IFP Advisors, Inc — Q2 2017 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q2 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 4240 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	2.22%	-0.02%	+5.06%
2	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.72%	—	+14.75%
3	✓	Powershares Qqq Trust Ser 1	股票-其他	1.60%	—	+12.21%
4	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.42%	—	+55.04%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.38%	—	+11.65%
6	PG	Procter & Gamble Co/the	股票-非循環性消費	1.33%	—	+8.27%
7	T	At&t INC	股票-通訊服務	1.18%	—	+2.20%
8	XOM	Exxon Mobil CORP	股票-能源	1.11%	—	+17.91%
9	BND	Vanguard Total Bond Market	ETF-其他	1.07%	—	+20.79%
10	JNJ	Johnson & Johnson	股票-醫療保健	1.00%	—	+33.20%
11	DVY	Ishares Select Dividend ETF	ETF-其他	0.78%	—	+11.83%
12	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.74%	—	+20.69%
13	MO	Altria Group INC	股票-非循環性消費	0.74%	—	-1.04%
14	VZ	Verizon Communications INC	股票-通訊服務	0.74%	—	+0.27%
15	AEP	American Electric Power Company, Inc.	股票-公用事業	0.72%	—	+1.39%
16	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.70%	—	+19.40%
17	MSFT	Microsoft CORP	股票-科技	0.70%	—	+2.27%
18	JPM	Jpmorgan Chase & Co	股票-金融	0.67%	—	+1.28%
19	SCHB	Schwab US Broad Market ETF	ETF-其他	0.67%	—	+13.04%
20	META	Meta Platforms Inc-class A	股票-通訊服務	0.67%	—	-15.22%
21	CVX	Chevron CORP	股票-能源	0.63%	—	-2.65%
22	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.62%	—	+28.41%
23	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.61%	—	+53.44%
24	BP	Bp Plc-spons Adr	股票-能源	0.59%	—	+12.92%
25	KO	Coca-cola Co/the	股票-非循環性消費	0.59%	—	-1.41%
26	PFE	Pfizer INC	股票-醫療保健	0.54%	—	+3.77%
27	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.54%	+0.09%	-1.98%
28	VTV	Vanguard Value ETF	ETF-其他	0.53%	—	+2.79%
29	DIS	Walt Disney Co/the	股票-通訊服務	0.52%	—	+5.99%
30	IWF	Ishares Russell 1000 Growth	ETF-其他	0.51%	—	+6.16%
31	VCIT	Vanguard Int-term Corporate	ETF-投資等級公司債	0.50%	—	+14.70%
32	EFA	Ishares Msci Eafe ETF	ETF-其他	0.49%	—	+16.15%
33	PFF	Ishares Preferred & Income S	ETF-其他	0.49%	—	-1.65%
34	AMLPUSD	Alerian Mlp ETF	ETF-其他	0.49%	—	+5.81%
35	NLYEUR	Annaly Capital Management In	股票-其他	0.48%	—	+13.18%
36	BAC	Bank Of America CORP	股票-金融	0.48%	—	+0.39%
37	HD	Home Depot INC	股票-循環性消費	0.48%	—	+2.98%
38	VUG	Vanguard Growth ETF	ETF-其他	0.48%	-0.03%	-1.60%
39	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.47%	—	+6.08%
40	DUK	Duke Energy CORP	股票-公用事業	0.47%	—	-4.41%
41	AMZN	Amazon.com INC	股票-循環性消費	0.45%	-0.02%	-14.60%
42	MCD	Mcdonald's CORP	股票-循環性消費	0.45%	—	-7.53%
43	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.43%	+0.07%	+11.29%
44	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.43%	-0.17%	+3.80%
45	IWD	Ishares Russell 1000 Value E	ETF-其他	0.43%	—	+1.42%
46	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.43%	—	+48.00%
47	XLE	Ss Energy Select Sector	ETF-其他	0.40%	—	+7.66%
48	PM	Philip Morris International	股票-非循環性消費	0.40%	—	-4.19%
49	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.38%	+0.10%	+12.66%
50	PEP	Pepsico INC	股票-非循環性消費	0.38%	—	-3.83%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q2 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	IVV	Ishares Core S&p 500 ETF	+0.5%	+55.04%	加碼
2	JNJ	Johnson & Johnson	+0.3%	+33.20%	加碼
3	IEMG	Ishares Core Msci Emerging	+0.2%	+53.44%	加碼
4	IJH	Ishares Core S&p Midcap ETF	+0.2%	+14.75%	加碼
5	✓	Powershares Qqq Trust Ser 1	+0.2%	+12.21%	加碼
6	BND	Vanguard Total Bond Market	+0.2%	+20.79%	加碼
7	IEFA	Ishares Core Msci Eafe ETF	+0.2%	+28.41%	加碼
8	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+11.65%	加碼
9	ITOT	Ishares Core S&p Total U.s.	+0.1%	+48.00%	加碼
10	XOM	Exxon Mobil CORP	+0.1%	+17.91%	加碼
11	IJR	Ishares Core S&p Small-cap E	+0.1%	+20.69%	加碼
12	AMD	Advanced Micro Devices	+0.1%	+268.01%	加碼
13	MTUM	Ishares Msci USA Momentum Fa	+0.1%	+695.85%	加碼
14	BWX	State Street Spdr Bloomberg	+0.1%	+220.82%	加碼
15	EEM	Ishares Msci Emerging Market	+0.1%	+83.63%	加碼
16	AGG	Ishares Core U.s. Aggregate	+0.1%	+19.40%	加碼
17	IVW	Ishares S&p 500 Growth ETF	+0.1%	+44.58%	加碼
18	DIA	Ss Spdr Dow Jones Indus Avg	+0.1%	+104.40%	加碼
19	FPE	Ft-preferred Secur & INC ETF	+0.1%	+142.67%	加碼
20	SCHB	Schwab US Broad Market ETF	+0.1%	+13.04%	加碼
21	NLYEUR	Annaly Capital Management In	+0.1%	+13.18%	加碼
22	DVY	Ishares Select Dividend ETF	+0.1%	+11.83%	加碼
23	EFA	Ishares Msci Eafe ETF	+0.1%	+16.15%	加碼
24	AAPL	Apple INC	+0.1%	+5.06%	加碼
25	GOOGL	Alphabet Inc-cl A	+0.1%	+12.66%	加碼
26	VBK	Vanguard Small-cap Grwth ETF	-0.1%	-59.92%	減碼
27	FYC	First Trust Small Cap Growth	-0.1%	-86.98%	減碼
28	OPY	Oppenheimer Holdings Inc.	-0.1%	-88.84%	減碼
29	✓	Powershares Act Mang Comm Fd	-0.1%	-59.08%	減碼
30	EFV	Ishares Msci Eafe Value ETF	-0.1%	-54.17%	減碼
31	MDY	State Street Spdr S&p Midcap	-0.1%	-27.15%	減碼
32	IJJ	Ishares S&p Mid-cap 400 Valu	-0.1%	-32.43%	減碼
33	XLK	Ss Technology Select Sector	-0.1%	-23.87%	減碼
34	IWM	Ishares Russell 2000 ETF	-0.1%	-19.45%	減碼
35	VYM	Vanguard High Dvd Yield ETF	-0.1%	-21.22%	減碼
36	VNQ	Vanguard Real Estate ETF	-0.1%	-23.35%	減碼
37	META	Meta Platforms Inc-class A	-0.1%	-15.22%	減碼
38	DOORUSD	Masonite International CORP	-0.1%	-99.62%	減碼
39	T	At&t INC	-0.1%	+2.20%	加碼
40	OPK	Opko Health INC	-0.1%	-7.73%	減碼
41	CRBPEUR	Corbus Pharmaceuticals Holdi	-0.2%	-15.02%	減碼
42	XOPUSD	Spdr S&p Oil & Gas Exp & Pr	-0.2%	-96.44%	減碼
43	MBB	Ishares Mbs ETF	-0.2%	-57.83%	減碼
44	✓	Powershares	-0.2%	-90.66%	減碼
45	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清倉
46	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	清倉
47	TLT	Ishares 20+ Year Treasury Bd	—	EXIT	清倉
48	ET	Energy Transfer LP	—	NEW	新建倉
49	VTSMX	Vanguard Ttl Stk Mkt-inv	—	NEW	新建倉
50	ET	Energy Transfer LP	—	EXIT	清倉