Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Ifp Advisors, Inc has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 3244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.3M, Invesco Qqq Trust, Series 1 with a value of $51.5M, Spdr S&P 500 ETF Trust with a value of $49.4M, Vanguard Growth ETF with a value of $38.2M, and Wisdomtree Tr Us Quality Divid with a value of $31.5M.

Examining the 13F form we can see an increase of $220M in the current position value, from $2.2B to 2.42B. Also it can be appreciated an additional of 297 stocks purchases and 3 closed positions.

Below you can find more details about Ifp Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $2.42 Billion

ETFs: $1.58 Billion

Technology: $228 Million

Financial Services: $129 Million

Consumer Cyclical: $92.2 Million

Healthcare: $73.5 Million

Industrials: $72.4 Million

Communication Services: $65.2 Million

Energy: $57.8 Million

Other: $104 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$3.69T	$66.3 Million 2.74% of portfolio	314,864	Q2 2024 Added 10.12%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$51.5 Million 2.13% of portfolio	107,449	Q2 2024 Added 39.75%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$49.4 Million 2.04% of portfolio	90,682	Q2 2024 Added 71.69%
VUG Vanguard Growth ETF ETFs	$0	$38.2 Million 1.58% of portfolio	102,086	Q2 2024 Added 102.48%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$31.5 Million 1.3% of portfolio	403,400	Q2 2024 Reduced 11.84%
MSFT Microsoft Corp Technology	$3.11T	$30.5 Million 1.26% of portfolio	68,196	Q2 2024 Added 8.41%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$29 Million 1.2% of portfolio	453,330	Q2 2024 Added 15.71%
OEF Ishares S&P 100 ETF ETFs	$0	$28.7 Million 1.18% of portfolio	108,528	Q2 2024 Added 1.49%
NVDA Nvidia Corp Technology	$354B	$28.3 Million 1.17% of portfolio	229,286	Q2 2024 Added 1,039.14%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$28 Million 1.16% of portfolio	1,144,004	Q2 2024 Added 80.86%
IVV Ishares Core S&P 500 ETF ETFs	$0	$27.1 Million 1.12% of portfolio	49,609	Q2 2024 Reduced 11.09%
AMZN Amazon Com Inc Consumer Cyclical	$2.01T	$26.8 Million 1.11% of portfolio	138,869	Q2 2024 Added 22.28%
GOOGL Alphabet Inc. Communication Services	$1T	$25.1 Million 1.04% of portfolio	137,942	Q2 2024 Added 40.04%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$23.5 Million 0.97% of portfolio	255,863	Q2 2024 Reduced 25.65%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$23.2 Million 0.96% of portfolio	662,647	Q2 2024 Added 11.55%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$22.7 Million 0.94% of portfolio	225,328	Q2 2024 Added 1.31%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$20.7 Million 0.86% of portfolio	264,312	Q2 2024 Added 74.82%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$20.8 Million 0.86% of portfolio	41,522	Q2 2024 Added 31.19%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$20.5 Million 0.85% of portfolio	120,048	Q2 2024 Added 22.98%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$19.9 Million 0.82% of portfolio	395,056	Q2 2024 Added 37.46%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$19.6 Million 0.81% of portfolio	164,947	Q2 2024 Reduced 1.08%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$19.5 Million 0.8% of portfolio	250,364	Q2 2024 Added 0.73%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$18.6 Million 0.77% of portfolio	47,682	Q2 2024 Added 12.65%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$614B	$18.4 Million 0.76% of portfolio	45,243	Q2 2024 Added 1.29%
IAU Ishares Gold Trust ETFs	$43.3B	$17.6 Million 0.73% of portfolio	399,778	Q2 2024 Added 9.76%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$17.4 Million 0.72% of portfolio	105,644	Q2 2024 Reduced 0.32%
DFAU Dimensional ETF Tr ETFs	$0	$16.9 Million 0.7% of portfolio	450,588	Q2 2024 Added 13.89%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$17 Million 0.7% of portfolio	183,638	Q2 2024 Added 97.52%
SHV Ishares Tr ETFs	$0	$16.7 Million 0.69% of portfolio	151,252	Q2 2024 Added 20.27%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$16.2 Million 0.67% of portfolio	271,719	Q2 2024 Reduced 33.09%
XOM Exxon Mobil Corp Energy	$508B	$15.5 Million 0.64% of portfolio	134,810	Q2 2024 Added 8.36%
IEMG Ishares Inc ETFs	$0	$15.4 Million 0.64% of portfolio	287,994	Q2 2024 Added 8.86%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$14.6 Million 0.6% of portfolio	187,960	Q2 2024 Added 12.57%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$13.8 Million 0.57% of portfolio	159,354	Q2 2024 Added 3.71%
DJAN First Exc Trd Viii Cboe Vest U ETFs	$0	$13.2 Million 0.55% of portfolio	355,537	Q2 2024 Reduced 0.01%
COST Costco Wholesale Corp Consumer Defensive	$427B	$13.2 Million 0.54% of portfolio	15,516	Q2 2024 Reduced 0.06%
FNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$12.1 Million 0.5% of portfolio	263,620	Q2 2024 Reduced 3.88%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$11.6 Million 0.48% of portfolio	179,824	Q2 2024 Added 2.06%
GSEW Goldman Sachs Tr Eql Weight Us ETFs	$0	$11.1 Million 0.46% of portfolio	156,396	Q2 2024 Added 2.84%
VIG Vanguard Dividend Appreciation ETFs	$0	$11.1 Million 0.46% of portfolio	60,785	Q2 2024 Reduced 2.8%
FVD First Tr Value Line Divid Inde ETFs	$0	$10.9 Million 0.45% of portfolio	267,164	Q2 2024 Reduced 17.58%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$10.9 Million 0.45% of portfolio	212,291	Q2 2024 Added 4.84%
GOOG Alphabet Inc. Communication Services	$1.01T	$10.4 Million 0.43% of portfolio	56,893	Q2 2024 Added 32.65%
GSSC Goldman Sachs ETF Tr Activebet ETFs	$0	$10.1 Million 0.42% of portfolio	159,829	Q2 2024 Added 3.09%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$10.1 Million 0.42% of portfolio	78,592	Q2 2024 Added 1,520.79%
LLY Eli Lilly & CO Healthcare	$711B	$10.3 Million 0.42% of portfolio	11,323	Q2 2024 Added 5.65%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$10.2 Million 0.42% of portfolio	86,287	Q2 2024 Added 8.89%
IEF Ishares Barclays ETFs	$0	$10 Million 0.41% of portfolio	106,797	Q2 2024 Added 53.86%
JPM Jpmorgan Chase & CO Financial Services	$729B	$9.88 Million 0.41% of portfolio	48,846	Q2 2024 Added 34.17%
ET Energy Transfer LP Energy	$58.9B	$9.75 Million 0.4% of portfolio	601,034	Q2 2024 Added 15.77%

Summary

Portfolio
No. of Stocks 3,244
Current Value $2.42 Billion
Prior Value $2.2 Billion
Filing
Period Q2 2024
Filing Date July 30, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 297 stocks
Additional Purchases 1,327 stocks
Sold out of 3 stocks
Reduced holdings in 828 stocks

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