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
FNDX Schwab Fundamental U S Large C ETFs	$0	$2.17 Million 0.07% of portfolio	88,433	Q2 2025 Added 40.98%
XLE Energy Sector Spdr ETFs	$0	$2.4 Million 0.07% of portfolio	28,300	Q2 2025 Reduced 59.65%
AVEM American Centy ETF Tr Avantis ETFs	$0	$1.82 Million 0.06% of portfolio	26,541	Q2 2025 Reduced 40.12%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$2.06 Million 0.06% of portfolio	43,005	Q2 2025 Reduced 83.88%
FLRG Fidelity Covington Tr U S Mult ETFs	$0	$1.88 Million 0.06% of portfolio	52,331	Q2 2025 Added 1.15%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$1.85 Million 0.06% of portfolio	9,383	Q2 2025 Added 1.53%
FDL First Tr Morningstar Dividend ETFs	$0	$1.84 Million 0.06% of portfolio	44,051	Q2 2025 Added 7.19%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$2.01 Million 0.06% of portfolio	26,584	Q2 2025 Added 9.48%
FMF First Trust Managed Futures St ETFs	$0	$2.09 Million 0.06% of portfolio	46,179	Q2 2025 Added 0.91%
FSMB First Tr Et Fd Iii Short Durat ETFs	$0	$2.03 Million 0.06% of portfolio	102,208	Q2 2025 Added 6.57%
PMAR Innovator U.S. Equity Power Bu ETFs	$0	$1.82 Million 0.06% of portfolio	43,013	Q2 2025 Added 83.52%
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$2.09 Million 0.06% of portfolio	54,956	Q2 2025 Added 2.7%
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.85 Million 0.06% of portfolio	42,077	Q2 2025 Added 1.66%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$2.11 Million 0.06% of portfolio	68,838	Q2 2025 Reduced 1.68%
IBTL Ishares Tr Ibonds Dec 2031 Ter ETFs	$0	$1.85 Million 0.06% of portfolio	90,483	Q2 2025 Reduced 4.1%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$1.85 Million 0.06% of portfolio	34,089	Q2 2025 Added 26.32%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$1.87 Million 0.06% of portfolio	65,166	Q2 2025 Reduced 13.54%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$1.81 Million 0.06% of portfolio	65,296	Q2 2025 Added 1.47%
FNDA Schwab Fundamental U S Small C ETFs	$0	$1.92 Million 0.06% of portfolio	66,874	Q2 2025 Added 8.44%
XLF Financial Sector Spdr ETFs	$0	$1.93 Million 0.06% of portfolio	36,864	Q2 2025 Reduced 70.5%
TPSC Timothy Plan U S Sm Cap Core E ETFs	$0	$1.84 Million 0.06% of portfolio	47,526	Q2 2025 Added 181.99%
GLDM World Gold Trust ETFs	$10.7B	$2.01 Million 0.06% of portfolio	30,730	Q2 2025 Added 24.2%
SGOL Abrdn Gold ETF Trust ETFs	$5.1B	$1.61 Million 0.05% of portfolio	50,965	Q2 2025 Reduced 6.0%
DFAI Dimensional ETF Tr ETFs	$0	$1.67 Million 0.05% of portfolio	48,275	Q2 2025 Reduced 60.47%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$1.51 Million 0.05% of portfolio	35,726	Q2 2025 Added 50.62%
FBT First Trust Nyse Arca Biotechn ETFs	$0	$1.66 Million 0.05% of portfolio	10,288	Q2 2025 Reduced 1.44%
FEP First Trust Europe Alphadex Fu ETFs	$0	$1.66 Million 0.05% of portfolio	34,754	Q2 2025 Added 32.94%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$1.57 Million 0.05% of portfolio	88,145	Q2 2025 Reduced 48.24%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$1.68 Million 0.05% of portfolio	25,340	Q2 2025 Added 5.6%
FMHI First Tr ETF Iii Municipal Hig ETFs	$0	$1.53 Million 0.05% of portfolio	32,656	Q2 2025 Added 23.29%
HGER Harbor ETF Tr All Weather Infl	$0	$1.65 Million 0.05% of portfolio	67,757	Q2 2025 Reduced 17.03%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$1.71 Million 0.05% of portfolio	43,123	Q2 2025 Added 32.38%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$1.59 Million 0.05% of portfolio	64,938	Q2 2025 Added 3.77%
IBTM Ishares Tr Ibonds Dec 2032 Ter	$0	$1.48 Million 0.05% of portfolio	64,466	Q2 2025 Added 1,289.35%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$1.65 Million 0.05% of portfolio	34,963	Q2 2025 Added 73.43%
ISMD Northern Lts Fd Tr Iv ETFs	$0	$1.57 Million 0.05% of portfolio	44,204	Q2 2025 Added 2.28%
QQH Northern Lts Fd Tr Iii Hcm Def ETFs	$0	$1.49 Million 0.05% of portfolio	21,987	Q2 2025 Reduced 2.18%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$1.73 Million 0.05% of portfolio	33,078	Q2 2025 Reduced 7.37%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$1.49 Million 0.05% of portfolio	7,054	Q2 2025 Reduced 5.87%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$1.67 Million 0.05% of portfolio	16,747	Q2 2025 Reduced 8.03%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.73 Million 0.05% of portfolio	40,549	Q2 2025 Reduced 15.87%
XLY Select Sector Spdr Consumer Di ETFs	$0	$1.5 Million 0.05% of portfolio	6,890	Q2 2025 Reduced 13.17%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.66 Million 0.05% of portfolio	21,132	Q2 2025 Reduced 75.38%
VPU Vanguard Utilities ETF ETFs	$0	$1.7 Million 0.05% of portfolio	9,617	Q2 2025 Added 9.11%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$1.71 Million 0.05% of portfolio	28,536	Q2 2025 Added 30.94%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.56 Million 0.05% of portfolio	7,986	Q2 2025 Reduced 56.92%
IHDG Wisdomtree Tr ETFs	$0	$1.78 Million 0.05% of portfolio	39,589	Q2 2025 Added 0.94%
QINT American Centy ETF Tr Quality ETFs	$0	$1.37 Million 0.04% of portfolio	23,513	Q2 2025 Added 1,667.89%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$1.34 Million 0.04% of portfolio	43,261	Q2 2025 Reduced 60.67%
COM Direxion Shs ETF Tr Auspice Br ETFs	$0	$1.32 Million 0.04% of portfolio	47,822	Q2 2025 Added 7.96%

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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