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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2023 年第 2 季持倉

持倉截至 2023/6/30,2023/8/4 申報。只含多頭部位,變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
3,460
較 2023 年第 1 季 +90
總值
$19.8 億
較 2023 年第 1 季 −$7,933 萬 (−3.8%)
申報日
2023/8/4
SEC
IFP Advisors, Inc 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
WisdomTree Tr97717Y527FLOATNG RAT TREA1,141,660$5,741 萬2.9%+145,027+14.6%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW927,769$5,568 萬2.8%+403,764+77.1%加碼–
iShares S&P 500 Growth ETF464287309ETF298,528$4,905 萬2.5%−9,573−3.1%減碼–
AMZNAmazon Com IncStock138,276$4,042 萬2.0%−30,297−18.0%減碼歷史
iShares Tr46428743220 YR TR BD ETF294,407$3,723 萬1.9%+126,093+74.9%加碼–
AAPLApple Inc.Stock325,718$3,032 萬1.5%−28,788−8.1%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF296,377$2,712 萬1.4%+1,385+0.5%加碼–
iShares Tr46436E7180-3 MTH TREASURY224,204$2,242 萬1.1%+36,722+19.6%加碼–
Vanguard Total Bond Market ETF921937835ETF264,632$2,207 萬1.1%+10,123+4.0%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT429,448$2,198 萬1.1%+88,067+25.8%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF270,380$2,052 萬1.0%+11,361+4.4%加碼–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF196,262$1,987 萬1.0%+6,332+3.3%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF338,848$1,902 萬1.0%+3,860+1.2%加碼–
iShares MSCI Eafe ETF464287465ETF345,222$1,851 萬0.9%+51,233+17.4%加碼–
iShares Tr464288646ISHS 1-5YR INVS163,802$1,698 萬0.9%+23,658+16.9%加碼–
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD678,967$1,684 萬0.8%−11,713−1.7%減碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT397,733$1,655 萬0.8%−33,532−7.8%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF394,998$1,641 萬0.8%−13,933−3.4%減碼–
SPYSPDR S&P 500 ETF TrustETF80,067$1,583 萬0.8%+3,362+4.4%加碼歷史
iShares Tr46434V860TRS FLT RT BD290,852$1,462 萬0.7%+43,016+17.4%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF593,678$1,427 萬0.7%+22,338+3.9%加碼–
Schwab U.S. Large-Cap ETF808524201ETF207,677$1,361 萬0.7%−11,738−5.3%減碼–
CHDNChurchill Downs IncCOM45,453$1,347 萬0.7%00.0%不變依 2 比 1 拆股換算歷史
Schwab U.S. Mid-Cap ETF808524508ETF239,189$1,316 萬0.7%+3,137+1.3%加碼–
Innovator ETFs Trust45782C631INTERNATIONAL DV522,885$1,314 萬0.7%−8,016−1.5%減碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF375,080$1,208 萬0.6%+2,173+0.6%加碼–
iShares Tr46436E874IBONDS 24 TRM TS466,006$1,171 萬0.6%−29,786−6.0%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF221,736$1,117 萬0.6%−46,358−17.3%減碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD225,776$1,115 萬0.6%−399,549−63.9%減碼–
VanEck ETF Trust92189F106GOLD MINERS ETF492,244$1,098 萬0.6%+475,842+2,901.1%加碼–
iShares Core S&P 500 ETF464287200ETF51,707$1,098 萬0.6%−4,909−8.7%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF131,451$1,085 萬0.5%−18,873−12.6%減碼–
iShares Tr464287150CORE S&P TTL STK169,338$1,067 萬0.5%−193,056−53.3%減碼–
First Tr Exchng Traded FD VI33740F631FT VEST US351,057$1,060 萬0.5%+442+0.1%加碼–
iShares Core High Dividend ETF46429B663ETF123,844$1,054 萬0.5%−8,435−6.4%減碼–
BRK.BBerkshire Hathaway IncStock54,352$1,040 萬0.5%−9,922−15.4%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF147,604$981.7 萬0.5%−9,710−6.2%減碼–
NEENextera Energy IncStock60,898$981.5 萬0.5%−6,171−9.2%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT95,590$976.6 萬0.5%−7,773−7.5%減碼–
Invesco QQQ Trust Series I46090E103ETF56,177$970.4 萬0.5%+10,443+22.8%加碼–
First Tr Exchange-Traded FD33734H106SHS303,973$916.2 萬0.5%+5,043+1.7%加碼–
Pacer FDS Tr69374H428ARIST HIGH ETF178,091$872.6 萬0.4%−70,335−28.3%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM172,917$863.4 萬0.4%+42,457+32.5%加碼–
WisdomTree Tr97717W380INTRST RATE HDGE179,789$860.8 萬0.4%−1,333−0.7%減碼–
iShares S&P 100 ETF464287101ETF69,886$844.2 萬0.4%−848−1.2%減碼–
Pacer US Cash Cows 100 ETF69374H881ETF277,724$831.2 萬0.4%−77,953−21.9%減碼–
Schwab U.S. Small-Cap ETF808524607ETF112,336$831.0 萬0.4%−14,973−11.8%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF94,081$796.3 萬0.4%−6,530−6.5%減碼–
ETEnergy Transfer LPCOM UT LTD PTN443,152$775.1 萬0.4%−35,068−7.3%減碼歷史
Schwab US Dividend Equity ETF808524797ETF155,335$773.9 萬0.4%−65,265−29.6%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF169,255$756.6 萬0.4%+26,371+18.5%加碼–
XOMExxonMobil Holdings CorpCOM85,432$749.5 萬0.4%−8,325−8.9%減碼歷史
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US160,857$709.2 萬0.4%+2,556+1.6%加碼–
iShares Tr4642874407-10 YR TRSY BD66,228$692.8 萬0.3%+9,364+16.5%加碼–
SOFISoFi Technologies, Inc.Stock305,432$691.8 萬0.3%+293,070+2,370.7%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF66,770$687.0 萬0.3%+3,470+5.5%加碼–
Dimensional ETF Trust25434V104US CORE EQT MKT269,480$666.2 萬0.3%+16,811+6.7%加碼–
VZVerizon Communications IncStock131,920$641.4 萬0.3%−5,546−4.0%減碼歷史
iShares Russell 2000 ETF464287655ETF56,943$633.1 萬0.3%+43,854+335.0%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF58,752$623.1 萬0.3%−4,046−6.4%減碼–
VanEck Morningstar Wide Moat ETF92189F643ETF142,800$612.5 萬0.3%+20,720+17.0%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF30,174$594.4 萬0.3%−5,540−15.5%減碼–
MOAltria Group, Inc.Stock82,368$587.3 萬0.3%−11,120−11.9%減碼歷史
Vanguard S&P 500 ETF922908363ETF32,275$581.3 萬0.3%+142+0.4%加碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US123,804$577.8 萬0.3%+9,760+8.6%加碼–
First Tr Exchng Traded FD VI33740F854FT VEST U.S.187,294$564.9 萬0.3%−12,007−6.0%減碼–
iShares Tr464288281JPMORGAN USD EMG51,869$560.1 萬0.3%−7,602−12.8%減碼–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF225,781$540.1 萬0.3%−32,239−12.5%減碼–
JPMJPMorgan Chase & CoStock63,703$537.7 萬0.3%−30,356−32.3%減碼歷史
iShares Tr464288877EAFE VALUE ETF97,200$524.8 萬0.3%+627+0.6%加碼–
iShares Tr46435G409MSCI INTL VLU FT194,244$507.6 萬0.3%+122,100+169.2%加碼–
iShares Core S&P Small Cap ETF464287804ETF60,080$501.1 萬0.3%−21,132−26.0%減碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF44,866$494.7 萬0.2%−67,191−60.0%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF46,619$493.4 萬0.2%+2,464+5.6%加碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF194,805$492.5 萬0.2%−78,236−28.7%減碼–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP102,581$492.2 萬0.2%+5,481+5.6%加碼–
WisdomTree Tr97717X578EM EX ST-OWNED157,252$492.1 萬0.2%−25,741−14.1%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF138,206$490.8 萬0.2%−71,588−34.1%減碼–
First Tr Exchng Traded FD VI33740U844FT VEST U.S165,332$490.0 萬0.2%00.0%不變–
Victory Portfolios II92647N824VCSHS US EQ INCM104,635$479.8 萬0.2%−69,694−40.0%減碼–
JNJJohnson & JohnsonStock41,480$473.8 萬0.2%−22,689−35.4%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF51,187$466.2 萬0.2%−2,298−4.3%減碼–
SBUXStarbucks CorpStock79,600$457.8 萬0.2%+2,408+3.1%加碼歷史
PGProcter & Gamble CoStock50,479$454.5 萬0.2%−2,354−4.5%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD91,846$452.8 萬0.2%−254−0.3%減碼–
CVXChevron CorpStock42,429$450.2 萬0.2%+8,531+25.2%加碼歷史
iShares Tr46432F388MSCI USA VALUE52,870$449.1 萬0.2%+14,024+36.1%加碼–
iShares Tr464288885EAFE GRWTH ETF77,063$438.4 萬0.2%+47,697+162.4%加碼–
GLDSPDR Gold TrustETF35,280$435.1 萬0.2%+161+0.5%加碼歷史
NVDANVIDIA CorpStock16,737$431.3 萬0.2%+2,808+20.2%加碼歷史
iShares Tr4642874571 3 YR TREAS BD51,435$428.3 萬0.2%−10,622−17.1%減碼–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF31,987$427.9 萬0.2%−1,515−4.5%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF141,888$423.4 萬0.2%−85,285−37.5%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF99,958$420.5 萬0.2%−10,332−9.4%減碼–
iShares Tr46434VBG4IBONDS DEC24 ETF174,314$419.6 萬0.2%+12,828+7.9%加碼–
Schwab Fundamental International Equity ETF808524755ETF138,799$418.9 萬0.2%+3,233+2.4%加碼–
SPDR Series Trust78464A672ST INTER ETF71,500$418.1 萬0.2%+1,466+2.1%加碼–
iShares Russell Top 200 Growth ETF464289438ETF52,718$413.5 萬0.2%−152−0.3%減碼–
Vanguard Short-Term Bond ETF921937827ETF51,555$409.7 萬0.2%+12,796+33.0%加碼–
DISWalt Disney CoStock35,838$405.7 萬0.2%−3,073−7.9%減碼歷史

2023 年第 1 季之後清倉(212 檔)

2023 年第 1 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 212 檔。

IFP Advisors, Inc 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
Victory Portfolios II92647N774VCSHS US DISCVRY49,344$232.7 萬0.1%–
Micro Focus Intl PLC594837403SPON ADR NEW19,018$47.7 萬<0.1%–
LINLinde PLCSHS2,510$41.6 萬<0.1%歷史
AGROAdecoagro S.A.COM39,824$32.5 萬<0.1%歷史
NBXGNeuberger Next Generation Connectivity Fund Inc.COMMON STOCK13,702$27.4 萬<0.1%歷史
ETF Ser Solutions26922B105LHA MKT ST TACTL9,938$25.0 萬<0.1%–
DBX ETF Tr233051267XTRACKERS LOW4,877$23.7 萬<0.1%–
ANDEAndersons, Inc.COM6,916$23.2 萬<0.1%歷史
Schwab Strategic Tr808524649MUN BD ETF4,280$21.4 萬<0.1%–
DCTDuck Creek Technologies, Inc.SHS3,940$15.8 萬<0.1%歷史
QIPTQuipt Home Medical Corp.COM17,409$11.7 萬<0.1%歷史
VXXBarclays Bank PLCETF2,792$11.2 萬<0.1%歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS6,895$10.9 萬<0.1%歷史
Direxion Shs ETF Tr25460E240DAILY FINL BEAR2,500$9.63 萬<0.1%–
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH4,085$9.62 萬<0.1%–
Blackstone Mtg Tr Inc09257WAC4NOTE 4.750% 3/195,000$9.29 萬<0.1%–
LRNStride, Inc.COM3,350$7.76 萬<0.1%歷史
JPCNuveen Preferred & Income Opportunities FundCOM7,185$7.11 萬<0.1%歷史
CAJPYCanon IncSPONSORED ADR2,137$6.90 萬<0.1%歷史
KNDIKandi Technologies Group, Inc.COM12,500$6.75 萬<0.1%歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ1,019$6.72 萬<0.1%–
BLBlackline, Inc.COM1,502$6.40 萬<0.1%歷史
Global X FDS37950E333GLBX SUPRINC ETF5,000$6.04 萬<0.1%–
OCSLOaktree Specialty Lending CorpCOM11,186$5.57 萬<0.1%歷史
ProShares Tr74347R131SHRT HGH YIELD2,300$5.34 萬<0.1%–
SPDR Index Shs FDS78470E205MSCI EMR MKT ETF710$4.76 萬<0.1%–
Nushares ETF Tr67092P706NUVEEN SHRT TERM1,692$4.57 萬<0.1%–
VLTAVolta Inc.COM CL A5,056$4.51 萬<0.1%歷史
QDELQuidelOrtho CorpCOM406$4.20 萬<0.1%歷史
VLDRVelodyne Lidar, Inc.COM2,229$4.17 萬<0.1%歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF928$3.71 萬<0.1%–
ProShares Tr74347X831ULTRAPRO QQQ633$3.70 萬<0.1%–
iShares Tr46434V1000-5YR INVT GR CP700$3.47 萬<0.1%–
ProShares Tr74347X864ULTRPRO S&P500725$3.47 萬<0.1%–
Vanguard Scottsdale FDS92206C573TOTAL CORP BND415$3.37 萬<0.1%–
Global X FDS37954Y293GLB X MLP ENRG I1,418$3.35 萬<0.1%–
WisdomTree Tr97717W760INTL SMCAP DIV400$3.04 萬<0.1%–
DBXDropbox, Inc.CL A1,000$2.96 萬<0.1%歷史
NVSTEnvista Holdings CorpCOM1,047$2.93 萬<0.1%歷史
BVHBluegreen Vacations Holding CorpCLASS A0$2.82 萬<0.1%歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK1,541$2.76 萬<0.1%歷史
ACADAcadia Pharmaceuticals IncCOM1,500$2.75 萬<0.1%歷史
CRDOCredo Technology Group Holding LtdStock2,350$2.74 萬<0.1%歷史
WHDCactus, Inc.CL A854$2.73 萬<0.1%歷史
JFRNuveen Floating Rate Income FundCOM2,500$2.72 萬<0.1%歷史
PFDFlaherty & Crumrine Preferred & Income Fund IncCOM2,000$2.70 萬<0.1%歷史
WisdomTree Bloomberg US Dollar Bullish Fund97717W471ETF1,000$2.63 萬<0.1%–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF506$2.53 萬<0.1%–
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN562$2.47 萬<0.1%–
Direxion Shs ETF Tr25460E364DAILY DJ BULL1,000$2.45 萬<0.1%–
OBIOOrchestra BioMed Holdings, Inc.ORD SHS1,958$2.23 萬<0.1%歷史
SAMBoston Beer Co IncCL A83$2.12 萬<0.1%歷史
MBLYMobileye Global Inc.Stock728$2.11 萬<0.1%歷史
Invesco Exchange Traded FD T46137V373S&P500 EQL STP176$2.10 萬<0.1%–
AVKAdvent Convertible & Income FundCOM1,325$2.06 萬<0.1%歷史
Ross Acquisition Corp IIG7641C122UNIT 99/99/99991,997$2.01 萬<0.1%–
First Tr Exchange Traded FD33738R696DORSEYWRIGHT MOM743$1.91 萬<0.1%–
Schwab Strategic Tr808524789FUNDAMENTAL US B500$1.88 萬<0.1%–
BRZEBraze, Inc.Stock200$1.87 萬<0.1%歷史
First Tr Exchange-Traded FD33736M103GLOBAL ENGR ETF300$1.73 萬<0.1%–
Goldman Sachs ETF Tr381430479ACCESS INVT GR359$1.72 萬<0.1%–
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X750$1.72 萬<0.1%–
CTRECareTrust REIT, Inc.COM1,000$1.66 萬<0.1%歷史
First Tr Exch Traded FD III33739P806RIVRFRNT DYN EUR252$1.65 萬<0.1%–
WMSAdvanced Drainage Systems, Inc.COM555$1.62 萬<0.1%歷史
iShares Tr464288786U.S. INSRNCE ETF250$1.59 萬<0.1%–
Dimensional ETF Trust25434V401US EQUI MARK ETF340$1.59 萬<0.1%–
GEFGreif, IncCL A259$1.54 萬<0.1%歷史
Kraneshares Tr500767561EUROPEAN CARBON192$1.47 萬<0.1%–
ProShares Tr74347G689ULTSHT RUSS2000800$1.35 萬<0.1%–
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INCCOM699$1.31 萬<0.1%歷史
GCM Grosvenor Inc.36831E116*W EXP 11/17/20210,000$1.26 萬<0.1%–
Sprott FDS Tr85208P303URANIUM MINERS E164$1.25 萬<0.1%–
VanEck Vectors ETF Tr92189F726BIOTECH ETF101$1.21 萬<0.1%–
EFSCEnterprise Financial Services CorpCOM200$1.10 萬<0.1%歷史
Kraneshares Tr500767827ELEC VEH FUTUR450$1.06 萬<0.1%–
CARMCarisma Therapeutics Inc.COM4,140$1.04 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J734RAFI STRG US SML414$1.03 萬<0.1%–
TRNTrinity Industries IncCOM300$1.03 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE275$9,916<0.1%–
GLADGladstone Capital CorpCOM1,000$9,110<0.1%歷史
Invesco Exchange Traded FD T46137V886DWA STAPLES128$8,883<0.1%–
Legg Mason ETF Invt52468L406FRANKLIN US LOW300$8,871<0.1%–
IAAIAA, Inc.COM241$8,814<0.1%歷史
KLRKaleyra, Inc.COM843$8,776<0.1%歷史
American Centy ETF Tr025072703INTL EQT ETF174$8,683<0.1%–
SUNSunoco LPCOM UT REP LP328$8,590<0.1%歷史
Tata MTRS Ltd876568502SPONSORED ADR350$8,446<0.1%–
ProShares Tr74347R818PSHS ULT SCAP60071$8,161<0.1%–
RBB FD Inc74933W635MOTLEY FOOL GBL249$7,769<0.1%–
iShares U S ETF Tr46431W705INT RT HDG C B71$6,830<0.1%–
iShares Tr46434V696CORE MSCI PAC112$6,718<0.1%–
Cambria ETF Tr132061201SHSHLD YIELD ETF151$6,040<0.1%–
ARRYArray Technologies, Inc.COM SHS165$6,015<0.1%歷史
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Invesco DB Multi-Sector Comm46140H601GOLD FD125$5,106<0.1%–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW104$5,006<0.1%–
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