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
$10.4B
$2.21 Million 0.08% of portfolio
119,706
Q4 2024 Added 16.75%
$1.18B
$2.43 Million 0.08% of portfolio
271,132
Q4 2024 Added 30.97%
$35.1B
$2.21 Million 0.08% of portfolio
21,640
Q4 2024 Reduced 5.34%
$0
$2.24 Million 0.08% of portfolio
48,096
Q4 2024 Added 0.37%
$75.7B
$2.39 Million 0.08% of portfolio
6,990
Q4 2024 Reduced 14.4%
$16.3B
$2.33 Million 0.08% of portfolio
5,546
Q4 2024 Added 50.5%
$7.66B
$2.21 Million 0.08% of portfolio
39,383
Q4 2024 Added 12,362.97%
$25.1B
$2.2 Million 0.08% of portfolio
12,992
Q4 2024 Added 86.37%
$93.2B
$2.41 Million 0.08% of portfolio
120,110
Q4 2024 Added 221.4%
$96.3B
$2.44 Million 0.08% of portfolio
3,880
Q4 2024 Added 5.84%
$0
$2.46 Million 0.08% of portfolio
320,570
Q4 2024 Reduced 37.29%
$115B
$2.44 Million 0.08% of portfolio
22,929
Q4 2024 Added 15.31%
$0
$2.36 Million 0.08% of portfolio
99,246
Q4 2024 Added 6.67%
$141B
$2.33 Million 0.08% of portfolio
19,302
Q4 2024 Added 11.43%
$43.4B
$2.42 Million 0.08% of portfolio
3,442
Q4 2024 Added 9.13%
$108B
$2.32 Million 0.08% of portfolio
6,979
Q4 2024 Reduced 21.13%
$82.2B
$2.01 Million 0.07% of portfolio
12,187
Q4 2024 Reduced 20.56%
$8.86B
$2.05 Million 0.07% of portfolio
88,142
Q4 2024 Added 0.72%
$63.4B
$1.91 Million 0.07% of portfolio
6,773
Q4 2024 Added 10.65%
$0
$2.13 Million 0.07% of portfolio
139,713
Q4 2024 Added 11.12%
$38.3B
$2.14 Million 0.07% of portfolio
57,505
Q4 2024 Added 8.8%
$15.6B
$2.13 Million 0.07% of portfolio
15,523
Q4 2024 Added 1,544.39%
$62.5B
$2.04 Million 0.07% of portfolio
3,920
Q4 2024 Added 7.93%
$161B
$2.07 Million 0.07% of portfolio
1,949
Q4 2024 Added 11.82%
$38B
$2.08 Million 0.07% of portfolio
27,243
Q4 2024 Added 925.33%
$144B
$2.08 Million 0.07% of portfolio
34,477
Q4 2024 Added 35.65%
$95B
$1.93 Million 0.07% of portfolio
9,542
Q4 2024 Added 16.62%
$263B
$2.02 Million 0.07% of portfolio
2,915
Q4 2024 Added 19.86%
$108B
$1.71 Million 0.06% of portfolio
32,727
Q4 2024 Added 9.44%
$65.3B
$1.83 Million 0.06% of portfolio
8,075
Q4 2024 Added 79.25%
$11.3B
$1.68 Million 0.06% of portfolio
1,333
Q4 2024 Added 3.25%
$24.4B
$1.76 Million 0.06% of portfolio
7,080
Q4 2024 Added 297.75%
$2.97B
$1.65 Million 0.06% of portfolio
8,142
Q4 2024 Reduced 1.18%
$75.2B
$1.61 Million 0.06% of portfolio
13,121
Q4 2024 Added 4.19%
$74.8B
$1.81 Million 0.06% of portfolio
6,857
Q4 2024 Added 153.03%
$29.2B
$1.75 Million 0.06% of portfolio
12,818
Q4 2024 Added 13.12%
$94.5B
$1.6 Million 0.06% of portfolio
19,036
Q4 2024 Added 94.07%
$8.11B
$1.79 Million 0.06% of portfolio
34,368
Q4 2024 Added 0.66%
$18.5B
$1.74 Million 0.06% of portfolio
9,847
Q4 2024 Reduced 33.21%
$142B
$1.63 Million 0.06% of portfolio
21,963
Q4 2024 Added 0.36%
$1.33B
$1.8 Million 0.06% of portfolio
90,865
Q4 2024 Added 86.62%
$1.97B
$1.7 Million 0.06% of portfolio
42,124
Q4 2024 Added 107.52%
$77.1B
$1.63 Million 0.06% of portfolio
10,033
Q4 2024 Added 13.05%
$201B
$1.44 Million 0.05% of portfolio
4,836
Q4 2024 Reduced 39.49%
$101B
$1.45 Million 0.05% of portfolio
7,923
Q4 2024 Reduced 23.72%
$167B
$1.59 Million 0.05% of portfolio
6,102
Q4 2024 Added 6.21%
$130B
$1.56 Million 0.05% of portfolio
27,593
Q4 2024 Reduced 12.56%
$162B
$1.58 Million 0.05% of portfolio
42,222
Q4 2024 Added 4.05%
$44.2B
$1.57 Million 0.05% of portfolio
11,255
Q4 2024 Reduced 8.03%

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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