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
$172B
$2.91 Million 0.12% of portfolio
14,629
Q2 2024 Added 34.38%
$0
$2.82 Million 0.12% of portfolio
132,235
Q2 2024 Reduced 1.5%
$138B
$2.89 Million 0.12% of portfolio
8,489
Q2 2024 Added 483.04%
$122B
$2.78 Million 0.11% of portfolio
11,666
Q2 2024 Reduced 25.39%
$87.6B
$2.68 Million 0.11% of portfolio
74,350
Q2 2024 Reduced 7.73%
$106B
$2.66 Million 0.11% of portfolio
14,642
Q2 2024 Added 14.51%
$134B
$2.62 Million 0.11% of portfolio
41,361
Q2 2024 Added 97.63%
$270B
$2.77 Million 0.11% of portfolio
43,452
Q2 2024 Added 2.98%
$31.9B
$2.61 Million 0.11% of portfolio
29,138
Q2 2024 Reduced 4.77%
$67.4B
$2.64 Million 0.11% of portfolio
90,979
Q2 2024 Added 235.12%
$184B
$2.67 Million 0.11% of portfolio
16,767
Q2 2024 Added 11.41%
$5.28B
$2.68 Million 0.11% of portfolio
86,080
Q2 2024 Added 180.72%
$154B
$2.58 Million 0.11% of portfolio
11,724
Q2 2024 Reduced 1.0%
$248B
$2.59 Million 0.11% of portfolio
20,929
Q2 2024 Added 43.03%
$1.02T
$2.61 Million 0.11% of portfolio
15,024
Q2 2024 Added 26.44%
$139B
$2.62 Million 0.11% of portfolio
11,579
Q2 2024 Reduced 4.12%
$181B
$2.39 Million 0.1% of portfolio
3,639
Q2 2024 Added 12.63%
$43.9B
$2.36 Million 0.1% of portfolio
37,394
Q2 2024 Reduced 2.81%
$89.5B
$2.32 Million 0.1% of portfolio
7,777
Q2 2024 Reduced 0.6%
$90.2B
$2.34 Million 0.1% of portfolio
30,217
Q2 2024 Reduced 4.75%
$177B
$2.34 Million 0.1% of portfolio
12,010
Q2 2024 Added 8.33%
$77.8B
$2.06 Million 0.09% of portfolio
5,381
Q2 2024 Added 11.41%
$43.5B
$2.08 Million 0.09% of portfolio
16,024
Q2 2024 Reduced 1.38%
$204B
$2.27 Million 0.09% of portfolio
22,844
Q2 2024 Reduced 10.68%
$9.79B
$2.1 Million 0.09% of portfolio
1,975
Q2 2024 Added 2.28%
$19.8B
$2.09 Million 0.09% of portfolio
14,324
Q2 2024 Added 38.68%
$0
$2.06 Million 0.09% of portfolio
331,612
Q2 2024 Reduced 28.16%
$160B
$2.15 Million 0.09% of portfolio
4,825
Q2 2024 Reduced 4.25%
$344B
$2.1 Million 0.09% of portfolio
8,185
Q2 2024 Added 31.95%
$0
$2.08 Million 0.09% of portfolio
94,361
Q2 2024 Reduced 1.79%
$1.65B
$2.12 Million 0.09% of portfolio
2,587
Q2 2024 Added 144.98%
$267B
$2.2 Million 0.09% of portfolio
36,971
Q2 2024 Reduced 16.98%
$47.7B
$1.92 Million 0.08% of portfolio
21,918
Q2 2024 Reduced 3.81%
$1.72B
$1.94 Million 0.08% of portfolio
30,897
Q2 2024 Added 18,972.22%
$168B
$1.85 Million 0.08% of portfolio
47,121
Q2 2024 Reduced 6.27%
$5.9B
$1.85 Million 0.08% of portfolio
33,705
Q2 2024 Added 2.74%
$36.7B
$2.01 Million 0.08% of portfolio
7,798
Q2 2024 Reduced 3.2%
$166B
$2.03 Million 0.08% of portfolio
8,124
Q2 2024 Added 16.77%
$131B
$1.85 Million 0.08% of portfolio
4,961
Q2 2024 Added 5.44%
$8.66B
$2.05 Million 0.08% of portfolio
10,240
Q2 2024 Added 52.4%
$83.1B
$1.94 Million 0.08% of portfolio
3,838
Q2 2024 Reduced 2.51%
$193B
$1.92 Million 0.08% of portfolio
18,913
Q2 2024 Added 1.05%
$55.7B
$2.02 Million 0.08% of portfolio
3,587
Q2 2024 Reduced 33.71%
$52.2B
$1.82 Million 0.08% of portfolio
38,636
Q2 2024 Added 4.97%
$120B
$1.88 Million 0.08% of portfolio
25,849
Q2 2024 Added 6.1%
$223B
$1.81 Million 0.07% of portfolio
7,827
Q2 2024 Added 138.12%
$85.5B
$1.67 Million 0.07% of portfolio
8,604
Q2 2024 Added 0.9%
$103B
$1.69 Million 0.07% of portfolio
14,302
Q2 2024 Added 13.29%
$19.3B
$1.61 Million 0.07% of portfolio
27,048
Q2 2024 Reduced 31.5%

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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