Ifp Advisors, Inc Purchases in Q2 2025

Ifp Advisors, Inc

  • $3.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBMO
Ishares Tr Ibonds December 202

ETFs
3.83K
+ 12.47%
$25.32 - $25.63 $97.1K - $98.3K
34.6K $885K
IBMP
Ishares Tr Ibonds December 202

ETFs
3.87K
+ 12.49%
$24.98 - $25.35 $96.8K - $98.2K
34.9K $884K
LMND
Lemonade, Inc.

Financial Services
2.3K
New
$25.12 - $45.79 $57.7K - $105K
2.3K $100K
PDP
Invesco Exchange Traded Fd Tr

ETFs
519
+ 10.94%
$89.44 - $108.59 $46.4K - $56.4K
5.27K $571K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.8K
+ 31.31%
$24.96 - $25.5 $94.9K - $97K
16K $406K
LECO
Lincoln Electric Holdings Inc

Industrials
391
+ 49.68%
$167.18 - $211.38 $65.4K - $82.6K
1.18K $244K
ISMD
Northern Lts Fd Tr Iv

ETFs
984
+ 2.28%
$29.72 - $35.6 $29.2K - $35K
44.2K $1.57M
SCHV
Schwab Strategic Tr Us Large C

ETFs
949
+ 1.47%
$23.55 - $27.67 $22.3K - $26.3K
65.3K $1.81M
AIQ
Global X Funds Global X Artifi

ETFs
333
+ 3.01%
$31.5 - $43.69 $10.5K - $14.5K
11.4K $497K
HALO
Halozyme Therapeutics, Inc.

Healthcare
2.32K
+ 110.22%
$47.91 - $70.14 $111K - $163K
4.42K $229K
PZZA
Papa Johns International Inc

Consumer Cyclical
860
+ 12.93%
$30.45 - $51.79 $26.2K - $44.5K
7.51K $367K
GL
Globe Life Inc.

Financial Services
786
+ 130.56%
$113.29 - $133.09 $89K - $105K
1.39K $172K
MDB
Mongo Db, Inc.

Technology
39
+ 1.58%
$145.85 - $225.38 $5.69K - $8.79K
2.5K $525K
CTSH
Cognizant Technology Solutions Corp

Technology
1K
+ 10.75%
$66.47 - $81.81 $66.7K - $82.1K
10.3K $806K
DLTR
Dollar Tree, Inc.

Consumer Defensive
627
+ 51.78%
$67.22 - $100.51 $42.1K - $63K
1.84K $182K
EMB
Ishares Tr

ETFs
194
+ 0.53%
$86.54 - $92.62 $16.8K - $18K
36.7K $3.4M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.27K
+ 27.9%
$65.75 - $71.57 $83.4K - $90.8K
5.82K $415K
TPR
Tapestry, Inc.

Consumer Cyclical
481
+ 16.95%
$60.6 - $87.81 $29.1K - $42.2K
3.32K $291K
SMMT
Summit Therapeutics Inc.

Healthcare
4.26K
+ 4264.0%
$16.64 - $36.7 $71K - $156K
4.36K $92K
EQT
Eqt Corp

Energy
726
+ 7.43%
$46.11 - $60.44 $33.5K - $43.9K
10.5K $611K
PG
Procter & Gamble CO

Consumer Defensive
4.48K
+ 7.96%
$157.66 - $172.39 $707K - $773K
60.8K $9.68M
TRMB
Trimble Inc.

Technology
1.17K
+ 1161.39%
$55.12 - $75.98 $64.7K - $89.1K
1.27K $96K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
1.97K
+ 125.35%
$36.71 - $42.81 $72.2K - $84.3K
3.54K $151K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.97K
+ 148.33%
$25.21 - $34.03 $74.9K - $101K
4.97K $149K
MTD
Mettler Toledo International Inc

Healthcare
76
+ 542.86%
$970.15 - $1216.57 $73.7K - $92.5K
90 $105K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
1.74K
+ 23.62%
$45.58 - $48.28 $79.4K - $84.1K
9.11K $439K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.63K
+ 1382.2%
$54.08 - $68.32 $88.2K - $111K
1.75K $96K
CVS
Cvs Health Corp

Healthcare
862
+ 3.71%
$60.04 - $70.18 $51.8K - $60.5K
24.1K $1.66M
LYFT
Lyft, Inc.

Technology
5.2K
+ 316.77%
$9.97 - $17.21 $51.8K - $89.4K
6.84K $107K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
3.4K
+ 7236.17%
$25.57 - $26.34 $87K - $89.6K
3.45K $89K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.86K
+ 122.51%
$30.29 - $30.83 $86.7K - $88.3K
5.2K $160K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.78K
+ 53.09%
$21.85 - $22.76 $82.7K - $86.1K
10.9K $248K
WPM
Wheaton Precious Metals Corp.

Basic Materials
711
+ 35.11%
$70.56 - $92.75 $50.2K - $65.9K
2.74K $245K
JHEM
John Hancock Exchange Traded

ETFs
829
+ 3.38%
$23.58 - $29.25 $19.5K - $24.2K
25.4K $740K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
542
+ 15.56%
$29.19 - $50.24 $15.8K - $27.2K
4.03K $202K
IBND
Spdr Bloomberg International C

ETFs
2.67K
+ 7405.56%
$29.46 - $32.59 $78.5K - $86.9K
2.7K $88K
TW
Tradeweb Markets Inc.

Financial Services
612
+ 67.25%
$125.37 - $149.02 $76.7K - $91.2K
1.52K $222K
RKT
Rocket Companies, Inc.

Financial Services
6.1K
New
$11.11 - $15.4 $67.8K - $93.9K
6.1K $86K
BCS
Barclays PLC

Financial Services
4.05K
+ 129.27%
$12.69 - $18.61 $51.4K - $75.4K
7.18K $133K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
1.33K
+ 97.01%
$45.13 - $56.88 $59.9K - $75.5K
2.7K $153K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
3.93K
New
$20.13 - $22.17 $79.1K - $87.1K
3.93K $85K
HTZ
Hertz Global Holdings, Inc

Industrials
12.5K
New
$3.65 - $8.65 $45.6K - $108K
12.5K $85K
BOCT
Innovator U.S. Equity Buffer E

ETFs
1.5K
+ 30.52%
$38.5 - $45.45 $57.8K - $68.3K
6.42K $291K
UTHR
United Therapeutics Corp

Healthcare
425
+ 24.44%
$276.47 - $328.4 $117K - $140K
2.16K $621K
MGV
Vanguard Mega Cap Value

ETFs
550
+ 9.99%
$114.87 - $131.25 $63.2K - $72.2K
6.06K $794K
JHG
Janus Henderson Group PLC

Financial Services
1.53K
+ 16.41%
$29.47 - $38.84 $45.2K - $59.6K
10.9K $422K
MOS
Mosaic CO

Basic Materials
2.09K
+ 242.29%
$22.76 - $36.95 $47.6K - $77.3K
2.95K $107K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
1.12K
New
$60.05 - $75.31 $67.4K - $84.6K
1.12K $84K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.91K
+ 210.34%
$42.51 - $43.7 $81.3K - $83.6K
2.82K $123K
Activity Summary
Buys All Purchases 2928 New Holdings 1149 Increased Positions 1779 Sells All Sells 1525 Reductions 1186 Sold out 339 Options Calls 0 Puts 0
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