IFP Advisors, Inc — Q3 2018 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q3 2018
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 3929 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	2.67%	—	-4.30%
2	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.12%	+0.31%	-3.04%
3	AAPL	Apple INC	股票-科技	1.98%	-0.02%	-5.15%
4	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.89%	—	-0.54%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.53%	—	-3.93%
6	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.22%	—	+5.91%
7	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.19%	—	-0.09%
8	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.14%	—	-23.44%
9	AMZN	Amazon.com INC	股票-循環性消費	1.12%	-0.02%	-2.81%
10	BND	Vanguard Total Bond Market	ETF-其他	1.02%	—	-5.05%
11	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.99%	—	-8.79%
12	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.83%	—	+2.85%
13	MSFT	Microsoft CORP	股票-科技	0.76%	—	+2.50%
14	IWF	Ishares Russell 1000 Growth	ETF-其他	0.69%	—	+8.35%
15	VUG	Vanguard Growth ETF	ETF-其他	0.64%	-0.03%	-9.69%
16	SCHB	Schwab US Broad Market ETF	ETF-其他	0.63%	—	-2.79%
17	DVY	Ishares Select Dividend ETF	ETF-其他	0.61%	—	-1.05%
18	T	At&t INC	股票-通訊服務	0.61%	—	+10.09%
19	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.61%	+0.07%	-0.25%
20	IYLD	Ishares Morningstar Multi-as	ETF-其他	0.59%	—	+8.02%
21	FTLS	First Trust Long/short Eqty	ETF-其他	0.58%	—	+17.38%
22	JNJ	Johnson & Johnson	股票-醫療保健	0.57%	—	+0.93%
23	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.57%	-0.17%	+7.70%
24	VTV	Vanguard Value ETF	ETF-其他	0.55%	—	-7.67%
25	JPM	Jpmorgan Chase & Co	股票-金融	0.54%	—	-4.84%
26	XOM	Exxon Mobil CORP	股票-能源	0.53%	—	+8.45%
27	TDOC	Teladoc Health INC	股票-醫療保健	0.53%	—	+0.16%
28	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.53%	—	-4.42%
29	IBB	Ishares Biotechnology ETF	ETF-科技型	0.51%	—	+5.97%
30	FLOT	Ishares Floating Rate Bond E	ETF-其他	0.51%	—	+19.98%
31	VZ	Verizon Communications INC	股票-通訊服務	0.51%	—	+1.06%
32	IWD	Ishares Russell 1000 Value E	ETF-其他	0.50%	—	+1.81%
33	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.49%	—	-1.09%
34	PG	Procter & Gamble Co/the	股票-非循環性消費	0.49%	—	-13.07%
35	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.48%	—	+5.04%
36	VXF	Vanguard Extended Market ETF	ETF-其他	0.48%	—	+11.97%
37	CRBPEUR	Corbus Pharmaceuticals Holdi	股票-其他	0.46%	—	+0.36%
38	SCHF	Schwab Intl Equity ETF	ETF-其他	0.46%	—	+13.19%
39	HYLS	Ft Tactical High Yield ETF	ETF-非投資等級債	0.45%	—	+5.86%
40	META	Meta Platforms Inc-class A	股票-通訊服務	0.45%	—	-5.39%
41	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.45%	—	+10.25%
42	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.43%	+0.10%	+5.68%
43	PFE	Pfizer INC	股票-醫療保健	0.43%	—	-5.74%
44	REM	Ishares Mortgage Real Estate	ETF-其他	0.42%	—	+30.57%
45	BIV	Vanguard Intermediate-term B	ETF-其他	0.42%	—	+22.01%
46	✓	Transamerica ETF Tr	ETF-其他	0.41%	—	+14.39%
47	NLYEUR	Annaly Capital Management In	股票-其他	0.40%	—	-25.42%
48	BA	Boeing Co/the	股票-工業	0.40%	—	-11.58%
49	XLF	Ss Financial Select Sector	ETF-其他	0.40%	—	-8.50%
50	HD	Home Depot INC	股票-循環性消費	0.40%	—	+0.03%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q3 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	XLP	Ss Consumer Staples Sel Sect	+0.2%	+232.38%	加碼
2	AAPL	Apple INC	+0.2%	-5.15%	減碼
3	CCBG	Capital City Bank Group INC	+0.2%	+109.65%	加碼
4	TDOC	Teladoc Health INC	+0.2%	+0.16%	加碼
5	EMLP	First Trust North American E	+0.2%	+729.26%	加碼
6	CRBPEUR	Corbus Pharmaceuticals Holdi	+0.1%	+0.36%	加碼
7	EDV	Vanguard Extended Dur Treas	+0.1%	+106.73%	加碼
8	AMZN	Amazon.com INC	+0.1%	-2.81%	減碼
9	VBK	Vanguard Small-cap Grwth ETF	+0.1%	+196.01%	加碼
10	MSFT	Microsoft CORP	+0.1%	+2.50%	加碼
11	IJR	Ishares Core S&p Small-cap E	+0.1%	+5.91%	加碼
12	FTLS	First Trust Long/short Eqty	+0.1%	+17.38%	加碼
13	REM	Ishares Mortgage Real Estate	+0.1%	+30.57%	加碼
14	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+101.04%	加碼
15	IWF	Ishares Russell 1000 Growth	+0.1%	+8.35%	加碼
16	TLT	Ishares 20+ Year Treasury Bd	+0.1%	+62.68%	加碼
17	SCHX	Schwab US Large-cap ETF	+0.1%	+57.96%	加碼
18	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.1%	+116.84%	加碼
19	RZV	Invesco S&p Smallcap 600 Pur	+0.1%	+5182.80%	加碼
20	SPMD	Ss Spdr P S&p 400 Midcap ETF	+0.1%	+55.75%	加碼
21	SCHV	Schwab US Large-cap Value	+0.1%	+355.81%	加碼
22	FLOT	Ishares Floating Rate Bond E	+0.1%	+19.98%	加碼
23	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+5.04%	加碼
24	USMV	Ishares Msci USA Min Vol Fac	+0.1%	+7.70%	加碼
25	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.1%	+29.49%	加碼
26	T	At&t INC	+0.1%	+10.09%	加碼
27	IBB	Ishares Biotechnology ETF	+0.1%	+5.97%	加碼
28	JNJ	Johnson & Johnson	+0.1%	+0.93%	加碼
29	QQQ	Invesco Qqq Trust Series 1	0%	-3.04%	減碼
30	VWO	Vanguard Ftse Emerging Marke	-0.1%	-24.45%	減碼
31	IFV	First Trust Dw Focus 5 Intl	-0.1%	-75.39%	減碼
32	EWJ	Ishares Msci Japan ETF	-0.1%	-78.88%	減碼
33	IWP	Ishares Russell Mid-cap Grow	-0.1%	-57.92%	減碼
34	MU	Micron Technology INC	-0.1%	-6.05%	減碼
35	VNLA	Janus Henderson Short Durati	-0.1%	-98.30%	減碼
36	✓	Corporate Capital Trust	-0.1%	-41.39%	減碼
37	VCIT	Vanguard Int-term Corporate	-0.1%	-34.99%	減碼
38	SHY	Ishares 1-3 Year Treasury Bo	-0.1%	-55.05%	減碼
39	EEM	Ishares Msci Emerging Market	-0.1%	-44.50%	減碼
40	META	Meta Platforms Inc-class A	-0.1%	-5.39%	減碼
41	IWO	Ishares Russell 2000 Growth	-0.1%	-73.41%	減碼
42	AMLPUSD	Alerian Mlp ETF	-0.1%	-47.83%	減碼
43	IUSG	Ishares Core S&p U.s. Growth	-0.1%	-46.44%	減碼
44	VOO	Vanguard S&p 500 ETF	-0.2%	-42.58%	減碼
45	OPK	Opko Health INC	-0.2%	-7.33%	減碼
46	IEMG	Ishares Core Msci Emerging	-0.2%	-8.79%	減碼
47	NLYEUR	Annaly Capital Management In	-0.2%	-25.42%	減碼
48	SMHC	VanEck China Semiconductor ETF	-0.2%	-83.27%	減碼
49	IVV	Ishares Core S&p 500 ETF	-0.3%	-23.44%	減碼
50	SNNAQ	Sienna Biopharmaceuticals In	—	EXIT	清倉