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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
HDV Ishares Core High Dividend ETF ETFs	$0	$8.25 Million 0.28% of portfolio	73,520	Q4 2024 Reduced 16.37%
VEA Vanguard Ftse Developed Market ETFs	$0	$8.12 Million 0.28% of portfolio	169,897	Q4 2024 Added 9.29%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$7.91 Million 0.27% of portfolio	315,835	Q4 2024 Added 10.49%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$7.85 Million 0.27% of portfolio	136,398	Q4 2024 Reduced 0.35%
FDVV Fidelity High Dividend ETF ETFs	$0	$7.68 Million 0.26% of portfolio	153,833	Q4 2024 Added 18.71%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$7.42 Million 0.26% of portfolio	152,471	Q4 2024 Added 19.68%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$7.53 Million 0.26% of portfolio	331,754	Q4 2024 Added 148.39%
FYC First Trust Small Cap Growth A ETFs	$0	$7.04 Million 0.24% of portfolio	90,909	Q4 2024 Reduced 2.29%
IYR Ishares Tr ETFs	$0	$6.94 Million 0.24% of portfolio	74,534	Q4 2024 Added 1,867.63%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$6.96 Million 0.24% of portfolio	29,586	Q4 2024 Reduced 4.9%
DES Wisdomtree Tr U.S. Smallcap Di ETFs	$0	$6.92 Million 0.24% of portfolio	201,562	Q4 2024 Added 5.9%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$6.57 Million 0.23% of portfolio	85,050	Q4 2024 Added 19.14%
VB Vanguard Small Cap ETF ETFs	$0	$6.75 Million 0.23% of portfolio	28,084	Q4 2024 Added 117.64%
FV First Trust Dorsey Wright Focu ETFs	$0	$6.48 Million 0.22% of portfolio	109,696	Q4 2024 Added 2.93%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$6.51 Million 0.22% of portfolio	15,296	Q4 2024 Reduced 39.08%
XLE Energy Sector Spdr ETFs	$0	$6.52 Million 0.22% of portfolio	76,093	Q4 2024 Added 3.61%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$6.32 Million 0.22% of portfolio	61,142	Q4 2024 Added 23.15%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$6.09 Million 0.21% of portfolio	59,953	Q4 2024 Reduced 68.29%
IBDP Ishares Ibonds Dec 2024 Term C ETFs	$0	$6.2 Million 0.21% of portfolio	246,428	Q4 2024 Added 11.27%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$6.07 Million 0.21% of portfolio	223,790	Q4 2024 Reduced 13.32%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$6.06 Million 0.21% of portfolio	252,995	Q4 2024 Added 3.64%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$5.68 Million 0.2% of portfolio	110,724	Q4 2024 Added 32.27%
FTCS First Trust Capital Strength E ETFs	$0	$5.85 Million 0.2% of portfolio	66,538	Q4 2024 Added 5.38%
FLQM Franklin Templeton ETF Tr Libe ETFs	$0	$5.77 Million 0.2% of portfolio	106,272	Q4 2024 Added 6.32%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$5.74 Million 0.2% of portfolio	54,361	Q4 2024 Reduced 4.82%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$5.74 Million 0.2% of portfolio	126,956	Q4 2024 Added 8.63%
GLD Spdr Gold Trust ETFs	$99.4B	$5.88 Million 0.2% of portfolio	24,301	Q4 2024 Added 4.88%
DNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$5.41 Million 0.19% of portfolio	126,214	Q4 2024 Added 0.82%
SIHY Harbor ETF Tr Harbor Scientifi ETFs	$0	$5.44 Million 0.19% of portfolio	119,216	Q4 2024 Added 2.37%
IVE Ishares S&P 500 Value ETF ETFs	$0	$5.59 Million 0.19% of portfolio	29,264	Q4 2024 Added 0.59%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$5.63 Million 0.19% of portfolio	14,022	Q4 2024 Added 102.4%
SPLB Spdr Portfolio Long Term Corpo ETFs	$0	$5.46 Million 0.19% of portfolio	245,799	Q4 2024 Added 5.7%
MGC Vanguard Mega Cap ETF ETFs	$0	$5.5 Million 0.19% of portfolio	25,849	Q4 2024 Reduced 7.78%
TAXF American Centy ETF Tr Diversif ETFs	$0	$5.27 Million 0.18% of portfolio	105,026	Q4 2024 Added 0.54%
IYW Ishares Dj Us Tech ETF ETFs	$0	$5.37 Million 0.18% of portfolio	33,691	Q4 2024 Added 154.95%
HYG Ishares Tr ETFs	$0	$5.18 Million 0.18% of portfolio	65,849	Q4 2024 Added 10.59%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$5.3 Million 0.18% of portfolio	57,936	Q4 2024 Added 0.3%
XLI Industrial Sector Spdr ETFs	$0	$5.29 Million 0.18% of portfolio	40,160	Q4 2024 Added 24.22%
XLU Utilities Sector Spdr ETFs	$0	$5.38 Million 0.18% of portfolio	71,025	Q4 2024 Added 15.73%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$5.37 Million 0.18% of portfolio	93,600	Q4 2024 Added 49.48%
DVY Ishares Tr ETFs	$0	$5.05 Million 0.17% of portfolio	38,437	Q4 2024 Added 122.03%
IEFA Ishares Tr ETFs	$0	$5.07 Million 0.17% of portfolio	72,122	Q4 2024 Reduced 21.12%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$4.96 Million 0.17% of portfolio	199,298	Q4 2024 Added 1.84%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$4.84 Million 0.17% of portfolio	48,256	Q4 2024 Added 12.23%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$4.82 Million 0.17% of portfolio	96,183	Q4 2024 Added 2.69%
AVUV American Centy ETF Tr Avantis ETFs	$0	$4.62 Million 0.16% of portfolio	47,839	Q4 2024 Added 7.89%
DFIP Dimensional ETF Tr Inflation P ETFs	$0	$4.52 Million 0.16% of portfolio	111,696	Q4 2024 Reduced 3.07%
IEF Ishares Barclays ETFs	$0	$4.56 Million 0.16% of portfolio	49,324	Q4 2024 Added 5.33%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$4.52 Million 0.16% of portfolio	198,351	Q4 2024 Added 101.21%
IBTI Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$4.6 Million 0.16% of portfolio	209,899	Q4 2024 Added 60.71%

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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