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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.27 Million 0.04% of portfolio
26,488
Q1 2025 Added 3.38%
$0
$1.35 Million 0.04% of portfolio
28,873
Q1 2025 Reduced 88.64%
$0
$1.29 Million 0.04% of portfolio
56,769
Q1 2025 Reduced 1.99%
$0
$1.19 Million 0.04% of portfolio
41,244
Q1 2025 Reduced 6.05%
$0
$1.15 Million 0.04% of portfolio
47,731
Q1 2025 Added 1.59%
$0
$1.14 Million 0.04% of portfolio
30,149
Q1 2025 Reduced 1.14%
$0
$1.21 Million 0.04% of portfolio
32,574
Q1 2025 Reduced 9.2%
$0
$1.25 Million 0.04% of portfolio
26,726
Q1 2025 Added 4,082.47%
$0
$1.14 Million 0.04% of portfolio
55,799
Q1 2025 Added 0.01%
$0
$1.26 Million 0.04% of portfolio
64,470
Q1 2025 Added 0.31%
$0
$1.2 Million 0.04% of portfolio
33,537
Q1 2025 Added 9.33%
$0
$1.12 Million 0.04% of portfolio
18,392
Q1 2025 Reduced 6.65%
$0
$1.19 Million 0.04% of portfolio
16,690
Q1 2025 Reduced 12.24%
$0
$1.26 Million 0.04% of portfolio
18,109
Q1 2025 Reduced 2.26%
$0
$1.3 Million 0.04% of portfolio
27,552
Q1 2025 Added 88.57%
$0
$1.27 Million 0.04% of portfolio
54,710
Q1 2025 Reduced 4.82%
$0
$1.28 Million 0.04% of portfolio
59,908
Q1 2025 Reduced 0.82%
$32B
$1.33 Million 0.04% of portfolio
7,462
Q1 2025 Reduced 0.98%
$43.6B
$1.24 Million 0.04% of portfolio
2,197
Q1 2025 Added 6.08%
$104B
$1.24 Million 0.04% of portfolio
1,838
Q1 2025 Reduced 23.64%
$67.8B
$1.32 Million 0.04% of portfolio
3,013
Q1 2025 Reduced 1.73%
$0
$1.24 Million 0.04% of portfolio
25,651
Q1 2025 Added 2.72%
$0
$1.31 Million 0.04% of portfolio
22,476
Q1 2025 Added 1.99%
$36.8B
$1.24 Million 0.04% of portfolio
12,457
Q1 2025 Added 4.06%
$39.2B
$1.14 Million 0.04% of portfolio
11,058
Q1 2025 Added 559.79%
$53.7B
$1.08 Million 0.04% of portfolio
7,023
Q1 2025 Added 10.34%
$20.1B
$1.22 Million 0.04% of portfolio
39,280
Q1 2025 Added 715.45%
$153B
$1.36 Million 0.04% of portfolio
4,822
Q1 2025 Added 0.29%
$258B
$1.13 Million 0.04% of portfolio
15,488
Q1 2025 Added 2.12%
$0
$1.2 Million 0.04% of portfolio
7,494
Q1 2025 Added 9.71%
$0
$1.16 Million 0.04% of portfolio
20,768
Q1 2025 Added 0.81%
$97.2B
$1.16 Million 0.04% of portfolio
12,624
Q1 2025 Reduced 9.96%
$276B
$1.26 Million 0.04% of portfolio
4,711
Q1 2025 Reduced 16.66%
$5.83B
$1.33 Million 0.04% of portfolio
24,072
Q1 2025 Reduced 4.08%
$24.3B
$1.26 Million 0.04% of portfolio
3,435
Q1 2025 Reduced 1.32%
$54.4B
$1.23 Million 0.04% of portfolio
9,283
Q1 2025 Reduced 3.86%
$0
$1.29 Million 0.04% of portfolio
21,794
Q1 2025 Reduced 13.06%
$0
$1.35 Million 0.04% of portfolio
14,955
Q1 2025 Added 93.22%
$113B
$1.29 Million 0.04% of portfolio
2,664
Q1 2025 Reduced 3.34%
$118B
$1.1 Million 0.04% of portfolio
3,632
Q1 2025 Reduced 4.62%
$300B
$1.1 Million 0.04% of portfolio
1,665
Q1 2025 Reduced 42.88%
$299B
$945,000 0.03% of portfolio
7,150
Q1 2025 Added 25.26%
$54.5B
$931,000 0.03% of portfolio
1,925
Q1 2025 Added 5.42%
$0
$960,000 0.03% of portfolio
23,560
Q1 2025 Reduced 25.51%
$69.4B
$983,000 0.03% of portfolio
258
Q1 2025 Added 0.39%
$438B
$798,000 0.03% of portfolio
1
Q4 2024 New
$97.6B
$791,000 0.03% of portfolio
5,664
Q1 2025 Reduced 21.13%
$67.4B
$898,000 0.03% of portfolio
30,515
Q1 2025 Added 6.02%
$3.28B
$997,000 0.03% of portfolio
28,000
Q1 2025 Reduced 7.54%

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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