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
HDB
Hdfc Bank LTD

Financial Services
3.31K
+ 65.95%
$58.06 - $66.85 $192K - $221K
8.32K $552K
EW
Edwards Lifesciences Corp

Healthcare
3.25K
+ 113.62%
$67.95 - $76.19 $221K - $247K
6.1K $442K
TPB
Turning Point Brands, Inc.

Consumer Defensive
3.89K
+ 97250.0%
$55.09 - $70.34 $214K - $274K
3.89K $231K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
9.06K
+ 10.63%
$19.55 - $20.33 $177K - $184K
94.4K $1.92M
FNDX
Schwab Fundamental U S Large C

ETFs
9.81K
+ 18.53%
$23.03 - $25.01 $226K - $245K
62.7K $1.48M
WY
Weyerhaeuser CO

Real Estate
7.57K
+ 138.17%
$27.29 - $31.39 $207K - $238K
13K $382K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.87K
+ 3.27%
$21.77 - $22.25 $149K - $153K
217K $4.82M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
9.83K
+ 583.21%
$20.83 - $23.69 $205K - $233K
11.5K $258K
SYF
Synchrony Financial

Financial Services
4.33K
+ 549.37%
$51.9 - $70.63 $225K - $306K
5.12K $270K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
4.02K
+ 1247.52%
$46.83 - $56.05 $188K - $225K
4.34K $231K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.86K
+ 6.18%
$25.69 - $26.89 $125K - $131K
83.4K $2.24M
PGR
Progressive Corp

Financial Services
14
+ 0.29%
$235.61 - $291.22 $3.3K - $4.08K
4.82K $1.36M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3.03K
+ 200.07%
$70.83 - $76.62 $215K - $232K
4.55K $323K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
65
+ 4.88%
$1227.6 - $1458.46 $79.8K - $94.8K
1.4K $1.89M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.2K
+ 6.04%
$22.77 - $22.94 $187K - $188K
144K $3.3M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.2K
+ 3334.85%
$93.32 - $95.35 $205K - $210K
2.27K $212K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.4K
+ 4.69%
$37.07 - $40.63 $126K - $138K
76K $2.99M
VST
Vistra Corp.

Utilities
2.51K
+ 55.47%
$108.49 - $191.89 $272K - $482K
7.04K $826K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.84K
+ 38.29%
$28.55 - $29.09 $195K - $199K
24.7K $713K
F
Ford Motor CO

Consumer Cyclical
19K
+ 25.23%
$9.12 - $10.43 $173K - $198K
94.2K $944K
GWRE
Guidewire Software, Inc.

Technology
984
+ 121.18%
$166.74 - $218.22 $164K - $215K
1.8K $336K
NLOK
Norton Life Lock Inc.

Technology
9.21K
+ 1400.3%
N/A
9.87K $212K
DFAE
Dimensional ETF Tr

ETFs
5.22K
+ 4.6%
$24.64 - $26.86 $129K - $140K
119K $3.08M
WELL
Welltower Inc.

Real Estate
1.02K
+ 71.27%
$124.05 - $156.86 $126K - $160K
2.44K $374K
KNTK
Kinetik Holdings Inc.

Energy
3.8K
+ 422.58%
$49.51 - $66.5 $188K - $253K
4.7K $244K
XLP
Consumer Staples Sector Spdr

ETFs
2.54K
+ 41.44%
N/A
8.67K $659K
PAYX
Paychex Inc

Industrials
658
+ 10.34%
$136.06 - $154.52 $89.5K - $102K
7.02K $1.08M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
10.1K
+ 106.05%
$18.55 - $18.81 $187K - $189K
19.5K $365K
NVT
N Vent Electric PLC

Industrials
3.73K
+ 669.66%
$52.42 - $75.4 $196K - $281K
4.29K $224K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
8.34K
+ 27.82%
$20.1 - $20.8 $168K - $174K
38.3K $795K
SHEL
Shell PLC

Energy
321
+ 2.12%
$62.84 - $73.29 $20.2K - $23.5K
15.5K $1.13M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.03K
+ 593.92%
$55.14 - $60.29 $167K - $183K
3.54K $203K
EMB
Ishares Tr

ETFs
1.31K
+ 3.7%
$88.64 - $92.03 $116K - $120K
36.5K $3.31M
SYK
Stryker Corp

Healthcare
387
+ 17.28%
$355.18 - $399.9 $137K - $155K
2.63K $977K
IHDG
Wisdomtree Tr

ETFs
3.98K
+ 11.29%
$43.4 - $47.51 $173K - $189K
39.2K $1.7M
O
Realty Income Corp

Real Estate
2.26K
+ 28.33%
$51.67 - $58.49 $117K - $132K
10.2K $593K
NSA
National Storage Affiliates Trust

Real Estate
4.2K
+ 411.76%
$35.92 - $39.59 $151K - $166K
5.22K $205K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.12K
+ 255.27%
$38.99 - $40.37 $160K - $166K
5.73K $230K
ITT
Itt Inc.

Industrials
1.33K
+ 330.92%
$128.71 - $153.88 $171K - $204K
1.73K $223K
PVAL
Putnam ETF Tr Putnam Focused L
3.9K
+ 22.05%
$36.8 - $39.59 $144K - $154K
21.6K $822K
SSNC
Ss&C Technologies Holdings Inc

Technology
1.76K
+ 73.01%
$74.75 - $89.13 $132K - $157K
4.17K $348K
INGR
Ingredion Inc

Consumer Defensive
1.25K
+ 76.93%
$125.6 - $137.36 $157K - $171K
2.87K $387K
TAXF
American Centy ETF Tr Diversif

ETFs
4.71K
+ 4.49%
$49.19 - $50.86 $232K - $240K
110K $5.43M
AFL
Aflac Inc

Financial Services
1.06K
+ 18.55%
$100.99 - $111.19 $107K - $118K
6.79K $754K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.39%
$3193.96 - $3828.11 $3.19K - $3.83K
258 $983K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.64K
+ 10.48%
$30.73 - $32.26 $204K - $214K
70K $2.15M
LRN
Stride, Inc.

Consumer Defensive
1.25K
+ 20900.0%
$106.34 - $142.28 $133K - $178K
1.26K $159K
UI
Ubiquiti Inc.

Technology
514
+ 3212.5%
$300.93 - $431.11 $155K - $222K
530 $164K
MSFT
Microsoft Corp

Technology
11.7K
+ 12.74%
$375.39 - $447.2 $4.4M - $5.24M
104K $38.9M
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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