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
$38B
$2.68 Million 0.09% of portfolio
54,331
Q1 2025 Reduced 1.22%
$167B
$2.69 Million 0.09% of portfolio
5,285
Q1 2025 Reduced 1.58%
$93B
$2.67 Million 0.09% of portfolio
7,641
Q1 2025 Reduced 0.93%
$0
$2.75 Million 0.09% of portfolio
123,052
Q1 2025 Reduced 2.66%
$284B
$2.88 Million 0.09% of portfolio
40,056
Q1 2025 Reduced 18.05%
$234B
$2.32 Million 0.08% of portfolio
17,488
Q1 2025 Reduced 6.09%
$109B
$2.38 Million 0.08% of portfolio
39,624
Q1 2025 Added 21.07%
$0
$2.58 Million 0.08% of portfolio
51,943
Q1 2025 Added 8.0%
$26.5B
$2.36 Million 0.08% of portfolio
17,046
Q1 2025 Added 116.21%
$70.6B
$2.42 Million 0.08% of portfolio
22,080
Q1 2025 Added 98.1%
$16.9B
$2.46 Million 0.08% of portfolio
28,759
Q1 2025 Added 501.15%
$205B
$2.3 Million 0.08% of portfolio
4,218
Q1 2025 Reduced 2.7%
$212B
$2.37 Million 0.08% of portfolio
3,868
Q1 2025 Reduced 2.35%
$31.8B
$2.32 Million 0.08% of portfolio
46,674
Q1 2025 Reduced 16.27%
$54.6B
$2.36 Million 0.08% of portfolio
19,128
Q1 2025 Added 165.0%
$163B
$2.47 Million 0.08% of portfolio
16,079
Q1 2025 Reduced 23.01%
$46.9B
$2.52 Million 0.08% of portfolio
60,289
Q1 2025 Reduced 8.09%
$37B
$2.53 Million 0.08% of portfolio
33,711
Q1 2025 Added 23.74%
$98.9B
$2.4 Million 0.08% of portfolio
10,349
Q1 2025 Added 8.46%
$193B
$2.24 Million 0.07% of portfolio
5,848
Q1 2025 Added 1.95%
$154B
$2.15 Million 0.07% of portfolio
6,911
Q1 2025 Added 13.26%
$1.11B
$2.23 Million 0.07% of portfolio
277,580
Q1 2025 Added 2.38%
$76.5B
$2.07 Million 0.07% of portfolio
7,581
Q1 2025 Added 10.56%
$63B
$2.25 Million 0.07% of portfolio
78,813
Q1 2025 Added 35.95%
$85.9B
$2.21 Million 0.07% of portfolio
1,540
Q1 2025 Added 14.93%
$51.2B
$2.13 Million 0.07% of portfolio
45,065
Q1 2025 Added 1,083.12%
$10.2B
$1.94 Million 0.06% of portfolio
72,464
Q1 2025 Reduced 39.47%
$8.26B
$1.7 Million 0.06% of portfolio
84,846
Q1 2025 Reduced 3.74%
$960M
$1.89 Million 0.06% of portfolio
1,398
Q1 2025 Added 4.88%
$56.8B
$1.74 Million 0.06% of portfolio
7,149
Q1 2025 Added 5.55%
$0
$1.82 Million 0.06% of portfolio
179,057
Q1 2025 Added 21.39%
$32.3B
$1.75 Million 0.06% of portfolio
11,111
Q1 2025 Added 92.13%
$75.3B
$1.89 Million 0.06% of portfolio
7,630
Q1 2025 Added 93.65%
$107B
$1.7 Million 0.06% of portfolio
2,506
Q1 2025 Reduced 35.41%
$46.8B
$1.75 Million 0.06% of portfolio
8,337
Q1 2025 Added 166.53%
$116B
$1.83 Million 0.06% of portfolio
7,479
Q1 2025 Added 0.63%
$87.8B
$1.84 Million 0.06% of portfolio
3,950
Q1 2025 Added 128.46%
$9.45B
$1.84 Million 0.06% of portfolio
37,186
Q1 2025 Added 8.2%
$81.3B
$1.75 Million 0.06% of portfolio
26,844
Q1 2025 Added 119.67%
$15.6B
$1.84 Million 0.06% of portfolio
13,442
Q1 2025 Reduced 13.41%
$161B
$1.76 Million 0.06% of portfolio
22,441
Q1 2025 Added 2.18%
$37.7B
$1.8 Million 0.06% of portfolio
8,698
Q1 2025 Added 12,150.7%
$49.1B
$1.89 Million 0.06% of portfolio
3,023
Q1 2025 Reduced 12.17%
$73.7B
$1.76 Million 0.06% of portfolio
29,425
Q1 2025 Added 309.76%
$41B
$1.96 Million 0.06% of portfolio
12,485
Q1 2025 Added 175.85%
$128B
$1.99 Million 0.06% of portfolio
7,317
Q1 2025 Added 4.84%
$99.9B
$1.45 Million 0.05% of portfolio
6,657
Q1 2025 Reduced 15.98%
$78.4B
$1.49 Million 0.05% of portfolio
10,881
Q1 2025 Reduced 10.72%
$151B
$1.68 Million 0.05% of portfolio
16,675
Q1 2025 Added 105.74%

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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