Ifp Advisors, Inc Incresed Positions in Q1 2025

Ifp Advisors, Inc

  • $3.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GNR
Spdr S&P Global Natural Resour

ETFs
500
+ 100.0%
$50.12 - $54.48 $25.1K - $27.2K
1K $53K
HYD
Vaneck High Yield Muni ETF

ETFs
697
+ 7.63%
$50.79 - $52.53 $35.4K - $36.6K
9.83K $502K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
953
+ 8.93%
$25.35 - $27.46 $24.2K - $26.2K
11.6K $307K
FPFD
Fidelity Covington Tr Preferre
1.34K
+ 36.75%
$21.25 - $21.82 $28.5K - $29.2K
4.99K $106K
IHF
Ishares Tr

ETFs
500
+ 200.0%
$47.84 - $53.21 $23.9K - $26.6K
750 $39K
MAIN
Main Street Capital Corp

Financial Services
553
+ 32.17%
$54.71 - $63.1 $30.3K - $34.9K
2.27K $128K
SONY
Sony Group Corp

Technology
75
+ 1.19%
$19.88 - $25.64 $1.49K - $1.92K
6.37K $161K
CHWY
Chewy, Inc.

Consumer Cyclical
1.02K
+ 15.17%
$31.83 - $39.8 $32.5K - $40.6K
7.75K $252K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.3K
+ 63.89%
$20.7 - $21.15 $27K - $27.5K
3.34K $69K
IWR
Ishares Russell Mid Cap ETF

ETFs
626
+ 7.97%
$82.81 - $92.93 $51.8K - $58.2K
8.49K $721K
OKTA
Okta, Inc.

Technology
45
+ 5.49%
$78.83 - $116.72 $3.55K - $5.25K
865 $91K
SCI
Service Corp International

Consumer Cyclical
326
+ 87.17%
$75.99 - $84.16 $24.8K - $27.4K
700 $56K
DLB
Dolby Laboratories, Inc.

Industrials
266
+ 12.39%
$76.37 - $87.32 $20.3K - $23.2K
2.41K $193K
PCEF
Invesco Cef Income Composite E

ETFs
1.4K
+ 620.0%
$18.8 - $19.89 $26.2K - $27.7K
1.62K $30K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
2.2K
+ 64.71%
$12.94 - $14.29 $28.5K - $31.4K
5.6K $73K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
994
+ 343.94%
$25.31 - $30.02 $25.2K - $29.8K
1.28K $33K
UHS
Universal Health Services Inc

Healthcare
82
+ 6.65%
$163.99 - $193.27 $13.4K - $15.8K
1.32K $247K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
2.41K
+ 70.8%
$9.83 - $10.34 $23.7K - $24.9K
5.81K $58K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
900
+ 12857.14%
$26.34 - $31.72 $23.7K - $28.5K
907 $25K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
1.07K
+ 108.63%
$21.67 - $23.21 $23.2K - $24.8K
2.06K $46K
QLD
Proshares Ultra Qqq

ETFs
400
+ 80.16%
$88.88 - $119.12 $35.6K - $47.6K
899 $79K
PPT
Putnam Premier Income Trust

Financial Services
6.87K
+ 138.0%
$3.54 - $3.65 $24.3K - $25.1K
11.9K $42K
SCCO
Southern Copper Corp

Basic Materials
256
+ 53.67%
$85.92 - $101.48 $22K - $26K
733 $68K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
441
+ 57.65%
$55.58 - $62.24 $24.5K - $27.4K
1.21K $68K
PPA
Invesco Exchange Traded Fd Tr

ETFs
143
+ 3.52%
$113.59 - $123.29 $16.2K - $17.6K
4.21K $490K
LPLA
Lpl Financial Holdings Inc.

Financial Services
73
+ 46.79%
$308.87 - $383.33 $22.5K - $28K
229 $74K
PEG
Public Service Enterprise Group Inc

Utilities
754
+ 4.35%
$78.2 - $90.39 $59K - $68.2K
18.1K $1.49M
FDD
First Trust Stoxx European Sel

ETFs
1.56K
+ 211.35%
$11.08 - $13.94 $17.3K - $21.8K
2.3K $31K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
324
+ 0.75%
$50.72 - $50.92 $16.4K - $16.5K
43.8K $2.23M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
191
+ 18.82%
$110.75 - $119.78 $21.2K - $22.9K
1.21K $139K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
338
+ 288.89%
$68.37 - $87.97 $23.1K - $29.7K
455 $31K
CVNA
Carvana Co.

Consumer Cyclical
88
+ 16.0%
$166.52 - $285.33 $14.7K - $25.1K
638 $133K
VDC
Vanguard Consumer Staples ETF

ETFs
49
+ 3.16%
$206.54 - $226.16 $10.1K - $11.1K
1.6K $349K
WDAY
Workday, Inc.

Technology
355
+ 14.16%
$233.53 - $277.82 $82.9K - $98.6K
2.86K $668K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
92
+ 22.01%
$88.0 - $115.5 $8.1K - $10.6K
510 $58K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
230
+ 57.5%
$135.34 - $188.66 $31.1K - $43.4K
630 $88K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
279
+ 2.68%
$61.9 - $66.89 $17.3K - $18.7K
10.7K $678K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
985
+ 2.25%
$55.41 - $60.74 $54.6K - $59.8K
44.7K $2.52M
KGC
Kinross Gold Corp

Basic Materials
680
+ 18.4%
$9.69 - $12.61 $6.59K - $8.57K
4.38K $55K
VRSK
Verisk Analytics, Inc.

Industrials
47
+ 15.36%
$268.63 - $301.33 $12.6K - $14.2K
353 $105K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
247
+ 16.47%
$61.2 - $68.24 $15.1K - $16.9K
1.75K $115K
PIPR
Piper Sandler Companies

Financial Services
110
+ 80.29%
$244.29 - $323.68 $26.9K - $35.6K
247 $61K
RGLD
Royal Gold Inc

Basic Materials
49
+ 12.41%
$132.55 - $163.51 $6.49K - $8.01K
444 $72K
SENS
Senseonics Holdings, Inc.

Healthcare
26K
+ 120.93%
$0.43 - $1.31 $11.2K - $34.1K
47.5K $31K
WSO
Watsco Inc

Industrials
12
+ 3.08%
$463.86 - $530.75 $5.57K - $6.37K
402 $204K
ESTC
Elastic N.V.

Technology
450
+ 22.81%
$89.1 - $117.76 $40.1K - $53K
2.42K $215K
BHP
Bhp Group LTD

Basic Materials
407
+ 17.23%
$48.18 - $52.11 $19.6K - $21.2K
2.77K $134K
RPV
Invesco Exchange Traded Fd Tr

ETFs
197
+ 41.83%
$89.33 - $95.17 $17.6K - $18.7K
668 $61K
ACWI
Ishares Msci Acwi ETF

ETFs
200
+ 5.16%
$115.16 - $124.13 $23K - $24.8K
4.07K $474K
Activity Summary
Buys All Purchases 2016 New Holdings 571 Increased Positions 1445 Sells All Sells 1123 Reductions 1092 Sold out 31 Options Calls 0 Puts 0
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