Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $2.91 Billion
  • Q4 2024

Ifp Advisors, Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.91 Billion distributed in 4610 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $84.7M, Spdr S&P 500 ETF Trust with a value of $67.5M, Invesco Qqq Trust, Series 1 with a value of $51.2M, Vanguard Growth ETF with a value of $48.3M, and Nvidia Corp with a value of $46.8M.

Examining the 13F form we can see an increase of $275M in the current position value, from $2.63B to 2.91B. Also it can be appreciated an additional of 1337 stocks purchases and 182 closed positions.

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

Portfolio value $2.91 Billion
ETFs: $1.79 Billion
Technology: $323 Million
Financial Services: $159 Million
Consumer Cyclical: $120 Million
Healthcare: $107 Million
Industrials: $97.6 Million
Communication Services: $80.4 Million
Consumer Defensive: $73.6 Million
Other: $135 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$84.7 Million 2.91% of portfolio
338,411
Q4 2024 Added 9.44%
$293B
$46.8 Million 1.61% of portfolio
348,845
Q4 2024 Added 34.64%
$2.92T
$38.8 Million 1.33% of portfolio
91,951
Q4 2024 Added 18.93%
$2T
$34.5 Million 1.19% of portfolio
157,452
Q4 2024 Added 26.01%
$972B
$25.6 Million 0.88% of portfolio
135,448
Q4 2024 Added 11.94%
$688B
$22.3 Million 0.77% of portfolio
49,156
Q4 2024 Added 7.17%
$402B
$18.7 Million 0.64% of portfolio
20,355
Q4 2024 Added 23.12%
$481B
$18.7 Million 0.64% of portfolio
173,490
Q4 2024 Added 17.24%
$1.32T
$13.3 Million 0.46% of portfolio
22,625
Q4 2024 Added 13.31%
$57.4B
$12.4 Million 0.43% of portfolio
634,469
Q4 2024 Added 1.06%
$549B
$12.4 Million 0.43% of portfolio
39,284
Q4 2024 Added 4.0%
$1.01T
$11.5 Million 0.4% of portfolio
60,367
Q4 2024 Added 76.59%
$77.6B
$11.2 Million 0.39% of portfolio
48,398
Q4 2024 Added 35.71%
$359B
$11.5 Million 0.39% of portfolio
29,452
Q4 2024 Added 31.71%
$796B
$10.8 Million 0.37% of portfolio
13,991
Q4 2024 Added 32.1%
$709B
$10.6 Million 0.36% of portfolio
44,143
Q4 2024 Reduced 10.98%
$395B
$8.63 Million 0.3% of portfolio
51,499
Q4 2024 Added 72.88%
$511B
$8.31 Million 0.29% of portfolio
15,789
Q4 2024 Reduced 0.17%
$225B
$8.38 Million 0.29% of portfolio
28,923
Q4 2024 Added 26.61%
$785B
$8 Million 0.28% of portfolio
19,808
Q4 2024 Added 25.87%
$483B
$8.21 Million 0.28% of portfolio
16,227
Q4 2024 Added 2.61%
$172B
$7.87 Million 0.27% of portfolio
65,172
Q4 2024 Added 20.91%
$322B
$7.77 Million 0.27% of portfolio
53,671
Q4 2024 Added 9.47%
$233B
$7.91 Million 0.27% of portfolio
87,530
Q4 2024 Added 9.63%
$371B
$7.69 Million 0.26% of portfolio
43,249
Q4 2024 Added 12.86%
$193B
$6.9 Million 0.24% of portfolio
302,878
Q4 2024 Added 103.71%
$55.3B
$6.6 Million 0.23% of portfolio
96,619
Q4 2024 Reduced 1.14%
$248B
$6.43 Million 0.22% of portfolio
108,671
Q4 2024 Added 63.6%
$410B
$6.28 Million 0.22% of portfolio
37,667
Q4 2024 Added 6.06%
$2.82B
$6.01 Million 0.21% of portfolio
20,752
Q4 2024 Reduced 7.39%
$147B
$6.16 Million 0.21% of portfolio
232,105
Q4 2024 Added 86.55%
$5.41B
$5.74 Million 0.2% of portfolio
67,839
Q4 2024 Added 36.22%
$100B
$5.93 Million 0.2% of portfolio
40,074
Q4 2024 Reduced 1.94%
$341B
$5.42 Million 0.19% of portfolio
123,283
Q4 2024 Added 129.29%
$77.8B
$5.65 Million 0.19% of portfolio
59,832
Q4 2024 Added 24.11%
$195B
$5.44 Million 0.19% of portfolio
47,023
Q4 2024 Added 284.36%
$219B
$5.11 Million 0.18% of portfolio
23,254
Q4 2024 Added 7.74%
$6.09B
$5.37 Million 0.18% of portfolio
178,547
Q4 2024 Added 44.5%
$139B
$5 Million 0.17% of portfolio
69,740
Q4 2024 Added 21.46%
$185B
$4.96 Million 0.17% of portfolio
124,152
Q4 2024 Added 24.93%
$123B
$4.52 Million 0.16% of portfolio
15,456
Q4 2024 Added 24.08%
$428B
$4.66 Million 0.16% of portfolio
32,252
Q4 2024 Added 6.17%
$114B
$4.56 Million 0.16% of portfolio
50,027
Q4 2024 Added 0.46%
$181B
$4.39 Million 0.15% of portfolio
39,427
Q4 2024 Added 83.24%
$115B
$4.27 Million 0.15% of portfolio
8,794
Q4 2024 Added 11.77%
$427B
$4.09 Million 0.14% of portfolio
4,589
Q4 2024 Added 20.86%
$177B
$3.75 Million 0.13% of portfolio
10,343
Q4 2024 Added 27.41%
$139B
$3.7 Million 0.13% of portfolio
52,535
Q4 2024 Added 6.75%
$297B
$3.89 Million 0.13% of portfolio
62,517
Q4 2024 Added 31.21%

Summary

  • Portfolio
  • No. of Stocks 4,610
  • Current Value $2.91 Billion
  • Prior Value $2.63 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1,337 stocks
  • Additional Purchases 1,737 stocks
  • Sold out of 182 stocks
  • Reduced holdings in 918 stocks
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