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
OMFL Invesco Exchange Traded Self I ETFs	$0	$2.96 Million 0.1% of portfolio	55,554	Q1 2025 Reduced 10.95%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$3.09 Million 0.1% of portfolio	29,816	Q1 2025 Added 303.57%
IBTH Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$3.2 Million 0.1% of portfolio	142,793	Q1 2025 Added 6.98%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$3.19 Million 0.1% of portfolio	136,703	Q1 2025 Added 3.22%
LDUR Pimco Enhanced Low Duration Ac ETFs	$0	$2.99 Million 0.1% of portfolio	31,187	Q1 2025 Added 2.07%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.99 Million 0.1% of portfolio	76,015	Q1 2025 Added 4.69%
SPMD Spdr Portfolio ETFs	$0	$3.1 Million 0.1% of portfolio	60,626	Q1 2025 Added 15.71%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.98 Million 0.1% of portfolio	150,512	Q1 2025 Added 15.31%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$3.06 Million 0.1% of portfolio	12,513	Q1 2025 Added 217.11%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$3.18 Million 0.1% of portfolio	12,642	Q1 2025 Added 155.76%
AVEM American Centy ETF Tr Avantis ETFs	$0	$2.67 Million 0.09% of portfolio	44,322	Q1 2025 Reduced 6.22%
BKLC Bny Mellon ETF Tr Us Large Cap ETFs	$0	$2.8 Million 0.09% of portfolio	26,369	Q1 2025 Reduced 13.32%
FTC First Tr Lge Cap Growth ETFs	$0	$2.74 Million 0.09% of portfolio	20,860	Q1 2025 Reduced 15.78%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$2.64 Million 0.09% of portfolio	89,026	Q1 2025 Reduced 4.48%
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$2.77 Million 0.09% of portfolio	77,468	Q1 2025 Reduced 6.4%
PHO Invesco Exchange Traded Fd Tr ETFs	$0	$2.86 Million 0.09% of portfolio	44,281	Q1 2025 Added 24.92%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$2.86 Million 0.09% of portfolio	15,206	Q1 2025 Reduced 20.71%
EFV Msci Eafe Value ETF ETFs	$0	$2.65 Million 0.09% of portfolio	44,893	Q1 2025 Reduced 4.76%
IGEB Ishares Tr Edge Invt Grade Enh ETFs	$0	$2.88 Million 0.09% of portfolio	63,976	Q1 2025 Added 40.45%
IBDV Ishares Tr Technology	$0	$2.7 Million 0.09% of portfolio	124,394	Q1 2025 Added 32.31%
IBTJ Ishares Tr Ibonds Dec 2029 Tre ETFs	$0	$2.77 Million 0.09% of portfolio	127,405	Q1 2025 Added 2.98%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$2.71 Million 0.09% of portfolio	73,259	Q1 2025 Added 1.71%
NLR Vaneck ETF Tr Uranium+Nuclear ETFs	$0	$2.83 Million 0.09% of portfolio	38,669	Q1 2025 Added 1,253.01%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$2.88 Million 0.09% of portfolio	46,357	Q1 2025 Reduced 30.53%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$2.74 Million 0.09% of portfolio	35,782	Q1 2025 Added 14.49%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.77 Million 0.09% of portfolio	33,858	Q1 2025 Added 76.98%
IQDG Wisdomtree Tr Intl Quality Div ETFs	$0	$2.78 Million 0.09% of portfolio	77,924	Q1 2025 Added 16.58%
QGRO American Centy ETF Tr Stoxx Us ETFs	$0	$2.44 Million 0.08% of portfolio	26,053	Q1 2025 Added 65.69%
CGCP Capital Group Core Plus Income ETFs	$0	$2.31 Million 0.08% of portfolio	102,717	Q1 2025 Added 1,350.6%
DSTL ETF Ser Solution Distillate Us ETFs	$0	$2.56 Million 0.08% of portfolio	47,191	Q1 2025 Added 4.57%
FDT First Trust Developed Markets ETFs	$0	$2.48 Million 0.08% of portfolio	42,515	Q1 2025 Reduced 7.07%
RPG Invesco Exchange Traded Fd Tr ETFs	$0	$2.38 Million 0.08% of portfolio	62,326	Q1 2025 Reduced 19.8%
PEY Invesco Exchange Traded Fd Tr ETFs	$0	$2.36 Million 0.08% of portfolio	110,130	Q1 2025 Added 1.96%
SOXX Ishares Semiconductor ETF ETFs	$0	$2.57 Million 0.08% of portfolio	13,669	Q1 2025 Added 0.11%
IBB Ishares Biotechnology ETF ETFs	$0	$2.54 Million 0.08% of portfolio	19,849	Q1 2025 Added 23.92%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$2.51 Million 0.08% of portfolio	8,190	Q1 2025 Reduced 4.6%
ICLN Ishares ETFs	$0	$2.58 Million 0.08% of portfolio	225,672	Q1 2025 Added 31.07%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$2.34 Million 0.08% of portfolio	34,009	Q1 2025 Added 28.93%
IBTK Ishares Tr Ibonds Dec 2030 Ter Technology	$0	$2.54 Million 0.08% of portfolio	129,286	Q1 2025 Added 8.3%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$2.52 Million 0.08% of portfolio	44,708	Q1 2025 Added 2.25%
EDIV Spdr S&P Emerging Dividends Et ETFs	$0	$2.42 Million 0.08% of portfolio	67,874	Q1 2025 Added 4.76%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$2.49 Million 0.08% of portfolio	97,335	Q1 2025 Added 7.1%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$2.4 Million 0.08% of portfolio	52,235	Q1 2025 Added 14.88%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.16 Million 0.07% of portfolio	65,528	Q1 2025 Added 3.84%
FDN First Tr Fd Dow Jones ETFs	$0	$2.26 Million 0.07% of portfolio	10,171	Q1 2025 Reduced 32.02%
QTEC First Trust Nasdaq 100 Technol ETFs	$0	$2.06 Million 0.07% of portfolio	11,866	Q1 2025 Added 53.37%
FMF First Trust Managed Futures St ETFs	$0	$2.11 Million 0.07% of portfolio	45,762	Q1 2025 Added 0.99%
POCT Innovator U.S. Equity Power Bu ETFs	$0	$2.07 Million 0.07% of portfolio	53,339	Q1 2025 Added 1.21%
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$2.17 Million 0.07% of portfolio	193,438	Q1 2025 Reduced 16.49%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$2.05 Million 0.07% of portfolio	20,979	Q1 2025 Added 2.78%

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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