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
$102B
$1.62 Million 0.05% of portfolio
26,500
Q1 2025 Reduced 3.96%
$83.1B
$1.58 Million 0.05% of portfolio
23,256
Q1 2025 Added 8.61%
$153B
$1.54 Million 0.05% of portfolio
41,660
Q1 2025 Reduced 1.33%
$35.7B
$1.39 Million 0.05% of portfolio
12,531
Q1 2025 Added 3.0%
$142B
$1.42 Million 0.05% of portfolio
6,916
Q1 2025 Reduced 0.5%
$41.6B
$1.61 Million 0.05% of portfolio
16,220
Q1 2025 Added 69.28%
$151B
$1.56 Million 0.05% of portfolio
3,330
Q1 2025 Reduced 55.42%
$25.1B
$1.49 Million 0.05% of portfolio
9,324
Q1 2025 Added 84.52%
$19.7B
$1.55 Million 0.05% of portfolio
46,545
Q1 2025 Added 12.22%
$136B
$1.47 Million 0.05% of portfolio
13,121
Q1 2025 Reduced 1.57%
$51.6B
$1.49 Million 0.05% of portfolio
1,506
Q1 2025 Added 296.32%
$253B
$1.48 Million 0.05% of portfolio
25,804
Q1 2025 Reduced 3.5%
$25.1B
$1.47 Million 0.05% of portfolio
8,594
Q1 2025 Reduced 33.85%
$102B
$1.57 Million 0.05% of portfolio
9,114
Q1 2025 Reduced 8.23%
$22.2B
$1.59 Million 0.05% of portfolio
11,807
Q1 2025 Added 12.34%
$123B
$1.57 Million 0.05% of portfolio
18,044
Q1 2025 Reduced 5.21%
$41.3B
$1.49 Million 0.05% of portfolio
18,095
Q1 2025 Added 4.35%
$67.7B
$1.4 Million 0.05% of portfolio
9,572
Q1 2025 Added 96.59%
$30.3B
$1.44 Million 0.05% of portfolio
25,221
Q1 2025 Added 264.94%
$47.7B
$1.64 Million 0.05% of portfolio
15,686
Q1 2025 Added 233.6%
$33.5B
$1.46 Million 0.05% of portfolio
13,408
Q1 2025 Added 3.31%
$70.2B
$1.64 Million 0.05% of portfolio
9,946
Q1 2025 Reduced 0.87%
$65.1B
$1.1 Million 0.04% of portfolio
3,715
Q1 2025 Added 2.77%
$60.6B
$1.12 Million 0.04% of portfolio
17,050
Q1 2025 Added 338.19%
$51.6B
$1.26 Million 0.04% of portfolio
5,479
Q1 2025 Reduced 32.15%
$180B
$1.28 Million 0.04% of portfolio
17,993
Q1 2025 Reduced 65.75%
$118B
$1.37 Million 0.04% of portfolio
13,078
Q1 2025 Added 3.5%
$45.7B
$1.31 Million 0.04% of portfolio
10,323
Q1 2025 Reduced 8.28%
$50.8B
$1.38 Million 0.04% of portfolio
9,630
Q1 2025 Added 1,534.97%
$26.8B
$1.32 Million 0.04% of portfolio
7,526
Q1 2025 Added 243.03%
$14.4B
$1.23 Million 0.04% of portfolio
33,237
Q1 2025 Added 101.08%
$33.8B
$1.33 Million 0.04% of portfolio
7,462
Q1 2025 Reduced 0.98%
$46.4B
$1.24 Million 0.04% of portfolio
2,197
Q1 2025 Added 6.08%
$102B
$1.24 Million 0.04% of portfolio
1,838
Q1 2025 Reduced 23.64%
$70.3B
$1.32 Million 0.04% of portfolio
3,013
Q1 2025 Reduced 1.73%
$36.3B
$1.24 Million 0.04% of portfolio
12,457
Q1 2025 Added 4.06%
$42.1B
$1.14 Million 0.04% of portfolio
11,058
Q1 2025 Added 559.79%
$51.6B
$1.08 Million 0.04% of portfolio
7,023
Q1 2025 Added 10.34%
$21.2B
$1.22 Million 0.04% of portfolio
39,280
Q1 2025 Added 715.45%
$145B
$1.36 Million 0.04% of portfolio
4,822
Q1 2025 Added 0.29%
$256B
$1.13 Million 0.04% of portfolio
15,488
Q1 2025 Added 2.12%
$102B
$1.16 Million 0.04% of portfolio
12,624
Q1 2025 Reduced 9.96%
$282B
$1.26 Million 0.04% of portfolio
4,711
Q1 2025 Reduced 16.66%
$6.31B
$1.33 Million 0.04% of portfolio
24,072
Q1 2025 Reduced 4.08%
$25.1B
$1.26 Million 0.04% of portfolio
3,435
Q1 2025 Reduced 1.32%
$55.8B
$1.23 Million 0.04% of portfolio
9,283
Q1 2025 Reduced 3.86%
$119B
$1.29 Million 0.04% of portfolio
2,664
Q1 2025 Reduced 3.34%
$114B
$1.1 Million 0.04% of portfolio
3,632
Q1 2025 Reduced 4.62%
$296B
$1.1 Million 0.04% of portfolio
1,665
Q1 2025 Reduced 42.88%

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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