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
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$3.15 Million 0.1% of portfolio	79,073	Q2 2025 Reduced 14.82%
LDUR Pimco Enhanced Low Duration Ac ETFs	$0	$3.27 Million 0.1% of portfolio	34,168	Q2 2025 Added 9.56%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$3.24 Million 0.1% of portfolio	126,593	Q2 2025 Added 30.06%
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	$0	$3.43 Million 0.1% of portfolio	143,923	Q2 2025 Added 713.54%
FTCS First Trust Capital Strength E ETFs	$0	$2.88 Million 0.09% of portfolio	31,741	Q2 2025 Reduced 25.86%
FTA First Tr Large Cap Value ETFs	$0	$3.04 Million 0.09% of portfolio	38,692	Q2 2025 Reduced 4.08%
FDT First Trust Developed Markets ETFs	$0	$2.85 Million 0.09% of portfolio	41,417	Q2 2025 Reduced 2.58%
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$2.81 Million 0.09% of portfolio	74,343	Q2 2025 Reduced 4.03%
ICLN Ishares ETFs	$0	$2.94 Million 0.09% of portfolio	224,426	Q2 2025 Reduced 0.55%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$2.86 Million 0.09% of portfolio	28,128	Q2 2025 Added 59.5%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$2.96 Million 0.09% of portfolio	24,889	Q2 2025 Reduced 18.02%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$2.83 Million 0.09% of portfolio	31,419	Q2 2025 Added 26.52%
IBDV Ishares Tr Technology	$0	$2.94 Million 0.09% of portfolio	133,846	Q2 2025 Added 7.6%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$3.05 Million 0.09% of portfolio	130,771	Q2 2025 Reduced 4.34%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$2.84 Million 0.09% of portfolio	55,806	Q2 2025 Added 27.47%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$2.82 Million 0.09% of portfolio	46,989	Q2 2025 Added 5.1%
EDIV Spdr S&P Emerging Dividends Et ETFs	$0	$2.89 Million 0.09% of portfolio	75,896	Q2 2025 Added 11.82%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$2.84 Million 0.09% of portfolio	34,320	Q2 2025 Added 15.33%
XLC Select Sector Spdr Tr Communic ETFs	$0	$3 Million 0.09% of portfolio	27,651	Q2 2025 Reduced 49.18%
IQDG Wisdomtree Tr Intl Quality Div ETFs	$0	$3.03 Million 0.09% of portfolio	76,381	Q2 2025 Reduced 1.98%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$2.76 Million 0.08% of portfolio	56,551	Q2 2025 Reduced 65.67%
CGCP Capital Group Core Plus Income ETFs	$0	$2.7 Million 0.08% of portfolio	119,937	Q2 2025 Added 16.76%
DSTL ETF Ser Solution Distillate Us ETFs	$0	$2.63 Million 0.08% of portfolio	47,491	Q2 2025 Added 0.64%
FDN First Tr Fd Dow Jones ETFs	$0	$2.64 Million 0.08% of portfolio	9,812	Q2 2025 Reduced 3.53%
QTEC First Trust Nasdaq 100 Technol ETFs	$0	$2.55 Million 0.08% of portfolio	11,962	Q2 2025 Added 0.81%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$2.52 Million 0.08% of portfolio	51,274	Q2 2025 Added 54.3%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$2.49 Million 0.08% of portfolio	78,197	Q2 2025 Reduced 12.16%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$2.59 Million 0.08% of portfolio	36,415	Q2 2025 Added 451.91%
IBB Ishares Biotechnology ETF ETFs	$0	$2.51 Million 0.08% of portfolio	19,845	Q2 2025 Reduced 0.02%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$2.69 Million 0.08% of portfolio	7,914	Q2 2025 Reduced 3.37%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.58 Million 0.08% of portfolio	24,707	Q2 2025 Added 72.56%
SHV Ishares Tr ETFs	$0	$2.66 Million 0.08% of portfolio	24,130	Q2 2025 Reduced 86.05%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$2.7 Million 0.08% of portfolio	35,533	Q2 2025 Added 4.48%
IBTK Ishares Tr Ibonds Dec 2030 Ter Technology	$0	$2.49 Million 0.08% of portfolio	125,270	Q2 2025 Reduced 3.11%
IBTJ Ishares Tr Ibonds Dec 2029 Tre ETFs	$0	$2.65 Million 0.08% of portfolio	120,719	Q2 2025 Reduced 5.25%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$2.71 Million 0.08% of portfolio	71,440	Q2 2025 Reduced 2.48%
PVAL Putnam ETF Tr Putnam Focused L	$0	$2.75 Million 0.08% of portfolio	68,380	Q2 2025 Added 216.75%
SCHO Schwab Short Term Us Treasury ETFs	$0	$2.47 Million 0.08% of portfolio	101,309	Q2 2025 Added 269.86%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$2.58 Million 0.08% of portfolio	49,623	Q2 2025 Reduced 5.0%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$2.6 Million 0.08% of portfolio	51,592	Q2 2025 Reduced 33.12%
FDG American Centy ETF Tr Focused ETFs	$0	$2.15 Million 0.07% of portfolio	19,686	Q2 2025 Added 28.55%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.18 Million 0.07% of portfolio	60,758	Q2 2025 Reduced 7.28%
DFIV Dimensional ETF Tr ETFs	$0	$2.18 Million 0.07% of portfolio	50,929	Q2 2025 Added 291.94%
POCT Innovator U.S. Equity Power Bu ETFs	$0	$2.16 Million 0.07% of portfolio	52,252	Q2 2025 Reduced 2.04%
PEY Invesco Exchange Traded Fd Tr ETFs	$0	$2.24 Million 0.07% of portfolio	109,945	Q2 2025 Reduced 0.17%
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$2.2 Million 0.07% of portfolio	197,955	Q2 2025 Added 2.34%
OMFL Invesco Exchange Traded Self I ETFs	$0	$2.32 Million 0.07% of portfolio	40,117	Q2 2025 Reduced 27.79%
MBB Ishares Tr ETFs	$0	$2.25 Million 0.07% of portfolio	23,975	Q2 2025 Added 14.08%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$2.46 Million 0.07% of portfolio	48,600	Q2 2025 Added 173.08%
HYDB Ishares Tr Edge High Yield Def ETFs	$0	$2.38 Million 0.07% of portfolio	50,217	Q2 2025 Added 82.26%

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

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