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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PAVE Global X Fds Us Infrastructure ETFs	$0	$1.23 Million 0.04% of portfolio	30,496	Q4 2024 Added 6.04%
ISRG Intuitive Surgical Inc Healthcare	$179B	$1.13 Million 0.04% of portfolio	2,174	Q4 2024 Added 0.6%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$1.12 Million 0.04% of portfolio	55,791	Q4 2024 Added 1.13%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$1.25 Million 0.04% of portfolio	64,268	Q4 2024 Added 0.32%
EEM Ishares Msci Emerging Markets ETFs	$0	$1.05 Million 0.04% of portfolio	25,064	Q4 2024 Added 7.55%
IYH Ishares Tr ETFs	$0	$1.15 Million 0.04% of portfolio	19,702	Q4 2024 Added 394.28%
INDY Ishares India 50 ETF ETFs	$0	$1.02 Million 0.04% of portfolio	20,076	Q4 2024 Reduced 2.44%
IXUS Ishares Tr ETFs	$0	$1.23 Million 0.04% of portfolio	18,527	Q4 2024 Added 2.55%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$1.29 Million 0.04% of portfolio	34,829	Q4 2024 Reduced 30.41%
KNSL Kinsale Capital Group, Inc. Financial Services	$11.2B	$1.07 Million 0.04% of portfolio	2,291	Q4 2024 Added 812.75%
MSCI Msci Inc. Financial Services	$45.2B	$1.24 Million 0.04% of portfolio	2,071	Q4 2024 Added 4.28%
MAR Marriott International Inc Consumer Cyclical	$79.3B	$1.11 Million 0.04% of portfolio	3,978	Q4 2024 Added 77.59%
MET Metlife Inc Financial Services	$66.2B	$1.25 Million 0.04% of portfolio	15,234	Q4 2024 Added 59.43%
LGH Northern Lts Fd Tr Iii Hcm Def ETFs	$0	$1.3 Million 0.04% of portfolio	24,971	Q4 2024 Reduced 4.7%
OKE Oneok Inc Energy	$44.1B	$1.2 Million 0.04% of portfolio	11,971	Q4 2024 Added 0.41%
PYPL Pay Pal Holdings, Inc. Financial Services	$79.6B	$1.04 Million 0.04% of portfolio	12,220	Q4 2024 Added 55.67%
PGR Progressive Corp Financial Services	$161B	$1.15 Million 0.04% of portfolio	4,808	Q4 2024 Added 11.04%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$1.13 Million 0.04% of portfolio	6,831	Q4 2024 Added 102.7%
KRE Spdr S&P Regional Banking ETF ETFs	$0	$1.03 Million 0.04% of portfolio	17,010	Q4 2024 Added 9.02%
XME Spdr Ser Tr Spdr S&P Metals & ETFs	$0	$1.17 Million 0.04% of portfolio	20,602	Q4 2024 Added 5.17%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$1.12 Million 0.04% of portfolio	11,705	Q4 2024 Added 40.62%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.25 Million 0.04% of portfolio	52,922	Q4 2024 Added 220.2%
SO Southern CO Utilities	$98B	$1.15 Million 0.04% of portfolio	14,020	Q4 2024 Added 6.83%
TMUS T Mobile Us, Inc. Communication Services	$334B	$1.25 Million 0.04% of portfolio	5,653	Q4 2024 Reduced 0.09%
THW Tekla World Healthcare Fund Financial Services	$0	$1.18 Million 0.04% of portfolio	107,017	Q4 2024 Reduced 2.77%
TTD Trade Desk, Inc. Technology	$25.4B	$1.18 Million 0.04% of portfolio	10,044	Q4 2024 Added 69.09%
MMM 3 M CO Industrials	$82B	$1.2 Million 0.04% of portfolio	9,331	Q4 2024 Added 220.65%
VLO Valero Energy Corp Energy	$51.4B	$1.18 Million 0.04% of portfolio	9,656	Q4 2024 Reduced 0.78%
VHT Vanguard Health Care ETF ETFs	$0	$1.16 Million 0.04% of portfolio	4,586	Q4 2024 Added 66.64%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$1.03 Million 0.04% of portfolio	6,397	Q4 2024 Added 46.92%
VRTX Vertex Pharmaceuticals Inc Healthcare	$129B	$1.11 Million 0.04% of portfolio	2,756	Q4 2024 Added 49.21%
WEC Wec Energy Group, Inc. Utilities	$33.5B	$1.22 Million 0.04% of portfolio	12,978	Q4 2024 Added 10.66%
TT Trane Technologies PLC Industrials	$80.3B	$1.03 Million 0.04% of portfolio	2,783	Q4 2024 Added 3.15%
CB Chubb LTD Financial Services	$124B	$1.05 Million 0.04% of portfolio	3,808	Q4 2024 Added 106.62%
ONON On Holding Ag Consumer Cyclical	$12.9B	$1.3 Million 0.04% of portfolio	23,662	Q4 2024 Added 17.67%
ARKK Ark ETF Tr Innovation ETF (De) ETFs	$0	$786,000 0.03% of portfolio	13,858	Q4 2024 Added 0.32%
ALB Albemarle Corp Basic Materials	$8.76B	$764,000 0.03% of portfolio	8,882	Q4 2024 Added 91.63%
AMP Ameriprise Financial Inc Financial Services	$53.2B	$972,000 0.03% of portfolio	1,826	Q4 2024 Reduced 0.65%
AZN Astrazeneca PLC Healthcare	$226B	$782,000 0.03% of portfolio	11,939	Q4 2024 Added 104.16%
AZO Autozone Inc Consumer Cyclical	$72.7B	$822,000 0.03% of portfolio	257	Q4 2024 Added 44.38%
BXSL Blackstone Secured Lending Fund Financial Services	$5.5B	$872,000 0.03% of portfolio	27,003	Q4 2024 Added 197.85%
CSX Csx Corp Industrials	$62.9B	$928,000 0.03% of portfolio	28,781	Q4 2024 Added 62.6%
CVS Cvs Health Corp Healthcare	$88.7B	$961,000 0.03% of portfolio	21,413	Q4 2024 Added 91.34%
CNI Canadian National Railway CO Industrials	$67.6B	$982,000 0.03% of portfolio	9,678	Q4 2024 Reduced 0.76%
CGDV Capital Group Divid Value ETF ETFs	$0	$824,000 0.03% of portfolio	23,388	Q4 2024 Added 1.02%
CELH Celsius Holdings, Inc. Consumer Defensive	$2.66B	$797,000 0.03% of portfolio	30,285	Q4 2024 Added 21.29%
CTAS Cintas Corp Industrials	$20.9B	$797,000 0.03% of portfolio	4,366	Q4 2024 Added 66.64%
CLX Clorox CO Consumer Defensive	$18B	$733,000 0.03% of portfolio	4,516	Q4 2024 Added 16.9%
DTE Dte Energy CO Utilities	$26.2B	$951,000 0.03% of portfolio	7,884	Q4 2024 Reduced 67.32%
FANG Diamondback Energy, Inc. Energy	$28.5B	$827,000 0.03% of portfolio	5,053	Q4 2024 Added 158.47%

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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