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
Ishares Tr
817
+ 26.57%
N/A
3.89K $0
HYGW
Ishares Tr High Yield Corporat
563
+ 413.97%
N/A
699 $0
Ishares Bitcoin Trust ETF
3.2K
+ 25.94%
N/A
15.5K $0
Ishares Tr
776
+ 25.8%
N/A
3.78K $0
Ishares Tr
5.68K
+ 317.97%
N/A
7.47K $0
Ishares Ethereum Tr
2.78K
+ 134.3%
N/A
4.86K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
328
+ 42.93%
N/A
1.09K $0
JGRO
J P Morgan Exchange Traded Fd
1.52K
+ 5.04%
N/A
31.6K $0
J P Morgan Exchange Traded F
3.02K
+ 86.96%
N/A
6.5K $0
J P Morgan Exchange Traded F
190
+ 1.64%
N/A
11.8K $0
JHMM
John Hancock Multifactor Mid C

ETFs
23
+ 4.77%
$55.69 - $63.12 $1.28K - $1.45K
505 $28K
Jpmorgan Chase Finl CO LLC
23.6K
+ 9441.2%
N/A
23.9K $0
Kenvue Inc
3.08K
+ 25.26%
N/A
15.3K $0
Klaviyo Inc
262
+ 127.8%
N/A
467 $0
Knife River Corp
34
+ 14.11%
N/A
275 $0
Lam Research Corp
14.7K
+ 48.72%
N/A
44.8K $0
Legacy Ed Inc
5.1K
+ 47.11%
N/A
15.9K $0
LENB
Lennar Corporation Cl B
5
+ 10.2%
N/A
54 $0
DRS
Leonardo Drs, Inc.
156
+ 8.02%
N/A
2.1K $0
USA
Liberty All Star Equity Fund

Financial Services
120
+ 5.0%
$6.41 - $7.32 $769 - $878
2.52K $16K
Listed Fd Tr
9.02K
+ 11.76%
N/A
85.7K $0
LCID
Lucid Group, Inc.

Consumer Cyclical
396
+ 18.2%
$2.03 - $3.48 $804 - $1.38K
2.57K $6K
MGEE
Mge Energy Inc

Utilities
5
+ 0.56%
$85.7 - $94.18 $429 - $471
905 $84K
MSCI
Msci Inc.

Financial Services
126
+ 6.08%
$541.46 - $628.34 $68.2K - $79.2K
2.2K $1.24M
Managed Portfolio Series
27.7K
+ 131.27%
N/A
48.8K $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
4
+ 30.77%
N/A
17 $0
Mind Technology Inc
4.02K
+ 100.0%
N/A
8.04K $0
MOGA
Moog Inc Cla
4
+ 2.94%
N/A
140 $0
Ncr Atleos Corporation
57
+ 101.79%
N/A
113 $0
Nano Nuclear Energy Inc
1.75K
+ 118.55%
N/A
3.23K $0
NDAQ
Nasdaq, Inc.

Financial Services
11
+ 2.32%
$72.17 - $83.76 $794 - $921
486 $36K
NVRO
Nevro Corp

Healthcare
18
+ 257.14%
$3.29 - $5.85 $59.2 - $105
25 $0
Flagstar Financial Inc
577
+ 12.84%
N/A
5.07K $0
Nextracker Inc
4.47K
+ 135.38%
N/A
7.78K $0
NXRT
Nex Point Residential Trust, Inc.

Real Estate
4
+ 200.0%
$37.37 - $42.55 $149 - $170
6 $0
Northern Lts Fd Tr Iv
84
+ 29.68%
N/A
367 $0
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
16
+ 15.53%
$17.68 - $23.34 $283 - $373
119 $2K
SECT
Sector 10, Inc.

ETFs
225
+ 7.45%
$50.98 - $57.8 $11.5K - $13K
3.24K $165K
NOG
Northern Oil & Gas, Inc.

Energy
74
+ 29.48%
$26.89 - $42.07 $1.99K - $3.11K
325 $9K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
11
+ 1.3%
$11.17 - $11.61 $123 - $128
858 $9K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1
+ 1.33%
$21.05 - $21.54 $21.1 - $21.5
76 $1K
OII
Oceaneering International Inc

Energy
20
+ 333.33%
$19.14 - $27.93 $383 - $559
26 $0
Onestream Inc
624
+ 10.61%
N/A
6.51K $0
Orchid Is Cap Inc
30
+ 10.1%
N/A
327 $0
Orchestra Biomed Hldgs Inc
83.5K
+ 106.43%
N/A
162K $0
IX
Orix Corp

Financial Services
426
+ 448.42%
$20.44 - $107.42 $8.71K - $45.8K
521 $10K
Pgim ETF Tr
162K
+ 192.01%
N/A
247K $0
PHI
Pldt Inc.

Communication Services
7
+ 21.21%
$21.87 - $25.01 $153 - $175
40 $0
Pacer Fds Tr
5.42K
+ 113.97%
N/A
10.2K $0
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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