IFP Advisors, Inc — Q3 2016 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q3 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 4096 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	3.45%	—	+136.04%
2	AAPL	Apple INC	股票-科技	1.84%	-0.02%	-0.41%
3	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.80%	—	-0.96%
4	BND	Vanguard Total Bond Market	ETF-其他	1.67%	—	-5.71%
5	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.58%	—	-0.98%
6	T	At&t INC	股票-通訊服務	1.39%	—	+0.68%
7	PG	Procter & Gamble Co/the	股票-非循環性消費	1.18%	—	-1.25%
8	XOM	Exxon Mobil CORP	股票-能源	1.08%	—	-3.39%
9	VZ	Verizon Communications INC	股票-通訊服務	0.90%	—	-6.59%
10	IYR	Ishares US Real Estate ETF	ETF-其他	0.89%	—	+15.33%
11	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.89%	—	+18.05%
12	✓	Powershares Qqq Trust Ser 1	股票-其他	0.88%	—	-3.80%
13	AEP	American Electric Power Company, Inc.	股票-公用事業	0.87%	—	-5.37%
14	OPK	Opko Health INC	股票-其他	0.80%	—	+10.60%
15	EFA	Ishares Msci Eafe ETF	ETF-其他	0.79%	—	+249.64%
16	MO	Altria Group INC	股票-非循環性消費	0.77%	—	+0.17%
17	JNJ	Johnson & Johnson	股票-醫療保健	0.76%	—	-0.44%
18	✓	Powershares	股票-其他	0.73%	—	+7.77%
19	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.71%	—	+6.13%
20	CVX	Chevron CORP	股票-能源	0.71%	—	-6.90%
21	DVY	Ishares Select Dividend ETF	ETF-其他	0.65%	—	+114.85%
22	VNQ	Vanguard Real Estate ETF	ETF-其他	0.59%	—	+17.90%
23	BP	Bp Plc-spons Adr	股票-能源	0.58%	—	-9.24%
24	MSFT	Microsoft CORP	股票-科技	0.58%	—	-7.03%
25	IWF	Ishares Russell 1000 Growth	ETF-其他	0.58%	—	+15.30%
26	VUG	Vanguard Growth ETF	ETF-其他	0.56%	-0.03%	+4.46%
27	VTV	Vanguard Value ETF	ETF-其他	0.53%	—	+12.82%
28	PFF	Ishares Preferred & Income S	ETF-其他	0.53%	—	+16.39%
29	SCHB	Schwab US Broad Market ETF	ETF-其他	0.52%	—	-3.21%
30	AMLPUSD	Alerian Mlp ETF	ETF-其他	0.50%	—	+7.88%
31	KO	Coca-cola Co/the	股票-非循環性消費	0.49%	—	-1.95%
32	DIS	Walt Disney Co/the	股票-通訊服務	0.48%	—	+4.95%
33	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.47%	—	-1.16%
34	IWD	Ishares Russell 1000 Value E	ETF-其他	0.46%	—	-1.52%
35	HD	Home Depot INC	股票-循環性消費	0.45%	—	-0.49%
36	JPM	Jpmorgan Chase & Co	股票-金融	0.45%	—	-8.22%
37	PFE	Pfizer INC	股票-醫療保健	0.45%	—	-3.23%
38	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	0.44%	—	—
39	PEP	Pepsico INC	股票-非循環性消費	0.44%	—	+1.20%
40	META	Meta Platforms Inc-class A	股票-通訊服務	0.43%	—	+4.98%
41	DUK	Duke Energy CORP	股票-公用事業	0.43%	—	+10.09%
42	PM	Philip Morris International	股票-非循環性消費	0.43%	—	+1.28%
43	VFC	Vf CORP	股票-循環性消費	0.43%	—	-0.14%
44	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.42%	-0.17%	+29.23%
45	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.42%	—	+756.46%
46	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.41%	—	+27.96%
47	MCD	Mcdonald's CORP	股票-循環性消費	0.41%	—	+0.66%
48	NLYEUR	Annaly Capital Management In	股票-其他	0.41%	—	+9.04%
49	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.40%	—	+24.52%
50	MDY	State Street Spdr S&p Midcap	ETF-其他	0.40%	—	+63.73%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q3 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	+1.9%	+136.04%	加碼
2	EFA	Ishares Msci Eafe ETF	+0.6%	+249.64%	加碼
3	DVY	Ishares Select Dividend ETF	+0.3%	+114.85%	加碼
4	ITOT	Ishares Core S&p Total U.s.	+0.3%	+756.46%	加碼
5	IAUUSD	Ishares Gold Trust	+0.2%	+113.63%	加碼
6	AAPL	Apple INC	+0.2%	-0.41%	減碼
7	BIV	Vanguard Intermediate-term B	+0.2%	+314.83%	加碼
8	MDY	State Street Spdr S&p Midcap	+0.2%	+63.73%	加碼
9	FUTY	Fidelity Msci US Utilities	+0.1%	+1692.98%	加碼
10	OPK	Opko Health INC	+0.1%	+10.60%	加碼
11	IJH	Ishares Core S&p Midcap ETF	+0.1%	+18.05%	加碼
12	IJR	Ishares Core S&p Small-cap E	+0.1%	+27.96%	加碼
13	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	+0.1%	+78.92%	加碼
14	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.1%	+59.01%	加碼
15	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+24.52%	加碼
16	VCSH	Vanguard S/t CORP Bond ETF	+0.1%	+160.56%	加碼
17	SH1USD	Proshares Short S&p500	+0.1%	+80.61%	加碼
18	QCOM	Qualcomm INC	+0.1%	+27.83%	加碼
19	IWF	Ishares Russell 1000 Growth	+0.1%	+15.30%	加碼
20	USMV	Ishares Msci USA Min Vol Fac	+0.1%	+29.23%	加碼
21	GLD	Spdr Gold Shares	+0.1%	+27.84%	加碼
22	IEMG	Ishares Core Msci Emerging	+0.1%	+20.82%	加碼
23	IYR	Ishares US Real Estate ETF	0%	+15.33%	加碼
24	VNQ	Vanguard Real Estate ETF	0%	+17.90%	加碼
25	VTV	Vanguard Value ETF	0%	+12.82%	加碼
26	PFF	Ishares Preferred & Income S	0%	+16.39%	加碼
27	META	Meta Platforms Inc-class A	0%	+4.98%	加碼
28	✓	Proshares Tr	-0.1%	-54.00%	減碼
29	BSV	Vanguard Short-term Bond ETF	-0.1%	-38.34%	減碼
30	WRUSD	Westar Energy INC	-0.1%	-77.94%	減碼
31	EUO	Proshares Ultrashort Euro	-0.1%	-19.81%	減碼
32	MBB	Ishares Mbs ETF	-0.1%	-21.48%	減碼
33	CVX	Chevron CORP	-0.1%	-6.90%	減碼
34	BP	Bp Plc-spons Adr	-0.1%	-9.24%	減碼
35	BMY	Bristol-myers Squibb Co	-0.1%	-7.86%	減碼
36	XLV	Ss Health Care Select Sector	-0.1%	-23.29%	減碼
37	MO	Altria Group INC	-0.1%	+0.17%	加碼
38	EMLP	First Trust North American E	-0.1%	-70.80%	減碼
39	IGSB	Ishares 1-5y Inv Grade CORP	-0.2%	-31.54%	減碼
40	SJB	Proshares Short High Yield	-0.2%	-86.24%	減碼
41	TLT	Ishares 20+ Year Treasury Bd	-0.2%	-30.69%	減碼
42	AEP	American Electric Power Company, Inc.	-0.2%	-5.37%	減碼
43	T	At&t INC	-0.2%	+0.68%	加碼
44	XOM	Exxon Mobil CORP	-0.2%	-3.39%	減碼
45	VZ	Verizon Communications INC	-0.2%	-6.59%	減碼
46	BND	Vanguard Total Bond Market	-0.2%	-5.71%	減碼
47	✓	Barclays Bank PLC	—	NEW	新建倉
48	CRBPEUR	Corbus Pharmaceuticals Holdi	—	NEW	新建倉
49	SSS1EUR	Life Storage INC	—	NEW	新建倉
50	ATNI	Atn International INC	—	EXIT	清倉