IFP Advisors, Inc — Q1 2019 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q1 2019
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 2593 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	4.36%	—	-5.57%
2	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.75%	+0.31%	-54.14%
3	FTSM	First Trust Enh Short Mat Fd	ETF-其他	2.20%	—	+63.39%
4	AAPL	Apple INC	股票-科技	2.18%	-0.02%	-56.35%
5	IJH	Ishares Core S&p Midcap ETF	ETF-其他	2.10%	—	-42.61%
6	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	2.08%	—	-26.50%
7	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.51%	—	-43.03%
8	IYR	Ishares US Real Estate ETF	ETF-其他	1.45%	—	+102.53%
9	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.14%	—	-57.65%
10	AMZN	Amazon.com INC	股票-循環性消費	1.12%	-0.02%	-62.89%
11	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.10%	—	-67.29%
12	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.07%	—	-5.74%
13	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.06%	—	-27.26%
14	IYLD	Ishares Morningstar Multi-as	ETF-其他	1.01%	—	-31.07%
15	✓	Transamerica ETF Tr	ETF-其他	1.00%	—	+2.74%
16	LMBS	First Trust Low Duration Opp	ETF-其他	0.95%	—	+28.73%
17	HEFA	Isha Curr Hedged Msci Eafe	ETF-其他	0.92%	—	+95.41%
18	XLF	Ss Financial Select Sector	ETF-其他	0.85%	—	-30.42%
19	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.85%	+0.07%	-46.72%
20	FLOT	Ishares Floating Rate Bond E	ETF-其他	0.81%	—	-49.69%
21	FDN	First Trust Dj Internet Ind	ETF-其他	0.66%	—	-34.75%
22	META	Meta Platforms Inc-class A	股票-通訊服務	0.66%	—	-47.95%
23	DVY	Ishares Select Dividend ETF	ETF-其他	0.64%	—	-63.13%
24	JPM	Jpmorgan Chase & Co	股票-金融	0.59%	—	-59.34%
25	FTC	First Trust Large Cap Growth	ETF-大型股與成長	0.56%	—	-7.56%
26	DBEU	Xtrackers Msci Europe Hedged	ETF-其他	0.56%	—	-20.48%
27	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.51%	—	-70.12%
28	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.51%	—	-51.01%
29	FTCS	First Trust Capital Strength	ETF-其他	0.50%	—	+67.92%
30	✓	Advisorshares Newfleet Mult-sect INC ETF	ETF-其他	0.49%	—	-16.54%
31	COMB	Graniteshares Bcom Broad Str	ETF-其他	0.49%	—	-28.95%
32	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.48%	—	-68.65%
33	T	At&t INC	股票-通訊服務	0.47%	—	-70.03%
34	FVD	First Trust Value Line Dvd	ETF-其他	0.47%	—	-21.28%
35	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.46%	—	-55.13%
36	MSFT	Microsoft CORP	股票-科技	0.45%	—	-76.64%
37	JNJ	Johnson & Johnson	股票-醫療保健	0.45%	—	-67.23%
38	MO	Altria Group INC	股票-非循環性消費	0.43%	—	-54.40%
39	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.43%	—	-60.32%
40	FV	First Trust Dw Focus 5 Fund	ETF-其他	0.43%	—	-37.64%
41	NOBL	Proshares S&p 500 Dividend A	ETF-大型股與成長	0.43%	—	+425.61%
42	OPY	Oppenheimer Holdings Inc.	股票-其他	0.41%	—	+3.69%
43	BND	Vanguard Total Bond Market	ETF-其他	0.41%	—	-45.84%
44	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.40%	-0.30%	-64.13%
45	VZ	Verizon Communications INC	股票-通訊服務	0.40%	—	-72.20%
46	DEEP	Acquirers Small And Micro De	ETF-其他	0.40%	—	-28.81%
47	DIS	Walt Disney Co/the	股票-通訊服務	0.39%	—	-64.57%
48	BA	Boeing Co/the	股票-工業	0.39%	—	-64.74%
49	XETYX	Eaton Vance Tax-mgd Div Eqty	股票-其他	0.39%	—	-6.73%
50	CDC	Victoryshares US Eq Income E	ETF-其他	0.38%	—	-39.83%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q1 2019 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	+1.6%	+63.39%	加碼
2	IYR	Ishares US Real Estate ETF	+1.2%	+102.53%	加碼
3	IJH	Ishares Core S&p Midcap ETF	+0.7%	-42.61%	減碼
4	QQQ	Invesco Qqq Trust Series 1	+0.5%	-54.14%	減碼
5	IJR	Ishares Core S&p Small-cap E	+0.5%	-43.03%	減碼
6	AAPL	Apple INC	+0.4%	-56.35%	減碼
7	VEA	Vanguard Ftse Developed ETF	+0.2%	-46.72%	減碼
8	FLOT	Ishares Floating Rate Bond E	+0.1%	-49.69%	減碼
9	AMZN	Amazon.com INC	0%	-62.89%	減碼
10	VYM	Vanguard High Dvd Yield ETF	0%	-60.32%	減碼
11	AGG	Ishares Core U.s. Aggregate	0%	-57.65%	減碼
12	JPM	Jpmorgan Chase & Co	0%	-59.34%	減碼
13	IWM	Ishares Russell 2000 ETF	0%	-64.13%	減碼
14	DVY	Ishares Select Dividend ETF	-0.1%	-63.13%	減碼
15	CVX	Chevron CORP	-0.1%	-66.54%	減碼
16	DIS	Walt Disney Co/the	-0.1%	-64.57%	減碼
17	HD	Home Depot INC	-0.1%	-69.56%	減碼
18	JNJ	Johnson & Johnson	-0.1%	-67.23%	減碼
19	XOM	Exxon Mobil CORP	-0.1%	-71.18%	減碼
20	ITOT	Ishares Core S&p Total U.s.	-0.2%	-70.12%	減碼
21	GOOGL	Alphabet Inc-cl A	-0.2%	-73.01%	減碼
22	IWF	Ishares Russell 1000 Growth	-0.2%	-78.13%	減碼
23	T	At&t INC	-0.2%	-70.03%	減碼
24	VZ	Verizon Communications INC	-0.2%	-72.20%	減碼
25	VCSH	Vanguard S/t CORP Bond ETF	-0.2%	-83.23%	減碼
26	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-68.65%	減碼
27	EEMV	Ishares Msci Emg Mkt Min Vol	-0.2%	-89.54%	減碼
28	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-67.29%	減碼
29	V	Visa Inc-class A Shares	-0.2%	-84.84%	減碼
30	MINT	Pimco Enhanced Short Maturit	-0.2%	-80.76%	減碼
31	SCHM	Schwab US Mid Cap ETF	-0.2%	-96.75%	減碼
32	SCHA	Schwab US Small-cap ETF	-0.2%	-97.76%	減碼
33	XLK	Ss Technology Select Sector	-0.3%	-90.70%	減碼
34	PFE	Pfizer INC	-0.3%	-80.44%	減碼
35	RSP	Invesco S&p 500 Equal Weight	-0.3%	-79.45%	減碼
36	IVE	Ishares S&p 500 Value ETF	-0.3%	-96.03%	減碼
37	MSFT	Microsoft CORP	-0.3%	-76.64%	減碼
38	EFAV	Ishares Msci Eafe Min Vol Fa	-0.3%	-90.06%	減碼
39	VUG	Vanguard Growth ETF	-0.3%	-82.56%	減碼
40	VTV	Vanguard Value ETF	-0.4%	-82.78%	減碼
41	SCHF	Schwab Intl Equity ETF	-0.4%	-96.27%	減碼
42	EDV	Vanguard Extended Dur Treas	-0.4%	-94.92%	減碼
43	AGNC	Agnc Investment CORP	-0.5%	-98.04%	減碼
44	USMV	Ishares Msci USA Min Vol Fac	-0.5%	-88.12%	減碼
45	XLU	St Sr Utl Sl Se Spdr Etf-usd	-0.5%	-95.54%	減碼
46	REM	Ishares Mortgage Real Estate	-0.5%	-97.32%	減碼
47	SCHB	Schwab US Broad Market ETF	-0.5%	-100.00%	減碼
48	CRBPEUR	Corbus Pharmaceuticals Holdi	-0.6%	-99.96%	減碼
49	IVW	Ishares S&p 500 Growth ETF	-0.7%	-92.82%	減碼
50	CCBG	Capital City Bank Group INC	—	EXIT	清倉