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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.22 Million 0.04% of portfolio
15,823
Q2 2025 Reduced 12.62%
$0
$1.28 Million 0.04% of portfolio
20,306
Q2 2025 Reduced 34.18%
$0
$1.45 Million 0.04% of portfolio
31,629
Q2 2025 Added 98.43%
$0
$1.25 Million 0.04% of portfolio
53,590
Q2 2025 Reduced 23.21%
$0
$1.43 Million 0.04% of portfolio
29,094
Q2 2025 Reduced 7.54%
$0
$1.16 Million 0.04% of portfolio
51,682
Q2 2025 Reduced 22.51%
$0
$1.28 Million 0.04% of portfolio
54,911
Q2 2025 Reduced 20.54%
$31B
$1.19 Million 0.04% of portfolio
5,435
Q2 2025 Reduced 4.2%
$0
$1.22 Million 0.04% of portfolio
18,664
Q2 2025 Added 74.84%
$45.1B
$1.24 Million 0.04% of portfolio
9,614
Q2 2025 Added 42.77%
$59.7B
$1.37 Million 0.04% of portfolio
46,736
Q2 2025 Reduced 40.7%
$0
$1.24 Million 0.04% of portfolio
59,029
Q2 2025 Reduced 1.47%
$33B
$1.33 Million 0.04% of portfolio
6,861
Q2 2025 Reduced 8.05%
$250B
$1.17 Million 0.04% of portfolio
8,301
Q2 2025 Reduced 9.7%
$78.6B
$1.29 Million 0.04% of portfolio
3,076
Q2 2025 Added 2.09%
$94.4B
$1.39 Million 0.04% of portfolio
19,520
Q2 2025 Added 80.67%
$0
$1.37 Million 0.04% of portfolio
25,212
Q2 2025 Reduced 1.71%
$0
$1.41 Million 0.04% of portfolio
27,804
Q2 2025 Added 400.97%
$142B
$1.44 Million 0.04% of portfolio
5,385
Q2 2025 Added 11.68%
$0
$1.34 Million 0.04% of portfolio
13,298
Q2 2025 Reduced 38.51%
$182B
$1.43 Million 0.04% of portfolio
2,712
Q2 2025 Reduced 48.68%
$0
$1.21 Million 0.04% of portfolio
18,068
Q2 2025 Reduced 13.0%
$0
$1.36 Million 0.04% of portfolio
46,423
Q2 2025 Added 326.72%
$87.3B
$1.18 Million 0.04% of portfolio
7,781
Q2 2025 Added 30.55%
$14.2B
$1.23 Million 0.04% of portfolio
27,830
Q2 2025 Added 90.08%
$0
$1.17 Million 0.04% of portfolio
4,202
Q2 2025 Reduced 92.05%
$0
$1.38 Million 0.04% of portfolio
17,198
Q2 2025 Added 32.2%
$0
$1.37 Million 0.04% of portfolio
15,394
Q2 2025 Added 2.94%
$3.06B
$1.38 Million 0.04% of portfolio
51,925
Q2 2025 Added 23.99%
$87.2B
$1.42 Million 0.04% of portfolio
7,326
Q2 2025 Added 4.14%
$34.5B
$1.38 Million 0.04% of portfolio
13,267
Q2 2025 Reduced 1.05%
$24.1B
$1.4 Million 0.04% of portfolio
21,821
Q2 2025 Added 981.85%
$70.4B
$1.47 Million 0.04% of portfolio
23,360
Q2 2025 Reduced 20.61%
$0
$1.41 Million 0.04% of portfolio
31,132
Q2 2025 Reduced 16.91%
$102B
$1.21 Million 0.04% of portfolio
2,772
Q2 2025 Added 1.24%
$112B
$1.15 Million 0.04% of portfolio
3,971
Q2 2025 Added 9.33%
$295B
$1.34 Million 0.04% of portfolio
1,669
Q2 2025 Added 0.24%
$64.2B
$903,000 0.03% of portfolio
3,204
Q2 2025 Reduced 13.76%
$0
$1.01 Million 0.03% of portfolio
24,877
Q2 2025 Added 827.55%
$0
$1.13 Million 0.03% of portfolio
25,571
Q2 2025 Reduced 0.64%
$0
$830,000 0.03% of portfolio
14,538
Q2 2025 Reduced 70.1%
$136B
$1.14 Million 0.03% of portfolio
3,253
Q2 2025 Added 76.6%
$0
$919,000 0.03% of portfolio
41,873
Q2 2025 Added 68.02%
$75.9B
$1.1 Million 0.03% of portfolio
295
Q2 2025 Added 14.34%
$54.9B
$850,000 0.03% of portfolio
1,027
Q2 2025 Reduced 12.45%
$55.6B
$1.11 Million 0.03% of portfolio
6,452
Q2 2025 Added 17.76%
$123B
$1.08 Million 0.03% of portfolio
7,228
Q2 2025 Added 27.61%
$8.98B
$967,000 0.03% of portfolio
50,378
Q2 2025 Reduced 40.62%
$130B
$833,000 0.03% of portfolio
17,600
Q2 2025 Added 5.04%

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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