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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2023 年第 3 季持倉

持倉截至 2023/9/30,2023/10/12 申報。只含多頭部位,變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
3,311
較 2023 年第 2 季 −149
總值
$22.2 億
較 2023 年第 2 季 +$2.41 億 (+12.2%)
申報日
2023/10/12
SEC
IFP Advisors, Inc 在 2023 年第 3 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 TREA1,187,211$5,977 萬2.7%+45,551+4.0%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW885,917$5,264 萬2.4%−41,852−4.5%減碼–
AAPLApple Inc.Stock306,738$5,252 萬2.4%−18,980−5.8%減碼歷史
SPYSPDR S&P 500 ETF TrustETF73,647$3,148 萬1.4%−6,420−8.0%減碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT465,586$2,956 萬1.3%+67,853+17.1%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF287,859$2,643 萬1.2%−8,518−2.9%減碼–
iShares Tr46436E7180-3 MTH TREASURY242,299$2,439 萬1.1%+18,095+8.1%加碼–
iShares Core S&P 500 ETF464287200ETF52,021$2,234 萬1.0%+314+0.6%加碼–
Invesco QQQ Trust Series I46090E103ETF58,737$2,113 萬0.9%+2,560+4.6%加碼–
MSFTMicrosoft CorpStock65,053$2,054 萬0.9%−9,777−13.1%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF406,718$2,045 萬0.9%+31,638+8.4%加碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR468,833$2,029 萬0.9%+428,762+1,070.0%加碼–
iShares MSCI Eafe ETF464287465ETF293,215$2,021 萬0.9%−52,007−15.1%減碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT424,054$2,003 萬0.9%−5,394−1.3%減碼–
iShares S&P 500 Growth ETF464287309ETF289,138$1,978 萬0.9%−9,390−3.1%減碼–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF195,806$1,961 萬0.9%−456−0.2%減碼–
Vanguard Total Bond Market ETF921937835ETF279,082$1,948 萬0.9%+14,450+5.5%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF622,151$1,942 萬0.9%+28,473+4.8%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT126,771$1,796 萬0.8%+31,181+32.6%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF240,093$1,746 萬0.8%−30,287−11.2%減碼–
XOMExxonMobil Holdings CorpCOM144,464$1,699 萬0.8%+59,032+69.1%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF61,740$1,681 萬0.8%+10,553+20.6%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF246,187$1,666 萬0.7%+6,998+2.9%加碼–
BRK.BBerkshire Hathaway IncStock46,735$1,637 萬0.7%−7,617−14.0%減碼歷史
iShares Tr46434V860TRS FLT RT BD320,916$1,628 萬0.7%+30,064+10.3%加碼–
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD542,350$1,612 萬0.7%−136,617−20.1%減碼歷史
iShares Tr46428743220 YR TR BD ETF180,008$1,596 萬0.7%−114,399−38.9%減碼–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD649,352$1,558 萬0.7%+602,322+1,280.7%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF326,811$1,555 萬0.7%−12,037−3.6%減碼–
iShares Tr464287150CORE S&P TTL STK159,185$1,499 萬0.7%−10,153−6.0%減碼–
iShares S&P 100 ETF464287101ETF74,558$1,496 萬0.7%+4,672+6.7%加碼–
AMZNAmazon Com IncStock107,349$1,365 萬0.6%−30,927−22.4%減碼歷史
Vanguard S&P 500 ETF922908363ETF34,595$1,359 萬0.6%+2,320+7.2%加碼–
VanEck ETF Trust92189F106GOLD MINERS ETF497,665$1,339 萬0.6%+5,421+1.1%加碼–
GOOGLAlphabet Inc.Stock98,912$1,294 萬0.6%−24,900−20.1%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF215,079$1,267 萬0.6%−179,919−45.5%減碼–
iShares Core High Dividend ETF46429B663ETF124,721$1,233 萬0.6%+877+0.7%加碼–
Innovator ETFs Trust45782C631INTERNATIONAL DV468,355$1,229 萬0.6%−54,530−10.4%減碼–
First Tr Exchange-Traded FD33734H106SHS317,324$1,186 萬0.5%+13,351+4.4%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF237,308$1,173 萬0.5%−40,416−14.6%減碼–
VanEck Morningstar Wide Moat ETF92189F643ETF154,431$1,171 萬0.5%+11,631+8.1%加碼–
First Tr Exchng Traded FD VI33740F631FT VEST US351,112$1,138 萬0.5%+550.0%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF213,894$1,073 萬0.5%−7,842−3.5%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF113,599$1,027 萬0.5%−17,852−13.6%減碼–
Schwab U.S. Large-Cap ETF808524201ETF202,833$1,026 萬0.5%−4,844−2.3%減碼–
Pacer FDS Tr69374H428ARIST HIGH ETF218,924$1,022 萬0.5%+40,833+22.9%加碼–
Schwab US Dividend Equity ETF808524797ETF142,555$1,009 萬0.5%−12,780−8.2%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM186,149$997.0 萬0.4%+13,232+7.7%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF95,642$988.2 萬0.4%+1,561+1.7%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF46,323$984.0 萬0.4%−12,429−21.2%減碼–
iShares Tr46436E874IBONDS 24 TRM TS411,097$980.1 萬0.4%−54,909−11.8%減碼–
Vanguard Dividend Appreciation ETF921908844ETF61,604$957.2 萬0.4%−5,166−7.7%減碼–
Schwab Fundamental International Equity ETF808524755ETF295,334$935.3 萬0.4%+156,535+112.8%加碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US152,043$908.2 萬0.4%−8,814−5.5%減碼–
iShares Russell Top 200 Growth ETF464289438ETF59,028$908.1 萬0.4%+6,310+12.0%加碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD215,650$906.9 萬0.4%−10,126−4.5%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF149,527$886.4 萬0.4%+11,321+8.2%加碼–
iShares Tr464288646ISHS 1-5YR INVS165,345$823.9 萬0.4%+1,543+0.9%加碼–
NVDANVIDIA CorpStock18,860$820.4 萬0.4%+2,123+12.7%加碼歷史
UNHUnitedHealth Group IncStock15,842$798.7 萬0.4%+676+4.5%加碼歷史
PGProcter & Gamble CoStock53,462$779.8 萬0.4%+2,983+5.9%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF172,961$756.2 萬0.3%+3,706+2.2%加碼–
Dimensional ETF Trust25434V104US CORE EQT MKT252,042$754.9 萬0.3%−17,438−6.5%減碼–
COSTCostco Wholesale CorpStock13,306$751.8 萬0.3%+527+4.1%加碼歷史
MAMastercard IncStock18,918$749.0 萬0.3%−2,785−12.8%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF149,200$743.8 萬0.3%+1,596+1.1%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF29,588$737.7 萬0.3%−586−1.9%減碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US132,071$737.6 萬0.3%+8,267+6.7%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 121,846$731.7 萬0.3%+1,306+6.4%加碼歷史
Invesco Exchange Traded FD T46137V290S&P500 EQL REL251,742$720.5 萬0.3%+250,576+21,490.2%加碼–
ABBVAbbVie Inc.Stock48,030$715.9 萬0.3%+1,299+2.8%加碼歷史
JPMJPMorgan Chase & CoStock48,596$704.7 萬0.3%−15,107−23.7%減碼歷史
CVXChevron CorpStock41,604$701.5 萬0.3%−825−1.9%減碼歷史
iShares Tr464288885EAFE GRWTH ETF80,018$690.6 萬0.3%+2,955+3.8%加碼–
VVisa Inc.Stock29,842$686.4 萬0.3%+911+3.1%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN474,547$665.8 萬0.3%+31,395+7.1%加碼歷史
First Tr Exchng Traded FD VI33740F854FT VEST U.S.189,688$627.7 萬0.3%+2,394+1.3%加碼–
iShares Russell 2000 ETF464287655ETF35,091$620.2 萬0.3%−21,852−38.4%減碼–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP109,156$615.2 萬0.3%+6,575+6.4%加碼–
SBUXStarbucks CorpStock67,286$614.1 萬0.3%−12,314−15.5%減碼歷史
JNJJohnson & JohnsonStock39,102$609.0 萬0.3%−2,378−5.7%減碼歷史
GLDSPDR Gold TrustETF35,480$608.3 萬0.3%+200+0.6%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF63,900$602.8 萬0.3%+3,820+6.4%加碼–
LLYEli Lilly & CoStock11,093$595.9 萬0.3%+4,010+56.6%加碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM102,505$572.6 萬0.3%−2,130−2.0%減碼–
iShares Tr46435G409MSCI INTL VLU FT225,519$571.9 萬0.3%+31,275+16.1%加碼–
GOOGAlphabet Inc.Stock42,485$560.2 萬0.3%−3,329−7.3%減碼歷史
HDHome Depot, Inc.Stock17,504$528.9 萬0.2%−891−4.8%減碼歷史
CHDNChurchill Downs IncCOM45,453$527.4 萬0.2%00.0%不變歷史
Vanguard Morningstar Value ETF922908744ETF37,557$518.0 萬0.2%−909−2.4%減碼–
iShares Tr46432F388MSCI USA VALUE57,044$517.5 萬0.2%+4,174+7.9%加碼–
BXBlackstone Inc.COM48,256$517.0 萬0.2%−1,116−2.3%減碼歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF208,715$508.6 萬0.2%−17,066−7.6%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF122,535$505.6 萬0.2%−19,353−13.6%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF109,909$505.0 萬0.2%+17,547+19.0%加碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF45,440$502.0 萬0.2%+574+1.3%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF47,825$484.9 萬0.2%+41,655+675.1%加碼–
iShares Tr46434VBG4IBONDS DEC24 ETF195,959$484.6 萬0.2%+21,645+12.4%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF139,865$478.8 萬0.2%+33,783+31.8%加碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF106,242$470.7 萬0.2%−6,434−5.7%減碼–

2023 年第 2 季之後清倉(360 檔)

2023 年第 2 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 360 檔。

IFP Advisors, Inc 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
WisdomTree Tr97717W380INTRST RATE HDGE179,789$860.8 萬0.4%–
First Tr Exchng Traded FD VI33740U844FT VEST U.S165,332$490.0 萬0.2%–
VIXYProShares Trust IIVIX SH TRM FUTRS122,484$360.0 萬0.2%歷史
CPCanadian Pacific Kansas City LtdCOM14,276$274.2 萬0.1%歷史
iShares Inc464286517JP MORGAN EM ETF56,227$257.1 萬0.1%–
CDECoeur Mining, Inc.COM NEW195,044$154.3 萬0.1%歷史
IONQIonQ, Inc.COM147,694$135.9 萬0.1%歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF18,441$92.7 萬<0.1%–
ProShares Tr74347R107PSHS ULT S&P 5007,210$87.5 萬<0.1%–
Global X FDS37960A503NASDAQ 100 RIS34,411$84.6 萬<0.1%–
NUONuveen Ohio Quality Municipal Income FundCOM53,422$73.6 萬<0.1%歷史
JACKJack in the Box IncCOM6,673$53.7 萬<0.1%歷史
GPORGulfport Energy CorpCOMMON SHARES7,044$51.4 萬<0.1%歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF9,036$46.9 萬<0.1%–
PRGSProgress Software CorpCOM10,908$41.9 萬<0.1%歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA11,379$28.5 萬<0.1%–
Atlis Motor Vehicles Inc049506108CLASS A COM3,000$24.6 萬<0.1%–
ProShares Tr74348A814INFLATN EXPECTNS8,336$23.9 萬<0.1%–
CLBCore Laboratories Inc.COM2,239$23.3 萬<0.1%歷史
iShares Tr46435G193ESG AWRE USD ETF8,986$21.8 萬<0.1%–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP6,544$19.8 萬<0.1%–
iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325ETF7,916$19.8 萬<0.1%–
SPDR Series Trust78464A144ST STR CORPO ETF5,931$18.4 萬<0.1%–
Credit Suisse Group225401108SPONSORED ADR7,264$16.4 萬<0.1%–
NTESNetEase, Inc.SPONSORED ADS703$16.3 萬<0.1%歷史
PUBMPubMatic, Inc.COM CL A5,208$15.3 萬<0.1%歷史
VXXBarclays Bank PLCIPTH SR B S&P3,273$14.3 萬<0.1%歷史
SPDR Ser Tr78464A813S&P 600 SML CAP930$13.4 萬<0.1%–
ProShares Tr74347B508DJ BRKFLD GLB2,212$9.18 萬<0.1%–
UVXYProShares Trust IIULTRA VIX SHORT2,393$9.12 萬<0.1%歷史
FIRYFiry Inc.COM3,675$8.35 萬<0.1%歷史
iShares Tr46435G243ESG AWRE 1 5 YR3,118$7.65 萬<0.1%–
Innovator ETFs Trust45782C730US EQT ULTRA BF2,815$7.15 萬<0.1%–
INVAInnoviva, Inc.COM4,579$6.85 萬<0.1%歷史
DCPDCP Midstream, LPCOM UT LTD PTN1,535$6.44 萬<0.1%歷史
RBARB Global Inc.COM1,842$6.41 萬<0.1%歷史
SNFIStark Novus Financial Inc.COM CL A3,500$6.37 萬<0.1%歷史
LOGCContextLogic Inc.COM CL A2,583$5.18 萬<0.1%歷史
Kraneshares Trust500767405BOSERA MSCI CHIN1,500$5.00 萬<0.1%–
Innovator ETFs Trust45782C672US EQT ULTRA BF1,853$4.64 萬<0.1%–
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X550$4.57 萬<0.1%–
iShares Tr46435U218ESG MSCI LEADR929$4.55 萬<0.1%–
TRIThomson Reuters CorpCOM NEW753$3.71 萬<0.1%歷史
Simplify Exchange Traded Fun82889N756CONVEXITY ETF1,384$3.48 萬<0.1%–
ETF Managers Tr26924G706WEDBUSH VID GAME638$3.43 萬<0.1%–
BRDSBird Global, Inc.COM CL A4,000$3.34 萬<0.1%歷史
FRSXForesight Autonomous Holdings Ltd.SPONSORED ADS9,000$2.67 萬<0.1%歷史
SKXSkechers USA IncCL A890$2.62 萬<0.1%歷史
Fidelity Covington Trust316092261PFD SECS I1,000$2.50 萬<0.1%–
VITLVital Farms, Inc.COM677$2.39 萬<0.1%歷史
GTESGates Industrial Corp Ltd.ORD SHS1,565$2.32 萬<0.1%歷史
Alps ETF Tr00162Q858SECTR DIV DOGS500$2.23 萬<0.1%–
ProShares Tr74347B110ULTRAPRO SHORT S772$2.09 萬<0.1%–
OUSTOuster, Inc.COM1,824$2.04 萬<0.1%歷史
GTYGetty Realty CorpCOM760$2.02 萬<0.1%歷史
BSMBlack Stone Minerals, L.P.COM UNIT1,062$1.93 萬<0.1%歷史
ABBNYABB LtdSPONSORED ADR1,023$1.86 萬<0.1%歷史
iShares Tr46435U440USD GRN BOND ETF355$1.78 萬<0.1%–
AGQProShares Trust IIULTRA SILVER NEW500$1.55 萬<0.1%歷史
ATECAlphatec Holdings, Inc.COM NEW3,871$1.54 萬<0.1%歷史
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM600$1.37 萬<0.1%歷史
BDCBelden Inc.COM374$1.35 萬<0.1%歷史
ESIElement Solutions IncCOM1,061$1.24 萬<0.1%歷史
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF500$1.23 萬<0.1%–
DEIDouglas Emmett IncCOM318$1.22 萬<0.1%歷史
MTDRMatador Resources CoCOM454$1.20 萬<0.1%歷史
iShares Tr464289180MSCI EURO FL ETF414$1.06 萬<0.1%–
VanEck ETF Trust92189F791JUNIOR GOLD MINE270$8,856<0.1%–
Enerplus Corp292766102COM692$8,650<0.1%–
AAONAaon, Inc.COM PAR $0.004274$8,508<0.1%歷史
TFSLTFS Financial CORPCOM513$8,234<0.1%歷史
BINIBollinger Innovations, Inc.COMMON STOCK675$7,945<0.1%歷史
FCFFirst Commonwealth Financial CorpCOM500$7,930<0.1%歷史
EVFEaton Vance Senior Income TrustSH BEN INT1,200$7,908<0.1%歷史
HIXWestern Asset High Income Fund II Inc.COM1,212$7,878<0.1%歷史
Innovator ETFs Trust45782C433US EQTY BUFR FEB300$7,407<0.1%–
CXHMFS Investment Grade Municipal TrustSH BEN INT800$7,368<0.1%歷史
GFIGold Fields LtdSPONSORED ADR2,000$7,100<0.1%歷史
CRAICra International, Inc.COM129$7,037<0.1%歷史
WLKPWestlake Chemical Partners LPCOM UNIT RP LP300$6,960<0.1%歷史
FFFutureFuel Corp.COM500$6,710<0.1%歷史
PARRPar Pacific Holdings, Inc.COM NEW360$6,674<0.1%歷史
EQCEQC Liquidating TrustCOM SH BEN INT212$6,579<0.1%歷史
SPDR Series Trust78464A722ST STR SP PHARMA150$6,413<0.1%–
iShares Tr464287374NORTH AMERN NAT173$6,377<0.1%–
MHDBlackRock Muniholdings Fund, Inc.COM412$6,332<0.1%歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF235$5,846<0.1%–
SVRASavara IncCOM600$5,814<0.1%歷史
RCELAVITA Medical, Inc.COM183$5,589<0.1%歷史
IPARInterparfums IncCOM105$5,555<0.1%歷史
WGOWinnebago Industries IncCOM154$5,555<0.1%歷史
MUJBlackRock Muniholdings New Jersey Quality Fund, Inc.COM404$5,394<0.1%歷史
MVFBlackRock Munivest Fund, Inc.COM600$5,274<0.1%歷史
Dimensional ETF Trust25434V799INTL CORE EQUITY198$4,952<0.1%–
Listed FDS Tr53656F805SHARES LAG CAP200$4,944<0.1%–
NGLNGL Energy Partners LPCOM UNIT REPST426$4,942<0.1%歷史
MQTBlackRock Muniyield Quality Fund II, Inc.COM400$4,848<0.1%歷史
AELAmerican National Group Inc.COM423$4,820<0.1%歷史
AYXAlteryx, Inc.COM CL A136$4,778<0.1%歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF191$4,760<0.1%–