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
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$9.41 Million 0.31% of portfolio	396,183	Q1 2025 Added 11.36%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$9.17 Million 0.3% of portfolio	209,259	Q1 2025 Reduced 6.83%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$8.77 Million 0.29% of portfolio	348,871	Q1 2025 Added 10.46%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$8.56 Million 0.28% of portfolio	164,714	Q1 2025 Reduced 2.13%
HDV Ishares Core High Dividend ETF ETFs	$0	$8.68 Million 0.28% of portfolio	71,675	Q1 2025 Reduced 2.51%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$8.59 Million 0.28% of portfolio	20,461	Q1 2025 Added 33.77%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$8.52 Million 0.28% of portfolio	367,891	Q1 2025 Added 10.89%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$8.33 Million 0.27% of portfolio	169,346	Q1 2025 Added 11.07%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$8.3 Million 0.27% of portfolio	99,647	Q1 2025 Added 0.83%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$8.2 Million 0.27% of portfolio	149,832	Q1 2025 Reduced 15.6%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$8.13 Million 0.26% of portfolio	69,194	Q1 2025 Added 6.39%
FDVV Fidelity High Dividend ETF ETFs	$0	$7.53 Million 0.25% of portfolio	151,803	Q1 2025 Reduced 1.32%
IVE Ishares S&P 500 Value ETF ETFs	$0	$7.74 Million 0.25% of portfolio	40,637	Q1 2025 Added 38.86%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$7.29 Million 0.24% of portfolio	73,734	Q1 2025 Added 99.06%
VB Vanguard Small Cap ETF ETFs	$0	$7.27 Million 0.24% of portfolio	32,785	Q1 2025 Added 16.74%
IYR Ishares Tr ETFs	$0	$7.13 Million 0.23% of portfolio	74,501	Q1 2025 Reduced 0.04%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$6.95 Million 0.23% of portfolio	287,224	Q1 2025 Added 13.53%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$6.63 Million 0.22% of portfolio	132,651	Q1 2025 Added 198.78%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$6.72 Million 0.22% of portfolio	85,820	Q1 2025 Added 0.91%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$6.42 Million 0.21% of portfolio	139,345	Q1 2025 Added 9.76%
XLE Energy Sector Spdr ETFs	$0	$6.55 Million 0.21% of portfolio	70,144	Q1 2025 Reduced 7.82%
DES Wisdomtree Tr U.S. Smallcap Di ETFs	$0	$6.33 Million 0.21% of portfolio	198,193	Q1 2025 Reduced 1.67%
FYC First Trust Small Cap Growth A ETFs	$0	$6 Million 0.2% of portfolio	87,236	Q1 2025 Reduced 4.04%
IYW Ishares Dj Us Tech ETF ETFs	$0	$6.02 Million 0.2% of portfolio	42,841	Q1 2025 Added 27.16%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$6.14 Million 0.2% of portfolio	57,535	Q1 2025 Added 5.84%
XLF Financial Sector Spdr ETFs	$0	$6.22 Million 0.2% of portfolio	124,964	Q1 2025 Added 225.36%
DVY Ishares Tr ETFs	$0	$5.83 Million 0.19% of portfolio	43,431	Q1 2025 Added 12.99%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$5.94 Million 0.19% of portfolio	28,137	Q1 2025 Reduced 4.9%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$5.77 Million 0.19% of portfolio	190,495	Q1 2025 Reduced 14.88%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$5.88 Million 0.19% of portfolio	232,683	Q1 2025 Added 16.75%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$5.94 Million 0.19% of portfolio	97,898	Q1 2025 Added 4.59%
TAXF American Centy ETF Tr Diversif ETFs	$0	$5.43 Million 0.18% of portfolio	109,737	Q1 2025 Added 4.49%
FLQM Franklin Templeton ETF Tr Libe ETFs	$0	$5.38 Million 0.18% of portfolio	101,398	Q1 2025 Reduced 4.59%
SIHY Harbor ETF Tr Harbor Scientifi ETFs	$0	$5.38 Million 0.18% of portfolio	120,550	Q1 2025 Added 1.12%
HYG Ishares Tr ETFs	$0	$5.45 Million 0.18% of portfolio	69,048	Q1 2025 Added 4.86%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$5.59 Million 0.18% of portfolio	55,582	Q1 2025 Added 15.18%
SPLB Spdr Portfolio Long Term Corpo ETFs	$0	$5.51 Million 0.18% of portfolio	244,161	Q1 2025 Reduced 0.67%
XLI Industrial Sector Spdr ETFs	$0	$5.38 Million 0.18% of portfolio	41,031	Q1 2025 Added 2.17%
XLU Utilities Sector Spdr ETFs	$0	$5.49 Million 0.18% of portfolio	69,595	Q1 2025 Reduced 2.01%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$5.63 Million 0.18% of portfolio	60,718	Q1 2025 Reduced 0.69%
FV First Trust Dorsey Wright Focu ETFs	$0	$5.37 Million 0.17% of portfolio	97,884	Q1 2025 Reduced 10.77%
DNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$5.29 Million 0.17% of portfolio	126,214	Q4 2024 Added 0.82%
ITA Ishares Tr ETFs	$0	$5.18 Million 0.17% of portfolio	33,830	Q1 2025 Added 658.69%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$5.33 Million 0.17% of portfolio	230,332	Q1 2025 Added 16.12%
GLD Spdr Gold Trust ETFs	$106B	$5.28 Million 0.17% of portfolio	18,308	Q1 2025 Reduced 24.66%
XLC Select Sector Spdr Tr Communic ETFs	$0	$5.25 Million 0.17% of portfolio	54,410	Q1 2025 Added 445.9%
MGC Vanguard Mega Cap ETF ETFs	$0	$5.26 Million 0.17% of portfolio	26,123	Q1 2025 Added 1.06%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$5.04 Million 0.16% of portfolio	103,274	Q1 2025 Reduced 6.73%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$4.86 Million 0.16% of portfolio	51,876	Q1 2025 Added 67.44%
IBTI Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$4.82 Million 0.16% of portfolio	216,764	Q1 2025 Added 3.27%

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

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