Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $3.07 Billion
  • Q1 2025

Ifp Advisors, Inc has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.07 Billion distributed in 4312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94.2M, Invesco Qqq Trust, Series 1 with a value of $61.1M, Vanguard Growth ETF with a value of $59.6M, First Tr Enhanced Traded Fd Iv with a value of $46.1M, and Nvidia Corp with a value of $41M.

Examining the 13F form we can see an increase of $161M in the current position value, from $2.91B to 3.07B. Also it can be appreciated an additional of 571 stocks purchases and 31 closed positions.

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

Portfolio value $3.07 Billion
ETFs: $1.89 Billion
Technology: $329 Million
Financial Services: $160 Million
Healthcare: $117 Million
Industrials: $112 Million
Consumer Cyclical: $111 Million
Consumer Defensive: $84.1 Million
Communication Services: $81.6 Million
Other: $151 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$94.2 Million 3.07% of portfolio
424,273
Q1 2025 Added 25.37%
$431B
$41 Million 1.34% of portfolio
378,353
Q1 2025 Added 8.46%
$3.81T
$38.9 Million 1.27% of portfolio
103,663
Q1 2025 Added 12.74%
$2.28T
$32.1 Million 1.05% of portfolio
168,579
Q1 2025 Added 7.07%
$631B
$25.8 Million 0.84% of portfolio
48,405
Q1 2025 Reduced 1.53%
$465B
$20.2 Million 0.66% of portfolio
170,175
Q1 2025 Reduced 1.91%
$1.07T
$19.4 Million 0.63% of portfolio
125,235
Q1 2025 Reduced 7.54%
$422B
$18.6 Million 0.6% of portfolio
19,619
Q1 2025 Reduced 3.62%
$1.62T
$15.3 Million 0.5% of portfolio
26,618
Q1 2025 Added 17.65%
$572B
$14.4 Million 0.47% of portfolio
40,963
Q1 2025 Added 4.27%
$724B
$13.1 Million 0.43% of portfolio
15,804
Q1 2025 Added 12.96%
$1.12T
$12.2 Million 0.4% of portfolio
77,886
Q1 2025 Added 29.02%
$850B
$11.2 Million 0.37% of portfolio
45,720
Q1 2025 Added 3.57%
$296B
$10.5 Million 0.34% of portfolio
62,509
Q1 2025 Added 16.47%
$368B
$9.94 Million 0.32% of portfolio
27,129
Q1 2025 Reduced 7.89%
$369B
$9.59 Million 0.31% of portfolio
56,300
Q1 2025 Added 9.32%
$116B
$8.94 Million 0.29% of portfolio
53,421
Q1 2025 Added 10.38%
$269B
$8.98 Million 0.29% of portfolio
17,138
Q1 2025 Added 5.61%
$530B
$8.63 Million 0.28% of portfolio
15,741
Q1 2025 Reduced 0.3%
$258B
$8.68 Million 0.28% of portfolio
98,826
Q1 2025 Added 12.91%
$192B
$8.31 Million 0.27% of portfolio
293,815
Q1 2025 Reduced 2.99%
$302B
$8.29 Million 0.27% of portfolio
98,188
Q1 2025 Reduced 21.7%
$259B
$7.95 Million 0.26% of portfolio
77,355
Q1 2025 Added 18.69%
$4.81B
$7.94 Million 0.26% of portfolio
68,114
Q1 2025 Added 0.41%
$82.7B
$7.35 Million 0.24% of portfolio
76,325
Q1 2025 Added 27.57%
$253B
$7.38 Million 0.24% of portfolio
29,678
Q1 2025 Added 27.63%
$5.69B
$7.42 Million 0.24% of portfolio
188,062
Q1 2025 Added 5.33%
$64.3B
$6.73 Million 0.22% of portfolio
106,213
Q1 2025 Added 9.93%
$280B
$6.88 Million 0.22% of portfolio
111,510
Q1 2025 Added 2.61%
$221B
$6.74 Million 0.22% of portfolio
21,563
Q1 2025 Reduced 25.45%
$223B
$6.79 Million 0.22% of portfolio
51,229
Q1 2025 Added 8.94%
$278B
$6.05 Million 0.2% of portfolio
38,128
Q1 2025 Added 19.32%
$125B
$5.49 Million 0.18% of portfolio
17,964
Q1 2025 Added 16.23%
$377B
$5.67 Million 0.18% of portfolio
135,883
Q1 2025 Added 10.22%
$101B
$5.4 Million 0.18% of portfolio
15,314
Q1 2025 Added 119.08%
$426B
$5.53 Million 0.18% of portfolio
33,331
Q1 2025 Added 3.35%
$671B
$5.64 Million 0.18% of portfolio
40,328
Q1 2025 Added 7.06%
$172B
$5.5 Million 0.18% of portfolio
121,142
Q1 2025 Reduced 2.42%
$4.22B
$5.22 Million 0.17% of portfolio
18,113
Q1 2025 Reduced 12.72%
$138B
$5.1 Million 0.17% of portfolio
201,339
Q1 2025 Reduced 13.26%
$1.01T
$5.21 Million 0.17% of portfolio
20,091
Q1 2025 Added 1.43%
$127B
$4.77 Million 0.16% of portfolio
41,301
Q1 2025 Added 3.06%
$123B
$5.05 Million 0.16% of portfolio
11,295
Q1 2025 Added 28.44%
$221B
$4.62 Million 0.15% of portfolio
14,018
Q1 2025 Added 35.53%
$305B
$4.47 Million 0.15% of portfolio
62,453
Q1 2025 Reduced 0.1%
$567B
$4.55 Million 0.15% of portfolio
4,880
Q1 2025 Added 6.34%
$108B
$4.65 Million 0.15% of portfolio
47,392
Q1 2025 Reduced 5.27%
$16.6B
$4.41 Million 0.14% of portfolio
9,597
Q1 2025 Added 73.04%
$142B
$4.27 Million 0.14% of portfolio
35,073
Q1 2025 Added 81.71%

Summary

  • Portfolio
  • No. of Stocks 4,312
  • Current Value $3.07 Billion
  • Prior Value $2.91 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 571 stocks
  • Additional Purchases 1,445 stocks
  • Sold out of 31 stocks
  • Reduced holdings in 1,092 stocks
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