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
$223B
$3.92 Million 0.13% of portfolio
39,760
Q1 2025 Added 0.84%
$54.1B
$4.05 Million 0.13% of portfolio
218,067
Q1 2025 Reduced 65.63%
$15.1B
$3.84 Million 0.13% of portfolio
58,989
Q1 2025 Added 16.18%
$27.2B
$4.08 Million 0.13% of portfolio
49,485
Q1 2025 Added 19.66%
$148B
$3.85 Million 0.13% of portfolio
54,275
Q1 2025 Reduced 22.18%
$17.2B
$4.05 Million 0.13% of portfolio
57,960
Q1 2025 Added 3.79%
$8.85B
$4.02 Million 0.13% of portfolio
105,545
Q1 2025 Added 21.82%
$26.2B
$4 Million 0.13% of portfolio
110,907
Q1 2025 Added 15.27%
$58.7B
$4.1 Million 0.13% of portfolio
24,030
Q1 2025 Added 13.6%
$92.9B
$3.89 Million 0.13% of portfolio
6,396
Q1 2025 Added 3.83%
$194B
$3.9 Million 0.13% of portfolio
4,893
Q1 2025 Added 151.05%
$166B
$3.77 Million 0.12% of portfolio
25,999
Q1 2025 Added 32.45%
$9.09B
$3.62 Million 0.12% of portfolio
135,790
Q1 2025 Added 32.22%
$45.8B
$3.65 Million 0.12% of portfolio
79,636
Q1 2025 Added 15.84%
$62.5B
$3.56 Million 0.12% of portfolio
15,037
Q1 2025 Added 24.26%
$80.6B
$3.56 Million 0.12% of portfolio
6,960
Q1 2025 Added 29.8%
$61.4B
$3.62 Million 0.12% of portfolio
13,672
Q1 2025 Added 4.29%
$152B
$3.63 Million 0.12% of portfolio
60,969
Q1 2025 Added 27.75%
$119B
$3.83 Million 0.12% of portfolio
42,596
Q1 2025 Added 20.72%
$91B
$3.25 Million 0.11% of portfolio
9,885
Q1 2025 Reduced 10.14%
$20B
$3.24 Million 0.11% of portfolio
92,678
Q1 2025 Added 41.89%
$37.3B
$3.38 Million 0.11% of portfolio
45,268
Q1 2025 Added 23.83%
$68B
$3.25 Million 0.11% of portfolio
95,068
Q1 2025 Reduced 9.46%
$104B
$3.33 Million 0.11% of portfolio
9,638
Q1 2025 Added 2.05%
$160B
$3.51 Million 0.11% of portfolio
16,571
Q1 2025 Added 1.68%
$93.6B
$3.36 Million 0.11% of portfolio
147,755
Q1 2025 Added 23.02%
$1.27T
$3.43 Million 0.11% of portfolio
20,659
Q1 2025 Added 8.3%
$140B
$3.53 Million 0.11% of portfolio
14,941
Q1 2025 Added 4.05%
$178B
$3.49 Million 0.11% of portfolio
11,186
Q1 2025 Added 2.44%
$138B
$3.02 Million 0.1% of portfolio
17,683
Q1 2025 Reduced 5.07%
$29.4B
$3.04 Million 0.1% of portfolio
24,429
Q1 2025 Added 12.89%
$1.48B
$2.94 Million 0.1% of portfolio
58,508
Q1 2025 Reduced 1.21%
$69.4B
$3.1 Million 0.1% of portfolio
24,185
Q1 2025 Added 84.32%
$63.5B
$2.97 Million 0.1% of portfolio
78,445
Q1 2025 Added 10.46%
$284B
$2.93 Million 0.1% of portfolio
14,642
Q1 2025 Reduced 29.37%
$136B
$3.04 Million 0.1% of portfolio
13,047
Q1 2025 Added 1.39%
$200B
$2.95 Million 0.1% of portfolio
19,649
Q1 2025 Added 5.32%
$260B
$2.96 Million 0.1% of portfolio
11,027
Q1 2025 Added 13.29%
$0
$2.99 Million 0.1% of portfolio
105,118
Q1 2025 Added 5.92%
$167B
$2.94 Million 0.1% of portfolio
5,913
Q1 2025 Reduced 21.24%
$179B
$2.95 Million 0.1% of portfolio
40,486
Q1 2025 Added 17.43%
$236B
$2.89 Million 0.09% of portfolio
10,760
Q1 2025 Added 122.5%
$57.9B
$2.83 Million 0.09% of portfolio
12,214
Q1 2025 Added 139.91%
$6.16B
$2.84 Million 0.09% of portfolio
61,665
Q1 2025 Reduced 0.26%
$90.4B
$2.82 Million 0.09% of portfolio
23,131
Q1 2025 Reduced 1.76%
$129M
$2.87 Million 0.09% of portfolio
185,204
Q1 2025 Added 1,913.09%
$182B
$2.8 Million 0.09% of portfolio
5,658
Q1 2025 Added 160.26%
$207B
$2.62 Million 0.09% of portfolio
29,164
Q1 2025 Added 7.3%
$46B
$2.73 Million 0.09% of portfolio
56,586
Q1 2025 Reduced 1.6%

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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