HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
325,718 | -28,788 | $63,181 |
| AAPL | 325,718 | -28,788 | $63,181 |
| WISDOMTREE TR |
1,141,660 | +145,027 | $57,448 |
| USFR | 1,141,660 | +145,027 | $57,448 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
927,769 | +403,764 | $55,119 |
| FTSM | 927,769 | +403,764 | $55,119 |
| SPDR S&P 500 ETF TR (SPY) |
80,067 | +3,362 | $35,494 |
| SPY | 80,067 | +3,362 | $35,494 |
| ISHARES TR (TLT) |
294,407 | +126,093 | $30,306 |
| TLT | 294,407 | +126,093 | $30,306 |
| SPDR SER TR (BIL) |
296,377 | +1,385 | $27,230 |
| BIL | 296,377 | +1,385 | $27,230 |
| WISDOMTREE TR |
397,733 | -33,532 | $26,513 |
| DGRW | 397,733 | -33,532 | $26,513 |
| SELECT SECTOR SPDR TR (XLU) |
394,998 | -13,933 | $25,849 |
| XLU | 394,998 | -13,933 | $25,849 |
| MICROSOFT CORP |
74,830 | -12,304 | $25,484 |
| MSFT | 74,830 | -12,304 | $25,484 |
| ISHARES TR (EFA) |
345,222 | +51,233 | $25,029 |
| EFA | 345,222 | +51,233 | $25,029 |
| ISHARES TR (IVV) |
51,707 | -4,909 | $23,048 |
| IVV | 51,707 | -4,909 | $23,048 |
| ISHARES TR (SGOV) |
224,204 | +36,722 | $22,562 |
| SGOV | 224,204 | +36,722 | $22,562 |
| ISHARES TR (IVW) |
298,528 | -9,573 | $21,040 |
| IVW | 298,528 | -9,573 | $21,040 |
| INVESCO QQQ TR |
56,177 | +10,443 | $20,754 |
| QQQ | 56,177 | +10,443 | $20,754 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
429,448 | +88,067 | $20,472 |
| LMBS | 429,448 | +88,067 | $20,472 |
| SCHWAB STRATEGIC TR |
270,380 | +11,361 | $20,265 |
| SCHG | 270,380 | +11,361 | $20,265 |
| PIMCO ETF TR (MINT) |
196,262 | +6,332 | $19,579 |
| MINT | 196,262 | +6,332 | $19,579 |
| SPDR SER TR (SPLG) |
375,080 | +2,173 | $19,550 |
| SPLG | 375,080 | +2,173 | $19,550 |
| SPDR INDEX SHS FDS (SPDW) |
593,678 | +22,338 | $19,318 |
| SPDW | 593,678 | +22,338 | $19,318 |
| INVESCO DB US DLR INDEX TR (UUP) |
678,967 | -11,713 | $19,269 |
| UUP | 678,967 | -11,713 | $19,269 |
| VANGUARD BD INDEX FDS (BND) |
264,632 | +10,123 | $19,236 |
| BND | 264,632 | +10,123 | $19,236 |
 BERKSHIRE HATHAWAY INC DEL |
$18,534 | ||
| BRK.B | 54,352 | -9,922 | $18,534 |
| AMAZON COM INC |
138,276 | -30,297 | $18,026 |
| AMZN | 138,276 | -30,297 | $18,026 |
| SCHWAB STRATEGIC TR |
239,189 | +3,137 | $16,990 |
| SCHM | 239,189 | +3,137 | $16,990 |
| ISHARES INC (IEMG) |
338,848 | +3,860 | $16,702 |
| IEMG | 338,848 | +3,860 | $16,702 |
| ISHARES TR (ITOT) |
169,338 | -193,056 | $16,569 |
| ITOT | 169,338 | -193,056 | $16,569 |
| VANECK ETF TRUST (GDX) |
492,244 | +475,842 | $14,823 |
| GDX | 492,244 | +475,842 | $14,823 |
| ALPHABET INC |
123,812 | -20,951 | $14,820 |
| GOOGL | 123,812 | -20,951 | $14,820 |
| ISHARES TR (TFLO) |
290,852 | +43,016 | $14,738 |
| TFLO | 290,852 | +43,016 | $14,738 |
| VANGUARD INDEX FDS (VUG) |
51,187 | -2,298 | $14,484 |
| VUG | 51,187 | -2,298 | $14,484 |
| ISHARES TR (OEF) |
69,886 | -848 | $14,469 |
| OEF | 69,886 | -848 | $14,469 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
95,590 | -7,773 | $14,304 |
| RSP | 95,590 | -7,773 | $14,304 |
| INNOVATOR ETFS TR (IOCT) |
522,885 | -8,016 | $13,634 |
| IOCT | 522,885 | -8,016 | $13,634 |
| PACER FDS TR |
$13,297 | ||
| COWZ | 277,724 | -77,953 | $13,295 |
| mc | 46 | +1 | $2 |
| VANGUARD INDEX FDS (VOO) |
32,275 | +142 | $13,144 |
| VOO | 32,275 | +142 | $13,144 |
| VANGUARD INDEX FDS (VTI) |
58,752 | -4,046 | $12,942 |
| VTI | 58,752 | -4,046 | $12,942 |
| ISHARES TR (HDV) |
123,844 | -8,435 | $12,483 |
| HDV | 123,844 | -8,435 | $12,483 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
303,973 | +5,043 | $12,186 |
| FVD | 303,973 | +5,043 | $12,186 |
| FIRST TR EXCHNG TRADED FD VI (DJAN) |
351,057 | +442 | $11,476 |
| DJAN | 351,057 | +442 | $11,476 |
| VANECK ETF TRUST (MOAT) |
142,800 | +20,720 | $11,394 |
| MOAT | 142,800 | +20,720 | $11,394 |
| SCHWAB STRATEGIC TR |
155,335 | -65,265 | $11,280 |
| SCHD | 155,335 | -65,265 | $11,280 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
221,736 | -46,358 | $11,171 |
| JPST | 221,736 | -46,358 | $11,171 |
| ISHARES TR (IBTE) |
466,006 | -29,786 | $11,091 |
| IBTE | 466,006 | -29,786 | $11,091 |
| SCHWAB STRATEGIC TR |
207,677 | -11,738 | $10,876 |
| SCHX | 207,677 | -11,738 | $10,876 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
66,770 | +3,470 | $10,845 |
| VIG | 66,770 | +3,470 | $10,845 |
| SELECT SECTOR SPDR TR (XLE) |
131,451 | -18,873 | $10,670 |
| XLE | 131,451 | -18,873 | $10,670 |
| ISHARES TR (IWM) |
56,943 | +43,854 | $10,664 |
| IWM | 56,943 | +43,854 | $10,664 |
| GOLDMAN SACHS ETF TR (GSEW) |
160,857 | +2,556 | $10,057 |
| GSEW | 160,857 | +2,556 | $10,057 |
| VANGUARD WHITEHALL FDS (VYM) |
94,081 | -6,530 | $9,980 |
| VYM | 94,081 | -6,530 | $9,980 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
225,776 | -399,549 | $9,973 |
| FIXD | 225,776 | -399,549 | $9,973 |
See Full List: All Stocks Held By IFP Advisors Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By IFP Advisors Inc
|
Size ($ in 1000's)
At 06/30/2023: $2,392,418 At 03/31/2023: $2,297,847 IFP Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IFP Advisors Inc 13F filings. Link to 13F filings: SEC filings |
