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
PFF Ishares Trust Ishares Pfd And ETFs	$0	$2.15 Million 0.07% of portfolio	70,017	Q1 2025 Added 10.48%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$2.08 Million 0.07% of portfolio	24,834	Q1 2025 Added 462.49%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$2.2 Million 0.07% of portfolio	21,804	Q1 2025 Added 0.32%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$2.23 Million 0.07% of portfolio	43,780	Q1 2025 Added 0.75%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$2.21 Million 0.07% of portfolio	21,626	Q1 2025 Reduced 53.13%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$2.28 Million 0.07% of portfolio	29,759	Q1 2025 Added 28.29%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$2.15 Million 0.07% of portfolio	75,374	Q1 2025 Added 13.97%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$2.24 Million 0.07% of portfolio	83,400	Q1 2025 Added 6.18%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.83 Million 0.06% of portfolio	26,264	Q1 2025 Reduced 0.51%
BLOK Amplify ETF Tr Trnsformational ETFs	$0	$1.79 Million 0.06% of portfolio	48,618	Q1 2025 Reduced 2.01%
FLRG Fidelity Covington Tr U S Mult ETFs	$0	$1.72 Million 0.06% of portfolio	51,738	Q1 2025 Reduced 24.92%
FDL First Tr Morningstar Dividend ETFs	$0	$1.79 Million 0.06% of portfolio	41,097	Q1 2025 Reduced 2.21%
FBT First Trust Nyse Arca Biotechn ETFs	$0	$1.78 Million 0.06% of portfolio	10,438	Q1 2025 Added 1.89%
LGOV First Tr ETF Iv Long Duration ETFs	$0	$1.81 Million 0.06% of portfolio	84,235	Q1 2025 Added 17.0%
FSMB First Tr Et Fd Iii Short Durat ETFs	$0	$1.91 Million 0.06% of portfolio	95,909	Q1 2025 Reduced 7.3%
HGER Harbor ETF Tr All Weather Infl	$0	$1.96 Million 0.06% of portfolio	81,662	Q1 2025 Reduced 2.35%
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$1.92 Million 0.06% of portfolio	53,513	Q1 2025 Added 314.06%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.84 Million 0.06% of portfolio	9,534	Q1 2025 Added 15.34%
MBB Ishares Tr ETFs	$0	$1.97 Million 0.06% of portfolio	21,016	Q1 2025 Reduced 20.4%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$1.83 Million 0.06% of portfolio	17,635	Q1 2025 Added 104.53%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$1.7 Million 0.06% of portfolio	30,853	Q1 2025 Reduced 26.82%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$1.74 Million 0.06% of portfolio	34,335	Q1 2025 Added 25.05%
IBTL Ishares Tr Ibonds Dec 2031 Ter ETFs	$0	$1.92 Million 0.06% of portfolio	94,351	Q1 2025 Added 10.63%
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$1.78 Million 0.06% of portfolio	53,454	Q1 2025 Reduced 23.03%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$1.82 Million 0.06% of portfolio	35,709	Q1 2025 Added 2.27%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$1.81 Million 0.06% of portfolio	18,209	Q1 2025 Reduced 40.5%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.96 Million 0.06% of portfolio	48,197	Q1 2025 Reduced 8.69%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$1.71 Million 0.06% of portfolio	64,347	Q1 2025 Added 7.33%
FNDA Schwab Fundamental U S Small C ETFs	$0	$1.69 Million 0.06% of portfolio	61,671	Q1 2025 Added 6.75%
VGSH Vanguard ETFs	$0	$1.71 Million 0.06% of portfolio	29,176	Q1 2025 Reduced 47.98%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$1.97 Million 0.06% of portfolio	25,894	Q1 2025 Reduced 2.99%
IHDG Wisdomtree Tr ETFs	$0	$1.7 Million 0.06% of portfolio	39,219	Q1 2025 Added 11.29%
SGOL Abrdn Gold ETF Trust ETFs	$4.64B	$1.62 Million 0.05% of portfolio	54,217	Q1 2025 Reduced 5.49%
FDG American Centy ETF Tr Focused ETFs	$0	$1.39 Million 0.05% of portfolio	15,314	Q1 2025 Added 49.03%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$1.58 Million 0.05% of portfolio	39,611	Q1 2025 Added 21.57%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$1.49 Million 0.05% of portfolio	9,242	Q1 2025 Reduced 6.85%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1.53 Million 0.05% of portfolio	24,281	Q1 2025 Added 30.63%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$1.54 Million 0.05% of portfolio	23,997	Q1 2025 Reduced 0.91%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$1.68 Million 0.05% of portfolio	33,230	Q1 2025 Reduced 47.39%
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.66 Million 0.05% of portfolio	41,391	Q1 2025 Reduced 10.48%
VRIG Invesco Actively Managed ETF F ETFs	$0	$1.42 Million 0.05% of portfolio	56,586	Q1 2025 Added 82.42%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$1.52 Million 0.05% of portfolio	62,578	Q1 2025 Added 5.94%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$1.6 Million 0.05% of portfolio	68,864	Q4 2024 Reduced 5.45%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$1.49 Million 0.05% of portfolio	64,752	Q1 2025 Reduced 3.47%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.45 Million 0.05% of portfolio	13,311	Q1 2025 Added 8.19%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.51 Million 0.05% of portfolio	14,318	Q1 2025 Reduced 4.79%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$1.62 Million 0.05% of portfolio	69,785	Q1 2025 Reduced 3.67%
IFRA Ishares Tr ETFs	$0	$1.42 Million 0.05% of portfolio	31,465	Q1 2025 Reduced 0.95%
IBHH Ishares Tr Ibonds 2028 Term Hi ETFs	$0	$1.41 Million 0.05% of portfolio	60,264	Q1 2025 Reduced 5.23%
IBHG Ishares Tr Ibonds 2027 Term Hi	$0	$1.49 Million 0.05% of portfolio	66,693	Q1 2025 Reduced 4.68%

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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