Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $3.28 Billion
  • Q2 2025

Ifp Advisors, Inc has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.28 Billion distributed in 4930 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.7M, Nvidia Corp with a value of $60M, Spdr S&P 500 ETF Trust with a value of $53.3M, Microsoft Corp with a value of $50.6M, and Invesco Qqq Trust, Series 1 with a value of $49.8M.

Examining the 13F form we can see an increase of $211M in the current position value, from $3.07B to 3.28B. Also it can be appreciated an additional of 1149 stocks purchases and 339 closed positions.

Below you can find more details about Ifp Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.28 Billion
ETFs: $2.01 Billion
Technology: $392 Million
Financial Services: $165 Million
Consumer Cyclical: $120 Million
Industrials: $116 Million
Healthcare: $110 Million
Communication Services: $96.8 Million
Consumer Defensive: $89.3 Million
Other: $132 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$88.7 Million 2.71% of portfolio
432,458
Q2 2025 Added 1.93%
$424B
$60 Million 1.83% of portfolio
379,494
Q2 2025 Added 0.3%
$3.8T
$50.6 Million 1.54% of portfolio
101,739
Q2 2025 Reduced 1.86%
$2.36T
$35.9 Million 1.09% of portfolio
163,455
Q2 2025 Reduced 3.04%
$644B
$23.8 Million 0.73% of portfolio
49,064
Q2 2025 Added 1.36%
$1.75T
$22.9 Million 0.7% of portfolio
31,069
Q2 2025 Added 16.72%
$1.5T
$21.6 Million 0.66% of portfolio
122,414
Q2 2025 Reduced 2.25%
$426B
$20.4 Million 0.62% of portfolio
20,593
Q2 2025 Added 4.96%
$140B
$17.2 Million 0.52% of portfolio
62,333
Q2 2025 Added 16.68%
$480B
$17.1 Million 0.52% of portfolio
158,450
Q2 2025 Reduced 6.89%
$566B
$15.5 Million 0.47% of portfolio
43,664
Q2 2025 Added 6.59%
$1.52T
$14.4 Million 0.44% of portfolio
81,349
Q2 2025 Added 4.45%
$914B
$13.4 Million 0.41% of portfolio
46,303
Q2 2025 Added 1.28%
$427B
$12 Million 0.37% of portfolio
32,760
Q2 2025 Added 20.76%
$722B
$12.1 Million 0.37% of portfolio
15,558
Q2 2025 Reduced 1.56%
$283B
$11.8 Million 0.36% of portfolio
120,841
Q2 2025 Added 22.28%
$813B
$10.3 Million 0.32% of portfolio
47,280
Q2 2025 Added 17.24%
$380B
$9.68 Million 0.3% of portfolio
60,784
Q2 2025 Added 7.96%
$571B
$9.05 Million 0.28% of portfolio
16,102
Q2 2025 Added 2.29%
$95.7B
$8.78 Million 0.27% of portfolio
17,233
Q2 2025 Added 12.53%
$211B
$8.46 Million 0.26% of portfolio
292,465
Q2 2025 Reduced 0.46%
$390B
$8 Million 0.24% of portfolio
43,087
Q2 2025 Added 2.79%
$313B
$7.85 Million 0.24% of portfolio
54,793
Q2 2025 Reduced 12.34%
$232B
$7.97 Million 0.24% of portfolio
27,038
Q2 2025 Reduced 8.9%
$278B
$7.52 Million 0.23% of portfolio
108,396
Q2 2025 Reduced 2.79%
$258B
$7.12 Million 0.22% of portfolio
39,108
Q2 2025 Added 2.57%
$50.8B
$6.77 Million 0.21% of portfolio
92,557
Q2 2025 Reduced 12.86%
$63.3B
$6.85 Million 0.21% of portfolio
64,807
Q2 2025 Reduced 15.09%
$1.34T
$6.89 Million 0.21% of portfolio
21,704
Q2 2025 Added 8.03%
$4.61B
$6.86 Million 0.21% of portfolio
190,697
Q2 2025 Added 1.4%
$120B
$6.53 Million 0.2% of portfolio
21,182
Q2 2025 Added 17.91%
$5B
$6.68 Million 0.2% of portfolio
64,018
Q2 2025 Reduced 6.01%
$320B
$6.45 Million 0.2% of portfolio
20,683
Q2 2025 Added 20.69%
$238B
$6.12 Million 0.19% of portfolio
15,762
Q2 2025 Added 12.44%
$224B
$6.38 Million 0.19% of portfolio
21,849
Q2 2025 Added 1.33%
$547B
$6.37 Million 0.19% of portfolio
4,760
Q2 2025 Reduced 2.46%
$412B
$6.06 Million 0.18% of portfolio
127,988
Q2 2025 Reduced 5.81%
$331B
$5.86 Million 0.18% of portfolio
42,985
Q2 2025 Reduced 56.22%
$163B
$5.77 Million 0.18% of portfolio
46,732
Q2 2025 Added 33.24%
$142B
$5.53 Million 0.17% of portfolio
23,739
Q2 2025 Added 43.26%
$233B
$5.59 Million 0.17% of portfolio
38,278
Q2 2025 Reduced 25.28%
$124B
$5.41 Million 0.16% of portfolio
40,679
Q2 2025 Reduced 1.51%
$124B
$5.2 Million 0.16% of portfolio
11,224
Q2 2025 Reduced 0.63%
$135B
$5.18 Million 0.16% of portfolio
213,545
Q2 2025 Added 6.06%
$242B
$5.32 Million 0.16% of portfolio
19,510
Q2 2025 Added 76.93%
$186B
$5.12 Million 0.16% of portfolio
118,246
Q2 2025 Reduced 2.39%
$463B
$4.86 Million 0.15% of portfolio
31,788
Q2 2025 Reduced 4.63%
$60.8B
$4.83 Million 0.15% of portfolio
23,590
Q2 2025 Reduced 1.83%
$192B
$4.93 Million 0.15% of portfolio
4,797
Q2 2025 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 4,930
  • Current Value $3.28 Billion
  • Prior Value $3.07 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1,149 stocks
  • Additional Purchases 1,779 stocks
  • Sold out of 339 stocks
  • Reduced holdings in 1,186 stocks
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