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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$61.1 Million 1.99% of portfolio	130,369	Q1 2025 Added 30.26%
VUG Vanguard Growth ETF ETFs	$0	$59.6 Million 1.94% of portfolio	160,817	Q1 2025 Added 36.79%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$46.1 Million 1.5% of portfolio	770,064	Q1 2025 Added 118.18%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$36.2 Million 1.18% of portfolio	550,771	Q1 2025 Added 4.22%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$33.8 Million 1.1% of portfolio	60,401	Q1 2025 Reduced 47.52%
IAU Ishares Gold Trust ETFs	$53.2B	$31.6 Million 1.03% of portfolio	535,504	Q1 2025 Added 5.58%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$31.4 Million 1.02% of portfolio	393,763	Q1 2025 Added 0.91%
IVV Ishares Core S&P 500 ETF ETFs	$0	$27.7 Million 0.9% of portfolio	49,320	Q1 2025 Added 5.04%
OEF Ishares S&P 100 ETF ETFs	$0	$27.4 Million 0.89% of portfolio	102,907	Q1 2025 Added 3.29%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$25.3 Million 0.83% of portfolio	146,294	Q1 2025 Added 21.68%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$24.3 Million 0.79% of portfolio	668,624	Q1 2025 Reduced 18.68%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$23.4 Million 0.76% of portfolio	932,523	Q1 2025 Added 4.42%
XLK Technology Sector Spdr ETFs	$0	$22.6 Million 0.74% of portfolio	109,418	Q1 2025 Added 8.61%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$22 Million 0.72% of portfolio	42,825	Q1 2025 Reduced 6.83%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$21.7 Million 0.71% of portfolio	265,486	Q1 2025 Added 8.06%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$21.9 Million 0.71% of portfolio	783,749	Q1 2025 Added 4.11%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$20.7 Million 0.67% of portfolio	834,619	Q1 2025 Reduced 31.41%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$20.2 Million 0.66% of portfolio	771,852	Q1 2025 Added 0.28%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$20 Million 0.65% of portfolio	395,490	Q1 2025 Added 3.86%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$19.4 Million 0.63% of portfolio	159,103	Q1 2025 Reduced 2.51%
DFAU Dimensional ETF Tr ETFs	$0	$19.2 Million 0.62% of portfolio	498,696	Q1 2025 Added 2.36%
SHV Ishares Tr ETFs	$0	$19.1 Million 0.62% of portfolio	172,951	Q1 2025 Added 3.78%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$18.6 Million 0.61% of portfolio	144,194	Q1 2025 Added 62.69%
VIG Vanguard Dividend Appreciation ETFs	$0	$17.2 Million 0.56% of portfolio	94,472	Q1 2025 Added 78.05%
VGT Vanguard Information Technolog ETFs	$0	$16.8 Million 0.55% of portfolio	30,926	Q1 2025 Added 357.89%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$15.9 Million 0.52% of portfolio	303,044	Q1 2025 Added 11.87%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$14.8 Million 0.48% of portfolio	172,694	Q1 2025 Reduced 3.21%
FTGC First Trust Global Tactical CO ETFs	$0	$14.1 Million 0.46% of portfolio	554,022	Q1 2025 Added 9,621.39%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$13.7 Million 0.45% of portfolio	80,388	Q1 2025 Added 13.94%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$13.9 Million 0.45% of portfolio	189,284	Q1 2025 Added 3.92%
CGDV Capital Group Divid Value ETF ETFs	$0	$13.5 Million 0.44% of portfolio	378,090	Q1 2025 Added 1,516.6%
VTI Vanguard Total Stock Market Et ETFs	$0	$13.5 Million 0.44% of portfolio	49,034	Q1 2025 Added 2.15%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$13.1 Million 0.43% of portfolio	382,358	Q1 2025 Added 8,496.18%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$12.7 Million 0.41% of portfolio	266,740	Q1 2025 Reduced 10.63%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$12.5 Million 0.41% of portfolio	566,227	Q1 2025 Reduced 0.74%
GSEW Goldman Sachs Tr Eql Weight Us ETFs	$0	$12.1 Million 0.4% of portfolio	159,709	Q1 2025 Added 0.11%
IWM Ishares Russell 2000 ETF ETFs	$0	$12.3 Million 0.4% of portfolio	61,433	Q1 2025 Reduced 1.93%
CGUS Capital Group Core Equity ETF	$0	$11.5 Million 0.37% of portfolio	344,275	Q1 2025 Added 10,927.39%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$10.9 Million 0.36% of portfolio	87,653	Q1 2025 Added 0.12%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$10.9 Million 0.36% of portfolio	506,186	Q1 2025 Added 5.33%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$11.2 Million 0.36% of portfolio	52,881	Q1 2025 Added 2.97%
GSSC Goldman Sachs ETF Tr Activebet ETFs	$0	$10.6 Million 0.34% of portfolio	166,794	Q1 2025 Added 0.7%
IEMG Ishares Inc ETFs	$0	$10.5 Million 0.34% of portfolio	196,338	Q1 2025 Reduced 26.18%
VEA Vanguard Ftse Developed Market ETFs	$0	$10.3 Million 0.34% of portfolio	202,850	Q1 2025 Added 19.4%
IEFA Ishares Tr ETFs	$0	$10.3 Million 0.33% of portfolio	135,900	Q1 2025 Added 88.43%
VTV Vanguard Value ETF ETFs	$0	$10 Million 0.33% of portfolio	58,159	Q1 2025 Added 12.04%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$9.78 Million 0.32% of portfolio	48,366	Q1 2025 Added 261.89%
FVD First Tr Value Line Divid Inde ETFs	$0	$9.38 Million 0.31% of portfolio	210,330	Q1 2025 Reduced 10.11%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$9.49 Million 0.31% of portfolio	162,680	Q1 2025 Added 18.09%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$9.44 Million 0.31% of portfolio	90,304	Q1 2025 Added 9.81%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account