IFP Advisors, Inc — Q2 2018 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q2 2018
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 3971 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.70%	—	+7.31%
2	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.08%	+0.31%	—
3	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.90%	—	+4.75%
4	AAPL	Apple INC	股票-科技	1.77%	-0.02%	-21.11%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.53%	—	+7.28%
6	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.43%	—	+5.40%
7	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.22%	—	+20.77%
8	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.14%	—	+22.67%
9	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.13%	—	+16.27%
10	BND	Vanguard Total Bond Market	ETF-其他	1.12%	—	+6.19%
11	AMZN	Amazon.com INC	股票-循環性消費	1.01%	-0.02%	+26.57%
12	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.84%	—	-8.69%
13	VUG	Vanguard Growth ETF	ETF-其他	0.68%	-0.03%	+8.66%
14	MSFT	Microsoft CORP	股票-科技	0.66%	—	-3.89%
15	SCHB	Schwab US Broad Market ETF	ETF-其他	0.63%	—	-17.51%
16	DVY	Ishares Select Dividend ETF	ETF-其他	0.63%	—	-20.28%
17	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.62%	+0.07%	+24.34%
18	IWF	Ishares Russell 1000 Growth	ETF-其他	0.61%	—	+3.95%
19	VTV	Vanguard Value ETF	ETF-其他	0.58%	—	-7.43%
20	META	Meta Platforms Inc-class A	股票-通訊服務	0.58%	—	-13.64%
21	NLYEUR	Annaly Capital Management In	股票-其他	0.56%	—	+18.67%
22	IYLD	Ishares Morningstar Multi-as	ETF-其他	0.55%	—	+221.58%
23	T	At&t INC	股票-通訊服務	0.55%	—	+3.24%
24	PG	Procter & Gamble Co/the	股票-非循環性消費	0.54%	—	-1.60%
25	JPM	Jpmorgan Chase & Co	股票-金融	0.54%	—	+10.27%
26	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.52%	—	+32.32%
27	JNJ	Johnson & Johnson	股票-醫療保健	0.51%	—	-3.88%
28	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.50%	-0.17%	+10.86%
29	FTLS	First Trust Long/short Eqty	ETF-其他	0.49%	—	+10.49%
30	XOM	Exxon Mobil CORP	股票-能源	0.49%	—	+9.49%
31	IWD	Ishares Russell 1000 Value E	ETF-其他	0.49%	—	+10.30%
32	VZ	Verizon Communications INC	股票-通訊服務	0.49%	—	-0.38%
33	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.48%	—	-11.32%
34	IBB	Ishares Biotechnology ETF	ETF-科技型	0.45%	—	-22.33%
35	FLOT	Ishares Floating Rate Bond E	ETF-其他	0.44%	—	+45.69%
36	HYLS	Ft Tactical High Yield ETF	ETF-非投資等級債	0.43%	—	+18.01%
37	OPK	Opko Health INC	股票-其他	0.43%	—	+10.98%
38	XLF	Ss Financial Select Sector	ETF-其他	0.43%	—	+13.69%
39	VXF	Vanguard Extended Market ETF	ETF-其他	0.43%	—	+7.02%
40	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.42%	—	-1.44%
41	BA	Boeing Co/the	股票-工業	0.42%	—	-0.24%
42	PFF	Ishares Preferred & Income S	ETF-其他	0.42%	—	-0.10%
43	CVX	Chevron CORP	股票-能源	0.42%	—	-3.50%
44	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.41%	—	+8.27%
45	SCHF	Schwab Intl Equity ETF	ETF-其他	0.41%	—	+22.38%
46	MU	Micron Technology INC	股票-科技	0.41%	+0.25%	+201.47%
47	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.40%	—	—
48	MO	Altria Group INC	股票-非循環性消費	0.39%	—	-4.73%
49	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.39%	+0.10%	-0.46%
50	HD	Home Depot INC	股票-循環性消費	0.38%	—	-2.61%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q2 2018 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	AMZN	Amazon.com INC	+0.4%	+26.57%	加碼
2	TDOC	Teladoc Health INC	+0.4%	+35639.71%	加碼
3	IYLD	Ishares Morningstar Multi-as	+0.4%	+221.58%	加碼
4	MU	Micron Technology INC	+0.3%	+201.47%	加碼
5	AGNC	Agnc Investment CORP	+0.2%	+202.44%	加碼
6	FTSM	First Trust Enh Short Mat Fd	+0.2%	+5952.24%	加碼
7	LMBS	First Trust Low Duration Opp	+0.2%	+253.16%	加碼
8	IJR	Ishares Core S&p Small-cap E	+0.2%	+16.27%	加碼
9	HEFA	Isha Curr Hedged Msci Eafe	+0.2%	+312.50%	加碼
10	COMB	Graniteshares Bcom Broad Str	+0.2%	+100.42%	加碼
11	DEEP	Acquirers Small And Micro De	+0.1%	+335.74%	加碼
12	MTUM	Ishares Msci USA Momentum Fa	+0.1%	+82.98%	加碼
13	IVW	Ishares S&p 500 Growth ETF	+0.1%	+32.32%	加碼
14	FLOT	Ishares Floating Rate Bond E	+0.1%	+45.69%	加碼
15	SHY	Ishares 1-3 Year Treasury Bo	+0.1%	+192.14%	加碼
16	FDN	First Trust Dj Internet Ind	+0.1%	+25.10%	加碼
17	IJK	Ishares S&p Mid-cap 400 Grow	+0.1%	+60.64%	加碼
18	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+20.77%	加碼
19	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+7.31%	加碼
20	IEMG	Ishares Core Msci Emerging	+0.1%	+22.67%	加碼
21	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+7.28%	加碼
22	IJH	Ishares Core S&p Midcap ETF	0%	+4.75%	加碼
23	IBB	Ishares Biotechnology ETF	-0.2%	-22.33%	減碼
24	MO	Altria Group INC	-0.2%	-4.73%	減碼
25	SCHB	Schwab US Broad Market ETF	-0.2%	-17.51%	減碼
26	HYS	Pimco 0-5 Year H/y CORP Bond	-0.2%	-79.45%	減碼
27	TOTL	Ss Doubleline Tr Tact ETF	-0.2%	-64.65%	減碼
28	AMLPUSD	Alerian Mlp ETF	-0.2%	-28.93%	減碼
29	DVY	Ishares Select Dividend ETF	-0.2%	-20.28%	減碼
30	GSLC	Goldman Activebeta US Lc ETF	-0.3%	-80.96%	減碼
31	EFA	Ishares Msci Eafe ETF	-0.4%	-56.40%	減碼
32	AAPL	Apple INC	-0.4%	-21.11%	減碼
33	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建倉
34	✓	Powershares Qqq Trust Ser 1	—	EXIT	清倉
35	RSP	Invesco S&p 500 Equal Weight	—	NEW	新建倉
36	✓	Transamerica ETF Tr	—	NEW	新建倉
37	SCHD	Schwab U.S. Dividend Equity ETF	—	EXIT	清倉
38	HFRO	Highland Opport & Income	—	NEW	新建倉
39	✓	Corporate Capital Trust	—	NEW	新建倉
40	PXH	Inves Rafi Emer Mrkt-usd INC	—	NEW	新建倉
41	✓	Advisorshares Newfleet Mult-sect INC ETF	—	NEW	新建倉
42	✓	Powershares ETF Tr Ii	—	EXIT	清倉
43	✓	Powershares	—	EXIT	清倉
44	✓	FTSE RAFI Emerg Mkts	—	EXIT	清倉
45	PDBC	Invesco Optimum Yield Divers	—	NEW	新建倉
46	✓	Powershares ETF Tr Ii	—	EXIT	清倉
47	SPHD	Invesco S&p 500 High Dividen	—	NEW	新建倉
48	PCYUSD	Invesco Emerging Markets Sov	—	EXIT	清倉
49	PBP	Invesco S&p 500 Buywrite ETF	—	NEW	新建倉
50	SNNAQ	Sienna Biopharmaceuticals In	—	NEW	新建倉