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
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$2.91 Million 0.1% of portfolio	164,450	Q4 2024 Added 15.97%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$2.84 Million 0.1% of portfolio	93,197	Q4 2024 Added 17.28%
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$2.97 Million 0.1% of portfolio	82,768	Q4 2024 Reduced 6.44%
SOXX Ishares Semiconductor ETF ETFs	$0	$2.94 Million 0.1% of portfolio	13,654	Q4 2024 Added 288.89%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$2.77 Million 0.1% of portfolio	8,585	Q4 2024 Added 3.38%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$2.77 Million 0.1% of portfolio	13,365	Q4 2024 Added 25.48%
IBTH Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$2.96 Million 0.1% of portfolio	133,475	Q4 2024 Reduced 0.13%
LDUR Pimco Enhanced Low Duration Ac ETFs	$0	$2.9 Million 0.1% of portfolio	30,554	Q4 2024 Reduced 0.74%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.79 Million 0.1% of portfolio	72,612	Q4 2024 Reduced 7.37%
SPMD Spdr Portfolio ETFs	$0	$2.87 Million 0.1% of portfolio	52,395	Q4 2024 Added 2.62%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$3.03 Million 0.1% of portfolio	30,605	Q4 2024 Reduced 32.94%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.8 Million 0.1% of portfolio	35,869	Q4 2024 Added 65.59%
DSTL ETF Ser Solution Distillate Us ETFs	$0	$2.48 Million 0.09% of portfolio	45,129	Q4 2024 Reduced 0.45%
FDT First Trust Developed Markets ETFs	$0	$2.47 Million 0.09% of portfolio	45,749	Q4 2024 Added 9.41%
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$2.67 Million 0.09% of portfolio	231,643	Q4 2024 Added 2.91%
EFV Msci Eafe Value ETF ETFs	$0	$2.47 Million 0.09% of portfolio	47,137	Q4 2024 Added 18.33%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$2.75 Million 0.09% of portfolio	30,982	Q4 2024 Reduced 2.38%
IBTJ Ishares Tr Ibonds Dec 2029 Tre ETFs	$0	$2.64 Million 0.09% of portfolio	123,717	Q4 2024 Added 8.07%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$2.5 Million 0.09% of portfolio	43,723	Q4 2024 Reduced 2.77%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.18 Million 0.08% of portfolio	63,106	Q4 2024 Added 18.09%
FLRG Fidelity Covington Tr U S Mult ETFs	$0	$2.33 Million 0.08% of portfolio	68,912	Q4 2024 Reduced 21.05%
PHO Invesco Exchange Traded Fd Tr ETFs	$0	$2.33 Million 0.08% of portfolio	35,447	Q4 2024 Added 945.02%
PEY Invesco Exchange Traded Fd Tr ETFs	$0	$2.3 Million 0.08% of portfolio	108,018	Q4 2024 Reduced 0.64%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$2.22 Million 0.08% of portfolio	20,411	Q4 2024 Added 2.02%
MBB Ishares Tr ETFs	$0	$2.42 Million 0.08% of portfolio	26,403	Q4 2024 Added 17.61%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$2.34 Million 0.08% of portfolio	42,162	Q4 2024 Added 88.69%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$2.22 Million 0.08% of portfolio	44,398	Q4 2024 Added 10.43%
IBTK Ishares Tr Ibonds Dec 2030 Ter Technology	$0	$2.29 Million 0.08% of portfolio	119,375	Q4 2024 Reduced 1.72%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$2.3 Million 0.08% of portfolio	21,735	Q4 2024 Reduced 0.38%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$2.2 Million 0.08% of portfolio	43,456	Q4 2024 Added 0.65%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$2.22 Million 0.08% of portfolio	39,328	Q4 2024 Added 7.16%
PULS Pgim ETF Tr ETFs	$0	$2.27 Million 0.08% of portfolio	45,886	Q4 2024 Reduced 37.64%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$2.43 Million 0.08% of portfolio	72,026	Q4 2024 Added 19.74%
EDIV Spdr S&P Emerging Dividends Et ETFs	$0	$2.29 Million 0.08% of portfolio	64,788	Q4 2024 Added 3.43%
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$2.28 Million 0.08% of portfolio	69,448	Q4 2024 Added 10.27%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$2.27 Million 0.08% of portfolio	90,882	Q4 2024 Added 9.97%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$2.37 Million 0.08% of portfolio	52,782	Q4 2024 Added 10.68%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.41 Million 0.08% of portfolio	130,533	Q4 2024 Added 126.27%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$2.34 Million 0.08% of portfolio	31,254	Q4 2024 Added 56.27%
IQDG Wisdomtree Tr Intl Quality Div ETFs	$0	$2.29 Million 0.08% of portfolio	66,844	Q4 2024 Reduced 15.67%
BLOK Amplify ETF Tr Trnsformational ETFs	$0	$2.14 Million 0.07% of portfolio	49,616	Q4 2024 Added 1,164.42%
FMF First Trust Managed Futures St ETFs	$0	$2.16 Million 0.07% of portfolio	45,315	Q4 2024 Added 26.3%
FSMB First Tr Et Fd Iii Short Durat ETFs	$0	$2.05 Million 0.07% of portfolio	103,464	Q4 2024 Added 6.49%
POCT Innovator U.S. Equity Power Bu ETFs	$0	$2.09 Million 0.07% of portfolio	52,699	Q4 2024 Added 49.82%
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.9 Million 0.07% of portfolio	46,235	Q4 2024 Added 2.44%
IBB Ishares Biotechnology ETF ETFs	$0	$2.12 Million 0.07% of portfolio	16,018	Q4 2024 Added 237.08%
ICLN Ishares ETFs	$0	$1.96 Million 0.07% of portfolio	172,180	Q4 2024 Added 4,040.93%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$1.99 Million 0.07% of portfolio	63,374	Q4 2024 Added 287.35%
IGEB Ishares Tr Edge Invt Grade Enh ETFs	$0	$2.02 Million 0.07% of portfolio	45,551	Q4 2024 Added 249.16%
IBDV Ishares Tr Technology	$0	$2.01 Million 0.07% of portfolio	94,020	Q4 2024 Added 2.99%

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

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