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
HD Home Depot, Inc. Consumer Cyclical	$364B	$11.5 Million 0.39% of portfolio	29,452	Q4 2024 Added 31.71%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$11.3 Million 0.39% of portfolio	88,632	Q4 2024 Added 0.68%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$10.9 Million 0.38% of portfolio	480,549	Q4 2024 Added 219.88%
LLY Eli Lilly & CO Healthcare	$801B	$10.8 Million 0.37% of portfolio	13,991	Q4 2024 Added 32.1%
JPM Jpmorgan Chase & CO Financial Services	$701B	$10.6 Million 0.36% of portfolio	44,143	Q4 2024 Reduced 10.98%
FVD First Tr Value Line Divid Inde ETFs	$0	$10.2 Million 0.35% of portfolio	233,991	Q4 2024 Reduced 1.6%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$10 Million 0.34% of portfolio	177,532	Q4 2024 Added 1.53%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$9.65 Million 0.33% of portfolio	224,608	Q4 2024 Added 10.47%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$9.48 Million 0.33% of portfolio	82,238	Q4 2024 Added 4.52%
PLTR Palantir Technologies Inc. Technology	$172B	$9.48 Million 0.33% of portfolio	125,392	Q4 2024 Reduced 10.32%
VIG Vanguard Dividend Appreciation ETFs	$0	$9.66 Million 0.33% of portfolio	53,058	Q4 2024 Added 0.52%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$8.99 Million 0.31% of portfolio	98,824	Q4 2024 Added 3.53%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$8.58 Million 0.3% of portfolio	137,760	Q4 2024 Added 4.41%
PG Procter & Gamble CO Consumer Defensive	$397B	$8.63 Million 0.3% of portfolio	51,499	Q4 2024 Added 72.88%
VTV Vanguard Value ETF ETFs	$0	$8.79 Million 0.3% of portfolio	51,909	Q4 2024 Added 8.53%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$8.45 Million 0.29% of portfolio	355,759	Q4 2024 Added 12.02%
MA Mastercard Inc Financial Services	$512B	$8.31 Million 0.29% of portfolio	15,789	Q4 2024 Reduced 0.17%
MCD Mcdonalds Corp Consumer Cyclical	$226B	$8.38 Million 0.29% of portfolio	28,923	Q4 2024 Added 26.61%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$8.1 Million 0.28% of portfolio	168,295	Q4 2024 Added 4.17%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$8.24 Million 0.28% of portfolio	65,037	Q4 2024 Added 99.48%
HDV Ishares Core High Dividend ETF ETFs	$0	$8.25 Million 0.28% of portfolio	73,520	Q4 2024 Reduced 16.37%
TSLA Tesla, Inc. Consumer Cyclical	$746B	$8 Million 0.28% of portfolio	19,808	Q4 2024 Added 25.87%
UNH Unitedhealth Group Inc Healthcare	$478B	$8.21 Million 0.28% of portfolio	16,227	Q4 2024 Added 2.61%
VEA Vanguard Ftse Developed Market ETFs	$0	$8.12 Million 0.28% of portfolio	169,897	Q4 2024 Added 9.29%
AMD Advanced Micro Devices Inc Technology	$173B	$7.87 Million 0.27% of portfolio	65,172	Q4 2024 Added 20.91%
CVX Chevron Corp Energy	$323B	$7.77 Million 0.27% of portfolio	53,671	Q4 2024 Added 9.47%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$7.91 Million 0.27% of portfolio	315,835	Q4 2024 Added 10.49%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$7.85 Million 0.27% of portfolio	136,398	Q4 2024 Reduced 0.35%
WMT Walmart Inc. Consumer Defensive	$233B	$7.91 Million 0.27% of portfolio	87,530	Q4 2024 Added 9.63%
ABBV Abb Vie Inc. Healthcare	$375B	$7.69 Million 0.26% of portfolio	43,249	Q4 2024 Added 12.86%
FDVV Fidelity High Dividend ETF ETFs	$0	$7.68 Million 0.26% of portfolio	153,833	Q4 2024 Added 18.71%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$7.42 Million 0.26% of portfolio	152,471	Q4 2024 Added 19.68%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$7.53 Million 0.26% of portfolio	331,754	Q4 2024 Added 148.39%
T At&T Inc. Communication Services	$191B	$6.9 Million 0.24% of portfolio	302,878	Q4 2024 Added 103.71%
FYC First Trust Small Cap Growth A ETFs	$0	$7.04 Million 0.24% of portfolio	90,909	Q4 2024 Reduced 2.29%
IYR Ishares Tr ETFs	$0	$6.94 Million 0.24% of portfolio	74,534	Q4 2024 Added 1,867.63%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$6.96 Million 0.24% of portfolio	29,586	Q4 2024 Reduced 4.9%
DES Wisdomtree Tr U.S. Smallcap Di ETFs	$0	$6.92 Million 0.24% of portfolio	201,562	Q4 2024 Added 5.9%
CARR Carrier Global Corp Industrials	$55.6B	$6.6 Million 0.23% of portfolio	96,619	Q4 2024 Reduced 1.14%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$6.57 Million 0.23% of portfolio	85,050	Q4 2024 Added 19.14%
VB Vanguard Small Cap ETF ETFs	$0	$6.75 Million 0.23% of portfolio	28,084	Q4 2024 Added 117.64%
CSCO Cisco Systems, Inc. Technology	$249B	$6.43 Million 0.22% of portfolio	108,671	Q4 2024 Added 63.6%
FV First Trust Dorsey Wright Focu ETFs	$0	$6.48 Million 0.22% of portfolio	109,696	Q4 2024 Added 2.93%
ORCL Oracle Corp Technology	$412B	$6.28 Million 0.22% of portfolio	37,667	Q4 2024 Added 6.06%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$6.51 Million 0.22% of portfolio	15,296	Q4 2024 Reduced 39.08%
XLE Energy Sector Spdr ETFs	$0	$6.52 Million 0.22% of portfolio	76,093	Q4 2024 Added 3.61%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$6.32 Million 0.22% of portfolio	61,142	Q4 2024 Added 23.15%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$6.09 Million 0.21% of portfolio	59,953	Q4 2024 Reduced 68.29%
IBDP Ishares Ibonds Dec 2024 Term C ETFs	$0	$6.2 Million 0.21% of portfolio	246,428	Q4 2024 Added 11.27%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$6.07 Million 0.21% of portfolio	223,790	Q4 2024 Reduced 13.32%

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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