Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $3.28 Billion
  • Q2 2025

Ifp Advisors, Inc has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.28 Billion distributed in 4930 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.7M, Nvidia Corp with a value of $60M, Spdr S&P 500 ETF Trust with a value of $53.3M, Microsoft Corp with a value of $50.6M, and Invesco Qqq Trust, Series 1 with a value of $49.8M.

Examining the 13F form we can see an increase of $211M in the current position value, from $3.07B to 3.28B. Also it can be appreciated an additional of 1149 stocks purchases and 339 closed positions.

Below you can find more details about Ifp Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.28 Billion
ETFs: $2.01 Billion
Technology: $392 Million
Financial Services: $165 Million
Consumer Cyclical: $120 Million
Industrials: $116 Million
Healthcare: $110 Million
Communication Services: $96.8 Million
Consumer Defensive: $89.3 Million
Other: $132 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$939M
$0 0.0% of portfolio
0
Q2 2025 New
$558M
$3,000 0.0% of portfolio
116
Q2 2025 Added 11,500.0%
$13.2B
$94,000 0.0% of portfolio
653
Q2 2025 Added 3.65%
$623M
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$2.92B
$0 0.0% of portfolio
7
Q2 2025 Reduced 75.0%
$3.94B
$75,000 0.0% of portfolio
1,500
Q2 2025 Added 14.24%
$9.66B
$33,000 0.0% of portfolio
2,127
Q2 2025 Added 55.71%
$1.91B
$18,000 0.0% of portfolio
2,444
Q2 2025 Added 22.2%
$218M
$0 0.0% of portfolio
0
Q2 2025 New
$7.29B
$16,000 0.0% of portfolio
153
Q2 2025 Reduced 20.31%
$2.33B
$1,000 0.0% of portfolio
32
Q2 2025 New
$325M
$1,000 0.0% of portfolio
88
Q2 2025 Added 1,660.0%
$387M
$0 0.0% of portfolio
16
Q2 2025 Added 33.33%
$774M
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$304M
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$10.1B
$95,000 0.0% of portfolio
9,030
Q2 2025 Added 137.88%
$9.94B
$41,000 0.0% of portfolio
2,065
Q2 2025 Reduced 79.42%
$1.71B
$12,000 0.0% of portfolio
711
Q2 2025 Added 54.23%
$2.62B
$21,000 0.0% of portfolio
2,274
Q2 2025 Added 6.26%
$232M
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$731M
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$306M
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$10.4B
$28,000 0.0% of portfolio
117
Q2 2025 Added 160.0%
$8.1B
$0 0.0% of portfolio
0
Q2 2025 New
$15.8B
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$1.28B
$20,000 0.0% of portfolio
2,504
Q2 2025 Added 2.41%
$30.3B
$143,000 0.0% of portfolio
996
Q2 2025 Reduced 22.55%
$1.62B
$0 0.0% of portfolio
-
Q2 2025 Added 1,109.09%
$188M
$0 0.0% of portfolio
9
Q2 2025 Reduced 64.0%
$1.68B
$0 0.0% of portfolio
8
Q2 2025 New
$4.98B
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$4B
$5,000 0.0% of portfolio
71
Q2 2025 New
$3.16B
$0 0.0% of portfolio
0
Q2 2025 New
$842M
$35,000 0.0% of portfolio
2,064
Q2 2025 Reduced 7.19%
$22.4B
$67,000 0.0% of portfolio
282
Q2 2025 Reduced 30.2%
$3.93B
$0 0.0% of portfolio
0
Q2 2025 New
$5.48B
$1,000 0.0% of portfolio
113
Q2 2025 New
$3.65B
$0 0.0% of portfolio
3
Q2 2025 New
$750M
$0 0.0% of portfolio
0
Q2 2025 New
$289M
$3,000 0.0% of portfolio
594
Q2 2025 Added 0.68%
$1.16B
$0 0.0% of portfolio
31
Q2 2025 New
$865M
$2,000 0.0% of portfolio
439
Q2 2025 New
$4.34B
$2,000 0.0% of portfolio
66
Q2 2025 Reduced 37.74%
$3.66B
$0 0.0% of portfolio
13
Q2 2025 Reduced 7.14%
$4.61B
$1,000 0.0% of portfolio
1
Q2 2025 New
$3.71B
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$7.53B
$2,000 0.0% of portfolio
110
Q2 2025 Added 120.0%
$237M
$0 0.0% of portfolio
30
Q2 2025 New
$43.5B
$14,000 0.0% of portfolio
164
Q2 2025 Reduced 22.27%

Summary

  • Portfolio
  • No. of Stocks 4,930
  • Current Value $3.28 Billion
  • Prior Value $3.07 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1,149 stocks
  • Additional Purchases 1,779 stocks
  • Sold out of 339 stocks
  • Reduced holdings in 1,186 stocks
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