Ifp Advisors, Inc Reduced Holdings in Q2 2025

Ifp Advisors, Inc

  • $3.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.07K
- 40.32%
$421.16 - $509.5 $452K - $547K
1.59K $707K
FVD
First Tr Value Line Divid Inde

ETFs
-13.3K
- 6.34%
$40.62 - $45.12 $542K - $602K
197K $8.81M
SBUX
Starbucks Corp

Consumer Cyclical
-2.38K
- 5.02%
$79.69 - $99.41 $190K - $237K
45K $4.12M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-11.3K
- 33.85%
$43.63 - $45.4 $491K - $511K
22K $982K
OXY
Occidental Petroleum Corp

Energy
-2.42K
- 4.45%
$36.11 - $49.33 $87.3K - $119K
51.9K $2.18M
FTNT
Fortinet, Inc.

Technology
-11.5K
- 15.09%
$84.71 - $108.69 $976K - $1.25M
64.8K $6.85M
GS
Goldman Sachs Group Inc

Financial Services
-1.66K
- 39.24%
$462.22 - $707.75 $765K - $1.17M
2.56K $1.81M
NOC
Northrop Grumman Corp

Industrials
-765
- 10.99%
$456.3 - $540.39 $349K - $413K
6.2K $3.1M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-4.12K
- 32.98%
$93.63 - $103.68 $386K - $428K
8.38K $869K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.56K
- 8.64%
$48.13 - $49.85 $364K - $377K
79.9K $3.92M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-10.5K
- 34.18%
$50.08 - $63.14 $528K - $666K
20.3K $1.28M
PEP
Pepsico Inc

Consumer Defensive
-435
- 2.21%
$128.02 - $151.37 $55.7K - $65.8K
19.2K $2.54M
JLS
Nuveen Mortgage & Income Fund

Financial Services
-21.7K
- 62.07%
$17.16 - $18.74 $372K - $407K
13.3K $248K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-17K
- 35.55%
$23.13 - $24.23 $392K - $411K
30.8K $745K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.35K
- 32.84%
$99.37 - $134.05 $233K - $315K
4.8K $544K
NEE
Nextera Energy Inc

Utilities
-4.49K
- 8.27%
$64.11 - $75.0 $288K - $336K
49.8K $3.46M
HDV
Ishares Core High Dividend ETF

ETFs
-853
- 1.19%
$108.41 - $120.51 $92.5K - $103K
70.8K $8.3M
VZ
Verizon Communications Inc

Communication Services
-2.9K
- 2.39%
$41.67 - $45.62 $121K - $132K
118K $5.12M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-16.2K
- 23.21%
$22.98 - $23.27 $372K - $377K
53.6K $1.25M
XLB
Select Sector Spdr Fd Material

ETFs
-4.42K
- 59.85%
$74.27 - $88.92 $328K - $393K
2.97K $260K
NYT
New York Times CO

Communication Services
-10.7K
- 28.9%
$45.37 - $57.12 $488K - $614K
26.4K $1.48M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-9.14K
- 31.64%
$42.85 - $50.11 $391K - $458K
19.7K $989K
CSWI
Csw Industrials, Inc.

Industrials
-1.19K
- 62.17%
$254.34 - $336.43 $303K - $401K
726 $208K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-8.78K
- 8.66%
$46.92 - $55.01 $412K - $483K
92.6K $5.03M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-13.8K
- 14.82%
$32.0 - $39.87 $440K - $548K
79.1K $3.15M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-3.63K
- 32.77%
$91.23 - $97.27 $331K - $353K
7.45K $724K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-14.2K
- 20.54%
$22.57 - $23.23 $320K - $330K
54.9K $1.28M
RWR
Spdr Dow Jones Reit ETF

ETFs
-3.28K
- 70.79%
$86.33 - $99.71 $283K - $327K
1.35K $130K
HCA
Hca Healthcare, Inc.

Healthcare
-1.8K
- 18.62%
$317.61 - $387.52 $570K - $696K
7.84K $3M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-15K
- 22.51%
$21.56 - $22.54 $324K - $338K
51.7K $1.16M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-14.6K
- 24.21%
$22.36 - $23.73 $326K - $346K
45.7K $1.08M
HGER
Harbor ETF Tr All Weather Infl
-13.9K
- 17.03%
$22.13 - $25.39 $308K - $353K
67.8K $1.65M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-576
- 7.7%
$212.1 - $244.27 $122K - $141K
6.9K $1.51M
HSY
Hershey CO

Consumer Defensive
-1.61K
- 18.69%
$151.29 - $173.13 $243K - $278K
6.99K $1.16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-15.3K
- 14.0%
$39.89 - $49.46 $611K - $757K
94.1K $4.65M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-9.89K
- 33.13%
$29.52 - $35.31 $292K - $349K
20K $704K
WMB
Williams Companies, Inc.

Energy
-6.07K
- 20.61%
$54.33 - $62.87 $330K - $381K
23.4K $1.47M
OKE
Oneok Inc

Energy
-873
- 7.01%
$78.71 - $100.37 $68.7K - $87.6K
11.6K $945K
POWI
Power Integrations Inc

Technology
-5.92K
- 78.12%
$42.13 - $59.01 $249K - $349K
1.66K $92K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-7.74K
- 32.84%
$37.18 - $42.55 $288K - $329K
15.8K $673K
PHYS
Sprott Physical Gold Trust

Financial Services
-13.2K
- 34.98%
$22.82 - $26.29 $301K - $347K
24.6K $622K
PARA
Paramount Global

Communication Services
-24.4K
- 76.32%
$10.65 - $12.9 $260K - $315K
7.57K $97K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-10.2K
- 13.54%
$28.21 - $28.85 $288K - $295K
65.2K $1.87M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.37K
- 26.3%
$82.21 - $83.12 $277K - $280K
9.44K $782K
AZN
Astrazeneca PLC

Healthcare
-3.45K
- 38.65%
$64.87 - $75.0 $224K - $259K
5.48K $382K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-16.8K
- 99.43%
$13.74 - $15.66 $231K - $264K
97 $1K
BSY
Bentley Systems Inc

Technology
-6.74K
- 96.04%
$38.62 - $53.97 $260K - $364K
278 $15K
SOUN
Soundhound Ai, Inc.

Technology
-45.1K
- 51.02%
$7.18 - $11.76 $324K - $530K
43.3K $464K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-11.5K
- 21.06%
$22.15 - $23.69 $255K - $273K
43.2K $1.02M
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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