IFP Advisors, Inc — Q1 2017 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q1 2017
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 4154 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AAPL	Apple INC	股票-科技	2.16%	-0.02%	-10.11%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.96%	—	+4.97%
3	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.51%	—	+45.78%
4	✓	Powershares Qqq Trust Ser 1	股票-其他	1.41%	—	+1.97%
5	T	At&t INC	股票-通訊服務	1.30%	—	-0.53%
6	PG	Procter & Gamble Co/the	股票-非循環性消費	1.30%	—	+0.25%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.24%	—	+4.20%
8	XOM	Exxon Mobil CORP	股票-能源	0.98%	—	+0.22%
9	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.92%	—	+15.53%
10	BND	Vanguard Total Bond Market	ETF-其他	0.90%	—	+4.19%
11	VZ	Verizon Communications INC	股票-通訊服務	0.82%	—	+6.17%
12	AEP	American Electric Power Company, Inc.	股票-公用事業	0.80%	—	+4.62%
13	META	Meta Platforms Inc-class A	股票-通訊服務	0.76%	—	+51.97%
14	MO	Altria Group INC	股票-非循環性消費	0.74%	—	-3.50%
15	JNJ	Johnson & Johnson	股票-醫療保健	0.73%	—	-3.48%
16	DVY	Ishares Select Dividend ETF	ETF-其他	0.71%	—	+7.20%
17	CVX	Chevron CORP	股票-能源	0.68%	—	-4.82%
18	MSFT	Microsoft CORP	股票-科技	0.67%	—	-0.54%
19	JPM	Jpmorgan Chase & Co	股票-金融	0.65%	—	+3.56%
20	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.62%	—	+128.85%
21	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.60%	—	-20.40%
22	SCHB	Schwab US Broad Market ETF	ETF-其他	0.59%	—	+17.25%
23	KO	Coca-cola Co/the	股票-非循環性消費	0.58%	—	-4.42%
24	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.55%	+0.09%	+38.32%
25	PFE	Pfizer INC	股票-醫療保健	0.54%	—	+29.15%
26	DIS	Walt Disney Co/the	股票-通訊服務	0.54%	—	-1.26%
27	BP	Bp Plc-spons Adr	股票-能源	0.54%	—	-2.81%
28	VTV	Vanguard Value ETF	ETF-其他	0.52%	—	-6.49%
29	PFF	Ishares Preferred & Income S	ETF-其他	0.51%	—	+4.05%
30	OPK	Opko Health INC	股票-其他	0.50%	—	-6.65%
31	AMLPUSD	Alerian Mlp ETF	ETF-其他	0.50%	—	+7.13%
32	DUK	Duke Energy CORP	股票-公用事業	0.50%	—	+1.34%
33	AMZN	Amazon.com INC	股票-循環性消費	0.50%	-0.02%	+40.52%
34	VUG	Vanguard Growth ETF	ETF-其他	0.48%	-0.03%	-10.37%
35	BAC	Bank Of America CORP	股票-金融	0.48%	—	+12.16%
36	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.47%	—	+23.66%
37	IWF	Ishares Russell 1000 Growth	ETF-其他	0.47%	—	-8.43%
38	HD	Home Depot INC	股票-循環性消費	0.46%	—	+1.23%
39	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.45%	—	+14.26%
40	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.45%	—	+1.08%
41	VCIT	Vanguard Int-term Corporate	ETF-投資等級公司債	0.44%	—	+15.42%
42	IWD	Ishares Russell 1000 Value E	ETF-其他	0.43%	—	-0.44%
43	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.43%	-0.30%	+27.10%
44	CRBPEUR	Corbus Pharmaceuticals Holdi	股票-其他	0.42%	—	+124.15%
45	MCD	Mcdonald's CORP	股票-循環性消費	0.42%	—	+5.09%
46	EFA	Ishares Msci Eafe ETF	ETF-其他	0.42%	—	+250.80%
47	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.42%	-0.17%	+8.56%
48	XLE	Ss Energy Select Sector	ETF-其他	0.41%	—	+7.41%
49	VNQ	Vanguard Real Estate ETF	ETF-其他	0.41%	—	-2.57%
50	PM	Philip Morris International	股票-非循環性消費	0.41%	—	-1.35%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q1 2017 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	IJH	Ishares Core S&p Midcap ETF	+0.4%	+45.78%	加碼
2	META	Meta Platforms Inc-class A	+0.3%	+51.97%	加碼
3	EFA	Ishares Msci Eafe ETF	+0.3%	+250.80%	加碼
4	IYR	Ishares US Real Estate ETF	+0.2%	+265.19%	加碼
5	CRBPEUR	Corbus Pharmaceuticals Holdi	+0.2%	+124.15%	加碼
6	AMZN	Amazon.com INC	+0.2%	+40.52%	加碼
7	GSLC	Goldman Activebeta US Lc ETF	+0.2%	+70949.17%	加碼
8	ENB	Enbridge INC	+0.2%	+1226.71%	加碼
9	XOPUSD	Spdr S&p Oil & Gas Exp & Pr	+0.2%	+2796.58%	加碼
10	NVDA	Nvidia CORP	+0.2%	+357.48%	加碼
11	CAG	Conagra Brands INC	+0.2%	+263.18%	加碼
12	ZROZ	Pimco 25+ Yr Zero Cpn US Tif	+0.1%	+862.50%	加碼
13	VOO	Vanguard S&p 500 ETF	+0.1%	+38.32%	加碼
14	QABA	First Trust Nasdaq Aba Cbif	+0.1%	+642.42%	加碼
15	✓	Powershares Act Mang Comm Fd	+0.1%	+882.47%	加碼
16	IUSG	Ishares Core S&p U.s. Growth	+0.1%	+162.47%	加碼
17	DBEU	Xtrackers Msci Europe Hedged	+0.1%	+720.37%	加碼
18	PFE	Pfizer INC	+0.1%	+29.15%	加碼
19	KRE	Ss Spdr S&p Regional Bank	+0.1%	+160.17%	加碼
20	OPY	Oppenheimer Holdings Inc.	+0.1%	+2068.93%	加碼
21	IVV	Ishares Core S&p 500 ETF	+0.1%	+15.53%	加碼
22	IEMG	Ishares Core Msci Emerging	+0.1%	+29.10%	加碼
23	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+23.66%	加碼
24	MBB	Ishares Mbs ETF	+0.1%	+48.23%	加碼
25	CSCO	Cisco Systems INC	+0.1%	+27.00%	加碼
26	AGNC	Agnc Investment CORP	+0.1%	+313.06%	加碼
27	OPY	Oppenheimer Holdings Inc.	+0.1%	+1749.85%	加碼
28	FYC	First Trust Small Cap Growth	+0.1%	+663.31%	加碼
29	XLK	Ss Technology Select Sector	+0.1%	+25.38%	加碼
30	IWM	Ishares Russell 2000 ETF	+0.1%	+27.10%	加碼
31	GOOG	Alphabet Inc-cl C	+0.1%	+43.05%	加碼
32	SCHB	Schwab US Broad Market ETF	+0.1%	+17.25%	加碼
33	NLYEUR	Annaly Capital Management In	+0.1%	+13.86%	加碼
34	✓	Powershares Qqq Trust Ser 1	0%	+1.97%	加碼
35	AAPL	Apple INC	0%	-10.11%	減碼
36	VTI	Vanguard Total Stock Mkt ETF	0%	+4.97%	加碼
37	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+4.20%	加碼
38	PG	Procter & Gamble Co/the	0%	+0.25%	加碼
39	FUTY	Fidelity Msci US Utilities	-0.1%	-89.27%	減碼
40	IAUUSD	Ishares Gold Trust	-0.2%	-56.74%	減碼
41	ITOT	Ishares Core S&p Total U.s.	-0.2%	-30.98%	減碼
42	✓	Powershares	-0.2%	-32.97%	減碼
43	CVX	Chevron CORP	-0.2%	-4.82%	減碼
44	FV	First Trust Dw Focus 5 Fund	-0.2%	-36.68%	減碼
45	OPK	Opko Health INC	-0.2%	-6.65%	減碼
46	XOM	Exxon Mobil CORP	-0.2%	+0.22%	加碼
47	AGG	Ishares Core U.s. Aggregate	-0.2%	-20.40%	減碼
48	OKE	Oneok INC	-0.3%	-77.53%	減碼
49	✓		—	EXIT	清倉
50	✓	Recon Cap Ser Tr	—	EXIT	清倉