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
$48.5B
$1.73 Million 0.07% of portfolio
12,292
Q2 2024 Reduced 13.58%
$15.1B
$1.8 Million 0.07% of portfolio
3,484
Q2 2024 Added 185.81%
$79.5B
$1.81 Million 0.07% of portfolio
7,646
Q2 2024 Added 240.73%
$44.3B
$1.66 Million 0.07% of portfolio
33,254
Q2 2024 Added 58.51%
$192B
$1.71 Million 0.07% of portfolio
11,966
Q2 2024 Added 10.98%
$55.9B
$1.65 Million 0.07% of portfolio
4,859
Q2 2024 Reduced 16.67%
$77.2B
$1.58 Million 0.07% of portfolio
9,124
Q2 2024 Added 16.11%
$96.5B
$1.46 Million 0.06% of portfolio
32,005
Q2 2024 Added 10.2%
$141B
$1.47 Million 0.06% of portfolio
6,239
Q2 2024 Reduced 3.15%
$17.4B
$1.44 Million 0.06% of portfolio
9,327
Q2 2024 Added 81.42%
$29.1B
$1.39 Million 0.06% of portfolio
15,563
Q2 2024 Added 1,797.93%
$84.5B
$1.36 Million 0.06% of portfolio
4,107
Q2 2024 Added 8.19%
$0
$1.5 Million 0.06% of portfolio
31,572
Q2 2024 Added 71.81%
$23.3B
$1.45 Million 0.06% of portfolio
13,061
Q2 2024 Added 25.5%
$5.6B
$1.43 Million 0.06% of portfolio
1,474
Q2 2024 Reduced 1.6%
$39.1B
$1.38 Million 0.06% of portfolio
29,133
Q2 2024 Reduced 42.08%
$98B
$1.55 Million 0.06% of portfolio
11,803
Q2 2024 Added 25.46%
$20.3B
$1.41 Million 0.06% of portfolio
7,960
Q2 2024 Added 48.51%
$216B
$1.38 Million 0.06% of portfolio
19,076
Q2 2024 Added 10.91%
$135B
$1.56 Million 0.06% of portfolio
21,190
Q2 2024 Reduced 3.28%
$142B
$1.55 Million 0.06% of portfolio
14,099
Q2 2024 Added 124.97%
$71.5B
$1.41 Million 0.06% of portfolio
13,820
Q2 2024 Added 81.39%
$5.99B
$1.41 Million 0.06% of portfolio
5,233
Q2 2024 Added 452.0%
$45.7B
$1.48 Million 0.06% of portfolio
9,471
Q2 2024 Added 11.66%
$200B
$1.25 Million 0.05% of portfolio
12,010
Q2 2024 Added 15.92%
$64.9B
$1.14 Million 0.05% of portfolio
4,887
Q2 2024 Reduced 0.97%
$155B
$1.12 Million 0.05% of portfolio
1,427
Q2 2024 Added 11.75%
$122B
$1.33 Million 0.05% of portfolio
31,964
Q2 2024 Added 12.48%
$67B
$1.09 Million 0.05% of portfolio
32,679
Q2 2024 Added 91.47%
$68.6B
$1.13 Million 0.05% of portfolio
9,537
Q2 2024 Reduced 0.33%
$2.04B
$1.19 Million 0.05% of portfolio
20,850
Q2 2024 Reduced 1.17%
$121B
$1.16 Million 0.05% of portfolio
10,140
Q2 2024 Added 4.3%
$52.8B
$1.25 Million 0.05% of portfolio
838
Q2 2024 Reduced 25.31%
$55.5B
$1.23 Million 0.05% of portfolio
25,405
Q2 2024 Added 60.04%
$193B
$1.14 Million 0.05% of portfolio
2,510
Q2 2024 Added 263.24%
$55.2B
$1.18 Million 0.05% of portfolio
1,311
Q2 2024 Added 350.52%
$154B
$1.3 Million 0.05% of portfolio
6,074
Q2 2024 Reduced 63.27%
$80.1B
$1.13 Million 0.05% of portfolio
36,480
Q2 2024 Added 17.45%
$83.9B
$1.33 Million 0.05% of portfolio
9,726
Q2 2024 Added 36.2%
$27.4B
$1.17 Million 0.05% of portfolio
20,246
Q2 2024 Reduced 6.76%
$60.4B
$1.18 Million 0.05% of portfolio
59,349
Q2 2024 Added 58.63%
$78.4B
$1.15 Million 0.05% of portfolio
2,978
Q2 2024 Added 360.28%
$72.3B
$1.29 Million 0.05% of portfolio
2,961
Q2 2024 Added 2.24%
$76.6B
$1.23 Million 0.05% of portfolio
1,168
Q2 2024 Reduced 32.41%
$171B
$1.13 Million 0.05% of portfolio
11,213
Q2 2024 Reduced 59.6%
$220B
$1.32 Million 0.05% of portfolio
1,677
Q2 2024 Added 48.93%
$0
$1.13 Million 0.05% of portfolio
86,437
Q2 2024 Added 642.84%
$55.5B
$1.31 Million 0.05% of portfolio
13,379
Q2 2024 Reduced 2.16%
$50.1B
$1.25 Million 0.05% of portfolio
1,936
Q2 2024 Reduced 58.47%

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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