IFP Advisors, Inc — Q1 2016 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q1 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001641866

申報總市值

US$55.4億

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本季完整持股清單

僅顯示前 200 大持股（共 2593 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	4.36%	—	+21.60%
2	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.75%	+0.31%	—
3	FTSM	First Trust Enh Short Mat Fd	ETF-其他	2.21%	—	+35766.18%
4	AAPL	Apple INC	股票-科技	2.18%	-0.02%	-75.25%
5	IJH	Ishares Core S&p Midcap ETF	ETF-其他	2.10%	—	+24.54%
6	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	2.08%	—	+2.86%
7	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.51%	—	+214.79%
8	IYR	Ishares US Real Estate ETF	ETF-其他	1.45%	—	-6.12%
9	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.14%	—	-7.25%
10	AMZN	Amazon.com INC	股票-循環性消費	1.12%	-0.02%	-53.41%
11	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.10%	—	-79.24%
12	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.07%	—	+2312.00%
13	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.06%	—	+174.58%
14	IYLD	Ishares Morningstar Multi-as	ETF-其他	1.01%	—	+540.82%
15	✓	Transamerica ETF Tr	ETF-其他	1.00%	—	—
16	LMBS	First Trust Low Duration Opp	ETF-其他	0.95%	—	—
17	HEFA	Isha Curr Hedged Msci Eafe	ETF-其他	0.92%	—	+12639.74%
18	XLF	Ss Financial Select Sector	ETF-其他	0.85%	—	+147.07%
19	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.85%	+0.07%	+61.77%
20	FLOT	Ishares Floating Rate Bond E	ETF-其他	0.81%	—	+667.53%
21	FDN	First Trust Dj Internet Ind	ETF-其他	0.66%	—	+106.62%
22	META	Meta Platforms Inc-class A	股票-通訊服務	0.66%	—	-59.31%
23	DVY	Ishares Select Dividend ETF	ETF-其他	0.64%	—	+2.52%
24	JPM	Jpmorgan Chase & Co	股票-金融	0.59%	—	-55.96%
25	FTC	First Trust Large Cap Growth	ETF-大型股與成長	0.56%	—	+46.78%
26	DBEU	Xtrackers Msci Europe Hedged	ETF-其他	0.56%	—	+670.16%
27	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.51%	—	+117.06%
28	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.51%	—	+159.16%
29	FTCS	First Trust Capital Strength	ETF-其他	0.50%	—	+45.81%
30	✓	Advisorshares Newfleet Mult-sect INC ETF	ETF-其他	0.49%	—	—
31	COMB	Graniteshares Bcom Broad Str	ETF-其他	0.49%	—	—
32	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.48%	—	-72.67%
33	FVD	First Trust Value Line Dvd	ETF-其他	0.47%	—	+50.28%
34	T	At&t INC	股票-通訊服務	0.47%	—	-79.42%
35	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.46%	—	-55.75%
36	MSFT	Microsoft CORP	股票-科技	0.45%	—	-85.66%
37	JNJ	Johnson & Johnson	股票-醫療保健	0.45%	—	-77.48%
38	MO	Altria Group INC	股票-非循環性消費	0.43%	—	-69.82%
39	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.43%	—	-39.02%
40	FV	First Trust Dw Focus 5 Fund	ETF-其他	0.43%	—	-73.15%
41	NOBL	Proshares S&p 500 Dividend A	ETF-大型股與成長	0.43%	—	+948.13%
42	OPY	Oppenheimer Holdings Inc.	股票-其他	0.41%	—	—
43	BND	Vanguard Total Bond Market	ETF-其他	0.41%	—	-80.39%
44	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.40%	-0.30%	-54.16%
45	VZ	Verizon Communications INC	股票-通訊服務	0.40%	—	-82.54%
46	DEEP	Acquirers Small And Micro De	ETF-其他	0.40%	—	—
47	DIS	Walt Disney Co/the	股票-通訊服務	0.39%	—	-76.48%
48	BA	Boeing Co/the	股票-工業	0.39%	—	-79.92%
49	XETYX	Eaton Vance Tax-mgd Div Eqty	股票-其他	0.39%	—	+408.25%
50	CDC	Victoryshares US Eq Income E	ETF-其他	0.38%	—	+89.54%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q1 2016 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	SPY	Ss Spdr S&p 500 ETF Trust-us	+3.1%	+21.60%	加碼
2	FTSM	First Trust Enh Short Mat Fd	+2.2%	+35766.18%	加碼
3	IJH	Ishares Core S&p Midcap ETF	+1.5%	+24.54%	加碼
4	IJR	Ishares Core S&p Small-cap E	+1.2%	+214.79%	加碼
5	QUAL	Ishares Msci USA Quality Fac	+1.1%	+2312.00%	加碼
6	IYLD	Ishares Morningstar Multi-as	+0.9%	+540.82%	加碼
7	HEFA	Isha Curr Hedged Msci Eafe	+0.9%	+12639.74%	加碼
8	FV	First Trust Dw Focus 5 Fund	-0.2%	-73.15%	減碼
9	AAPL	Apple INC	-0.2%	-75.25%	減碼
10	BAC	Bank Of America CORP	-0.2%	-82.88%	減碼
11	JNJ	Johnson & Johnson	-0.3%	-77.48%	減碼
12	MSFT	Microsoft CORP	-0.3%	-85.66%	減碼
13	MO	Altria Group INC	-0.3%	-69.82%	減碼
14	MCD	Mcdonald's CORP	-0.3%	-86.00%	減碼
15	PEP	Pepsico INC	-0.3%	-86.85%	減碼
16	WFC	Wells Fargo & Co	-0.3%	-82.36%	減碼
17	COST	Costco Wholesale CORP	-0.3%	-90.80%	減碼
18	PFE	Pfizer INC	-0.3%	-85.86%	減碼
19	BMY	Bristol-myers Squibb Co	-0.3%	-87.34%	減碼
20	USB	US Bancorp	-0.3%	-92.18%	減碼
21	MDY	State Street Spdr S&p Midcap	-0.4%	-88.99%	減碼
22	VUG	Vanguard Growth ETF	-0.4%	-85.44%	減碼
23	DIS	Walt Disney Co/the	-0.4%	-76.48%	減碼
24	✓	Proshares Tr	-0.4%	-99.98%	減碼
25	HD	Home Depot INC	-0.4%	-86.33%	減碼
26	BP	Bp Plc-spons Adr	-0.4%	-89.69%	減碼
27	CVX	Chevron CORP	-0.5%	-84.30%	減碼
28	MBB	Ishares Mbs ETF	-0.5%	-84.68%	減碼
29	XLV	Ss Health Care Select Sector	-0.5%	-90.93%	減碼
30	VZ	Verizon Communications INC	-0.5%	-82.54%	減碼
31	IWF	Ishares Russell 1000 Growth	-0.5%	-90.95%	減碼
32	IWD	Ishares Russell 1000 Value E	-0.5%	-92.06%	減碼
33	IGSB	Ishares 1-5y Inv Grade CORP	-0.6%	-95.01%	減碼
34	BND	Vanguard Total Bond Market	-0.6%	-80.39%	減碼
35	VFC	Vf CORP	-0.6%	-99.19%	減碼
36	OPK	Opko Health INC	-0.7%	-99.90%	減碼
37	SCHB	Schwab US Broad Market ETF	-0.7%	-100.00%	減碼
38	XOM	Exxon Mobil CORP	-0.7%	-83.65%	減碼
39	T	At&t INC	-0.8%	-79.42%	減碼
40	VTI	Vanguard Total Stock Mkt ETF	-0.8%	-79.24%	減碼
41	PG	Procter & Gamble Co/the	-0.9%	-89.69%	減碼
42	AEP	American Electric Power Company, Inc.	-1%	-83.57%	減碼
43	✓	Powershares Qqq Trust Ser 1	—	EXIT	清倉
44	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建倉
45	VALE	Vale S.A.	—	EXIT	清倉
46	BRK-A	Berkshire Hathaway Inc-cl A	—	EXIT	清倉
47	✓	Transamerica ETF Tr	—	NEW	新建倉
48	LMBS	First Trust Low Duration Opp	—	NEW	新建倉
49	EUO	Proshares Ultrashort Euro	—	EXIT	清倉
50	UBT	Proshares Ultra 20+ Year Tsy	—	EXIT	清倉