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
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$4.59 Million 0.16% of portfolio	46,142	Q4 2024 Reduced 0.78%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$4.61 Million 0.16% of portfolio	178,144	Q4 2024 Added 100.23%
RDVY First Trust Rising Dividend Ac ETFs	$0	$4.4 Million 0.15% of portfolio	74,335	Q4 2024 Reduced 23.5%
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$4.27 Million 0.15% of portfolio	101,176	Q4 2024 Added 28.15%
LVHI Franklin International Low Vol ETFs	$0	$4.5 Million 0.15% of portfolio	147,342	Q4 2024 Added 75.95%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$4.23 Million 0.15% of portfolio	96,025	Q4 2024 Reduced 15.89%
XLV Select Sector Spdr Fund Health ETFs	$0	$4.27 Million 0.15% of portfolio	31,063	Q4 2024 Added 44.43%
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	$0	$4.22 Million 0.15% of portfolio	138,599	Q4 2024 Added 9.59%
FTA First Tr Large Cap Value ETFs	$0	$3.97 Million 0.14% of portfolio	51,947	Q4 2024 Added 4.12%
QJUN First Tr ETF	$0	$4.04 Million 0.14% of portfolio	144,257	Q4 2024 Added 1.3%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$4.07 Million 0.14% of portfolio	32,595	Q4 2024 Added 0.66%
ITB Ishares Tr ETFs	$0	$4.07 Million 0.14% of portfolio	39,370	Q4 2024 Added 565.26%
SPYG Spdr Portfolio ETFs	$0	$4.21 Million 0.14% of portfolio	47,900	Q4 2024 Reduced 27.72%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$3.93 Million 0.14% of portfolio	66,727	Q4 2024 Added 18.32%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$3.99 Million 0.14% of portfolio	11,605	Q4 2024 Reduced 11.07%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$3.98 Million 0.14% of portfolio	90,350	Q4 2024 Added 50.62%
VGT Vanguard Information Technolog ETFs	$0	$4.2 Million 0.14% of portfolio	6,754	Q4 2024 Added 12.34%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$3.76 Million 0.13% of portfolio	83,838	Q4 2024 Added 15.2%
FDN First Tr Fd Dow Jones ETFs	$0	$3.64 Million 0.13% of portfolio	14,961	Q4 2024 Added 1.82%
RWJ Invesco Exchange Traded Fd Tr ETFs	$0	$3.89 Million 0.13% of portfolio	85,064	Q4 2024 Added 1.93%
EFG Msci Eafe Growth ETF ETFs	$0	$3.89 Million 0.13% of portfolio	40,142	Q4 2024 Added 18.02%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$3.92 Million 0.13% of portfolio	102,991	Q4 2024 Added 340.43%
FNDF Schwab Fundamental Intl Large ETFs	$0	$3.91 Million 0.13% of portfolio	117,762	Q4 2024 Added 9.45%
BKLC Bny Mellon ETF Tr Us Large Cap ETFs	$0	$3.41 Million 0.12% of portfolio	30,420	Q4 2024 Added 366.56%
FTC First Tr Lge Cap Growth ETFs	$0	$3.41 Million 0.12% of portfolio	24,768	Q4 2024 Reduced 33.23%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$3.49 Million 0.12% of portfolio	110,875	Q4 2024 Reduced 2.7%
OMFL Invesco Exchange Traded Self I ETFs	$0	$3.38 Million 0.12% of portfolio	62,387	Q4 2024 Reduced 8.5%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$3.42 Million 0.12% of portfolio	32,102	Q4 2024 Added 285.75%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$3.59 Million 0.12% of portfolio	37,042	Q4 2024 Added 19.22%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$3.55 Million 0.12% of portfolio	19,177	Q4 2024 Added 155.15%
DGRO Ishares Core Dividend Growth E ETFs	$0	$3.5 Million 0.12% of portfolio	57,122	Q4 2024 Added 14.26%
IBTE Ishares Tr Ibonds Dec 2024 Ter ETFs	$0	$3.35 Million 0.12% of portfolio	140,411	Q4 2024 Reduced 50.53%
VBR Vanguard Small Cap Value ETF ETFs	$0	$3.45 Million 0.12% of portfolio	17,425	Q4 2024 Added 8.62%
VO Vanguard Mid Cap ETF ETFs	$0	$3.35 Million 0.12% of portfolio	12,673	Q4 2024 Added 0.29%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$3.16 Million 0.11% of portfolio	122,118	Q4 2024 Added 33.82%
ACIO ETF Ser Solutions Aptus Collar ETFs	$0	$3.06 Million 0.11% of portfolio	76,014	Q4 2024 Added 2.73%
TDIV First Trust Nasdaq Technology ETFs	$0	$3.28 Million 0.11% of portfolio	41,747	Q4 2024 Added 0.75%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$3.17 Million 0.11% of portfolio	63,167	Q4 2024 Added 0.16%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$3.27 Million 0.11% of portfolio	91,165	Q4 2024 Added 39.35%
RPG Invesco Exchange Traded Fd Tr ETFs	$0	$3.21 Million 0.11% of portfolio	77,718	Q4 2024 Added 367.73%
PSCT Invesco S&P Smallcap Informati ETFs	$0	$3.27 Million 0.11% of portfolio	68,492	Q4 2024 Added 0.68%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$3.3 Million 0.11% of portfolio	37,797	Q4 2024 Added 18.6%
EMB Ishares Tr ETFs	$0	$3.14 Million 0.11% of portfolio	35,225	Q4 2024 Added 1.36%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$3.28 Million 0.11% of portfolio	28,424	Q4 2024 Added 16.2%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$3.1 Million 0.11% of portfolio	135,828	Q4 2024 Added 4.53%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$3.09 Million 0.11% of portfolio	132,444	Q4 2024 Added 0.6%
VGSH Vanguard ETFs	$0	$3.26 Million 0.11% of portfolio	56,084	Q4 2024 Added 2.41%
AVEM American Centy ETF Tr Avantis ETFs	$0	$2.78 Million 0.1% of portfolio	47,264	Q4 2024 Added 23.96%
DFAI Dimensional ETF Tr ETFs	$0	$3.03 Million 0.1% of portfolio	103,611	Q4 2024 Reduced 7.73%
DFAE Dimensional ETF Tr ETFs	$0	$2.88 Million 0.1% of portfolio	113,575	Q4 2024 Added 3.97%

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

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