IFP Advisors, Inc — Q2 2016 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q2 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001641866

申報總市值

US$55.4億

← 回到最新季度

本季完整持股清單

僅顯示前 200 大持股（共 4054 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	BND	Vanguard Total Bond Market	ETF-其他	1.91%	—	+1000.96%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.88%	—	+462.43%
3	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.71%	—	+256.26%
4	AAPL	Apple INC	股票-科技	1.68%	-0.02%	+273.71%
5	T	At&t INC	股票-通訊服務	1.57%	—	+490.26%
6	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.52%	—	+15.07%
7	XOM	Exxon Mobil CORP	股票-能源	1.29%	—	+626.47%
8	PG	Procter & Gamble Co/the	股票-非循環性消費	1.22%	—	+935.38%
9	VZ	Verizon Communications INC	股票-通訊服務	1.12%	—	+623.36%
10	AEP	American Electric Power Company, Inc.	股票-公用事業	1.05%	—	+585.60%
11	MO	Altria Group INC	股票-非循環性消費	0.90%	—	+323.77%
12	✓	Powershares Qqq Trust Ser 1	股票-其他	0.89%	—	—
13	IYR	Ishares US Real Estate ETF	ETF-其他	0.85%	—	+51.04%
14	JNJ	Johnson & Johnson	股票-醫療保健	0.84%	—	+428.98%
15	CVX	Chevron CORP	股票-能源	0.83%	—	+583.29%
16	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.78%	—	+15.62%
17	✓	Powershares	股票-其他	0.75%	—	—
18	BP	Bp Plc-spons Adr	股票-能源	0.70%	—	+1042.06%
19	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.69%	—	+10.50%
20	OPK	Opko Health INC	股票-其他	0.69%	—	+131421.50%
21	MSFT	Microsoft CORP	股票-科技	0.60%	—	+641.73%
22	KO	Coca-cola Co/the	股票-非循環性消費	0.57%	—	+282.42%
23	SCHB	Schwab US Broad Market ETF	ETF-其他	0.55%	—	+9844250.00%
24	VUG	Vanguard Growth ETF	ETF-其他	0.55%	-0.03%	+575.54%
25	VNQ	Vanguard Real Estate ETF	ETF-其他	0.55%	—	+376.35%
26	DIS	Walt Disney Co/the	股票-通訊服務	0.52%	—	+264.30%
27	PFE	Pfizer INC	股票-醫療保健	0.52%	—	+629.41%
28	IWF	Ishares Russell 1000 Growth	ETF-其他	0.52%	—	+889.58%
29	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.51%	—	+261.50%
30	VFC	Vf CORP	股票-循環性消費	0.50%	—	+12111.66%
31	AMLPUSD	Alerian Mlp ETF	ETF-其他	0.50%	—	+568.92%
32	IWD	Ishares Russell 1000 Value E	ETF-其他	0.49%	—	+978.89%
33	VTV	Vanguard Value ETF	ETF-其他	0.49%	—	+441.37%
34	JPM	Jpmorgan Chase & Co	股票-金融	0.49%	—	+230.43%
35	PFF	Ishares Preferred & Income S	ETF-其他	0.49%	—	+204.93%
36	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	0.49%	-0.30%	+268.81%
37	HD	Home Depot INC	股票-循環性消費	0.48%	—	+494.20%
38	PM	Philip Morris International	股票-非循環性消費	0.48%	—	+639.02%
39	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	0.47%	—	—
40	XLV	Ss Health Care Select Sector	ETF-其他	0.46%	—	+879.38%
41	MCD	Mcdonald's CORP	股票-循環性消費	0.45%	—	+636.50%
42	PEP	Pepsico INC	股票-非循環性消費	0.45%	—	+809.51%
43	DUK	Duke Energy CORP	股票-公用事業	0.45%	—	+755.50%
44	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.43%	+0.22%	+1595.16%
45	SO	Southern Co/the	股票-公用事業	0.43%	—	+536.86%
46	NLYEUR	Annaly Capital Management In	股票-其他	0.42%	—	+953.97%
47	MBB	Ishares Mbs ETF	ETF-其他	0.40%	—	+350.44%
48	META	Meta Platforms Inc-class A	股票-通訊服務	0.39%	—	+113.57%
49	EUO	Proshares Ultrashort Euro	ETF-其他	0.37%	—	—
50	FV	First Trust Dw Focus 5 Fund	ETF-其他	0.37%	—	+181.33%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q2 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	BND	Vanguard Total Bond Market	+1.5%	+1000.96%	加碼
2	T	At&t INC	+1.1%	+490.26%	加碼
3	AEP	American Electric Power Company, Inc.	+0.9%	+585.60%	加碼
4	XOM	Exxon Mobil CORP	+0.9%	+626.47%	加碼
5	PG	Procter & Gamble Co/the	+0.9%	+935.38%	加碼
6	VTI	Vanguard Total Stock Mkt ETF	+0.8%	+462.43%	加碼
7	VZ	Verizon Communications INC	+0.7%	+623.36%	加碼
8	OPK	Opko Health INC	+0.7%	+131421.50%	加碼
9	AGG	Ishares Core U.s. Aggregate	+0.6%	+256.26%	加碼
10	SCHB	Schwab US Broad Market ETF	+0.6%	+9844250.00%	加碼
11	BP	Bp Plc-spons Adr	+0.5%	+1042.06%	加碼
12	VFC	Vf CORP	+0.5%	+12111.66%	加碼
13	CVX	Chevron CORP	+0.5%	+583.29%	加碼
14	MO	Altria Group INC	+0.5%	+323.77%	加碼
15	IGSB	Ishares 1-5y Inv Grade CORP	+0.4%	+1595.16%	加碼
16	JNJ	Johnson & Johnson	+0.4%	+428.98%	加碼
17	IWD	Ishares Russell 1000 Value E	+0.4%	+978.89%	加碼
18	AMLPUSD	Alerian Mlp ETF	+0.4%	+568.92%	加碼
19	PM	Philip Morris International	+0.3%	+639.02%	加碼
20	IWF	Ishares Russell 1000 Growth	+0.3%	+889.58%	加碼
21	NLYEUR	Annaly Capital Management In	+0.3%	+953.97%	加碼
22	DUK	Duke Energy CORP	+0.3%	+755.50%	加碼
23	PFE	Pfizer INC	+0.3%	+629.41%	加碼
24	XLV	Ss Health Care Select Sector	+0.3%	+879.38%	加碼
25	PEP	Pepsico INC	+0.3%	+809.51%	加碼
26	WBA	Walgreens Boots Alliance INC	+0.3%	+1526.76%	加碼
27	VCIT	Vanguard Int-term Corporate	+0.3%	+1518.23%	加碼
28	VNQ	Vanguard Real Estate ETF	+0.3%	+376.35%	加碼
29	SO	Southern Co/the	+0.3%	+536.86%	加碼
30	VUG	Vanguard Growth ETF	+0.3%	+575.54%	加碼
31	VTV	Vanguard Value ETF	+0.2%	+441.37%	加碼
32	MCD	Mcdonald's CORP	+0.2%	+636.50%	加碼
33	KO	Coca-cola Co/the	+0.2%	+282.42%	加碼
34	TLT	Ishares 20+ Year Treasury Bd	+0.2%	+268.81%	加碼
35	HD	Home Depot INC	+0.2%	+494.20%	加碼
36	MSFT	Microsoft CORP	+0.2%	+641.73%	加碼
37	DIS	Walt Disney Co/the	+0.1%	+264.30%	加碼
38	PFF	Ishares Preferred & Income S	+0.1%	+204.93%	加碼
39	AAPL	Apple INC	-0.5%	+273.71%	加碼
40	HEFA	Isha Curr Hedged Msci Eafe	-0.9%	-87.48%	減碼
41	IYLD	Ishares Morningstar Multi-as	-1%	-85.60%	減碼
42	QUAL	Ishares Msci USA Quality Fac	-1.1%	-92.95%	減碼
43	FTSM	First Trust Enh Short Mat Fd	-2.2%	-99.53%	減碼
44	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清倉
45	✓	Powershares Qqq Trust Ser 1	—	NEW	新建倉
46	✓	Powershares	—	NEW	新建倉
47	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	新建倉
48	✓	Transamerica ETF Tr	—	EXIT	清倉
49	LMBS	First Trust Low Duration Opp	—	EXIT	清倉
50	EUO	Proshares Ultrashort Euro	—	NEW	新建倉