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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$53.3 Million 1.62% of portfolio	86,255	Q2 2025 Added 42.8%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$49.8 Million 1.52% of portfolio	90,336	Q2 2025 Reduced 30.71%
VUG Vanguard Growth ETF ETFs	$0	$49.7 Million 1.51% of portfolio	113,281	Q2 2025 Reduced 29.56%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$45.3 Million 1.38% of portfolio	756,990	Q2 2025 Reduced 1.7%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$40.8 Million 1.24% of portfolio	561,432	Q2 2025 Added 1.94%
IAU Ishares Gold Trust ETFs	$53.4B	$34.3 Million 1.05% of portfolio	550,542	Q2 2025 Added 2.81%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$33.3 Million 1.02% of portfolio	398,183	Q2 2025 Added 1.12%
IVV Ishares Core S&P 500 ETF ETFs	$0	$32.2 Million 0.98% of portfolio	51,846	Q2 2025 Added 5.12%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$31.7 Million 0.97% of portfolio	783,624	Q2 2025 Added 17.2%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$29.7 Million 0.91% of portfolio	163,405	Q2 2025 Added 11.7%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$27.7 Million 0.84% of portfolio	948,148	Q2 2025 Added 1.68%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$26.5 Million 0.81% of portfolio	240,326	Q2 2025 Added 572.22%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$23.8 Million 0.73% of portfolio	130,413	Q2 2025 Added 62.23%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$23.8 Million 0.73% of portfolio	41,889	Q2 2025 Reduced 2.19%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$23.6 Million 0.72% of portfolio	948,605	Q2 2025 Added 13.66%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$23.1 Million 0.7% of portfolio	258,511	Q2 2025 Reduced 2.63%
OEF Ishares S&P 100 ETF ETFs	$0	$22.5 Million 0.69% of portfolio	84,456	Q2 2025 Reduced 17.93%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$22 Million 0.67% of portfolio	784,723	Q2 2025 Added 1.67%
VGT Vanguard Information Technolog ETFs	$0	$22.1 Million 0.67% of portfolio	33,328	Q2 2025 Added 7.77%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$21.5 Million 0.66% of portfolio	812,290	Q2 2025 Added 3.64%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$20.6 Million 0.63% of portfolio	407,436	Q2 2025 Added 3.02%
VTV Vanguard Value ETF ETFs	$0	$20.6 Million 0.63% of portfolio	116,437	Q2 2025 Added 100.2%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$20.5 Million 0.62% of portfolio	151,526	Q2 2025 Reduced 4.76%
ITA Ishares Tr ETFs	$0	$20.5 Million 0.62% of portfolio	108,474	Q2 2025 Added 220.64%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$19.9 Million 0.61% of portfolio	225,893	Q2 2025 Added 369.38%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$19.8 Million 0.6% of portfolio	148,414	Q2 2025 Added 2.93%
VIG Vanguard Dividend Appreciation ETFs	$0	$18.1 Million 0.55% of portfolio	99,562	Q2 2025 Added 5.39%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$17.3 Million 0.53% of portfolio	425,110	Q2 2025 Added 11.18%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$17.3 Million 0.53% of portfolio	328,649	Q2 2025 Added 8.45%
CGDV Capital Group Divid Value ETF ETFs	$0	$16.4 Million 0.5% of portfolio	415,270	Q2 2025 Added 9.83%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$15.1 Million 0.46% of portfolio	175,756	Q2 2025 Added 1.77%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$14.5 Million 0.44% of portfolio	592,045	Q2 2025 Added 4.56%
CGUS Capital Group Core Equity ETF	$0	$14.1 Million 0.43% of portfolio	380,451	Q2 2025 Added 10.51%
IEFA Ishares Tr ETFs	$0	$13.5 Million 0.41% of portfolio	161,692	Q2 2025 Added 18.98%
GSEW Goldman Sachs Tr Eql Weight Us ETFs	$0	$13.1 Million 0.4% of portfolio	161,088	Q2 2025 Added 0.86%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$12.3 Million 0.38% of portfolio	516,353	Q2 2025 Added 2.01%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$12.1 Million 0.37% of portfolio	194,470	Q2 2025 Added 19.54%
GSSC Goldman Sachs ETF Tr Activebet ETFs	$0	$11.9 Million 0.36% of portfolio	173,626	Q2 2025 Added 4.1%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$11.5 Million 0.35% of portfolio	86,495	Q2 2025 Reduced 1.32%
VEA Vanguard Ftse Developed Market ETFs	$0	$11.6 Million 0.35% of portfolio	203,218	Q2 2025 Added 0.18%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$11 Million 0.34% of portfolio	224,226	Q2 2025 Added 32.41%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$11 Million 0.34% of portfolio	110,854	Q2 2025 Added 50.34%
IEMG Ishares Inc ETFs	$0	$11.1 Million 0.34% of portfolio	207,819	Q2 2025 Added 5.85%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$11.1 Million 0.34% of portfolio	216,751	Q2 2025 Added 63.4%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$11.2 Million 0.34% of portfolio	151,719	Q2 2025 Reduced 19.85%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$10.7 Million 0.33% of portfolio	37,773	Q2 2025 Added 201.87%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$9.88 Million 0.3% of portfolio	71,252	Q2 2025 Added 2.97%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$9.71 Million 0.3% of portfolio	88,835	Q2 2025 Reduced 1.63%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$9.74 Million 0.3% of portfolio	410,121	Q2 2025 Added 3.52%
VTI Vanguard Total Stock Market Et ETFs	$0	$9.68 Million 0.3% of portfolio	31,844	Q2 2025 Reduced 35.06%

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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