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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2023 年第 1 季持倉

持倉截至 2023/3/31,2023/4/18 申報。只含多頭部位,變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
3,370
較 2022 年第 4 季 −1,239
總值
$20.6 億
較 2022 年第 4 季 −$11.8 億 (−36.4%)
申報日
2023/4/18
SEC
IFP Advisors, Inc 在 2023 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares S&P 500 Growth ETF464287309ETF308,101$5,063 萬2.5%+253,782+467.2%加碼–
WisdomTree Tr97717Y527FLOATNG RAT TREA996,633$5,012 萬2.4%+274,564+38.0%加碼–
AMZNAmazon Com IncStock168,573$4,928 萬2.4%−152,865−47.6%減碼歷史
AAPLApple Inc.Stock354,506$3,300 萬1.6%−407,929−53.5%減碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW524,005$3,145 萬1.5%−130,621−20.0%減碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD625,325$3,087 萬1.5%+288,592+85.7%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF294,992$2,698 萬1.3%−279,239−48.6%減碼–
iShares Tr464287150CORE S&P TTL STK362,394$2,283 萬1.1%−18,922−5.0%減碼–
iShares Tr46428743220 YR TR BD ETF168,314$2,128 萬1.0%+145,867+649.8%加碼–
Vanguard Total Bond Market ETF921937835ETF254,509$2,123 萬1.0%−183,170−41.9%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF259,019$1,966 萬1.0%−122,079−32.0%減碼–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF189,930$1,923 萬0.9%−121,449−39.0%減碼–
iShares Tr46429B655FLTG RATE NT ETF372,495$1,897 萬0.9%−57,591−13.4%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF334,988$1,881 萬0.9%+142,017+73.6%加碼–
iShares Tr46436E7180-3 MTH TREASURY187,482$1,875 萬0.9%+60,308+47.4%加碼–
WisdomTree Tr97717X669US QTLY DIV GRT431,265$1,794 萬0.9%+10,893+2.6%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT341,381$1,748 萬0.8%+143,899+72.9%加碼–
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD690,680$1,713 萬0.8%−5,060−0.7%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF408,931$1,700 萬0.8%−104,664−20.4%減碼–
iShares MSCI Eafe ETF464287465ETF293,989$1,576 萬0.8%+62,583+27.0%加碼–
SPYSPDR S&P 500 ETF TrustETF76,705$1,517 萬0.7%−23,888−23.7%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS140,144$1,453 萬0.7%−7,404−5.0%減碼–
Schwab U.S. Large-Cap ETF808524201ETF219,415$1,438 萬0.7%−369,850−62.8%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF571,340$1,373 萬0.7%−372,305−39.5%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF268,094$1,344 萬0.7%−306,128−53.3%減碼–
Innovator ETFs Trust45782C631INTERNATIONAL DV530,901$1,334 萬0.6%−1,260−0.2%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF236,052$1,299 萬0.6%+1,333+0.6%加碼–
iShares Tr46434V860TRS FLT RT BD247,836$1,246 萬0.6%+247,593+101,890.1%加碼–
iShares Tr46436E874IBONDS 24 TRM TS495,792$1,245 萬0.6%+45,453+10.1%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF150,324$1,240 萬0.6%−150,119−50.0%減碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF112,057$1,236 萬0.6%−145,432−56.5%減碼–
BRK.BBerkshire Hathaway IncStock64,274$1,230 萬0.6%−22,762−26.2%減碼歷史
Pacer FDS Tr69374H428ARIST HIGH ETF248,426$1,217 萬0.6%+186,135+298.8%加碼–
iShares Core S&P 500 ETF464287200ETF56,616$1,202 萬0.6%−79,835−58.5%減碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF372,907$1,201 萬0.6%−186,217−33.3%減碼–
iShares Core High Dividend ETF46429B663ETF132,279$1,125 萬0.5%−681−0.5%減碼–
Schwab US Dividend Equity ETF808524797ETF220,600$1,099 萬0.5%−134,770−37.9%減碼–
NEENextera Energy IncStock67,069$1,081 萬0.5%−45,309−40.3%減碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF355,677$1,065 萬0.5%−263,930−42.6%減碼–
First Tr Exchng Traded FD VI33740F631FT VEST US350,615$1,059 萬0.5%−7,555−2.1%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT103,363$1,056 萬0.5%−48,087−31.8%減碼–
Schwab U.S. Broad Market ETF808524102ETF157,314$1,046 萬0.5%−9,298−5.6%減碼–
iShares Tr464287739U.S. REAL ES ETF131,278$1,030 萬0.5%+126,856+2,868.7%加碼–
Schwab U.S. Small-Cap ETF808524607ETF127,309$941.8 萬0.5%−106,084−45.5%減碼–
First Tr Exchange-Traded FD33734H106SHS298,930$901.0 萬0.4%−103,016−25.6%減碼–
WisdomTree Tr97717W380INTRST RATE HDGE181,122$867.2 萬0.4%−3,159−1.7%減碼–
iShares S&P 100 ETF464287101ETF70,734$854.5 萬0.4%−2,801−3.8%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF100,611$851.5 萬0.4%−89,052−47.0%減碼–
ETEnergy Transfer LPCOM UT LTD PTN478,220$836.4 萬0.4%−72,387−13.1%減碼歷史
XOMExxonMobil Holdings CorpCOM93,757$822.5 萬0.4%−76,787−45.0%減碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM174,329$799.3 萬0.4%−48,920−21.9%減碼–
JPMJPMorgan Chase & CoStock94,059$793.8 萬0.4%−34,148−26.6%減碼歷史
Invesco QQQ Trust Series I46090E103ETF45,734$790.2 萬0.4%−45,939−50.1%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF209,794$745.0 萬0.4%−133,894−39.0%減碼–
JNJJohnson & JohnsonStock64,169$733.0 萬0.4%−33,675−34.4%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF35,714$703.6 萬0.3%−64,359−64.3%減碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US158,301$697.9 萬0.3%−3,342−2.1%減碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF273,041$690.2 萬0.3%−35,434−11.5%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF227,173$677.9 萬0.3%−217,491−48.9%減碼–
iShares Core S&P Small Cap ETF464287804ETF81,212$677.4 萬0.3%−61,691−43.2%減碼–
CHDNChurchill Downs IncCOM22,774$674.7 萬0.3%−1,149−4.8%減碼歷史
VZVerizon Communications IncStock137,466$668.4 萬0.3%−99,818−42.1%減碼歷史
MOAltria Group, Inc.Stock93,488$666.6 萬0.3%−53,920−36.6%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF62,798$666.0 萬0.3%−29,383−31.9%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM130,460$651.4 萬0.3%−19,995−13.3%減碼–
Vanguard Dividend Appreciation ETF921908844ETF63,300$651.3 萬0.3%−41,207−39.4%減碼–
iShares Tr464288281JPMORGAN USD EMG59,471$642.2 萬0.3%−12,976−17.9%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF142,884$638.7 萬0.3%−544,765−79.2%減碼–
Dimensional ETF Trust25434V104US CORE EQT MKT252,669$624.6 萬0.3%+12,453+5.2%加碼–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF258,020$617.2 萬0.3%+44,230+20.7%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF163,605$614.5 萬0.3%−86,883−34.7%減碼–
First Tr Exchng Traded FD VI33740F854FT VEST U.S.199,301$601.1 萬0.3%−2,941−1.5%減碼–
iShares Tr4642874407-10 YR TRSY BD56,864$594.9 萬0.3%−23,412−29.2%減碼–
Fidelity Merrimack STR Tr316188200LTD TRM BD ETF118,438$585.4 萬0.3%−3,612−3.0%減碼–
Vanguard S&P 500 ETF922908363ETF32,133$578.8 萬0.3%−29,863−48.2%減碼–
WisdomTree Tr97717X578EM EX ST-OWNED182,993$572.6 萬0.3%−23,115−11.2%減碼–
Kraneshares Tr500767736QUADRTC INT RT223,900$560.0 萬0.3%−307,733−57.9%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF177,849$556.1 萬0.3%−327,196−64.8%減碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US114,044$532.3 萬0.3%−21,713−16.0%減碼–
VanEck Morningstar Wide Moat ETF92189F643ETF122,080$523.6 萬0.3%−2,075−1.7%減碼–
iShares Tr464288877EAFE VALUE ETF96,573$521.4 萬0.3%+19,338+25.0%加碼–
TAT&T Inc.Stock203,894$517.1 萬0.3%−171,140−45.6%減碼歷史
iShares Tr4642874571 3 YR TREAS BD62,057$516.8 萬0.3%−146,248−70.2%減碼–
NFLXNetflix IncStock13,963$502.7 萬0.2%−825−5.6%減碼歷史
First Tr Exchng Traded FD VI33740U844FT VEST U.S165,332$490.0 萬0.2%−51,627−23.8%減碼–
Schwab US Aggregate Bond ETF808524839ETF96,743$489.3 萬0.2%−9,125−8.6%減碼–
Vanguard Morningstar Growth ETF922908736ETF53,485$487.1 萬0.2%−60,006−52.9%減碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF46,815$486.0 萬0.2%−24,758−34.6%減碼–
PGProcter & Gamble CoStock52,833$475.7 萬0.2%−142,973−73.0%減碼歷史
ISRGIntuitive Surgical IncCOM NEW8,743$468.5 萬0.2%+2,214+33.9%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF44,155$467.3 萬0.2%+619+1.4%加碼–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP97,100$465.9 萬0.2%+27,494+39.5%加碼–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL174,316$465.1 萬0.2%+172,871+11,963.4%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF110,290$463.9 萬0.2%−219,325−66.5%減碼–
iShares Tr46434V613CORE UNIVRSL USD92,100$454.0 萬0.2%+4,964+5.7%加碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF193,393$449.8 萬0.2%+54,251+39.0%加碼–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF33,502$448.2 萬0.2%−5,952−15.1%減碼–
SBUXStarbucks CorpStock77,192$443.9 萬0.2%−15,858−17.0%減碼歷史
DISWalt Disney CoStock38,911$440.5 萬0.2%−50,452−56.5%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF66,133$436.9 萬0.2%−119,564−64.4%減碼–

2022 年第 4 季之後清倉(1,383 檔)

2022 年第 4 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 1,383 檔。

IFP Advisors, Inc 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
KALKalera Public Ltd CoORDINARY SHARES673,615$583.2 萬0.2%歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL184,562$528.1 萬0.2%–
Victory Portfolios II92647N691VICTORYSHS US105,864$292.7 萬0.1%–
Victory Portfolios II92647N865VCSHS US LRG CAP58,771$262.0 萬0.1%–
Strategy Shs86280R803DAY HAGAN SMART89,053$223.8 萬0.1%–
UPHLUpHealth, Inc.COM220,000$218.4 萬0.1%歷史
iShares Tr46436E544ESG SELE SCR ETF63,817$157.2 萬<0.1%–
NLSNNielsen Holdings plcSHS EUR52,060$156.3 萬<0.1%歷史
HAINHain Celestial Group IncCOM54,198$140.4 萬<0.1%歷史
Aim ETF Products Trust00888H505ALLIA US OCT ETF53,923$134.8 萬<0.1%–
First Tr Exchng Traded FD VI33740F771FT VEST US41,957$127.2 萬<0.1%–
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT9,192$125.9 萬<0.1%–
iShares Tr46436E551ESG SELECT SCRE48,687$120.6 萬<0.1%–
Amplify ETF Tr032108102ONLIN RETL ETF22,690$109.5 萬<0.1%–
Invesco Exchange Traded FD T46137Y401ZACKS MID CAP15,986$105.2 萬<0.1%–
WisdomTree Tr97717W570US MIDCAP FUND24,662$99.0 萬<0.1%–
Invesco Exch Traded FD Tr II46138E164S&P SMLCP ENGY54,920$95.4 萬<0.1%–
RYMRYTHM, Inc.COM70,500$89.7 萬<0.1%歷史
Pacer FDS Tr69374H568SWAN SOS FD OF38,368$77.9 萬<0.1%–
CPRICapri Holdings LtdSHS17,311$68.3 萬<0.1%歷史
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X7,052$59.2 萬<0.1%–
Innovator ETFs Trust45782C722INTRNL DEV JULY25,135$58.3 萬<0.1%–
BAMBrookfield Asset Management Ltd.CL A LTD VT SH13,844$57.2 萬<0.1%歷史
iShares U S ETF Tr46431W580INFLATION HEDG22,067$56.7 萬<0.1%–
ETF Ser Solutions26922A784APTUS DRAWDOWN16,230$56.3 萬<0.1%–
First Tr Exchange Traded FD33738R662INTL DEV STRNGTH17,841$54.1 萬<0.1%–
ETJEaton Vance Risk-Managed Diversified Equity Income FundCOM57,946$53.8 萬<0.1%歷史
BXMXNuveen S&P 500 BuyWrite Income FundCOM37,209$52.6 萬<0.1%歷史
iShares Tr46436E767ESG MSCI USA ETF20,270$51.5 萬<0.1%–
iShares Tr464289420RUS TP200 VL ETF10,103$51.5 萬<0.1%–
Innovator ETFs Trust45782C714EMRGNG MKT JULY17,939$45.6 萬<0.1%–
TWTRTwitter, Inc.COM11,870$44.9 萬<0.1%歷史
The Alger ETF Trust015564107MID CAP 40 ETF21,621$44.5 萬<0.1%–
ETF Ser Solutions26922A446OPUS SML CP VL16,927$42.6 萬<0.1%–
BlackRock ETF Trust09290C509ISHA US AWAR ETF8,183$38.5 萬<0.1%–
Invesco Bulletshares 2022 HY Bd (BSJM)46138J874BULSHS 2022 HY15,281$37.5 萬<0.1%–
BP Prudhoe Bay Rty Tr055630107UNIT BEN INT12,818$36.8 萬<0.1%–
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL4,395$36.2 萬<0.1%–
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM30,706$36.2 萬<0.1%歷史
iShares Tr46436E759ESG EAFE ETF6,759$35.0 萬<0.1%–
ETF Ser Solutions26922B709APTUS INT ENH YL13,849$34.5 萬<0.1%–
CLRContinental Resources, IncCOM4,971$34.4 萬<0.1%歷史
Advisorshares Tr00768Y529DORSY SHRT ETF13,399$33.9 萬<0.1%–
HYTBlackRock Corporate High Yield Fund, Inc.COM28,150$33.7 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q753US VALUE FACTR12,633$32.7 萬<0.1%–
ProShares Tr74347X633ULTRA FNCLS NEW7,491$31.3 萬<0.1%–
UVIXVS Trust2X LONG VIX FUT19,710$30.0 萬<0.1%歷史
NRONeuberger Real Estate Securities Income Fund IncCOM58,039$29.8 萬<0.1%歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM17,479$29.6 萬<0.1%歷史
Invesco Actively Managed Exc46090A879VAR RATE INVT11,484$28.9 萬<0.1%–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL2,698$28.8 萬<0.1%–
LGILazard Global Total Return & Income Fund IncCOM15,025$27.9 萬<0.1%歷史
Alps ETF Tr00162Q205EQUAL SEC ETF3,960$27.3 萬<0.1%–
Nuveen N Y Select Tax Free I67063V104SH BEN INT20,470$26.4 萬<0.1%–
NNYNuveen New York Municipal Value FundCOM28,120$26.3 萬<0.1%歷史
ETF Ser Solutions26922B642APTUS ENHANCED10,247$25.8 萬<0.1%–
VFFVillage Farms International, Inc.COM245,000$25.4 萬<0.1%歷史
Innovator ETFs Trust45782C425US EQT ULTRA BFR10,219$25.3 萬<0.1%–
PIMCO Equity Ser72202L363RAFI DYN ML US8,925$25.2 萬<0.1%–
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS9,001$24.8 萬<0.1%歷史
Columbia ETF Tr I19761L508DIVERSIFID FXD12,526$24.5 萬<0.1%–
iShares Tr464288265MSCI KOKUSAI ETF3,620$23.8 萬<0.1%–
ETF Managers Tr26924G771ETFMG TRAVEL TEC9,538$23.7 萬<0.1%–
EVNEaton Vance Municipal Income TrustSH BEN INT20,000$23.7 萬<0.1%歷史
FUNDSprott Focus Trust Inc.COM29,593$23.5 萬<0.1%歷史
BKNBlackRock Investment Quality Municipal Trust, Inc.COM16,774$23.4 萬<0.1%歷史
Two Harbors Investment Corp.90187B408COM NEW14,261$23.3 萬<0.1%–
iShares Inc46434G848MSCI GBL ETF NEW6,619$23.2 萬<0.1%–
ZDZiff Davis, Inc.COM2,525$22.8 萬<0.1%歷史
WisdomTree Tr97717X610EURO QTLY DIV GR8,212$21.7 萬<0.1%–
AGFirst Majestic Silver CorpCOM9,623$21.4 萬<0.1%歷史
Invesco Actively Managed ETF46090C305EMGRING MKTS504,915$21.1 萬<0.1%–
First Tr Exchng Traded FD VI33740F730FT VEST US EQT6,755$20.8 萬<0.1%–
Timothy Plan887432326HIG DV STK ETF8,071$20.7 萬<0.1%–
iShares Tr46436E619ESG ADVAN ETF4,049$20.4 萬<0.1%–
Global X FDS37954Y889S&P 500 CATHOLIC5,894$20.0 萬<0.1%–
IONQIonQ, Inc.COM21,700$20.0 萬<0.1%歷史
VTNInvesco Trust for Investment Grade New York MunicipalsCOM15,360$19.9 萬<0.1%歷史
ENXEaton Vance New York Municipal Bond FundCOM17,443$19.6 萬<0.1%歷史
iShares Tr46435G755IBONDS DEC20227,708$19.5 萬<0.1%–
Dimensional ETF Trust25434V831US HIGH PROF ETF7,707$19.3 萬<0.1%–
MHNBlackRock Muniholdings New York Quality Fund, Inc.COM15,035$18.9 萬<0.1%歷史
NBONeuberger Berman New York Municipal Fund Inc.COM16,362$18.9 萬<0.1%歷史
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM11,400$17.6 萬<0.1%歷史
FTAIFTAI Aviation Ltd.COM REP LTD LIAB10,000$17.5 萬<0.1%歷史
DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.COM SHS12,448$16.8 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E115S&P SMLCP INFO1,970$16.5 萬<0.1%–
IGRCbre Global Real Estate Income FundCOM19,569$16.4 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER2,304$16.4 萬<0.1%–
PFLPIMCO Income Strategy FundCOM12,880$15.7 萬<0.1%歷史
CARGCarGurus, Inc.COM CL A4,740$15.4 萬<0.1%歷史
ENVXEnovix CorpCOM8,700$15.3 萬<0.1%歷史
Alps ETF Tr00162Q379OSHARES EUR QLT6,900$15.2 萬<0.1%–
Franklin Templeton ETF Tr35473P504LIBERTY US ETF4,733$14.7 萬<0.1%–
Direxion Shares ETF Trust25460E869DAILY 500 1X ETF4,916$14.6 萬<0.1%–
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC2,621$14.2 萬<0.1%–
THSTreeHouse Foods, Inc.COM2,382$14.2 萬<0.1%歷史
LINDLindblad Expeditions Holdings, Inc.Stock11,800$14.1 萬<0.1%歷史
FFBCFirst Financial BancorpCOM4,152$14.1 萬<0.1%歷史
DIAXNuveen Dow 30sm Dynamic Overwrite FundSHS7,048$14.0 萬<0.1%歷史