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 Trade History
$0
$5.01 Million 0.15% of portfolio
109,463
Q2 2025 Added 5.97%
$0
$5.03 Million 0.15% of portfolio
92,622
Q2 2025 Reduced 8.66%
$0
$4.92 Million 0.15% of portfolio
77,443
Q2 2025 Added 72.51%
$0
$4.8 Million 0.15% of portfolio
46,673
Q2 2025 Added 56.54%
$0
$4.99 Million 0.15% of portfolio
20,758
Q2 2025 Reduced 57.08%
$0
$4.98 Million 0.15% of portfolio
109,511
Q2 2025 Added 71.18%
$0
$5.08 Million 0.15% of portfolio
227,324
Q2 2025 Added 4.87%
$0
$4.78 Million 0.15% of portfolio
42,949
Q2 2025 Added 11.07%
$0
$4.43 Million 0.14% of portfolio
104,640
Q2 2025 Reduced 79.02%
$0
$4.44 Million 0.14% of portfolio
150,158
Q2 2025 Reduced 0.42%
$0
$4.56 Million 0.14% of portfolio
98,961
Q2 2025 Reduced 17.91%
$0
$4.55 Million 0.14% of portfolio
103,236
Q2 2025 Added 0.78%
$0
$4.66 Million 0.14% of portfolio
110,448
Q2 2025 Reduced 4.99%
$0
$4.75 Million 0.14% of portfolio
187,801
Q2 2025 Added 3.35%
$0
$4.65 Million 0.14% of portfolio
94,067
Q2 2025 Reduced 14.0%
$0
$4.49 Million 0.14% of portfolio
18,077
Q2 2025 Added 3.97%
$0
$4.41 Million 0.13% of portfolio
101,912
Q2 2025 Added 12.62%
$0
$4.18 Million 0.13% of portfolio
73,476
Q2 2025 Added 7.13%
$0
$4.27 Million 0.13% of portfolio
123,880
Q2 2025 Reduced 9.21%
$0
$3.83 Million 0.12% of portfolio
34,840
Q2 2025 Reduced 1.53%
$0
$4.07 Million 0.12% of portfolio
36,326
Q2 2025 Added 10.94%
$0
$3.93 Million 0.12% of portfolio
41,262
Q2 2025 Reduced 4.39%
$0
$3.84 Million 0.12% of portfolio
41,820
Q2 2025 Reduced 0.91%
$0
$3.87 Million 0.12% of portfolio
175,034
Q2 2025 Added 16.29%
$0
$3.79 Million 0.12% of portfolio
28,093
Q2 2025 Added 2.96%
$0
$3.88 Million 0.12% of portfolio
10,597
Q2 2025 Reduced 2.21%
$0
$3.92 Million 0.12% of portfolio
79,878
Q2 2025 Reduced 8.64%
$0
$3.87 Million 0.12% of portfolio
13,814
Q2 2025 Added 6.55%
$0
$3.68 Million 0.11% of portfolio
171,636
Q2 2025 Added 103.76%
$0
$3.75 Million 0.11% of portfolio
41,593
Q2 2025 Reduced 5.58%
$0
$3.68 Million 0.11% of portfolio
91,261
Q2 2025 Added 0.1%
$0
$3.76 Million 0.11% of portfolio
119,325
Q2 2025 Added 6.08%
$0
$3.68 Million 0.11% of portfolio
16,210
Q2 2025 Added 70.02%
$0
$3.72 Million 0.11% of portfolio
58,146
Q2 2025 Added 5.31%
$0
$3.74 Million 0.11% of portfolio
73,721
Q2 2025 Added 114.71%
$0
$3.72 Million 0.11% of portfolio
87,011
Q2 2025 Added 14.47%
$0
$3.47 Million 0.11% of portfolio
63,887
Q2 2025 Added 5.38%
$0
$3.72 Million 0.11% of portfolio
44,860
Q2 2025 Added 32.49%
$0
$3.19 Million 0.1% of portfolio
21,162
Q2 2025 Added 1.45%
$0
$3.39 Million 0.1% of portfolio
98,680
Q2 2025 New
$0
$3.22 Million 0.1% of portfolio
68,699
Q2 2025 Added 157.05%
$0
$3.2 Million 0.1% of portfolio
45,831
Q2 2025 Added 3.5%
$0
$3.29 Million 0.1% of portfolio
13,769
Q2 2025 Added 0.73%
$0
$3.43 Million 0.1% of portfolio
17,682
Q2 2025 Added 16.28%
$0
$3.2 Million 0.1% of portfolio
44,077
Q2 2025 Added 328.39%
$0
$3.4 Million 0.1% of portfolio
36,724
Q2 2025 Added 0.53%
$0
$3.28 Million 0.1% of portfolio
145,937
Q2 2025 Added 2.2%
$0
$3.26 Million 0.1% of portfolio
142,224
Q2 2025 Reduced 1.25%
$0
$3.38 Million 0.1% of portfolio
30,219
Q2 2025 Added 38.59%

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
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email