仓
44	SCHA	Schwab US Small-cap ETF	-0.4%	-86.85%	减仓
45	HEFA	Isha Curr Hedged Msci Eafe	-0.6%	-99.57%	减仓
46	IVV	Ishares Core S&p 500 ETF	-0.7%	-42.05%	减仓
47	GDX	Vaneck Gold Miners ETF	-0.8%	-99.08%	减仓
48	XLU	St Sr Utl Sl Se Spdr Etf-usd	-0.9%	-94.74%	减仓
49	REM	Ishares Mortgage Real Estate	-1%	-99.38%	减仓
50	PTBD	Pacer Trendpilot US Bond ETF	—	NEW	新建仓