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
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$9.41 Million 0.29% of portfolio	214,385	Q2 2025 Added 2.45%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$9.58 Million 0.29% of portfolio	77,532	Q2 2025 Added 127.79%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$9.59 Million 0.29% of portfolio	412,764	Q2 2025 Added 12.2%
FVD First Tr Value Line Divid Inde ETFs	$0	$8.81 Million 0.27% of portfolio	196,989	Q2 2025 Reduced 6.34%
RDVY First Trust Rising Dividend Ac ETFs	$0	$9.01 Million 0.27% of portfolio	143,530	Q2 2025 Added 112.58%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$8.94 Million 0.27% of portfolio	355,174	Q2 2025 Added 1.81%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$8.94 Million 0.27% of portfolio	32,280	Q2 2025 Added 155.34%
FDVV Fidelity High Dividend ETF ETFs	$0	$8.42 Million 0.26% of portfolio	161,837	Q2 2025 Added 6.61%
IVE Ishares S&P 500 Value ETF ETFs	$0	$8.49 Million 0.26% of portfolio	43,455	Q2 2025 Added 6.93%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$8.43 Million 0.26% of portfolio	152,929	Q2 2025 Added 2.07%
XLK Technology Sector Spdr ETFs	$0	$8.37 Million 0.26% of portfolio	33,036	Q2 2025 Reduced 69.81%
HDV Ishares Core High Dividend ETF ETFs	$0	$8.3 Million 0.25% of portfolio	70,822	Q2 2025 Reduced 1.19%
BKLC Bny Mellon ETF Tr Us Large Cap ETFs	$0	$7.49 Million 0.23% of portfolio	63,259	Q2 2025 Added 139.9%
IYW Ishares Dj Us Tech ETF ETFs	$0	$7.57 Million 0.23% of portfolio	43,667	Q2 2025 Added 1.93%
VB Vanguard Small Cap ETF ETFs	$0	$7.42 Million 0.23% of portfolio	31,317	Q2 2025 Reduced 4.48%
FYC First Trust Small Cap Growth A ETFs	$0	$7.24 Million 0.22% of portfolio	90,998	Q2 2025 Added 4.31%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$7.25 Million 0.22% of portfolio	29,427	Q2 2025 Added 4.58%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$7.37 Million 0.22% of portfolio	303,559	Q2 2025 Added 5.69%
PULS Pgim ETF Tr ETFs	$0	$7.18 Million 0.22% of portfolio	144,370	Q2 2025 Added 88.22%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$7.13 Million 0.22% of portfolio	16,188	Q2 2025 Reduced 20.88%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$7.29 Million 0.22% of portfolio	66,722	Q2 2025 Added 9.89%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$6.98 Million 0.21% of portfolio	70,139	Q2 2025 Added 234.33%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$7 Million 0.21% of portfolio	151,518	Q2 2025 Added 8.74%
QGRO American Centy ETF Tr Stoxx Us ETFs	$0	$6.45 Million 0.2% of portfolio	59,065	Q2 2025 Added 126.71%
TAXF American Centy ETF Tr Diversif ETFs	$0	$6.44 Million 0.2% of portfolio	131,549	Q2 2025 Added 19.88%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$6.65 Million 0.2% of portfolio	122,170	Q2 2025 Added 18.3%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$6.63 Million 0.2% of portfolio	65,905	Q2 2025 Added 18.57%
IEF Ishares Barclays ETFs	$0	$6.1 Million 0.19% of portfolio	63,718	Q2 2025 Added 30.18%
IWM Ishares Russell 2000 ETF ETFs	$0	$6.14 Million 0.19% of portfolio	28,453	Q2 2025 Reduced 53.68%
GLD Spdr Gold Trust ETFs	$116B	$6.32 Million 0.19% of portfolio	20,740	Q2 2025 Added 13.28%
XLI Industrial Sector Spdr ETFs	$0	$6.18 Million 0.19% of portfolio	41,916	Q2 2025 Added 2.16%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$6.2 Million 0.19% of portfolio	92,306	Q2 2025 Reduced 5.71%
FV First Trust Dorsey Wright Focu ETFs	$0	$5.87 Million 0.18% of portfolio	99,050	Q2 2025 Added 1.19%
DNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$5.83 Million 0.18% of portfolio	130,496	Q2 2025 Added 3.39%
DVY Ishares Tr ETFs	$0	$5.86 Million 0.18% of portfolio	44,103	Q2 2025 Added 1.55%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$5.89 Million 0.18% of portfolio	231,785	Q2 2025 Reduced 0.39%
MGC Vanguard Mega Cap ETF ETFs	$0	$5.78 Million 0.18% of portfolio	25,717	Q2 2025 Reduced 1.55%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$5.63 Million 0.17% of portfolio	13,265	Q2 2025 Added 10.18%
HYG Ishares Tr ETFs	$0	$5.51 Million 0.17% of portfolio	68,275	Q2 2025 Reduced 1.12%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$5.48 Million 0.17% of portfolio	58,400	Q2 2025 Added 12.58%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$5.47 Million 0.17% of portfolio	48,313	Q2 2025 Reduced 16.03%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$5.64 Million 0.17% of portfolio	171,388	Q2 2025 Reduced 10.03%
LVHI Franklin International Low Vol ETFs	$0	$5.62 Million 0.17% of portfolio	172,752	Q2 2025 Added 23.95%
SPLB Spdr Portfolio Long Term Corpo ETFs	$0	$5.58 Million 0.17% of portfolio	247,071	Q2 2025 Added 1.19%
XLU Utilities Sector Spdr ETFs	$0	$5.65 Million 0.17% of portfolio	69,229	Q2 2025 Reduced 0.53%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$5.44 Million 0.17% of portfolio	78,707	Q2 2025 Added 69.78%
FDD First Trust Stoxx European Sel ETFs	$0	$5.32 Million 0.16% of portfolio	342,112	Q2 2025 Added 14,748.61%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$5.37 Million 0.16% of portfolio	230,233	Q2 2025 Reduced 0.04%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$5.4 Million 0.16% of portfolio	106,416	Q2 2025 Added 9.26%
FNDF Schwab Fundamental Intl Large ETFs	$0	$5.31 Million 0.16% of portfolio	132,579	Q2 2025 Added 10.06%

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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