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
CSX Csx Corp Industrials	$75.3B	$1.05 Million 0.03% of portfolio	32,047	Q2 2025 Added 5.02%
CTAS Cintas Corp Industrials	$22.7B	$1.1 Million 0.03% of portfolio	4,921	Q2 2025 Reduced 3.32%
DFAE Dimensional ETF Tr ETFs	$0	$920,000 0.03% of portfolio	31,802	Q2 2025 Reduced 73.23%
D Dominion Energy, Inc Utilities	$51B	$944,000 0.03% of portfolio	16,713	Q2 2025 Reduced 2.34%
PFLD ETF Ser Solutions Aam Low Dura ETFs	$0	$954,000 0.03% of portfolio	48,686	Q2 2025 Added 0.83%
EMN Eastman Chemical CO Basic Materials	$7.61B	$873,000 0.03% of portfolio	11,696	Q2 2025 Added 875.48%
EME Emcor Group, Inc. Industrials	$30.2B	$1.05 Million 0.03% of portfolio	1,959	Q2 2025 Added 9.93%
ENB Enbridge Inc Energy	$95.8B	$825,000 0.03% of portfolio	18,217	Q2 2025 Added 1.23%
EPD Enterprise Products Partners L.P. Energy	$68.2B	$1.12 Million 0.03% of portfolio	36,058	Q2 2025 Reduced 62.07%
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$1.11 Million 0.03% of portfolio	13,898	Q4 2024 Added 23.23%
FAD First Tr Multi Cap Growth Alph ETFs	$0	$1.02 Million 0.03% of portfolio	6,941	Q2 2025 Reduced 0.22%
FXH First Tr Exchange Trd Fd Healt ETFs	$0	$869,000 0.03% of portfolio	8,382	Q2 2025 Reduced 32.98%
FTSL First Trust Senior Ln Fund ETFs	$0	$900,000 0.03% of portfolio	19,633	Q2 2025 Added 4.06%
QDEC First Tr Ex Tr Fd Viii Cboe Ve ETFs	$0	$884,000 0.03% of portfolio	30,138	Q2 2025 Added 0.74%
DJUL First Tr Exch Trd Fd Viii Ft C Technology	$0	$999,000 0.03% of portfolio	22,496	Q2 2025 Added 22.33%
FNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$989,000 0.03% of portfolio	19,737	Q2 2025 Reduced 31.64%
FAAR First Trust Vii Alternative Ab ETFs	$0	$1.06 Million 0.03% of portfolio	38,301	Q2 2025 Reduced 7.14%
FNV Franco Nevada Corp Basic Materials	$34.1B	$1.01 Million 0.03% of portfolio	6,152	Q2 2025 Reduced 44.63%
FLIN Franklin Templeton ETF Tr ETFs	$0	$927,000 0.03% of portfolio	23,282	Q2 2025 Added 6.95%
AJG Arthur J. Gallagher & Co. Financial Services	$61.1B	$967,000 0.03% of portfolio	3,023	Q2 2025 Added 40.21%
GM General Motors CO Consumer Cyclical	$76.9B	$990,000 0.03% of portfolio	20,136	Q2 2025 Added 9.55%
GMED Globus Medical Inc Healthcare	$4.73B	$880,000 0.03% of portfolio	14,916	Q2 2025 Added 14.75%
ITW Illinois Tool Works Inc Industrials	$80B	$1.12 Million 0.03% of portfolio	4,530	Q2 2025 Reduced 40.63%
IAPR Innovator Etfs Tr Internationa ETFs	$0	$1.13 Million 0.03% of portfolio	38,694	Q2 2025 Added 9.52%
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$828,000 0.03% of portfolio	15,908	Q2 2025 Added 18.55%
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$1.02 Million 0.03% of portfolio	24,100	Q2 2025 Added 15.64%
IDLV Invesco ETF Ii S&P Intl Dev Lo ETFs	$0	$924,000 0.03% of portfolio	27,916	Q2 2025 Added 36,154.55%
IWS Ishares Russell Midcap Value E ETFs	$0	$992,000 0.03% of portfolio	7,510	Q2 2025 Reduced 2.32%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$934,000 0.03% of portfolio	10,160	Q2 2025 Added 19.74%
IYH Ishares Tr ETFs	$0	$1.01 Million 0.03% of portfolio	17,872	Q2 2025 Reduced 2.83%
SUB Ishares Short Term National Mu ETFs	$0	$893,000 0.03% of portfolio	8,405	Q2 2025 Added 7.58%
SLV I Shares Silver Trust ETFs	$18B	$899,000 0.03% of portfolio	27,419	Q2 2025 Added 184.34%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$946,000 0.03% of portfolio	21,950	Q2 2025 Added 42.68%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$984,000 0.03% of portfolio	22,768	Q2 2025 Added 4.42%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$884,000 0.03% of portfolio	6,541	Q2 2025 Added 15.44%
IBMO Ishares Tr Ibonds December 202 ETFs	$0	$885,000 0.03% of portfolio	34,578	Q2 2025 Added 12.47%
IBMP Ishares Tr Ibonds December 202 ETFs	$0	$884,000 0.03% of portfolio	34,890	Q2 2025 Added 12.49%
IBMN Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$867,000 0.03% of portfolio	32,428	Q2 2025 Added 1.35%
IBHI Ishares Tr Ibonds 2029 Term Hi ETFs	$0	$1.02 Million 0.03% of portfolio	43,189	Q2 2025 Reduced 21.06%
IBHH Ishares Tr Ibonds 2028 Term Hi ETFs	$0	$1.08 Million 0.03% of portfolio	45,674	Q2 2025 Reduced 24.21%
IBDW Ishares Tr Ibonds Dec 2031 Ter	$0	$1.02 Million 0.03% of portfolio	48,677	Q2 2025 Added 26.97%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$904,000 0.03% of portfolio	18,772	Q2 2025 Added 1,777.2%
LHX L3 Harris Technologies, Inc. Industrials	$51.7B	$911,000 0.03% of portfolio	3,635	Q2 2025 Reduced 56.4%
SWIM Latham Group, Inc. Industrials	$861M	$944,000 0.03% of portfolio	148,011	Q2 2025 Reduced 0.2%
MP Mp Materials Corp. Basic Materials	$13.1B	$978,000 0.03% of portfolio	29,417	Q2 2025 Added 890.47%
MELI Mercadolibre Inc Consumer Cyclical	$118B	$951,000 0.03% of portfolio	364	Q2 2025 Added 10.64%
MET Metlife Inc Financial Services	$61.1B	$919,000 0.03% of portfolio	11,438	Q2 2025 Added 15.02%
NDAQ Nasdaq, Inc. Financial Services	$47.2B	$1.05 Million 0.03% of portfolio	11,702	Q2 2025 Added 2,307.82%
OKE Oneok Inc Energy	$33.1B	$945,000 0.03% of portfolio	11,584	Q2 2025 Reduced 7.01%
PNC Pnc Financial Services Group, Inc. Financial Services	$77.3B	$993,000 0.03% of portfolio	5,328	Q2 2025 Added 8.47%

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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