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
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$4.94 Million 0.16% of portfolio	97,394	Q1 2025 Added 276.36%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$4.95 Million 0.16% of portfolio	109,382	Q1 2025 Added 21.06%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$4.72 Million 0.15% of portfolio	103,297	Q1 2025 Added 23.21%
SKYY First Trust Cloud Computing Et ETFs	$0	$4.68 Million 0.15% of portfolio	45,763	Q1 2025 Added 224.72%
IEF Ishares Barclays ETFs	$0	$4.67 Million 0.15% of portfolio	48,947	Q1 2025 Reduced 0.76%
LVHI Franklin International Low Vol ETFs	$0	$4.51 Million 0.15% of portfolio	139,373	Q1 2025 Reduced 5.41%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$4.73 Million 0.15% of portfolio	116,248	Q1 2025 Added 12.87%
VHT Vanguard Health Care ETF ETFs	$0	$4.6 Million 0.15% of portfolio	17,387	Q1 2025 Added 279.13%
DFIP Dimensional ETF Tr Inflation P ETFs	$0	$4.24 Million 0.14% of portfolio	100,791	Q1 2025 Reduced 9.76%
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$4.25 Million 0.14% of portfolio	102,441	Q1 2025 Added 1.25%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$4.38 Million 0.14% of portfolio	48,126	Q1 2025 Added 27.33%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$4.35 Million 0.14% of portfolio	12,039	Q1 2025 Reduced 14.14%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$4.26 Million 0.14% of portfolio	181,711	Q1 2025 Added 2.0%
FNDF Schwab Fundamental Intl Large ETFs	$0	$4.35 Million 0.14% of portfolio	120,463	Q1 2025 Added 2.29%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$4.34 Million 0.14% of portfolio	87,434	Q1 2025 Reduced 9.1%
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	$0	$4.21 Million 0.14% of portfolio	136,447	Q1 2025 Reduced 1.55%
AVUV American Centy ETF Tr Avantis ETFs	$0	$4.01 Million 0.13% of portfolio	45,981	Q1 2025 Reduced 3.88%
FTCS First Trust Capital Strength E ETFs	$0	$3.84 Million 0.13% of portfolio	42,812	Q1 2025 Reduced 35.66%
RDVY First Trust Rising Dividend Ac ETFs	$0	$3.95 Million 0.13% of portfolio	67,518	Q1 2025 Reduced 9.17%
QJUN First Tr ETF	$0	$3.99 Million 0.13% of portfolio	150,788	Q1 2025 Added 4.53%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$3.93 Million 0.13% of portfolio	35,380	Q1 2025 Added 10.21%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$4.08 Million 0.13% of portfolio	34,036	Q1 2025 Added 4.42%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$3.92 Million 0.13% of portfolio	68,583	Q1 2025 Reduced 49.72%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$3.87 Million 0.13% of portfolio	42,206	Q1 2025 Reduced 27.15%
XLV Select Sector Spdr Fund Health ETFs	$0	$3.98 Million 0.13% of portfolio	27,286	Q1 2025 Reduced 12.16%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$3.99 Million 0.13% of portfolio	50,572	Q1 2025 Added 40.99%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$3.88 Million 0.13% of portfolio	77,145	Q1 2025 Added 157.47%
DFAI Dimensional ETF Tr ETFs	$0	$3.81 Million 0.12% of portfolio	122,123	Q1 2025 Added 17.87%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$3.54 Million 0.12% of portfolio	112,490	Q1 2025 Added 1.46%
RWJ Invesco Exchange Traded Fd Tr ETFs	$0	$3.68 Million 0.12% of portfolio	90,492	Q1 2025 Added 6.38%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$3.59 Million 0.12% of portfolio	30,358	Q1 2025 Added 6.8%
PULS Pgim ETF Tr ETFs	$0	$3.81 Million 0.12% of portfolio	76,703	Q1 2025 Added 67.16%
TDIV First Trust Nasdaq Technology ETFs	$0	$3.24 Million 0.11% of portfolio	44,051	Q1 2025 Added 5.52%
DJAN First Exc Trd Viii Cboe Vest U ETFs	$0	$3.46 Million 0.11% of portfolio	91,172	Q1 2025 Reduced 74.14%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$3.32 Million 0.11% of portfolio	35,751	Q1 2025 Reduced 40.37%
EMB Ishares Tr ETFs	$0	$3.31 Million 0.11% of portfolio	36,530	Q1 2025 Added 3.7%
ITB Ishares Tr ETFs	$0	$3.38 Million 0.11% of portfolio	35,533	Q1 2025 Reduced 9.75%
EFG Msci Eafe Growth ETF ETFs	$0	$3.27 Million 0.11% of portfolio	32,744	Q1 2025 Reduced 18.43%
DGRO Ishares Core Dividend Growth E ETFs	$0	$3.41 Million 0.11% of portfolio	55,213	Q1 2025 Reduced 3.34%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$3.3 Million 0.11% of portfolio	144,030	Q1 2025 Added 6.04%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$3.48 Million 0.11% of portfolio	92,826	Q1 2025 Reduced 3.33%
SPYG Spdr Portfolio ETFs	$0	$3.47 Million 0.11% of portfolio	43,157	Q1 2025 Reduced 9.9%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$3.35 Million 0.11% of portfolio	10,837	Q1 2025 Reduced 6.62%
VBR Vanguard Small Cap Value ETF ETFs	$0	$3.45 Million 0.11% of portfolio	18,539	Q1 2025 Added 6.39%
VO Vanguard Mid Cap ETF ETFs	$0	$3.35 Million 0.11% of portfolio	12,965	Q1 2025 Added 2.3%
DFAE Dimensional ETF Tr ETFs	$0	$3.08 Million 0.1% of portfolio	118,794	Q1 2025 Added 4.6%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$3.05 Million 0.1% of portfolio	110,007	Q1 2025 Reduced 9.92%
ACIO ETF Ser Solutions Aptus Collar ETFs	$0	$3.06 Million 0.1% of portfolio	78,998	Q1 2025 Added 3.93%
FTA First Tr Large Cap Value ETFs	$0	$3.09 Million 0.1% of portfolio	40,336	Q1 2025 Reduced 22.35%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$3 Million 0.1% of portfolio	170,298	Q1 2025 Added 3.56%

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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