Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $2.42 Billion
  • Q2 2024

Ifp Advisors, Inc has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 3244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.3M, Invesco Qqq Trust, Series 1 with a value of $51.5M, Spdr S&P 500 ETF Trust with a value of $49.4M, Vanguard Growth ETF with a value of $38.2M, and Wisdomtree Tr Us Quality Divid with a value of $31.5M.

Examining the 13F form we can see an increase of $220M in the current position value, from $2.2B to 2.42B. Also it can be appreciated an additional of 297 stocks purchases and 3 closed positions.

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

Portfolio value $2.42 Billion
ETFs: $1.58 Billion
Technology: $228 Million
Financial Services: $129 Million
Consumer Cyclical: $92.2 Million
Healthcare: $73.5 Million
Industrials: $72.4 Million
Communication Services: $65.2 Million
Energy: $57.8 Million
Other: $104 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$66.3 Million 2.74% of portfolio
314,864
Q2 2024 Added 10.12%
$3.25T
$30.5 Million 1.26% of portfolio
68,196
Q2 2024 Added 8.41%
$336B
$28.3 Million 1.17% of portfolio
229,286
Q2 2024 Added 1,039.14%
$2.29T
$26.8 Million 1.11% of portfolio
138,869
Q2 2024 Added 22.28%
$1.14T
$25.1 Million 1.04% of portfolio
137,942
Q2 2024 Added 40.04%
$590B
$18.4 Million 0.76% of portfolio
45,243
Q2 2024 Added 1.29%
$441B
$15.5 Million 0.64% of portfolio
134,810
Q2 2024 Added 8.36%
$422B
$13.2 Million 0.54% of portfolio
15,516
Q2 2024 Reduced 0.06%
$1.17T
$10.4 Million 0.43% of portfolio
56,893
Q2 2024 Added 32.65%
$730B
$10.3 Million 0.42% of portfolio
11,323
Q2 2024 Added 5.65%
$697B
$9.88 Million 0.41% of portfolio
48,846
Q2 2024 Added 34.17%
$58.2B
$9.75 Million 0.4% of portfolio
601,034
Q2 2024 Added 15.77%
$519B
$9.19 Million 0.38% of portfolio
35,008
Q2 2024 Added 19.8%
$1.32T
$8.85 Million 0.37% of portfolio
17,556
Q2 2024 Added 35.72%
$504B
$8.46 Million 0.35% of portfolio
19,173
Q2 2024 Added 1.66%
$1.33T
$6.92 Million 0.29% of portfolio
34,994
Q2 2024 Added 135.33%
$57.3B
$5.94 Million 0.25% of portfolio
94,120
Q2 2024 Added 24.04%
$280B
$5.79 Million 0.24% of portfolio
37,024
Q2 2024 Reduced 0.76%
$402B
$5.8 Million 0.24% of portfolio
16,852
Q2 2024 Added 9.66%
$310B
$5.5 Million 0.23% of portfolio
32,057
Q2 2024 Added 7.18%
$0
$5.6 Million 0.23% of portfolio
297,913
Q2 2024 Added 21.71%
$192B
$5.3 Million 0.22% of portfolio
32,680
Q2 2024 Added 57.98%
$101B
$4.96 Million 0.2% of portfolio
63,718
Q2 2024 Reduced 0.23%
$89.4B
$4.69 Million 0.19% of portfolio
2,919
Q2 2024 Added 6.61%
$398B
$4.67 Million 0.19% of portfolio
28,347
Q2 2024 Reduced 18.15%
$158B
$4.48 Million 0.18% of portfolio
176,814
Q2 2024 Added 8.49%
$83.4B
$4.13 Million 0.17% of portfolio
41,214
Q2 2024 Added 7.35%
$378B
$4.05 Million 0.17% of portfolio
27,711
Q2 2024 Added 2.62%
$128B
$4.02 Million 0.17% of portfolio
8,606
Q2 2024 Added 65.88%
$141B
$4.12 Million 0.17% of portfolio
58,182
Q2 2024 Added 6.61%
$457B
$4.07 Million 0.17% of portfolio
28,789
Q2 2024 Added 39.15%
$354B
$3.91 Million 0.16% of portfolio
98,400
Q2 2024 Reduced 1.23%
$127B
$3.91 Million 0.16% of portfolio
37,175
Q2 2024 Reduced 10.24%
$168B
$3.94 Million 0.16% of portfolio
95,612
Q2 2024 Added 4.4%
$215B
$3.66 Million 0.15% of portfolio
14,362
Q2 2024 Added 12.33%
$211B
$3.55 Million 0.15% of portfolio
21,521
Q2 2024 Reduced 6.93%
$250B
$3.57 Million 0.15% of portfolio
52,666
Q2 2024 Added 23.46%
$200B
$3.51 Million 0.14% of portfolio
20,266
Q2 2024 Added 43.34%
$148B
$3.31 Million 0.14% of portfolio
118,452
Q2 2024 Added 89.9%
$205B
$3.41 Million 0.14% of portfolio
6,170
Q2 2024 Reduced 0.52%
$231B
$3.27 Million 0.14% of portfolio
10,791
Q2 2024 Reduced 5.38%
$240B
$3.09 Million 0.13% of portfolio
65,014
Q2 2024 Added 31.11%
$3.4B
$3.03 Million 0.13% of portfolio
2,199
Q2 2024 Added 5.87%
$405B
$3.03 Million 0.13% of portfolio
4,496
Q2 2024 Added 67.76%
$30.4B
$3.1 Million 0.13% of portfolio
74,144
Q2 2024 Added 29.77%
$162B
$2.9 Million 0.12% of portfolio
151,505
Q2 2024 Added 6.81%
$208B
$3 Million 0.12% of portfolio
5,400
Q2 2024 Reduced 4.07%
$141B
$2.81 Million 0.12% of portfolio
9,006
Q2 2024 Added 118.01%
$76.6B
$2.97 Million 0.12% of portfolio
49,341
Q2 2024 Reduced 7.78%

Summary

  • Portfolio
  • No. of Stocks 3,244
  • Current Value $2.42 Billion
  • Prior Value $2.2 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 297 stocks
  • Additional Purchases 1,327 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 828 stocks
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