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
$149B
$1.6 Million 0.05% of portfolio
6,951
Q4 2024 Added 2.92%
$28.9B
$1.37 Million 0.05% of portfolio
9,582
Q4 2024 Reduced 41.61%
$24.5B
$1.36 Million 0.05% of portfolio
41,611
Q4 2024 Added 120.85%
$15.8B
$1.54 Million 0.05% of portfolio
41,477
Q4 2024 Added 23.11%
$64.8B
$1.38 Million 0.05% of portfolio
11,146
Q4 2024 Added 92.31%
$0
$1.53 Million 0.05% of portfolio
147,507
Q4 2024 Added 26,719.45%
$229B
$1.32 Million 0.05% of portfolio
26,739
Q4 2024 Added 17.16%
$96.3B
$1.48 Million 0.05% of portfolio
9,931
Q4 2024 Reduced 2.54%
$64.1B
$1.59 Million 0.05% of portfolio
57,973
Q4 2024 Reduced 0.82%
$18.4B
$1.51 Million 0.05% of portfolio
10,510
Q4 2024 Reduced 26.69%
$30.9B
$1.42 Million 0.05% of portfolio
7,536
Q4 2024 Added 1,620.55%
$121B
$1.58 Million 0.05% of portfolio
7,432
Q4 2024 Added 150.74%
$96.7B
$1.37 Million 0.05% of portfolio
2,407
Q4 2024 Added 82.07%
$73.1B
$1.42 Million 0.05% of portfolio
3,066
Q4 2024 Added 220.71%
$90B
$1.59 Million 0.05% of portfolio
1,340
Q4 2024 Added 5.85%
$41.1B
$1.47 Million 0.05% of portfolio
17,341
Q4 2024 Added 14.31%
$9.48B
$1.59 Million 0.05% of portfolio
103,561
Q4 2024 Reduced 6.66%
$6.12B
$1.33 Million 0.05% of portfolio
25,095
Q4 2024 Added 260.51%
$18.8B
$1.51 Million 0.05% of portfolio
3,481
Q4 2024 Added 6.52%
$65.4B
$1.05 Million 0.04% of portfolio
3,615
Q4 2024 Added 4.42%
$99.1B
$1.24 Million 0.04% of portfolio
7,181
Q4 2024 Added 190.38%
$57.8B
$1.09 Million 0.04% of portfolio
5,091
Q4 2024 Added 18.98%
$134B
$1.25 Million 0.04% of portfolio
12,636
Q4 2024 Added 14.97%
$39.2B
$1.09 Million 0.04% of portfolio
12,166
Q4 2024 Reduced 19.81%
$44.2B
$1.19 Million 0.04% of portfolio
3,417
Q4 2024 Added 12.88%
$0
$1.15 Million 0.04% of portfolio
52,928
Q4 2024 Added 24.03%
$140B
$1.23 Million 0.04% of portfolio
13,330
Q4 2024 Added 146.35%
$175B
$1.13 Million 0.04% of portfolio
2,174
Q4 2024 Added 0.6%
$11.2B
$1.07 Million 0.04% of portfolio
2,291
Q4 2024 Added 812.75%
$45.2B
$1.24 Million 0.04% of portfolio
2,071
Q4 2024 Added 4.28%
$77.3B
$1.11 Million 0.04% of portfolio
3,978
Q4 2024 Added 77.59%
$64B
$1.25 Million 0.04% of portfolio
15,234
Q4 2024 Added 59.43%
$44.3B
$1.2 Million 0.04% of portfolio
11,971
Q4 2024 Added 0.41%
$75.5B
$1.04 Million 0.04% of portfolio
12,220
Q4 2024 Added 55.67%
$166B
$1.15 Million 0.04% of portfolio
4,808
Q4 2024 Added 11.04%
$100B
$1.15 Million 0.04% of portfolio
14,020
Q4 2024 Added 6.83%
$332B
$1.25 Million 0.04% of portfolio
5,653
Q4 2024 Reduced 0.09%
$0
$1.18 Million 0.04% of portfolio
107,017
Q4 2024 Reduced 2.77%
$24.3B
$1.18 Million 0.04% of portfolio
10,044
Q4 2024 Added 69.09%
$81.2B
$1.2 Million 0.04% of portfolio
9,331
Q4 2024 Added 220.65%
$50.9B
$1.18 Million 0.04% of portfolio
9,656
Q4 2024 Reduced 0.78%
$124B
$1.11 Million 0.04% of portfolio
2,756
Q4 2024 Added 49.21%
$34.4B
$1.22 Million 0.04% of portfolio
12,978
Q4 2024 Added 10.66%
$78.1B
$1.03 Million 0.04% of portfolio
2,783
Q4 2024 Added 3.15%
$125B
$1.05 Million 0.04% of portfolio
3,808
Q4 2024 Added 106.62%
$12.3B
$1.3 Million 0.04% of portfolio
23,662
Q4 2024 Added 17.67%
$8.44B
$764,000 0.03% of portfolio
8,882
Q4 2024 Added 91.63%
$51.7B
$972,000 0.03% of portfolio
1,826
Q4 2024 Reduced 0.65%
$228B
$782,000 0.03% of portfolio
11,939
Q4 2024 Added 104.16%

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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