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
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$2.03 Million 0.07% of portfolio	78,543	Q4 2024 Added 140.01%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$2 Million 0.07% of portfolio	26,691	Q4 2024 Added 1.48%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.72 Million 0.06% of portfolio	26,398	Q4 2024 Added 0.37%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$1.83 Million 0.06% of portfolio	9,922	Q4 2024 Reduced 65.67%
FDL First Tr Morningstar Dividend ETFs	$0	$1.69 Million 0.06% of portfolio	42,027	Q4 2024 Added 0.06%
FBT First Trust Nyse Arca Biotechn ETFs	$0	$1.7 Million 0.06% of portfolio	10,244	Q4 2024 Added 236.97%
FXH First Tr Exchange Trd Fd Healt ETFs	$0	$1.72 Million 0.06% of portfolio	16,499	Q4 2024 Reduced 31.09%
SKYY First Trust Cloud Computing Et ETFs	$0	$1.68 Million 0.06% of portfolio	14,093	Q4 2024 Reduced 3.98%
HGER Harbor ETF Tr All Weather Infl	$0	$1.85 Million 0.06% of portfolio	83,628	Q4 2024 Reduced 1.9%
PAUG Innovator U.S. Equity Power Bu ETFs	$0	$1.6 Million 0.06% of portfolio	41,675	Q3 2024 Added 137.09%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.74 Million 0.06% of portfolio	8,266	Q4 2024 Added 14.84%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$1.6 Million 0.06% of portfolio	68,864	Q4 2024 Reduced 5.45%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.6 Million 0.06% of portfolio	15,038	Q4 2024 Added 27.42%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$1.7 Million 0.06% of portfolio	26,377	Q4 2024 Added 0.45%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$1.68 Million 0.06% of portfolio	72,443	Q4 2024 Reduced 2.08%
IBHD Ishares Ibonds 2024 Term High ETFs	$0	$1.62 Million 0.06% of portfolio	69,675	Q4 2024 Reduced 2.62%
IBTL Ishares Tr Ibonds Dec 2031 Ter ETFs	$0	$1.69 Million 0.06% of portfolio	85,287	Q4 2024 Reduced 2.27%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$1.66 Million 0.06% of portfolio	71,682	Q4 2024 Reduced 2.48%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$1.81 Million 0.06% of portfolio	23,197	Q4 2024 Added 1,131.26%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$1.79 Million 0.06% of portfolio	34,917	Q4 2024 Reduced 45.6%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$1.84 Million 0.06% of portfolio	66,136	Q4 2024 Added 1.94%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.65 Million 0.06% of portfolio	12,477	Q4 2024 Added 8.28%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$1.65 Million 0.06% of portfolio	36,255	Q4 2024 Reduced 0.32%
FNDA Schwab Fundamental U S Small C ETFs	$0	$1.72 Million 0.06% of portfolio	57,773	Q4 2024 Added 119.75%
XLY Select Sector Spdr Consumer Di ETFs	$0	$1.61 Million 0.06% of portfolio	7,176	Q4 2024 Added 17.54%
XLF Financial Sector Spdr ETFs	$0	$1.86 Million 0.06% of portfolio	38,408	Q4 2024 Added 55.88%
EDV Vanguard Extended Duration Tre ETFs	$0	$1.81 Million 0.06% of portfolio	26,672	Q4 2024 Reduced 9.65%
DEM Wisdomtree Tr Emerging Mkts Hi ETFs	$0	$1.78 Million 0.06% of portfolio	43,917	Q4 2024 Reduced 21.09%
SGOL Abrdn Gold ETF Trust ETFs	$3.99B	$1.44 Million 0.05% of portfolio	57,366	Q4 2024 Reduced 9.02%
QGRO American Centy ETF Tr Stoxx Us ETFs	$0	$1.57 Million 0.05% of portfolio	15,724	Q4 2024 Added 11.45%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$1.51 Million 0.05% of portfolio	32,582	Q4 2024 Reduced 49.16%
QTEC First Trust Nasdaq 100 Technol ETFs	$0	$1.46 Million 0.05% of portfolio	7,737	Q4 2024 Added 45.73%
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$1.35 Million 0.05% of portfolio	9,097	Q4 2024 Reduced 2.54%
LGOV First Tr ETF Iv Long Duration ETFs	$0	$1.5 Million 0.05% of portfolio	71,997	Q4 2024 Reduced 9.82%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$1.59 Million 0.05% of portfolio	24,217	Q4 2024 Added 15.28%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$1.35 Million 0.05% of portfolio	35,874	Q4 2024 Reduced 3.23%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$1.43 Million 0.05% of portfolio	59,068	Q4 2024 Reduced 0.91%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$1.55 Million 0.05% of portfolio	67,078	Q4 2024 Reduced 9.56%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.31 Million 0.05% of portfolio	12,303	Q4 2024 Reduced 6.89%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$1.44 Million 0.05% of portfolio	19,018	Q4 2024 Added 345.8%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$1.38 Million 0.05% of portfolio	27,456	Q4 2024 Reduced 12.38%
IFRA Ishares Tr ETFs	$0	$1.47 Million 0.05% of portfolio	31,767	Q4 2024 Added 18.14%
IBHI Ishares Tr Ibonds 2029 Term Hi ETFs	$0	$1.35 Million 0.05% of portfolio	57,483	Q4 2024 Added 4,506.01%
IBHH Ishares Tr Ibonds 2028 Term Hi ETFs	$0	$1.49 Million 0.05% of portfolio	63,593	Q4 2024 Added 0.64%
IBHG Ishares Tr Ibonds 2027 Term Hi	$0	$1.56 Million 0.05% of portfolio	69,965	Q4 2024 Added 4.58%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$1.31 Million 0.05% of portfolio	25,878	Q4 2024 Added 286.76%
IVOL Kraneshares Tr Quadratic Int R ETFs	$0	$1.48 Million 0.05% of portfolio	83,406	Q4 2024 Added 2.73%
OVM Listed Fds Tr Overlay Shares M ETFs	$0	$1.31 Million 0.05% of portfolio	60,402	Q4 2024 Added 0.59%
ISMD Northern Lts Fd Tr Iv ETFs	$0	$1.56 Million 0.05% of portfolio	41,542	Q4 2024 Added 62.9%
QQH Northern Lts Fd Tr Iii Hcm Def ETFs	$0	$1.48 Million 0.05% of portfolio	22,038	Q4 2024 Reduced 5.19%

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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