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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2023 年第 4 季持倉

持倉截至 2023/12/31,2024/1/9 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
3,050
較 2023 年第 3 季 −261
總值
$21.2 億
較 2023 年第 3 季 −$1.06 億 (−4.8%)
申報日
2024/1/9
SEC
IFP Advisors, Inc 在 2023 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.Stock280,382$5,398 萬2.5%−26,356−8.6%減碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW732,844$4,372 萬2.1%−153,073−17.3%減碼–
SPYSPDR S&P 500 ETF TrustETF90,449$4,300 萬2.0%+16,802+22.8%加碼歷史
iShares Tr46428743220 YR TR BD ETF328,739$3,251 萬1.5%+148,731+82.6%加碼–
WisdomTree Tr97717X669US QTLY DIV GRT448,665$3,153 萬1.5%−16,921−3.6%減碼–
Invesco QQQ Trust Series I46090E103ETF61,832$2,532 萬1.2%+3,095+5.3%加碼–
iShares S&P 500 Growth ETF464287309ETF306,803$2,304 萬1.1%+17,665+6.1%加碼–
iShares Core S&P 500 ETF464287200ETF47,953$2,290 萬1.1%−4,068−7.8%減碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR464,442$2,223 萬1.0%−4,391−0.9%減碼–
MSFTMicrosoft CorpStock57,914$2,178 萬1.0%−7,139−11.0%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT135,969$2,146 萬1.0%+9,198+7.3%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF358,157$2,002 萬0.9%−48,561−11.9%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF239,778$1,989 萬0.9%−315−0.1%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF257,070$1,936 萬0.9%+10,883+4.4%加碼–
iShares Tr464287150CORE S&P TTL STK179,101$1,885 萬0.9%+19,916+12.5%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF506,849$1,724 萬0.8%−115,302−18.5%減碼–
iShares S&P 100 ETF464287101ETF76,647$1,712 萬0.8%+2,089+2.8%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 144,152$1,664 萬0.8%+22,306+102.1%加碼歷史
BRK.BBerkshire Hathaway IncStock44,598$1,591 萬0.8%−2,137−4.6%減碼歷史
AMZNAmazon Com IncStock104,299$1,585 萬0.7%−3,050−2.8%減碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD698,432$1,567 萬0.7%+49,080+7.6%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF308,128$1,558 萬0.7%−18,683−5.7%減碼–
Vanguard Morningstar Growth ETF922908736ETF49,650$1,544 萬0.7%−12,090−19.6%減碼–
First Tr Exchange-Traded FD33734H106SHS340,723$1,382 萬0.7%+23,399+7.4%加碼–
XOMExxonMobil Holdings CorpCOM133,060$1,330 萬0.6%−11,404−7.9%減碼歷史
GOOGLAlphabet Inc.Stock93,628$1,308 萬0.6%−5,284−5.3%減碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF145,664$1,236 萬0.6%−8,767−5.7%減碼–
First Tr Exchng Traded FD VI33740F631FT VEST US355,462$1,229 萬0.6%+4,350+1.2%加碼–
iShares Core High Dividend ETF46429B663ETF117,088$1,194 萬0.6%−7,633−6.1%減碼–
Vanguard S&P 500 ETF922908363ETF27,326$1,194 萬0.6%−7,269−21.0%減碼–
Innovator ETFs Trust45782C631INTERNATIONAL DV416,683$1,164 萬0.5%−51,672−11.0%減碼–
Dimensional ETF Trust25434V104US CORE EQT MKT348,604$1,159 萬0.5%+96,562+38.3%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT235,234$1,137 萬0.5%−188,820−44.5%減碼–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT267,290$1,136 萬0.5%+260,826+4,035.1%加碼–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT351,941$1,129 萬0.5%+347,805+8,409.2%加碼–
iShares MSCI Eafe ETF464287465ETF146,729$1,106 萬0.5%−146,486−50.0%減碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF99,725$1,098 萬0.5%+54,285+119.5%加碼–
IAUiShares Gold TrustETF277,478$1,083 萬0.5%+194,486+234.3%加碼歷史
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US160,921$1,079 萬0.5%+8,878+5.8%加碼–
Vanguard Dividend Appreciation ETF921908844ETF61,399$1,046 萬0.5%−205−0.3%減碼–
Schwab U.S. Large-Cap ETF808524201ETF181,806$1,025 萬0.5%−21,027−10.4%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM185,097$1,018 萬0.5%−1,052−0.6%減碼–
Schwab Fundamental International Equity ETF808524755ETF299,873$1,012 萬0.5%+4,539+1.5%加碼–
iShares Tr464287739U.S. REAL ES ETF109,055$996.9 萬0.5%+106,048+3,526.7%加碼–
iShares Tr46436E874IBONDS 24 TRM TS417,532$996.2 萬0.5%+6,435+1.6%加碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF398,674$986.3 萬0.5%+364,625+1,070.9%加碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US149,487$943.6 萬0.4%+17,416+13.2%加碼–
iShares Tr464288646ISHS 1-5YR INVS182,716$936.9 萬0.4%+17,371+10.5%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF63,104$928.5 萬0.4%+33,824+115.5%加碼–
NVDANVIDIA CorpStock18,374$910.0 萬0.4%−486−2.6%減碼歷史
COSTCostco Wholesale CorpStock13,328$879.7 萬0.4%+22+0.2%加碼歷史
Schwab US Dividend Equity ETF808524797ETF115,138$876.5 萬0.4%−27,417−19.2%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF36,816$873.4 萬0.4%−9,507−20.5%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF76,800$857.3 萬0.4%−18,842−19.7%減碼–
iShares Russell Top 200 Growth ETF464289438ETF48,901$857.1 萬0.4%−10,127−17.2%減碼–
MAMastercard IncStock18,879$805.3 萬0.4%−39−0.2%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF88,015$804.4 萬0.4%−199,844−69.4%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF159,518$801.3 萬0.4%−54,376−25.4%減碼–
Schwab U.S. Broad Market ETF808524102ETF143,195$797.1 萬0.4%−6,005−4.0%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF163,610$783.7 萬0.4%−9,351−5.4%減碼–
VVisa Inc.Stock29,415$765.8 萬0.4%−427−1.4%減碼歷史
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP119,687$753.1 萬0.4%+10,531+9.6%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF142,468$740.7 萬0.3%−94,840−40.0%減碼–
JPMJPMorgan Chase & CoStock42,977$731.0 萬0.3%−5,619−11.6%減碼歷史
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD163,191$727.9 萬0.3%−52,459−24.3%減碼–
iShares Tr464288885EAFE GRWTH ETF74,720$723.7 萬0.3%−5,298−6.6%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF85,097$713.5 萬0.3%−28,502−25.1%減碼–
ETEnergy Transfer LPCOM UT LTD PTN510,620$704.7 萬0.3%+36,073+7.6%加碼歷史
Vanguard Morningstar Value ETF922908744ETF46,965$702.1 萬0.3%+9,408+25.0%加碼–
PGProcter & Gamble CoStock46,433$680.4 萬0.3%−7,029−13.1%減碼歷史
LLYEli Lilly & CoStock11,504$670.7 萬0.3%+411+3.7%加碼歷史
First Tr Exchng Traded FD VI33740F854FT VEST U.S.182,728$647.4 萬0.3%−6,960−3.7%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF22,754$630.6 萬0.3%−6,834−23.1%減碼–
UNHUnitedHealth Group IncStock11,951$629.2 萬0.3%−3,891−24.6%減碼歷史
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF262,037$626.3 萬0.3%+116,483+80.0%加碼–
SBUXStarbucks CorpStock64,425$618.5 萬0.3%−2,861−4.3%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF53,920$614.9 萬0.3%+51,058+1,784.0%加碼–
iShares Tr46435G409MSCI INTL VLU FT222,734$590.5 萬0.3%−2,785−1.2%減碼–
GOOGAlphabet Inc.Stock40,589$572.0 萬0.3%−1,896−4.5%減碼歷史
iShares Tr46432F388MSCI USA VALUE56,067$567.2 萬0.3%−977−1.7%減碼–
CVXChevron CorpStock37,927$565.7 萬0.3%−3,677−8.8%減碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF120,260$560.8 萬0.3%−2,275−1.9%減碼–
Vanguard Total Bond Market ETF921937835ETF75,799$557.5 萬0.3%−203,283−72.8%減碼–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF223,764$554.0 萬0.3%+15,049+7.2%加碼–
iShares Tr4642874407-10 YR TRSY BD55,002$530.2 萬0.3%+21,406+63.7%加碼–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF66,172$529.6 萬0.3%+4,283+6.9%加碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF102,247$527.1 萬0.2%−3,995−3.8%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF44,663$509.1 萬0.2%−3,162−6.6%減碼–
BABoeing CoStock19,523$508.9 萬0.2%−485−2.4%減碼歷史
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF209,775$502.0 萬0.2%+105,563+101.3%加碼–
METAMeta Platforms, Inc.Stock13,993$495.3 萬0.2%+162+1.2%加碼歷史
JNJJohnson & JohnsonStock31,319$490.9 萬0.2%−7,783−19.9%減碼歷史
First Tr Exchng Traded FD VI33740F839FT VEST US EQT125,189$484.7 萬0.2%+3,987+3.3%加碼–
American Centy ETF Tr025072505DIVERSIFIED MU94,994$484.1 萬0.2%+57,742+155.0%加碼–
ABBVAbbVie Inc.Stock31,161$482.9 萬0.2%−16,869−35.1%減碼歷史
iShares Tr46434VBG4IBONDS DEC24 ETF193,461$481.9 萬0.2%−2,498−1.3%減碼–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL142,297$473.4 萬0.2%−109,445−43.5%減碼–
iShares Core S&P Small Cap ETF464287804ETF43,298$468.7 萬0.2%−20,602−32.2%減碼–
HDHome Depot, Inc.Stock13,456$466.3 萬0.2%−4,048−23.1%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF70,318$457.5 萬0.2%−79,209−53.0%減碼–

2023 年第 3 季之後清倉(412 檔)

2023 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 412 檔。

IFP Advisors, Inc 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
Pacer FDS Tr69374H428ARIST HIGH ETF218,924$1,022 萬0.5%–
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF38,574$407.0 萬0.2%–
PIMCO ETF Tr72201R88225YR+ ZERO U S18,841$137.0 萬0.1%–
Victory Portfolios II92647N873VCSHS US SMCP HG20,912$102.4 萬<0.1%–
WisdomTree Tr97717W588US LARGECAP FUND17,747$81.2 萬<0.1%–
Two RDS Shared Tr90214Q642REGENTS PK HDGD83,064$71.9 萬<0.1%–
Innovator ETFs Trust45782C284US SML CP PWR B26,743$66.9 萬<0.1%–
Kraneshares Trust500767306CSI CHI INTERNET24,389$66.8 萬<0.1%–
Global X FDS37954Y780INTERNET OF THNG15,305$46.9 萬<0.1%–
HLHecla Mining CoCOM110,013$43.0 萬<0.1%歷史
QTWOQ2 Holdings, Inc.COM13,000$42.0 萬<0.1%歷史
WNS Hldgs Ltd92932M101SPON ADR5,271$36.1 萬<0.1%–
AESIAtlas Energy Solutions Inc.COM CLASS A16,156$35.9 萬<0.1%歷史
iShares Tr464288166AGENCY BOND ETF3,281$34.7 萬<0.1%–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD12,481$34.7 萬<0.1%–
Ea Series Trust02072L698STRIVE EMERGING13,838$34.6 萬<0.1%–
Innovator ETFs Trust45783Y723POWER BUFFER SET12,491$33.3 萬<0.1%–
BNBROOKFIELD CorpCL A LTD VT SH10,423$32.6 萬<0.1%歷史
Tidal ETF Tr886364454NOBLE ABSOLUTE34,750$29.1 萬<0.1%–
BANDBandwidth Inc.COM CL A22,755$25.6 萬<0.1%歷史
Simplify Exchange Traded Fun82889N863VOLATILITY PREM11,189$25.2 萬<0.1%–
Etfis Ser Tr I26923G798VIRTUS PVT CR10,625$22.8 萬<0.1%–
EBTCEnterprise Bancorp IncCOM8,000$21.9 萬<0.1%歷史
SPDR Index Shs FDS78463X434ST STR MSCI EAFE3,155$21.2 萬<0.1%–
SPDR Series Trust78468R804ST STR R1K LOWV1,382$18.5 萬<0.1%–
Etfis Ser Tr I26923G400INFRACP REIT PFD10,500$18.2 萬<0.1%–
RHPRyman Hospitality Properties, Inc.COM2,129$17.7 萬<0.1%歷史
VIXYProShares Trust IIVIX SH TRM FUTRS7,609$17.7 萬<0.1%歷史
ProShares Tr74348A533PRIV EQTY-LSTD6,756$17.7 萬<0.1%–
New York Life Invts Active E45409F827MACKAY MUN INTER7,363$17.3 萬<0.1%–
FUTUFutu Holdings LtdSPON ADS CL A2,916$16.9 萬<0.1%歷史
Ea Series Trust02072L615STRIVE 1000 GRWT5,475$16.4 萬<0.1%–
VanEck ETF Trust92189F353EMERGING MRKT HI7,900$14.1 萬<0.1%–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP0$13.1 萬<0.1%歷史
Ea Series Trust02072L581STRIVE 1000 DIV4,476$11.8 萬<0.1%–
Ea Series Trust02072L573STRIVE 2000 ETF4,476$11.3 萬<0.1%–
Direxion Shs ETF Tr25460G336DLY SEMICNDTR BR9,175$10.3 萬<0.1%–
VanEck ETF Trust92189F429PREFERRED SECURT5,500$9.25 萬<0.1%–
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS2,768$9.23 萬<0.1%歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW2,626$8.90 萬<0.1%–
FTAIFTAI Aviation Ltd.SHS2,500$8.89 萬<0.1%歷史
American Centy ETF Tr025072885US EQT ETF1,198$8.78 萬<0.1%–
Invesco Exchange Traded FD T46137V589GBL LISTED PVT7,905$8.72 萬<0.1%–
AMCAMC Entertainment Holdings, Inc.CL A COM4,425$8.69 萬<0.1%歷史
New York Life Invts Active E45409F843MACK MU INSD ETF3,443$7.87 萬<0.1%–
DXDynex Capital IncCOM6,265$7.48 萬<0.1%歷史
ProShares Tr74347B201PSHS ULTSH 20YRS1,812$7.11 萬<0.1%–
Angel Oak Funds Trust03463K752OAK ULTRASHORT1,332$6.75 萬<0.1%–
KNSAKiniksa Pharmaceuticals International, plcCOM CL A3,750$6.51 萬<0.1%歷史
American Centy ETF Tr025072752LARG CA EQUI ETF1,206$6.42 萬<0.1%–
Innovator ETFs Trust45782C649US EQTY ULTRA B2,098$6.14 萬<0.1%–
Victory Portfolios II92647N667VICSHS DV AC ETF1,385$6.01 萬<0.1%–
RETAReata Pharmaceuticals IncCL A300$5.17 萬<0.1%歷史
RTLNecessity Retail REIT, Inc.COM CLASS A6,501$4.88 萬<0.1%歷史
Innovator ETFs Tr45782C243INVTOR 2 PLS 52,500$4.82 萬<0.1%–
iShares Tr464287127MORNINGSTR US EQ761$4.48 萬<0.1%–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF914$4.14 萬<0.1%–
First Tr Exchng Traded FD VI33740F508FLEXIBL MUN HIGH2,629$4.14 萬<0.1%–
PIMCO ETF Tr72201R403BROAD US TIPS750$3.88 萬<0.1%–
First Tr Exch Traded FD III33739P608RIVRFRNT DYN DEV641$3.56 萬<0.1%–
PIMCO ETF Tr72201R643ENHANCD SHORT352$3.45 萬<0.1%–
STAGSTAG Industrial, Inc.COM984$3.39 萬<0.1%歷史
SPDR Series Trust78468R531SPDR S&P 500 ESG778$3.23 萬<0.1%–
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS735$3.10 萬<0.1%–
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU1,500$2.99 萬<0.1%–
DBX ETF Tr233051192XTKR EMGRIN MKTS1,126$2.91 萬<0.1%–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN674$2.84 萬<0.1%–
GasLog Partners LPY2687W108UNIT LTD PTNRP3,216$2.78 萬<0.1%–
Victory Portfolios II92647N535SHORT TRM BD ETF546$2.67 萬<0.1%–
OGEOGE Energy Corp.COM800$2.67 萬<0.1%歷史
Innovator ETFs Trust45783Y731BUFF STEP UP ETF1,000$2.64 萬<0.1%–
Innovator ETFs Trust45783Y673QUITY MANAGD FLR1,000$2.56 萬<0.1%–
Schwab Strategic Tr808524649MUN BD ETF500$2.48 萬<0.1%–
Victory Portfolios II92647N865VCSHS US LRG CAP430$2.33 萬<0.1%–
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30846$2.27 萬<0.1%–
CLHClean Harbors IncCOM135$2.26 萬<0.1%歷史
Northern LTS FD Tr IV66538H237MAIN INTNL ETF1,118$2.24 萬<0.1%–
American Centy ETF Tr025072349US LARGE CAP VLU425$2.24 萬<0.1%–
Fidelity Covington Trust316092527SML MID MLTFCT683$2.20 萬<0.1%–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT697$2.19 萬<0.1%–
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR439$2.18 萬<0.1%–
ALVAutoliv IncCOM224$2.16 萬<0.1%歷史
FWONALiberty Media CorpCOM SER A FRMLA356$2.16 萬<0.1%歷史
UTLUnitil CorpCOM500$2.14 萬<0.1%歷史
WLYJohn Wiley & Sons, Inc.CL A571$2.12 萬<0.1%歷史
CHEFChefs' Warehouse, Inc.COM1,000$2.12 萬<0.1%歷史
BNOUnited States Brent Oil Fund, LPETF639$2.05 萬<0.1%歷史
WWEWorld Wrestling Entertainment, LLCCL A234$1.97 萬<0.1%歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST897$1.97 萬<0.1%–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF623$1.94 萬<0.1%–
APAMArtisan Partners Asset Management Inc.CL A513$1.92 萬<0.1%歷史
iShares Tr464287549EXPND TEC SC ETF50$1.91 萬<0.1%–
First Tr Exchange-Traded FD33734X150INDLS PROD DUR318$1.83 萬<0.1%–
iShares Inc464286608MSCI EURZONE ETF428$1.81 萬<0.1%–
HIHillenbrand, Inc.COM422$1.79 萬<0.1%歷史
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP450$1.78 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF387$1.74 萬<0.1%–
FFAFirst Trust Enhanced Equity Income FundCOM968$1.67 萬<0.1%歷史
TWITitan International IncCOM1,231$1.65 萬<0.1%歷史
WisdomTree Tr97717X156US SHT TRM CORP353$1.64 萬<0.1%–