Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Ifp Advisors, Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.91 Billion distributed in 4610 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $84.7M, Spdr S&P 500 ETF Trust with a value of $67.5M, Invesco Qqq Trust, Series 1 with a value of $51.2M, Vanguard Growth ETF with a value of $48.3M, and Nvidia Corp with a value of $46.8M.

Examining the 13F form we can see an increase of $275M in the current position value, from $2.63B to 2.91B. Also it can be appreciated an additional of 1337 stocks purchases and 182 closed positions.

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

Portfolio value $2.91 Billion

ETFs: $1.79 Billion

Technology: $323 Million

Financial Services: $159 Million

Consumer Cyclical: $120 Million

Healthcare: $107 Million

Industrials: $97.6 Million

Communication Services: $80.4 Million

Consumer Defensive: $73.6 Million

Other: $135 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$3.89T	$84.7 Million 2.91% of portfolio	338,411	Q4 2024 Added 9.44%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$67.5 Million 2.32% of portfolio	115,087	Q4 2024 Added 35.77%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$51.2 Million 1.76% of portfolio	100,081	Q4 2024 Reduced 5.79%
VUG Vanguard Growth ETF ETFs	$0	$48.3 Million 1.66% of portfolio	117,568	Q4 2024 Reduced 1.95%
NVDA Nvidia Corp Technology	$311B	$46.8 Million 1.61% of portfolio	348,845	Q4 2024 Added 34.64%
MSFT Microsoft Corp Technology	$2.96T	$38.8 Million 1.33% of portfolio	91,951	Q4 2024 Added 18.93%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$36.4 Million 1.25% of portfolio	528,452	Q4 2024 Reduced 0.42%
AMZN Amazon Com Inc Consumer Cyclical	$2.16T	$34.5 Million 1.19% of portfolio	157,452	Q4 2024 Added 26.01%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$31.6 Million 1.09% of portfolio	390,200	Q4 2024 Reduced 2.37%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$30 Million 1.03% of portfolio	1,216,819	Q4 2024 Added 4.14%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$28.1 Million 0.97% of portfolio	822,189	Q4 2024 Added 15.27%
IVV Ishares Core S&P 500 ETF ETFs	$0	$27.6 Million 0.95% of portfolio	46,954	Q4 2024 Reduced 6.74%
OEF Ishares S&P 100 ETF ETFs	$0	$26.5 Million 0.91% of portfolio	99,630	Q4 2024 Reduced 2.74%
GOOGL Alphabet Inc. Communication Services	$1.02T	$25.6 Million 0.88% of portfolio	135,448	Q4 2024 Added 11.94%
IAU Ishares Gold Trust ETFs	$45.7B	$25.1 Million 0.86% of portfolio	507,185	Q4 2024 Added 20.57%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$24.9 Million 0.86% of portfolio	893,086	Q4 2024 Added 308.82%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$24.8 Million 0.85% of portfolio	45,963	Q4 2024 Added 8.28%
XLK Technology Sector Spdr ETFs	$0	$23.4 Million 0.81% of portfolio	100,745	Q4 2024 Added 11.63%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$669B	$22.3 Million 0.77% of portfolio	49,156	Q4 2024 Added 7.17%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$21.1 Million 0.73% of portfolio	352,951	Q4 2024 Added 20.44%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$21.3 Million 0.73% of portfolio	769,708	Q4 2024 Added 203.78%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$21.1 Million 0.72% of portfolio	120,225	Q4 2024 Added 7.04%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$21 Million 0.72% of portfolio	163,204	Q4 2024 Added 0.98%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$20.6 Million 0.71% of portfolio	752,814	Q4 2024 Added 229.18%
DFAU Dimensional ETF Tr ETFs	$0	$19.7 Million 0.68% of portfolio	487,193	Q4 2024 Added 1.01%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$19.2 Million 0.66% of portfolio	380,780	Q4 2024 Added 0.19%
COST Costco Wholesale Corp Consumer Defensive	$464B	$18.7 Million 0.64% of portfolio	20,355	Q4 2024 Added 23.12%
XOM Exxon Mobil Corp Energy	$464B	$18.7 Million 0.64% of portfolio	173,490	Q4 2024 Added 17.24%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$18.6 Million 0.64% of portfolio	245,686	Q4 2024 Reduced 5.41%
SHV Ishares Tr ETFs	$0	$18.3 Million 0.63% of portfolio	166,649	Q4 2024 Added 10.52%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$15.3 Million 0.53% of portfolio	178,415	Q4 2024 Added 9.15%
IEMG Ishares Inc ETFs	$0	$14.3 Million 0.49% of portfolio	265,972	Q4 2024 Added 1.12%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$14 Million 0.48% of portfolio	298,482	Q4 2024 Added 85.61%
IWM Ishares Russell 2000 ETF ETFs	$0	$13.8 Million 0.48% of portfolio	62,640	Q4 2024 Added 9.29%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$14 Million 0.48% of portfolio	270,889	Q4 2024 Added 14.06%
VTI Vanguard Total Stock Market Et ETFs	$0	$13.9 Million 0.48% of portfolio	48,001	Q4 2024 Reduced 2.31%
DJAN First Exc Trd Viii Cboe Vest U ETFs	$0	$13.8 Million 0.47% of portfolio	352,593	Q4 2024 Added 0.02%
META Meta Platforms, Inc. Communication Services	$1.5T	$13.3 Million 0.46% of portfolio	22,625	Q4 2024 Added 13.31%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$13.2 Million 0.45% of portfolio	570,450	Q4 2024 Added 202.72%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$13.1 Million 0.45% of portfolio	182,150	Q4 2024 Added 32.72%
ET Energy Transfer LP Energy	$59.5B	$12.4 Million 0.43% of portfolio	634,469	Q4 2024 Added 1.06%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$12.6 Million 0.43% of portfolio	70,552	Q4 2024 Added 4.47%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$12.4 Million 0.43% of portfolio	51,358	Q4 2024 Added 76.98%
V Visa Inc. Financial Services	$593B	$12.4 Million 0.43% of portfolio	39,284	Q4 2024 Added 4.0%
FNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$12.2 Million 0.42% of portfolio	254,214	Q4 2024 Reduced 0.78%
GSEW Goldman Sachs Tr Eql Weight Us ETFs	$0	$12.3 Million 0.42% of portfolio	159,527	Q4 2024 Added 1.58%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$11.9 Million 0.41% of portfolio	87,550	Q4 2024 Added 3.87%
GOOG Alphabet Inc. Communication Services	$1.05T	$11.5 Million 0.4% of portfolio	60,367	Q4 2024 Added 76.59%
AVGO Broadcom Inc. Technology	$80.8B	$11.2 Million 0.39% of portfolio	48,398	Q4 2024 Added 35.71%
GSSC Goldman Sachs ETF Tr Activebet ETFs	$0	$11.5 Million 0.39% of portfolio	165,631	Q4 2024 Added 5.04%

Summary

Portfolio
No. of Stocks 4,610
Current Value $2.91 Billion
Prior Value $2.63 Billion
Filing
Period Q4 2024
Filing Date February 04, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 1,337 stocks
Additional Purchases 1,737 stocks
Sold out of 182 stocks
Reduced holdings in 918 stocks

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