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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/2/7 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
4,609
較 2022 年第 3 季 −189
總值
$32.4 億
較 2022 年第 3 季 −$1.41 億 (−4.2%)
申報日
2023/2/7
SEC
IFP Advisors, Inc 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock762,435$7,109 萬2.2%−3,588−0.5%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF574,231$5,253 萬1.6%+156,861+37.6%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW654,626$3,929 萬1.2%+185,813+39.6%加碼–
Schwab U.S. Large-Cap ETF808524201ETF589,265$3,865 萬1.2%−20,171−3.3%減碼–
Vanguard Total Bond Market ETF921937835ETF437,679$3,666 萬1.1%+164,579+60.3%加碼–
WisdomTree Tr97717Y527FLOATNG RAT TREA722,069$3,632 萬1.1%+268,925+59.3%加碼–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF311,379$3,157 萬1.0%+15,234+5.1%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF687,649$3,076 萬0.9%−981−0.1%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF381,098$2,904 萬0.9%+55,890+17.2%加碼–
iShares Core S&P 500 ETF464287200ETF136,451$2,899 萬0.9%−16,208−10.6%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF574,222$2,886 萬0.9%+102,575+21.7%加碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF257,489$2,840 萬0.9%+189,219+277.2%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF300,443$2,493 萬0.8%+11,091+3.8%加碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF293,118$2,454 萬0.8%−6,723−2.2%減碼–
iShares Tr464287150CORE S&P TTL STK381,316$2,409 萬0.7%+150,883+65.5%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF943,645$2,294 萬0.7%+36,170+4.0%加碼–
iShares Tr46429B655FLTG RATE NT ETF430,086$2,193 萬0.7%+103,279+31.6%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF513,595$2,142 萬0.7%+198,616+63.1%加碼–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD959,748$2,078 萬0.6%−101,535−9.6%減碼–
SPYSPDR S&P 500 ETF TrustETF100,593$2,001 萬0.6%−20,351−16.8%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF100,073$1,979 萬0.6%+51,985+108.1%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF619,607$1,857 萬0.6%+134,931+27.8%加碼–
NEENextera Energy IncStock112,378$1,813 萬0.6%+18,224+19.4%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF559,124$1,812 萬0.6%−84,185−13.1%減碼–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF305,812$1,807 萬0.6%−35,620−10.4%減碼–
Schwab US Dividend Equity ETF808524797ETF355,370$1,773 萬0.5%+18,565+5.5%加碼–
PGProcter & Gamble CoStock195,806$1,770 萬0.5%+1,299+0.7%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT420,372$1,749 萬0.5%+12,867+3.2%加碼–
iShares Tr4642874571 3 YR TREAS BD208,305$1,735 萬0.5%+16,077+8.4%加碼–
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD695,740$1,733 萬0.5%+539,099+344.2%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF233,393$1,729 萬0.5%+66,514+39.9%加碼–
BRK.BBerkshire Hathaway IncStock87,036$1,672 萬0.5%+309+0.4%加碼歷史
iShares Tr464288414NATIONAL MUN ETF153,325$1,670 萬0.5%−46,411−23.2%減碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD336,733$1,665 萬0.5%+93,972+38.7%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF189,663$1,607 萬0.5%+7,070+3.9%加碼–
Invesco QQQ Trust Series I46090E103ETF91,673$1,597 萬0.5%−47,010−33.9%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF505,045$1,594 萬0.5%−47,422−8.6%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT151,450$1,551 萬0.5%+1,797+1.2%加碼–
iShares Tr464288646ISHS 1-5YR INVS147,548$1,530 萬0.5%+27,633+23.0%加碼–
XOMExxonMobil Holdings CorpCOM170,544$1,505 萬0.5%−4,995−2.8%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF329,615$1,394 萬0.4%+8,519+2.7%加碼–
Innovator ETFs Trust45782C631INTERNATIONAL DV532,161$1,346 萬0.4%+532,161新進–
Kraneshares Tr500767736QUADRTC INT RT531,633$1,344 萬0.4%−180,723−25.4%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF444,664$1,329 萬0.4%+100,826+29.3%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF234,719$1,306 萬0.4%+12,633+5.7%加碼–
iShares Tr46436E7180-3 MTH TREASURY127,174$1,274 萬0.4%+126,164+12,491.5%加碼–
iShares MSCI Eafe ETF464287465ETF231,406$1,244 萬0.4%+177,185+326.8%加碼–
First Tr Exchange-Traded FD33734H106SHS401,946$1,241 萬0.4%+1,343+0.3%加碼–
iShares Core MSCI Eafe ETF46432F842ETF185,697$1,229 萬0.4%−10,838−5.5%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF343,688$1,228 萬0.4%−68,753−16.7%減碼–
iShares Core S&P Small Cap ETF464287804ETF142,903$1,205 萬0.4%−69,359−32.7%減碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD232,300$1,182 萬0.4%+41,137+21.5%加碼–
VZVerizon Communications IncStock237,284$1,157 萬0.4%+14,817+6.7%加碼歷史
iShares Core High Dividend ETF46429B663ETF132,960$1,139 萬0.4%+89,896+208.7%加碼–
iShares Tr46436E874IBONDS 24 TRM TS450,339$1,132 萬0.3%+424,211+1,623.6%加碼–
Vanguard S&P 500 ETF922908363ETF61,996$1,126 萬0.3%+6,184+11.1%加碼–
JNJJohnson & JohnsonStock97,844$1,122 萬0.3%+3,670+3.9%加碼歷史
VFCV F CorpStock137,226$1,116 萬0.3%−3,054−2.2%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF166,612$1,109 萬0.3%−1,567−0.9%減碼–
First Tr Exchng Traded FD VI33740F573FT VEST INTER EQ547,364$1,109 萬0.3%−19,184−3.4%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF192,971$1,108 萬0.3%−3,438−1.8%減碼–
WisdomTree Tr97717X511YIELD ENHANCD US226,919$1,106 萬0.3%−12,794−5.3%減碼–
iShares Tr46429B7470-5 YR TIPS ETF109,150$1,102 萬0.3%−15,437−12.4%減碼–
JPMJPMorgan Chase & CoStock128,207$1,084 萬0.3%−3,113−2.4%減碼歷史
First Tr Exchng Traded FD VI33740F631FT VEST US358,170$1,081 萬0.3%−880.0%減碼–
Vanguard Dividend Appreciation ETF921908844ETF104,507$1,075 萬0.3%−489−0.5%減碼–
MOAltria Group, Inc.Stock147,408$1,051 萬0.3%+19,230+15.0%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF113,491$1,039 萬0.3%+5,851+5.4%加碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF314,062$1,035 萬0.3%−27,078−7.9%減碼–
Victory Portfolios II92647N824VCSHS US EQ INCM223,249$1,031 萬0.3%+619+0.3%加碼–
DISWalt Disney CoStock89,363$1,016 萬0.3%−39,889−30.9%減碼歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT197,482$1,012 萬0.3%−17,361−8.1%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF92,181$980.7 萬0.3%+9,539+11.5%加碼–
ETEnergy Transfer LPCOM UT LTD PTN550,607$963.9 萬0.3%−13,068−2.3%減碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF250,488$961.8 萬0.3%+13,438+5.7%加碼–
TAT&T Inc.Stock375,034$955.2 萬0.3%−92,004−19.7%減碼歷史
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE208,862$944.3 萬0.3%+4,503+2.2%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF167,416$905.2 萬0.3%+69,568+71.1%加碼–
Pacer FDS Tr69374H717LUNT LRG CP ALTR372,678$899.2 萬0.3%+14,224+4.0%加碼–
iShares S&P 500 Growth ETF464287309ETF54,319$893.7 萬0.3%−50,302−48.1%減碼–
iShares S&P 100 ETF464287101ETF73,535$888.8 萬0.3%−3,453−4.5%減碼–
WisdomTree Tr97717W380INTRST RATE HDGE184,281$883.7 萬0.3%−11,798−6.0%減碼–
Vanguard Morningstar Value ETF922908744ETF149,551$876.7 萬0.3%+13,845+10.2%加碼–
NVDANVIDIA CorpStock33,825$876.4 萬0.3%−12,208−26.5%減碼歷史
iShares Tr4642874407-10 YR TRSY BD80,276$842.5 萬0.3%−73,698−47.9%減碼–
iShares Tr464288158SHRT NAT MUN ETF77,081$807.3 萬0.2%+15,549+25.3%加碼–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD416,309$787.5 萬0.2%−438,741−51.3%減碼–
iShares Tr464288281JPMORGAN USD EMG72,447$784.9 萬0.2%−21,731−23.1%減碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF308,475$779.8 萬0.2%+89,691+41.0%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM150,455$749.6 萬0.2%+22,022+17.1%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF71,573$747.4 萬0.2%+3,286+4.8%加碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US161,643$720.9 萬0.2%+13,535+9.1%加碼–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF190,666$710.8 萬0.2%−93,315−32.9%減碼–
CHDNChurchill Downs IncCOM23,923$708.9 萬0.2%−6,339−20.9%減碼歷史
TSLATesla, Inc.Stock33,384$692.1 萬0.2%+2,335+7.5%加碼歷史
iShares Tr46434V878ULTRA SHORT DUR135,291$676.4 萬0.2%+81,280+150.5%加碼–
DBX ETF Tr233051432XTRACK USD HIGH129,926$673.3 萬0.2%−89,797−40.9%減碼–
IAUiShares Gold TrustETF184,739$671.8 萬0.2%−65,709−26.2%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF57,704$660.2 萬0.2%+14,757+34.4%加碼–
WisdomTree Tr97717X578EM EX ST-OWNED206,108$648.4 萬0.2%+5,899+2.9%加碼–

2022 年第 3 季之後清倉(473 檔)

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 473 檔。

IFP Advisors, Inc 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
Advisorshares Tr00768Y412RANGER EQUITY BE131,402$338.6 萬0.1%–
DKNGDraftKings Inc.COM CL A49,030$98.1 萬<0.1%歷史
NLYAnnaly Capital Management IncCOM75,537$79.2 萬<0.1%歷史
Direxion Shs ETF Tr25460G864DAILY RGNAL BULL13,026$68.1 萬<0.1%–
WBDWarner Bros. Discovery, Inc.COM SER A26,637$60.6 萬<0.1%歷史
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF22,293$55.5 萬<0.1%–
Osi ETF Tr67110P506OSHARES EUR QLT23,250$55.0 萬<0.1%–
CERNCERNER CorpCOM6,972$54.9 萬<0.1%歷史
iShares Tr464288406MRGSTR MD CP VAL3,185$50.7 萬<0.1%–
Simplify Exchange Traded Fun82889N509NASDAQ 100 DS CN16,224$41.9 萬<0.1%–
LILi Auto Inc.SPONSORED ADS24,784$41.4 萬<0.1%歷史
CTTCatchMark Timber Trust, Inc.CL A27,000$34.5 萬<0.1%歷史
BRK.ABerkshire Hathaway IncCL A0$28.9 萬<0.1%歷史
Direxion Shs ETF Tr25459W771DL FTSE BLL 3X7,955$26.1 萬<0.1%–
Discovery Inc25470F302COM SER C11,324$23.7 萬<0.1%–
ProShares Tr74347G705ULTRA ENERGY3,942$22.8 萬<0.1%–
Shaw Communications Inc82028K200CL B CONV10,036$21.2 萬<0.1%–
DIDIYDiDi Global Inc.SPONSORED ADS14,000$19.8 萬<0.1%歷史
Barclays Bank PLC06746P498ETN LKD 483,789$19.6 萬<0.1%–
Transamerica ETF Tr89349P107DELTASHS S&P 5003,555$19.4 萬<0.1%–
Barclays Bank PLC06746P522ETN LKD 483,183$19.3 萬<0.1%–
ABEOAbeona Therapeutics Inc.COM0$17.5 萬<0.1%歷史
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP6,072$15.4 萬<0.1%–
SPDR Series Trust78468R887ST STR R2K LOWV1,616$15.2 萬<0.1%–
ProShares Tr74347R776ULTRA MATERIALS2,040$14.5 萬<0.1%–
Osi ETF Tr67110P704OSHS GBL INTER5,575$14.1 萬<0.1%–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV2,392$13.5 萬<0.1%–
Healthcare Realty Trust Inc42225P501CL A NEW4,607$11.9 萬<0.1%–
iShares Tr46429B200CHINA SM-CAP ETF2,137$11.8 萬<0.1%–
POWLPowell Industries IncStock3,155$10.8 萬<0.1%歷史
Transamerica ETF Tr89349P404DELTASHS S&P INT1,967$10.3 萬<0.1%–
MNDTMandiant, Inc.Stock5,296$9.40 萬<0.1%歷史
SLR Senior Investment Corp.83416M105COM4,900$8.20 萬<0.1%–
CRCrane CoCOM790$8.00 萬<0.1%歷史
iShares Inc464286327MSCI GLB SLV&MTL7,400$7.90 萬<0.1%–
First Tr Exchng Traded FD VI33740F813ACTV FCTR MDCP3,855$7.70 萬<0.1%–
Two RDS Shared Tr90214Q766ANFIELD UNVL ETF7,676$7.70 萬<0.1%–
SLVOCredit Suisse AGX LINK SILVER9,718$7.40 萬<0.1%歷史
OIAInvesco Municipal Income Opportunities TrustCOM9,608$7.20 萬<0.1%歷史
ITRMIterum Therapeutics plcSHS6,000$7.20 萬<0.1%歷史
BFKBlackRock Municipal Income TrustSH BEN INT5,482$7.10 萬<0.1%歷史
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM3,472$6.80 萬<0.1%歷史
MQTBlackRock Muniyield Quality Fund II, Inc.COM5,494$6.80 萬<0.1%歷史
CDKCDK Global, Inc.COM1,017$6.70 萬<0.1%歷史
CHNChina Fund, Inc.COM3,000$6.70 萬<0.1%歷史
SCOProShares Trust IIULSHT BLOOMB OIL3,000$6.70 萬<0.1%歷史
MWAMueller Water Products, Inc.COM SER A4,845$6.00 萬<0.1%歷史
TYMETyme Technologies, Inc.COM18,000$5.90 萬<0.1%歷史
APTSPreferred Apartment Communities IncCOM3,985$5.60 萬<0.1%歷史
PTEPolarityte, Inc.COM2,000$5.40 萬<0.1%歷史
Invesco Exchange Traded FD T46137V860DWA FINL MUMT1,405$5.10 萬<0.1%–
Dimensional ETF Trust25434V823US REAL ESTA ETF1,963$4.90 萬<0.1%–
Nuveen Enhanced Mun Value FD67074M101COM3,500$4.90 萬<0.1%–
Global X FDS37954Y426CANNABIS ETF1,900$4.50 萬<0.1%–
HPSJohn Hancock Preferred Income Fund IIICOM2,450$4.50 萬<0.1%歷史
IOTSamsara Inc.Stock1,728$4.40 萬<0.1%歷史
FWRGFirst Watch Restaurant Group, Inc.COM2,000$4.40 萬<0.1%歷史
PBCTPeople's United Financial, Inc.COM2,241$4.40 萬<0.1%歷史
HIVEHIVE Digital Technologies Ltd.COM25,114$4.30 萬<0.1%歷史
IVRInvesco Mortgage Capital Inc.COM2,427$4.30 萬<0.1%歷史
ZNTLZentalis Pharmaceuticals, Inc.COM1,382$4.20 萬<0.1%歷史
ProShares Tr74347G689ULTSHT RUSS20002,400$4.10 萬<0.1%–
SNDLSNDL Inc.COM4,835$4.10 萬<0.1%歷史
RESRPC IncCOM2,600$4.00 萬<0.1%歷史
Global Blue Group Holding AGH33700107ORD SHS4,000$4.00 萬<0.1%–
BRWSaba Capital Income & Opportunities FundSHARES7,676$4.00 萬<0.1%歷史
Invesco Exchange Traded FD T46137V761ENERG EXPL ETF1,437$3.80 萬<0.1%–
LEOBNY Mellon Strategic Municipals, Inc.COM4,555$3.80 萬<0.1%歷史
2nd Vote FDS81386P3062ND VOTE SOCIETY1,517$3.80 萬<0.1%–
Nushares ETF Tr67092P102NUVEEN ENHNC YLD1,583$3.70 萬<0.1%–
MRSNMersana Therapeutics, Inc.COM1,800$3.60 萬<0.1%歷史
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF321$3.50 萬<0.1%–
WKEYWisekey International Holding S.A.SPON ADS3,199$3.50 萬<0.1%歷史
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT946$3.40 萬<0.1%–
Coherent Inc192479103COM205$3.40 萬<0.1%–
Invesco Exchange Traded FD T46137V803DWA CYCLICALS636$3.40 萬<0.1%–
Collaborative Investmnt Ser19423L565TUTTLE CAP SHORT1,050$3.40 萬<0.1%–
GFIGold Fields LtdSPONSORED ADR4,597$3.30 萬<0.1%歷史
CF Acquisition Corp VI12521J103COM CL A3,167$3.30 萬<0.1%–
VBFInvesco Bond FundCOM1,800$3.20 萬<0.1%歷史
UDMYUdemy, Inc.COM1,200$3.20 萬<0.1%歷史
Transamerica ETF Tr89349P206DELTASHS S&P 400578$3.10 萬<0.1%–
BKTBlackRock Income Trust, Inc.COM4,800$2.80 萬<0.1%歷史
SAFMSanderson Farms IncCOM178$2.70 萬<0.1%歷史
ZNGAZynga IncCL A4,165$2.70 萬<0.1%歷史
ACCAmerican Campus Communities IncCOM287$2.60 萬<0.1%歷史
Osi ETF Tr67110P100OSHARES US SMLCP960$2.60 萬<0.1%–
DBRGDigitalBridge Group, Inc.CL A COM2,662$2.60 萬<0.1%歷史
Invesco India Exchange-Trade46137R109INDIA ETF1,000$2.50 萬<0.1%–
LOOPLoop Industries, Inc.COM2,000$2.40 萬<0.1%歷史
HRHealthcare Realty Trust IncCOM805$2.40 萬<0.1%歷史
Golden Ocean Group LtdG39637205SHS NEW1,078$2.40 萬<0.1%–
PCKPIMCO California Municipal Income Fund IICOM2,800$2.30 萬<0.1%歷史
GNTGAMCO Natural Resources, Gold & Income TrustSH BEN INT3,459$2.20 萬<0.1%歷史
Invesco Exchange Traded FD T46137V811DORSEY WRGT TECH354$2.20 萬<0.1%–
ICLICL Group Ltd.SHS1,517$2.20 萬<0.1%歷史
ProShares Tr74347R404PSHS ULT MCAP400520$2.20 萬<0.1%–
ESLTElbit Systems LtdStock42$2.10 萬<0.1%歷史
iShares Tr46434V787YLD OPTIM BD870$2.10 萬<0.1%–
OMFOneMain Holdings, Inc.COM519$2.10 萬<0.1%歷史