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
BHP
Bhp Group LTD

Basic Materials
-691
- 24.95%
$40.22 - $50.88 $27.8K - $35.2K
2.08K $99K
AI
C3.Ai, Inc.

Technology
-2.18K
- 42.98%
$18.24 - $27.8 $39.7K - $60.5K
2.89K $71K
LEN
Lennar Corp

Consumer Cyclical
-272
- 21.78%
$102.76 - $115.66 $28K - $31.5K
977 $108K
JWN
Nordstrom Inc

Consumer Cyclical
-1.46K
- 25.68%
$23.11 - $24.66 $33.7K - $35.9K
4.22K $103K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-386
- 0.91%
$91.43 - $91.74 $35.3K - $35.4K
41.8K $3.84M
SRE
Sempra Energy

Utilities
-644
- 20.78%
$63.78 - $78.91 $41.1K - $50.8K
2.46K $186K
OVM
Listed Fds Tr Overlay Shares M

ETFs
-879
- 1.47%
$20.25 - $21.38 $17.8K - $18.8K
59K $1.24M
HE
Hawaiian Electric Industries Inc

Utilities
-3.02K
- 58.62%
$9.36 - $10.96 $28.2K - $33.1K
2.13K $22K
MAS
Masco Corp

Industrials
-278
- 9.14%
$58.73 - $71.06 $16.3K - $19.8K
2.76K $177K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-660
- 13.67%
$86.05 - $107.7 $56.8K - $71.1K
4.17K $449K
APPF
Appfolio Inc

Technology
-172
- 26.79%
$192.02 - $234.65 $33K - $40.4K
470 $108K
HRB
H&R Block Inc

Consumer Cyclical
-608
- 7.56%
$54.32 - $63.04 $33K - $38.3K
7.44K $408K
CRL
Charles River Laboratories International, Inc.

Healthcare
-219
- 98.21%
$99.75 - $151.89 $21.8K - $33.3K
4 $0
SAN
Banco Santander, S.A.

Financial Services
-5.99K
- 54.53%
$5.72 - $8.32 $34.3K - $49.8K
4.99K $41K
ERJ
Embraer S.A.

Industrials
-720
- 89.11%
$40.42 - $56.91 $29.1K - $41K
88 $5K
VBF
Invesco Bond Fund

Financial Services
-1.97K
- 43.27%
$14.72 - $15.65 $29K - $30.9K
2.59K $39K
MSEX
Middlesex Water CO

Utilities
-483
- 97.77%
$54.18 - $66.57 $26.2K - $32.2K
11 $0
NEU
Newmarket Corp

Basic Materials
-59
- 69.41%
$519.95 - $690.86 $30.7K - $40.8K
26 $17K
MDIV
First Trust Multi Asset Divers

ETFs
-1.15K
- 5.27%
$14.96 - $16.41 $17.2K - $18.9K
20.7K $326K
FOXA
Fox Corp

Communication Services
-483
- 7.29%
$47.21 - $57.04 $22.8K - $27.6K
6.14K $344K
SKX
Skechers Usa Inc

Consumer Cyclical
-739
- 28.08%
$45.48 - $63.1 $33.6K - $46.6K
1.89K $119K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-17.5K
- 6.32%
$7.2 - $8.64 $126K - $152K
260K $2.2M
AMKR
Amkor Technology, Inc.

Technology
-1.68K
- 77.4%
$14.88 - $21.18 $25K - $35.5K
490 $10K
AIZ
Assurant, Inc.

Financial Services
-106
- 16.67%
$179.73 - $211.56 $19.1K - $22.4K
530 $104K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-264
- 18.49%
$105.8 - $131.55 $27.9K - $34.7K
1.16K $149K
RZV
Invesco Fd Tr

ETFs
-500
- 12.43%
$83.11 - $104.98 $41.6K - $52.5K
3.52K $369K
ROBO
Robo Global Robotics And Autom

ETFs
-600
- 64.1%
$43.89 - $59.78 $26.3K - $35.9K
336 $20K
FIW
First Trust Water ETF

ETFs
-324
- 31.58%
$90.26 - $108.05 $29.2K - $35K
702 $75K
IBB
Ishares Biotechnology ETF

ETFs
-4
- 0.02%
$112.02 - $129.0 $448 - $516
19.8K $2.51M
LYV
Live Nation Entertainment, Inc.

Communication Services
-220
- 93.22%
$118.81 - $151.28 $26.1K - $33.3K
16 $2K
MAIN
Main Street Capital Corp

Financial Services
-577
- 25.4%
$49.15 - $59.32 $28.4K - $34.2K
1.7K $100K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-395
- 32.81%
$90.58 - $109.05 $35.8K - $43.1K
809 $88K
STT
State Street Corp

Financial Services
-361
- 57.85%
$75.33 - $106.34 $27.2K - $38.4K
263 $27K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-104
- 6.02%
$53.23 - $70.65 $5.54K - $7.35K
1.62K $93K
ADI
Analog Devices Inc

Technology
-475
- 19.97%
$164.6 - $238.02 $78.2K - $113K
1.9K $452K
EDV
Vanguard Extended Duration Tre

ETFs
-40
- 0.64%
$62.83 - $72.45 $2.51K - $2.9K
6.24K $419K
DTM
Dt Midstream, Inc.

Energy
-432
- 26.98%
$87.23 - $109.91 $37.7K - $47.5K
1.17K $128K
FHB
First Hawaiian, Inc.

Financial Services
-1.07K
- 55.06%
$21.14 - $24.96 $22.6K - $26.7K
874 $21K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-252
- 14.52%
$109.83 - $131.67 $27.7K - $33.2K
1.48K $188K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.91K
- 10.09%
$35.3 - $40.46 $67.4K - $77.2K
17K $688K
LCII
Lci Industries

Consumer Cyclical
-300
- 95.54%
$75.07 - $92.4 $22.5K - $27.7K
14 $1K
LITE
Lumentum Holdings Inc.

Technology
-464
- 82.27%
$49.56 - $95.06 $23K - $44.1K
100 $9K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-751
- 91.14%
$29.03 - $38.72 $21.8K - $29.1K
73 $2K
AKAM
Akamai Technologies Inc

Technology
-278
- 87.42%
N/A
40 $3K
FHN
First Horizon Corp

Financial Services
-1.68K
- 28.14%
$16.21 - $21.2 $27.3K - $35.7K
4.3K $91K
PVH
Pvh Corp.

Consumer Cyclical
-385
- 72.92%
$60.5 - $87.28 $23.3K - $33.6K
143 $9K
TWST
Twist Bioscience Corp

Healthcare
-633
- 78.54%
$28.16 - $40.27 $17.8K - $25.5K
173 $6K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.47K
- 11.14%
$36.35 - $41.07 $53.3K - $60.2K
11.7K $480K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-2.5K
- 86.21%
$8.74 - $11.04 $21.9K - $27.6K
400 $4K
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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