IFP Advisors, Inc - Q3 2017 holdings

$2.52 Billion is the total value of IFP Advisors, Inc's 4291 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .

 Value Shares↓ Weighting
VTI NewVANGUARD TOTAL STOCK MARKET INDEX FUNDetf$55,007,000424,702
+100.0%
2.18%
EMB NewISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf$4,295,00036,891
+100.0%
0.17%
COMB NewGRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETFetf$3,117,000124,154
+100.0%
0.12%
TLT NewISHARES 20 YEAR TREASURY BOND ETFetf$2,922,00023,421
+100.0%
0.12%
MRK NewMERCK & CO INC COMcall$2,125,00033,200
+100.0%
0.08%
JPUS NewJPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETFetf$1,500,00022,288
+100.0%
0.06%
WHF NewWHITEHORSE FIN INC COMcef$743,00050,369
+100.0%
0.03%
DTH NewWISDOMTREE INTERNATIONAL HIGH DIVIDEND FUNDetf$602,00013,760
+100.0%
0.02%
DGRS NewWISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUNDetf$545,00015,790
+100.0%
0.02%
SPY NewSPDR S&P 500 ETFput$502,0002,000
+100.0%
0.02%
KEM NewKEMET CORP COM NEWstock$459,00021,702
+100.0%
0.02%
BKR NewBAKER HUGHES A GE CO CL Astock$395,00010,789
+100.0%
0.02%
SJNK NewSPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETFetf$392,00014,031
+100.0%
0.02%
ACIA NewACACIA COMMUNICATIONS INC COMcall$310,0006,600
+100.0%
0.01%
EVX NewVANECK VECTORS ENVIRONMENTAL SERVICES ETFetf$301,0003,474
+100.0%
0.01%
BOTZ NewGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf$300,00013,789
+100.0%
0.01%
CLF NewCLEVELAND CLIFFS INC COMstock$272,00038,023
+100.0%
0.01%
BCSPRDCL NewBARCLAYS BANK PLC ADR PFD SR 5adr$242,0009,110
+100.0%
0.01%
SCHO NewSCHWAB SHORT-TERM U.S. TREASURY ETFetf$228,0004,517
+100.0%
0.01%
HSPX NewHORIZONS S&P 500 COVERED CALL ETFetf$208,0004,200
+100.0%
0.01%
CSML NewIQ CHAIKIN U.S. SMALL-CAP ETFetf$191,0007,126
+100.0%
0.01%
EMGF NewISHARES EDGE MSCI MULTIFACTOR EMERGING MARKETS ETFetf$202,0004,330
+100.0%
0.01%
FLTR NewVANECK VECTORS INVESTMENT GRADE FLOATING RATE ETFetf$133,0005,279
+100.0%
0.01%
CELG NewCELGENE CORP COMcall$102,000700
+100.0%
0.00%
NewBARCLAYS BANK PLC 0 06/03/2022convertible$92,00089,000
+100.0%
0.00%
AAPL NewAPPLE INC COMcall$108,000700
+100.0%
0.00%
EDOM NewWISDOMTREE EUROPE DOMESTIC ECONOMY FUNDetf$90,0002,950
+100.0%
0.00%
SKM NewSK TELECOM LTD SPONSORED ADRadr$83,0003,363
+100.0%
0.00%
TER NewTERADYNE INC COMcall$74,0002,000
+100.0%
0.00%
HBM NewHUDBAY MINERALS INC COMstock$73,0009,850
+100.0%
0.00%
ESGE NewISHARES MSCI EM ESG SELECT ETFetf$79,0001,130
+100.0%
0.00%
ANDV NewANDEAVOR COMstock$67,000650
+100.0%
0.00%
CRS NewCARPENTER TECHNOLOGY CORP COMcall$72,0001,500
+100.0%
0.00%
NTNX NewNUTANIX INC CL Acall$78,0003,500
+100.0%
0.00%
VRIG NewPOWERSHARES VARIABLE RATE INVESTMENT GRADE PORTFOLIOetf$64,0002,540
+100.0%
0.00%
NKG NewNUVEEN GEORGIA QLTY MUN INC FD COMcef$58,0004,448
+100.0%
0.00%
CEZ NewVICTORY CEMP EMERGING MARKET VOLATILITY WTD INDEX ETFetf$61,0002,120
+100.0%
0.00%
SSRM NewSSR MNG INC COMstock$49,0004,615
+100.0%
0.00%
EMDV NewPROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETFetf$47,000864
+100.0%
0.00%
AVXS NewAVEXIS INC COMstock$48,000500
+100.0%
0.00%
DWTR NewPOWERSHARES DWA TACTICAL SECTOR ROTATION PORTFOLIOetf$60,0002,200
+100.0%
0.00%
VONE NewVANGUARD RUSSELL 1000 ETFetf$46,000399
+100.0%
0.00%
EUM NewPROSHARES SHORT MSCI EMERGING MARKETSetf$52,0002,685
+100.0%
0.00%
WLK NewWESTLAKE CHEM CORP COMstock$43,000513
+100.0%
0.00%
SODA NewSODASTREAM INTERNATIONAL LTD USD SHSstock$43,000645
+100.0%
0.00%
ILMN NewILLUMINA INC COMcall$40,000200
+100.0%
0.00%
CUTR NewCUTERA INC COMstock$45,0001,085
+100.0%
0.00%
MZOR NewMAZOR ROBOTICS LTD SPONSORED ADSadr$60,0001,215
+100.0%
0.00%
EFX NewEQUIFAX INC COMput$32,000300
+100.0%
0.00%
BGNE NewBEIGENE LTD SPONSORED ADRadr$28,000275
+100.0%
0.00%
VXX NewBARCLAYS BK PLC IPATH S&P500 VIXetf$31,000800
+100.0%
0.00%
EDIT NewEDITAS MEDICINE INC COMcall$36,0001,500
+100.0%
0.00%
PSF NewCOHEN & STEERS SLT PFD INCM FD COMcef$23,000800
+100.0%
0.00%
BZUN NewBAOZUN INC SPONSORED ADRadr$21,000645
+100.0%
0.00%
ONCE NewSPARK THERAPEUTICS INC COMcall$18,000200
+100.0%
0.00%
SITE NewSITEONE LANDSCAPE SUPPLY INC COMstock$14,000248
+100.0%
0.00%
SVM NewSILVERCORP METALS INC COMstock$15,0005,600
+100.0%
0.00%
SRCI NewSRC ENERGY INC COMstock$28,0002,907
+100.0%
0.00%
DGP NewDB GOLD DOUBLE LONG EXCHANGE TRADED NOTESetf$15,000600
+100.0%
0.00%
RMAX NewRE MAX HLDGS INC CL Astock$16,000257
+100.0%
0.00%
PFSW NewPFSWEB INC COM NEWstock$25,0003,000
+100.0%
0.00%
RLJPRA NewRLJ LODGING TR CUM CONV PFD Areit$17,000605
+100.0%
0.00%
LTPZ NewPIMCO 15 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf$27,000414
+100.0%
0.00%
CABO NewCABLE ONE INC COMstock$37,00051
+100.0%
0.00%
RXDX NewIGNYTA INC COMcall$25,0002,000
+100.0%
0.00%
HBM NewHUDBAY MINERALS INC COMcall$34,0004,500
+100.0%
0.00%
GVIP NewGOLDMAN SACHS HEDGE INDUSTRY VIP ETFetf$14,000280
+100.0%
0.00%
FLQL NewFRANKLIN LIBERTYQ U.S. EQUITY ETFetf$33,0001,250
+100.0%
0.00%
FOXF NewFOX FACTORY HLDG CORP COMstock$19,000450
+100.0%
0.00%
AABA NewALTABA INC COMcall$20,000300
+100.0%
0.00%
PII NewPOLARIS INDS INC COMcall$21,000200
+100.0%
0.00%
RFEU NewFIRST TRUST RIVERFRONT DYNAMIC EUROPE ETFetf$20,000305
+100.0%
0.00%
TSEM NewTOWER SEMICONDUCTOR LTD SHS NEWstock$22,000703
+100.0%
0.00%
CAC NewCAMDEN NATL CORP COMstock$14,000318
+100.0%
0.00%
SMIN NewISHARES MSCI INDIA SMALL CAP INDEX FUNDetf$17,000378
+100.0%
0.00%
FPXI NewFIRST TRUST INTERNATIONAL IPO ETFetf$29,000850
+100.0%
0.00%
AMPH NewAMPHASTAR PHARMACEUTICALS INC COMstock$28,0001,560
+100.0%
0.00%
HDEZ NewX-TRACKERS MSCI EUROZONE HIGH DIVIDEND YIELD HEDGED EQUITY ETFetf$31,0001,167
+100.0%
0.00%
IBDR NewISHARES IBONDS DEC 2026 TERM CORPORATE ETFetf$16,000640
+100.0%
0.00%
COF NewCAPITAL ONE FINL CORP COMput$34,000400
+100.0%
0.00%
DBES NewX-TRACKERS MSCI EAFE SMALL CAP HEDGED EQUITY ETFetf$32,0001,114
+100.0%
0.00%
GRMY NewX-TRACKERS MSCI ITALY HEDGED EQUITY ETFetf$26,0001,057
+100.0%
0.00%
ANDX NewANDEAVOR LOGISTICS LP COM UNIT LP INTstock$20,000408
+100.0%
0.00%
ANIK NewANIKA THERAPEUTICS INC COMstock$13,000225
+100.0%
0.00%
ASHX NewX-TRACKERS CSI 300 CHINA A-SHARES HEDGED EQUITY ETFetf$20,000943
+100.0%
0.00%
DEEF NewX-TRACKERS FTSE DEVELOPED EX US COMPREHENSIVE FACTOR ETFetf$30,0001,031
+100.0%
0.00%
EUO NewPROSHARES ULTRASHORT EUROcall$33,0001,500
+100.0%
0.00%
VYGR NewVOYAGER THERAPEUTICS INC COMstock$13,000650
+100.0%
0.00%
CIZ NewVICTORY CEMP DEVELOPED ENHANCED VOLATILITY WEIGHTED INDEX ETFetf$34,000985
+100.0%
0.00%
ALNY NewALNYLAM PHARMACEUTICALS INC COMstock$13,000107
+100.0%
0.00%
VERI NewVERITONE INC COMstock$18,000400
+100.0%
0.00%
UWM NewPROSHARES ULTRA RUSSELL 2000etf$27,000397
+100.0%
0.00%
CTRP NewCTRIP COM INTL LTD AMERICAN DEP SHScall$37,000700
+100.0%
0.00%
PYZ NewPOWERSHARES DWA BASIC MATERIALS MOMENTUM PORTFOLIOetf$20,000300
+100.0%
0.00%
VNDA NewVANDA PHARMACEUTICALS INC COMstock$18,0001,000
+100.0%
0.00%
ISL NewABERDEEN ISRAEL FUND INC COMcef$2,000120
+100.0%
0.00%
EPAC NewACTUANT CORP CL A NEWstock$3,000122
+100.0%
0.00%
ACY NewAEROCENTURY CORP COMstock$4,000300
+100.0%
0.00%
AQN NewALGONQUIN PWR UTILS CORP COMstock$4,000400
+100.0%
0.00%
AMWD NewAMERICAN WOODMARK CORP COMstock$3,00032
+100.0%
0.00%
ANGO NewANGIODYNAMICS INC COMstock$2,000138
+100.0%
0.00%
AGTC NewAPPLIED GENETIC TECHNOL CORP COMstock$4,0001,000
+100.0%
0.00%
ARTX NewAROTECH CORP COM NEWstock$8,0002,000
+100.0%
0.00%
BOLD NewAUDENTES THERAPEUTICS INC COMstock$11,000400
+100.0%
0.00%
AVEO NewAVEO PHARMACEUTICALS INC COMstock$1,000174
+100.0%
0.00%
BELFB NewBEL FUSE INC CL Bstock$3,00085
+100.0%
0.00%
BIOS NewBIOSCRIP INC COMstock$050
+100.0%
0.00%
APRN NewBLUE APRON HLDGS INC CL Astock$7,0001,300
+100.0%
0.00%
CARS NewCARS COM INC COMstock$3,000118
+100.0%
0.00%
CEMP NewCEMPRA INC COMstock$3,0001,000
+100.0%
0.00%
CHSP NewCHESAPEAKE LODGING TR SH BEN INTreit$5,000200
+100.0%
0.00%
CSBK NewCLIFTON BANCORP INC COMstock$011
+100.0%
0.00%
CIEIQ NewCOBALT INTL ENERGY INC COM NEWstock$1,000351
+100.0%
0.00%
COHU NewCOHU INC COMstock$00
+100.0%
0.00%
CTRL NewCONTROL4 CORP COMstock$9,000300
+100.0%
0.00%
DK NewDELEK US HLDGS INC NEW COMstock$5,000178
+100.0%
0.00%
LABU NewDIREXION DAILY S&P BIOTECH BULL 3X SHARESetf$6,00075
+100.0%
0.00%
LABU NewDIREXION DAILY S&P BIOTECH BULL 3X SHAREScall$00
+100.0%
0.00%
IVES NewETFMG DRONE ECONOMY STRATEGY ETFetf$2,00047
+100.0%
0.00%
EXLS NewEXLSERVICE HOLDINGS INC COMstock$4,00067
+100.0%
0.00%
AGM NewFEDERAL AGRIC MTG CORP CL Cstock$1,00011
+100.0%
0.00%
FGEN NewFIBROGEN INC COMstock$06
+100.0%
0.00%
FDLO NewFIDELITY LOW VOLATILITY FACTOR ETFetf$10,000360
+100.0%
0.00%
FND NewFLOOR & DECOR HLDGS INC CL Astock$8,000200
+100.0%
0.00%
FWRD NewFORWARD AIR CORP COMstock$4,00078
+100.0%
0.00%
GDI NewGARDNER DENVER HLDGS INC COMstock$7,000246
+100.0%
0.00%
GEOS NewGEOSPACE TECHNOLOGIES CORP COMstock$3,000152
+100.0%
0.00%
GIGB NewGOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf$1,00025
+100.0%
0.00%
GSSC NewGS ACTIVEBETA U.S. SMALL CAP EQUITY ETFetf$1,00024
+100.0%
0.00%
GLDD NewGREAT LAKES DREDGE & DOCK CORP COMstock$2,000500
+100.0%
0.00%
BSMX NewGRUPO FINANCIERO SANTANDER MEX SPON ADR SHS Badr$1,000125
+100.0%
0.00%
HF NewHFF INC CL Astock$11,000274
+100.0%
0.00%
HWKN NewHAWKINS INC COMstock$2,00056
+100.0%
0.00%
HUBS NewHUBSPOT INC COMstock$8,000100
+100.0%
0.00%
ISNS NewIMAGE SENSING SYS INC COMstock$1,000200
+100.0%
0.00%
XENT NewINTERSECT ENT INC COMstock$4,000120
+100.0%
0.00%
NYF NewISHARES NEW YORK MUNI BOND ETFetf$2,00020
+100.0%
0.00%
IZEA NewIZEA INC COMstock$7,0001,000
+100.0%
0.00%
JILL NewJ JILL INC COMstock$2,000206
+100.0%
0.00%
JE NewJUST ENERGY GROUP INC COMstock$00
+100.0%
0.00%
KFRC NewKFORCE INC COMstock$3,000167
+100.0%
0.00%
KIRK NewKIRKLANDS INC COMstock$3,000256
+100.0%
0.00%
KITE NewKITE PHARMA INC COMstock$1,0003
+100.0%
0.00%
KNX NewKNIGHT SWIFT TRANSN HLDGS INC CL Astock$5,000128
+100.0%
0.00%
KTOS NewKRATOS DEFENSE & SEC SOLUTIONS COM NEWstock$4,000300
+100.0%
0.00%
CACG NewCLEARBRIDGE ALL CAP GROWTH ETFetf$9,000354
+100.0%
0.00%
FWONA NewLIBERTY MEDIA CORP DELAWARE COM SER A FRMLAstock$5,000146
+100.0%
0.00%
LTEA NewLONG IS ICED TEA CORP COMstock$0100
+100.0%
0.00%
MBUU NewMALIBU BOATS INC COM CL Astock$2,00050
+100.0%
0.00%
MMI NewMARCUS & MILLICHAP INC COMstock$3,000108
+100.0%
0.00%
MTDR NewMATADOR RES CO COMstock$10,000386
+100.0%
0.00%
MLCO NewMELCO RESORT ENTERTAINMENT LTD ADRadr$12,000492
+100.0%
0.00%
TYPE NewMONOTYPE IMAGING HOLDINGS INC COMstock$9,000458
+100.0%
0.00%
MLI NewMUELLER INDS INC COMstock$3,00097
+100.0%
0.00%
MULE NewMULESOFT INC CL Astock$4,000200
+100.0%
0.00%
LABL NewMULTI COLOR CORP COMstock$5,00057
+100.0%
0.00%
NTWK NewNETSOL TECHNOLOGIES INC COM PAR $.001stock$050
+100.0%
0.00%
NXST NewNEXSTAR MEDIA GROUP INC CL Astock$3,00051
+100.0%
0.00%
OTEX NewOPEN TEXT CORP COMstock$1,00038
+100.0%
0.00%
CNXN NewPC CONNECTION INC COMstock$2,00082
+100.0%
0.00%
PCSB NewPCSB FINL CORP COMstock$9,000500
+100.0%
0.00%
PDCE NewPDC ENERGY INC COMstock$2,00048
+100.0%
0.00%
PSTI NewPLURISTEM THERAPEUTICS INC COMstock$0200
+100.0%
0.00%
PBW NewPOWERSHARES WILDERHILL CLEAN ENERGY PORTFOLIOetf$7,0001,489
+100.0%
0.00%
PTH NewPOWERSHARES DWA HEALTHCARE MOMENTUM PORTFOLIOetf$6,00088
+100.0%
0.00%
RAVN NewRAVEN INDS INC COMstock$1,00030
+100.0%
0.00%
RGNX NewREGENXBIO INC COMstock$12,000375
+100.0%
0.00%
RGP NewRESOURCES CONNECTION INC COMstock$2,000174
+100.0%
0.00%
RIV NewRIVERNORTH OPPRTUNITIES FD INC COMcef$4,000200
+100.0%
0.00%
RRTS NewROADRUNNER TRNSN SVCS HLDG INC COMstock$3,000342
+100.0%
0.00%
OEW NewGUGGENHEIM S&P 100 EQUAL WEIGHT ETFetf$5,000150
+100.0%
0.00%
SASR NewSANDY SPRING BANCORP INC COMstock$2,00054
+100.0%
0.00%
SGMO NewSANGAMO THERAPEUTICS INC COMstock$2,000105
+100.0%
0.00%
SBOW NewSILVERBOW RES INC COMstock$1,00031
+100.0%
0.00%
STBZ NewSTATE BK FINL CORP COMstock$2,00057
+100.0%
0.00%
SMRTQ NewSTEIN MART INC COMstock$0230
+100.0%
0.00%
STC NewSTEWART INFORMATION SVCS CORP COMstock$2,00060
+100.0%
0.00%
RUN NewSUNRUN INC COMstock$6,0001,089
+100.0%
0.00%
SVU NewSUPERVALU INC COM NEWstock$01
+100.0%
0.00%
SYRS NewSYROS PHARMACEUTICALS INC COMstock$7,000500
+100.0%
0.00%
TVTY NewTIVITY HEALTH INC COMstock$08
+100.0%
0.00%
UCTT NewULTRA CLEAN HLDGS INC COMstock$3,000100
+100.0%
0.00%
UPLCQ NewULTRA PETROLEUM CORP COM NEWstock$9,0001,033
+100.0%
0.00%
UHT NewUNIVERSAL HEALTH RLTY INCM TR SH BEN INTreit$4,00050
+100.0%
0.00%
GLCN NewVANECK VECTORS CHINAAMC CSI 300 ETFetf$10,000227
+100.0%
0.00%
VSMV NewVICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETFetf$10,000380
+100.0%
0.00%
VIRT NewVIRTU FINL INC CL Astock$1,00087
+100.0%
0.00%
WEYS NewWEYCO GROUP INC COMstock$4,000136
+100.0%
0.00%
BHVN NewBIOHAVEN PHARMACTL HLDG CO LTD COMstock$012
+100.0%
0.00%
CYD NewCHINA YUCHAI INTL LTD COMstock$8,000351
+100.0%
0.00%
CZZ NewCOSAN LTD SHS Astock$3,000425
+100.0%
0.00%
JHG NewJANUS HENDERSON GROUP PLC ORD SHSstock$6,000159
+100.0%
0.00%
OEC NewORION ENGINEERED CARBONS S A COMstock$4,000200
+100.0%
0.00%
NewINTEC PHARMA LTD JERUSALEM SHSstock$1,000100
+100.0%
0.00%
ANWWQ NewAEGEAN MARINE PETROLEUM NETWRK SHSstock$013
+100.0%
0.00%
DCIX NewDIANA CONTAINERSHIPS INC SHS PARstock$01
+100.0%
0.00%
DRYS NewDRYSHIPS INC COM PAR NEWstock$02
+100.0%
0.00%
TOPS NewTOP SHIPS INC COMstock$033
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2017-10-30
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC COM31Q3 20233.1%
SPDR S&P 500 TRUST31Q3 20234.4%
ISHARES TR CORE SP500 ETF31Q3 20232.1%
AMAZON COM INC COM31Q3 20232.5%
ISHARES TR CORE SP MCP ETF31Q3 20232.1%
GOOGLE INC31Q3 20234.6%
VANGUARD TOTAL BOND MARKET INDEX FUND31Q3 20231.9%
ISHARES TR SP 500 GRWT ETF31Q3 20232.2%
ISHARES TR CORE US AGGBD ET31Q3 20231.7%
MICROSOFT CORP COM31Q3 20231.2%

View IFP Advisors, Inc's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-09
13F-HR2023-10-12
13F-HR/A2023-08-14
13F-HR2023-08-04
13F-HR2023-04-18
13F-HR2023-02-07
13F-HR2022-11-08
13F-HR/A2022-09-06
13F-HR/A2022-09-06
13F-HR2022-08-12

View IFP Advisors, Inc's complete filings history.

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