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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2024 年第 3 季持倉

持倉截至 2024/9/30,2025/2/4 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
3,318
較 2024 年第 2 季 +75
總值
$27.7 億
較 2024 年第 2 季 +$2.54 億 (+10.1%)
申報日
2025/2/4
SEC
IFP Advisors, Inc 在 2024 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
AAPLApple Inc.Stock309,234$7,205 萬2.6%−5,630−1.8%減碼歷史
Invesco QQQ Trust Series I46090E103ETF106,233$5,186 萬1.9%−1,216−1.1%減碼–
SPYSPDR S&P 500 ETF TrustETF84,766$4,864 萬1.8%−5,916−6.5%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF119,912$4,604 萬1.7%+17,826+17.5%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF530,689$3,584 萬1.3%+77,359+17.1%加碼–
MSFTMicrosoft CorpStock77,314$3,327 萬1.2%+9,118+13.4%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT399,656$3,326 萬1.2%−3,744−0.9%減碼–
NVDANVIDIA CorpStock259,094$3,147 萬1.1%+29,808+13.0%加碼歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF1,168,428$2,936 萬1.1%+24,424+2.1%加碼–
iShares Core S&P 500 ETF464287200ETF50,349$2,904 萬1.0%+740+1.5%加碼–
iShares S&P 100 ETF464287101ETF102,440$2,835 萬1.0%−6,088−5.6%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF713,273$2,679 萬1.0%+50,626+7.6%加碼–
AMZNAmazon Com IncStock124,953$2,328 萬0.8%−13,916−10.0%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF218,454$2,276 萬0.8%−6,874−3.1%減碼–
Vanguard S&P 500 ETF922908363ETF42,449$2,240 萬0.8%+927+2.2%加碼–
iShares MSCI Eafe ETF464287465ETF259,730$2,172 萬0.8%−4,582−1.7%減碼–
BRK.BBerkshire Hathaway IncStock45,868$2,111 萬0.8%+625+1.4%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF253,379$2,105 萬0.8%+3,015+1.2%加碼–
IAUiShares Gold TrustETF420,643$2,091 萬0.8%+20,865+5.2%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF90,253$2,038 萬0.7%+49,036+119.0%加碼–
iShares Tr464287150CORE S&P TTL STK161,621$2,030 萬0.7%−3,326−2.0%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT112,313$2,012 萬0.7%+6,669+6.3%加碼–
GOOGLAlphabet Inc.Stock121,003$2,007 萬0.7%−16,939−12.3%減碼歷史
Schwab US Dividend Equity ETF808524797ETF228,692$1,933 萬0.7%+40,732+21.7%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF380,050$1,928 萬0.7%−15,006−3.8%減碼–
Dimensional ETF Trust25434V104US CORE EQT MKT482,309$1,914 萬0.7%+31,721+7.0%加碼–
iShares S&P 500 Growth ETF464287309ETF189,042$1,810 萬0.7%+5,404+2.9%加碼–
COSTCostco Wholesale CorpStock16,533$1,767 萬0.6%+1,017+6.6%加碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW293,047$1,754 萬0.6%+21,328+7.8%加碼–
XOMExxonMobil Holdings CorpCOM147,975$1,735 萬0.6%+13,165+9.8%加碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF150,780$1,668 萬0.6%−472−0.3%減碼–
VanEck Morningstar Wide Moat ETF92189F643ETF163,461$1,585 萬0.6%+4,107+2.6%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF263,023$1,510 萬0.5%−24,971−8.7%減碼–
Schwab Charles Family FD808515530AMT TAX FREE MNY14,015,600$1,402 萬0.5%+14,015,600新進–
Vanguard Morningstar Total Stock Market ETF922908769ETF49,136$1,391 萬0.5%+16,592+51.0%加碼–
First Tr Exchng Traded FD VI33740F631FT VEST US352,539$1,346 萬0.5%−2,998−0.8%減碼–
Schwab U.S. Large-Cap ETF808524201ETF188,439$1,279 萬0.5%+8,615+4.8%加碼–
iShares Russell 2000 ETF464287655ETF57,314$1,266 萬0.5%+36,399+174.0%加碼–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT348,733$1,256 萬0.5%+1,734+0.5%加碼–
iShares Tr464288646ISHS 1-5YR INVS237,501$1,251 萬0.5%+25,210+11.9%加碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US157,044$1,217 萬0.4%+648+0.4%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF67,536$1,211 萬0.4%−52,512−43.7%減碼–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT256,218$1,209 萬0.4%−7,402−2.8%減碼–
Innovator ETFs Trust45782C631INTERNATIONAL DV383,587$1,181 萬0.4%−1,063−0.3%減碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF84,288$1,176 萬0.4%+5,696+7.2%加碼–
METAMeta Platforms, Inc.Stock19,967$1,143 萬0.4%+2,411+13.7%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF88,033$1,129 萬0.4%+1,746+2.0%加碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US157,688$1,094 萬0.4%−2,141−1.3%減碼–
First Tr Exchange-Traded FD33734H106SHS237,802$1,083 萬0.4%−29,362−11.0%減碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 125,107$1,063 萬0.4%−22,575−47.3%減碼歷史
JPMJPMorgan Chase & CoStock49,589$1,046 萬0.4%+743+1.5%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF52,782$1,045 萬0.4%−8,003−13.2%減碼–
VVisa Inc.Stock37,773$1,039 萬0.4%+2,765+7.9%加碼歷史
iShares Core High Dividend ETF46429B663ETF87,906$1,034 萬0.4%+15,049+20.7%加碼–
Vanguard Total Bond Market ETF921937835ETF137,239$1,031 萬0.4%+44,117+47.4%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF174,859$1,011 萬0.4%+42,613+32.2%加碼–
ETEnergy Transfer LPCOM UT LTD PTN627,804$1,008 萬0.4%+26,770+4.5%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF150,229$999.3 萬0.4%−668−0.4%減碼–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL253,680$964.0 萬0.3%−4,219−1.6%減碼–
GOOGAlphabet Inc.Stock34,184$939.4 萬0.3%−22,709−39.9%減碼歷史
LLYEli Lilly & CoStock10,591$938.6 萬0.3%−732−6.5%減碼歷史
UNHUnitedHealth Group IncStock15,814$924.9 萬0.3%+2,536+19.1%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF78,682$920.2 萬0.3%+4,958+6.7%加碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD203,317$919.8 萬0.3%+7,349+3.8%加碼–
HDHome Depot, Inc.Stock22,362$906.3 萬0.3%+5,510+32.7%加碼歷史
AMDAdvanced Micro Devices IncStock53,900$884.4 萬0.3%+21,220+64.9%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF95,458$877.6 萬0.3%+2,933+3.2%加碼–
Vanguard Morningstar Value ETF922908744ETF47,827$835.0 萬0.3%−3,587−7.0%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF131,941$822.2 萬0.3%+5,728+4.5%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF155,457$821.0 萬0.3%−6,151−3.8%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM136,875$814.6 萬0.3%−12,580−8.4%減碼–
CARRCarrier Global CorpStock97,730$786.6 萬0.3%+3,610+3.8%加碼歷史
MAMastercard IncStock15,816$781.1 萬0.3%−3,357−17.5%減碼歷史
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF317,581$771.7 萬0.3%+24,702+8.4%加碼–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF160,810$767.7 萬0.3%+62,556+63.7%加碼–
iShares Tr46435G409MSCI INTL VLU FT258,166$762.5 萬0.3%−8,834−3.3%減碼–
Alps ETF Tr00162Q452ALERIAN MLP161,565$762.1 萬0.3%+74,763+86.1%加碼–
ABBVAbbVie Inc.Stock38,321$756.8 萬0.3%+6,264+19.5%加碼歷史
CVXChevron CorpStock49,026$722.0 萬0.3%+12,002+32.4%加碼歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF285,852$717.5 萬0.3%+36,537+14.7%加碼–
iShares Core MSCI Eafe ETF46432F842ETF91,435$713.9 萬0.3%+39,967+77.7%加碼–
VanEck Semiconductor ETF92189F676ETF29,019$712.3 萬0.3%+9,832+51.2%加碼–
MCDMcDonalds CorpStock22,845$695.8 萬0.3%+8,483+59.1%加碼歷史
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP93,036$691.9 萬0.2%−17,164−15.6%減碼–
iShares Russell Top 200 Growth ETF464289438ETF31,110$684.6 萬0.2%+624+2.0%加碼–
iShares Tr46436E874IBONDS 24 TRM TS283,841$681.2 萬0.2%−25,897−8.4%減碼–
PLTRPalantir Technologies Inc.Stock139,817$661.5 萬0.2%−36,997−20.9%減碼歷史
WisdomTree Tr97717W604US SMALLCAP DIVD190,335$656.5 萬0.2%+167,434+731.1%加碼–
Fidelity High Dividend ETF316092840ETF129,587$656.4 萬0.2%+9,754+8.1%加碼–
PDIPIMCO Dynamic Income FundSHS321,660$652.0 萬0.2%+23,747+8.0%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF73,445$644.9 萬0.2%+878+1.2%加碼–
WMTWalmart Inc.Stock79,843$644.7 萬0.2%+27,177+51.6%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF133,564$634.7 萬0.2%+9,414+7.6%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT127,395$629.5 萬0.2%−2,625−2.0%減碼–
VanEck ETF Trust92189F411BDC INCOME ETF376,902$624.1 萬0.2%+204,018+118.0%加碼–
iShares Tr46432F388MSCI USA VALUE57,113$622.7 萬0.2%+2,069+3.8%加碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF106,575$621.0 萬0.2%−1,102−1.0%減碼–
AVGOBroadcom Inc.Stock35,663$615.3 萬0.2%+6,473+22.2%加碼依 10 比 1 拆股換算歷史
ORCLOracle CorpStock35,514$605.2 萬0.2%+6,725+23.4%加碼歷史
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF244,100$594.9 萬0.2%+4,657+1.9%加碼–

2024 年第 2 季之後清倉(196 檔)

2024 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 196 檔。

IFP Advisors, Inc 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
SWAVShockwave Medical, Inc.COM1,203$40.3 萬<0.1%歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT16,901$37.4 萬<0.1%歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN10,695$30.3 萬<0.1%–
Invesco Exchange Traded FD T46137V118GBL LISTED PVT4,804$29.3 萬<0.1%–
PMOFranklin Municipal Opportunities TrustSH BEN INT27,388$28.1 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F540SKYB CRY IND ETF16,951$22.7 萬<0.1%–
ETF Ser Solutions26922B642APTUS ENHANCED7,597$17.6 萬<0.1%–
Aim ETF Products Trust00888H711ALLIA US AUG ETF5,995$16.7 萬<0.1%–
First Tr Energy Income & Gro33738G104COM10,450$16.7 萬<0.1%–
CNNECannae Holdings, Inc.COM9,000$16.3 萬<0.1%歷史
SSRMSSR Mining Inc.Stock33,102$14.9 萬<0.1%歷史
PXDPioneer Natural Resources CoCOM507$13.7 萬<0.1%歷史
VXXBarclays Bank PLCIPTH SR B S&P12,435$13.6 萬<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM2,027$10.6 萬<0.1%歷史
iShares Ibonds Dec 2029 Term Muni Bond ETF46436E163ETF2,808$6.98 萬<0.1%–
Global X FDS37960A859DOW 30 CO CA ETF2,888$6.38 萬<0.1%–
GFIGold Fields LtdSPONSORED ADR4,157$6.19 萬<0.1%歷史
Schwab Strategic Tr8085247141 5YR CORP BD1,159$5.60 萬<0.1%–
EZPWEzcorp IncCL A NON VTG5,000$5.24 萬<0.1%歷史
VanEck ETF Trust92189F171GREEN BOND ETF2,000$4.73 萬<0.1%–
First Tr Exchng Traded FD VI33740F771FT VEST US1,149$4.63 萬<0.1%–
Amplify ETF Tr032108649AMPLIFY JUNIOR S3,991$4.52 萬<0.1%–
MRUSMerus N.V.COM750$4.44 萬<0.1%歷史
iShares Inc464286202MSCI AUSTRIA ETF2,018$4.41 萬<0.1%–
NSNuStar Energy L.P.UNIT COM1,835$4.03 萬<0.1%歷史
BKTBlackRock Income Trust, Inc.COM NEW3,299$3.94 萬<0.1%歷史
METCRamaco Resources, Inc.COM CL A3,002$3.74 萬<0.1%歷史
HMYHarmony Gold Mining Co LtdADR4,000$3.67 萬<0.1%歷史
DACDanaos CorpSHS352$3.25 萬<0.1%歷史
First Tr MLP & Energy Incom33739B104COM3,275$3.22 萬<0.1%–
Global X FDS37954Y319MSCI GREECE ETF769$3.06 萬<0.1%–
RELYRemitly Global, Inc.COM2,513$3.05 萬<0.1%歷史
WIREEncore Wire CorpCOM100$2.90 萬<0.1%歷史
INSPInspire Medical Systems, Inc.COM208$2.78 萬<0.1%歷史
iShares Tr464287770U.S. FIN SVC ETF402$2.62 萬<0.1%–
VGRVector Group LtdCOM2,400$2.54 萬<0.1%歷史
DKDelek US Holdings, Inc.COM1,000$2.48 萬<0.1%歷史
APPFAppfolio IncCOM CL A100$2.45 萬<0.1%歷史
CIMChimera Investment CorpCOM NEW5,300$2.33 萬<0.1%歷史
Invesco Actively Managed Exc46090A705S&P500 DOWNSID600$2.24 萬<0.1%–
CHCOCity Holding CoCOM201$2.14 萬<0.1%歷史
BHCBausch Health Companies Inc.Stock3,000$2.09 萬<0.1%歷史
OMABCentral North Airport GroupSPON ADR298$2.02 萬<0.1%歷史
AMCXAMC Global Media Inc.CL A2,056$1.99 萬<0.1%歷史
ITRNIturan Location & Control Ltd.SHS758$1.87 萬<0.1%歷史
GGALGrupo Financiero Galicia SASPONSORED ADR611$1.87 萬<0.1%歷史
MEGINYLI CBRE Global Infrastructure Megatrends Term FundCOM1,250$1.60 萬<0.1%歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS1,117$1.53 萬<0.1%歷史
VBNKVersaBankCOM1,387$1.49 萬<0.1%歷史
CUZCousins Properties IncCOM NEW630$1.46 萬<0.1%歷史
LOANManhattan Bridge Capital, IncREIT2,816$1.45 萬<0.1%歷史
FHIFederated Hermes, Inc.CL B438$1.44 萬<0.1%歷史
IDNIntellicheck, Inc.COM NEW4,127$1.41 萬<0.1%歷史
RCIRogers Communications IncCL B374$1.38 萬<0.1%歷史
Chiron Real Estate Inc.37954A204COM NEW1,500$1.36 萬<0.1%–
PCNPIMCO Corporate & Income Strategy FundCOM1,000$1.32 萬<0.1%歷史
WHGWestwood Holdings Group IncCOM992$1.21 萬<0.1%歷史
AVKAdvent Convertible & Income FundCOM1,000$1.19 萬<0.1%歷史
RXORXO, Inc.COMMON STOCK448$1.17 萬<0.1%歷史
FATEFate Therapeutics IncCOM3,360$1.10 萬<0.1%歷史
MRAMEverspin Technologies Inc.COM1,810$1.08 萬<0.1%歷史
TCPCBlackRock TCP Capital Corp.COM1,000$1.08 萬<0.1%歷史
LHLabcorp Holdings Inc.COM NEW53$1.08 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E628KBW BK ETF184$9,844<0.1%–
IAInnovative Solutions & Support IncCOM1,590$9,540<0.1%歷史
AQNAlgonquin Power & Utilities Corp.COM1,588$9,306<0.1%歷史
EGLEEagle Bulk Shipping Inc.COM135$8,451<0.1%歷史
MUABlackRock Muniassets Fund, Inc.COM728$8,445<0.1%歷史
SABASaba Capital Income & Opportunities Fund IICOM2,000$7,640<0.1%歷史
JHXJames Hardie Industries plcSPONSORED ADR239$7,538<0.1%歷史
ProShares Tr74347R172ULTRA 20YR TRE400$7,532<0.1%–
ProShares Tr74347G739ULTSHRT QQQ800$7,240<0.1%–
GLQClough Global Equity FundCOM1,000$6,975<0.1%歷史
ProShares Bitcoin ETF74347G440ETF300$6,753<0.1%–
TXTernium S.A.SPONSORED ADS170$6,364<0.1%歷史
SWVLSwvl Holdings CorpCLASS A ORD NEW1,000$6,360<0.1%歷史
XNCRXencor IncCOM331$6,265<0.1%歷史
ProShares Tr Ultrashort QQQ74349Y829ETF160$6,133<0.1%–
ALABAstera Labs, Inc.Stock100$6,051<0.1%歷史
AGFirst Majestic Silver CorpCOM1,000$5,920<0.1%歷史
ESLTElbit Systems LtdStock33$5,829<0.1%歷史
FCTFirst Trust Senior Floating Rate Income Fund IICOM550$5,544<0.1%歷史
iShares Tr46435G334MSCI UK ETF NEW152$5,302<0.1%–
NTICNorthern Technologies International CorpCOM281$4,654<0.1%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock46$4,516<0.1%歷史
VIXMProShares Trust IIVIX MDTRM FUTR N300$4,299<0.1%歷史
Invesco Exch Traded FD Tr II46138E131S&P SMLCAP HIG300$4,287<0.1%–
OPXSOptex Systems Holdings IncCOM NEW590$4,260<0.1%歷史
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM500$4,135<0.1%歷史
SBGISinclair, Inc.CL A300$3,999<0.1%歷史
NVTSNavitas Semiconductor CorpCOM1,000$3,930<0.1%歷史
JPCNuveen Preferred & Income Opportunities FundCOM500$3,735<0.1%歷史
SIXSix Flags Entertainment CorpCOM110$3,646<0.1%歷史
Vanguard S&P 500 Value ETF921932703ETF20$3,516<0.1%–
Two Harbors Investment Corp.90187B804COM250$3,302<0.1%–
ADTHAdTheorent Holding Company, Inc.COM1,000$3,200<0.1%歷史
AONCAmerican Oncology Network, Inc.CL A COM3,000$3,150<0.1%歷史
CELUCelularity IncCL A NEW1,000$3,130<0.1%歷史
FMXMexican Economic Development IncSPON ADR UNITS29$3,122<0.1%歷史
FFAIFaraday Future Intelligent Electric Inc.COM CL A6,000$3,040<0.1%歷史