IFP Advisors, Inc — Q4 2018 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q4 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 3682 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.28%	+0.31%	-12.62%
2	AAPL	Apple INC	股票-科技	1.83%	-0.02%	-10.72%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.81%	—	-7.37%
4	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.41%	—	-38.84%
5	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.32%	—	-60.95%
6	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.17%	—	-6.36%
7	AMZN	Amazon.com INC	股票-循環性消費	1.11%	-0.02%	-10.17%
8	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.10%	—	-23.78%
9	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.06%	—	-26.45%
10	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.87%	—	+30.96%
11	MSFT	Microsoft CORP	股票-科技	0.74%	—	-26.11%
12	FLOT	Ishares Floating Rate Bond E	ETF-其他	0.71%	—	-4.69%
13	DVY	Ishares Select Dividend ETF	ETF-其他	0.70%	—	-13.78%
14	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.69%	-0.17%	-10.16%
15	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.69%	—	+1.09%
16	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.66%	—	+6.88%
17	VTV	Vanguard Value ETF	ETF-其他	0.66%	—	-9.54%
18	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.64%	+0.07%	-17.43%
19	T	At&t INC	股票-通訊服務	0.64%	—	-17.57%
20	VUG	Vanguard Growth ETF	ETF-其他	0.63%	-0.03%	-19.20%
21	JPM	Jpmorgan Chase & Co	股票-金融	0.62%	—	-9.71%
22	IYLD	Ishares Morningstar Multi-as	ETF-其他	0.62%	—	-25.01%
23	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.60%	—	+90.13%
24	VZ	Verizon Communications INC	股票-通訊服務	0.60%	—	-23.64%
25	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.59%	—	+4.13%
26	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.59%	—	-61.60%
27	CRBPEUR	Corbus Pharmaceuticals Holdi	股票-其他	0.58%	—	+6.79%
28	JNJ	Johnson & Johnson	股票-醫療保健	0.56%	—	-29.33%
29	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.54%	—	+13.54%
30	CCBG	Capital City Bank Group INC	股票-其他	0.54%	—	-0.34%
31	REM	Ishares Mortgage Real Estate	ETF-其他	0.53%	—	-8.99%
32	XLF	Ss Financial Select Sector	ETF-其他	0.50%	—	-1.45%
33	SCHB	Schwab US Broad Market ETF	ETF-其他	0.50%	—	-37.57%
34	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.49%	+0.10%	-11.36%
35	AGNC	Agnc Investment CORP	股票-房地產	0.49%	—	+1.93%
36	XOM	Exxon Mobil CORP	股票-能源	0.49%	—	-22.92%
37	PFE	Pfizer INC	股票-醫療保健	0.48%	—	-22.08%
38	DIS	Walt Disney Co/the	股票-通訊服務	0.48%	—	-1.30%
39	EDV	Vanguard Extended Dur Treas	ETF-其他	0.48%	—	+18.17%
40	META	Meta Platforms Inc-class A	股票-通訊服務	0.45%	—	-17.05%
41	SCHF	Schwab Intl Equity ETF	ETF-其他	0.44%	—	-23.67%
42	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.44%	—	-4.38%
43	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.44%	-0.30%	+12.17%
44	MINT	Pimco Enhanced Short Maturit	ETF-其他	0.43%	—	+63.35%
45	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.43%	—	+7.12%
46	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.42%	—	-69.02%
47	CVX	Chevron CORP	股票-能源	0.41%	—	-17.88%
48	BA	Boeing Co/the	股票-工業	0.41%	—	-19.58%
49	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.41%	—	-4.96%
50	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.41%	—	+10.20%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q4 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	FTSM	First Trust Enh Short Mat Fd	+0.4%	+90.13%	加碼
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.3%	-7.37%	減碼
3	GBIL	Goldman Sachs Access Treasur	+0.2%	+19720.00%	加碼
4	QQQ	Invesco Qqq Trust Series 1	+0.2%	-12.62%	減碼
5	DVY	Ishares Select Dividend ETF	+0.1%	-13.78%	減碼
6	T	At&t INC	0%	-17.57%	減碼
7	VEA	Vanguard Ftse Developed ETF	0%	-17.43%	減碼
8	IYLD	Ishares Morningstar Multi-as	0%	-25.01%	減碼
9	META	Meta Platforms Inc-class A	—	-17.05%	減碼
10	AMZN	Amazon.com INC	0%	-10.17%	減碼
11	VUG	Vanguard Growth ETF	0%	-19.20%	減碼
12	JNJ	Johnson & Johnson	0%	-29.33%	減碼
13	✓	Transamerica ETF Tr	0%	-25.96%	減碼
14	MSFT	Microsoft CORP	0%	-26.11%	減碼
15	SCHF	Schwab Intl Equity ETF	0%	-23.67%	減碼
16	BAC	Bank Of America CORP	0%	-24.05%	減碼
17	IVV	Ishares Core S&p 500 ETF	0%	-23.78%	減碼
18	XOM	Exxon Mobil CORP	0%	-22.92%	減碼
19	PFF	Ishares Preferred & Income S	0%	-33.00%	減碼
20	OPK	Opko Health INC	-0.1%	-47.33%	減碼
21	XLP	Ss Consumer Staples Sel Sect	-0.1%	-48.24%	減碼
22	PG	Procter & Gamble Co/the	-0.1%	-50.40%	減碼
23	MTUM	Ishares Msci USA Momentum Fa	-0.1%	-46.25%	減碼
24	SCHB	Schwab US Broad Market ETF	-0.1%	-37.57%	減碼
25	NVDA	Nvidia CORP	-0.1%	-28.36%	減碼
26	PDBC	Invesco Optimum Yield Divers	-0.1%	-83.70%	減碼
27	AAPL	Apple INC	-0.2%	-10.72%	減碼
28	IJR	Ishares Core S&p Small-cap E	-0.2%	-26.45%	減碼
29	EMLP	First Trust North American E	-0.2%	-93.78%	減碼
30	IBB	Ishares Biotechnology ETF	-0.2%	-46.91%	減碼
31	IJK	Ishares S&p Mid-cap 400 Grow	-0.2%	-78.43%	減碼
32	NLYEUR	Annaly Capital Management In	-0.2%	-66.13%	減碼
33	BP	Bp Plc-spons Adr	-0.2%	-67.79%	減碼
34	QABA	First Trust Nasdaq Aba Cbif	-0.2%	-93.58%	減碼
35	MU	Micron Technology INC	-0.2%	-75.52%	減碼
36	HFRO	Highland Opport & Income	-0.3%	-98.93%	減碼
37	IWF	Ishares Russell 1000 Growth	-0.4%	-61.01%	減碼
38	BIV	Vanguard Intermediate-term B	-0.4%	-88.43%	減碼
39	IWD	Ishares Russell 1000 Value E	-0.4%	-83.37%	減碼
40	TDOC	Teladoc Health INC	-0.4%	-67.33%	減碼
41	HYLS	Ft Tactical High Yield ETF	-0.4%	-94.31%	減碼
42	VXF	Vanguard Extended Market ETF	-0.5%	-94.20%	減碼
43	IJH	Ishares Core S&p Midcap ETF	-0.5%	-38.84%	減碼
44	FTLS	First Trust Long/short Eqty	-0.5%	-95.29%	減碼
45	IEMG	Ishares Core Msci Emerging	-0.6%	-69.02%	減碼
46	IEFA	Ishares Core Msci Eafe ETF	-0.6%	-61.60%	減碼
47	BND	Vanguard Total Bond Market	-0.7%	-78.65%	減碼
48	VTI	Vanguard Total Stock Mkt ETF	-1.4%	-60.95%	減碼
49	QYLD	Global X Nasd 100 Cov Call	—	NEW	新建倉
50	✓	Corporate Capital Trust	—	EXIT	清倉