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 Trade History
$0
$6.06 Million 0.21% of portfolio
252,995
Q4 2024 Added 3.64%
$3.16B
$6.01 Million 0.21% of portfolio
20,752
Q4 2024 Reduced 7.39%
$143B
$6.16 Million 0.21% of portfolio
232,105
Q4 2024 Added 86.55%
$5.62B
$5.74 Million 0.2% of portfolio
67,839
Q4 2024 Added 36.22%
$0
$5.68 Million 0.2% of portfolio
110,724
Q4 2024 Added 32.27%
$0
$5.85 Million 0.2% of portfolio
66,538
Q4 2024 Added 5.38%
$0
$5.77 Million 0.2% of portfolio
106,272
Q4 2024 Added 6.32%
$0
$5.74 Million 0.2% of portfolio
54,361
Q4 2024 Reduced 4.82%
$0
$5.74 Million 0.2% of portfolio
126,956
Q4 2024 Added 8.63%
$121B
$5.93 Million 0.2% of portfolio
40,074
Q4 2024 Reduced 1.94%
$91.9B
$5.88 Million 0.2% of portfolio
24,301
Q4 2024 Added 4.88%
$377B
$5.42 Million 0.19% of portfolio
123,283
Q4 2024 Added 129.29%
$0
$5.41 Million 0.19% of portfolio
126,214
Q4 2024 Added 0.82%
$88B
$5.65 Million 0.19% of portfolio
59,832
Q4 2024 Added 24.11%
$0
$5.44 Million 0.19% of portfolio
119,216
Q4 2024 Added 2.37%
$0
$5.59 Million 0.19% of portfolio
29,264
Q4 2024 Added 0.59%
$180B
$5.44 Million 0.19% of portfolio
47,023
Q4 2024 Added 284.36%
$0
$5.46 Million 0.19% of portfolio
245,799
Q4 2024 Added 5.7%
$0
$5.5 Million 0.19% of portfolio
25,849
Q4 2024 Reduced 7.78%
$0
$5.27 Million 0.18% of portfolio
105,026
Q4 2024 Added 0.54%
$234B
$5.11 Million 0.18% of portfolio
23,254
Q4 2024 Added 7.74%
$0
$5.37 Million 0.18% of portfolio
33,691
Q4 2024 Added 154.95%
$0
$5.18 Million 0.18% of portfolio
65,849
Q4 2024 Added 10.59%
$0
$5.3 Million 0.18% of portfolio
57,936
Q4 2024 Added 0.3%
$0
$5.29 Million 0.18% of portfolio
40,160
Q4 2024 Added 24.22%
$0
$5.38 Million 0.18% of portfolio
71,025
Q4 2024 Added 15.73%
$4.46B
$5.37 Million 0.18% of portfolio
178,547
Q4 2024 Added 44.5%
$0
$5.37 Million 0.18% of portfolio
93,600
Q4 2024 Added 49.48%
$0
$5.05 Million 0.17% of portfolio
38,437
Q4 2024 Added 122.03%
$0
$5.07 Million 0.17% of portfolio
72,122
Q4 2024 Reduced 21.12%
$0
$4.96 Million 0.17% of portfolio
199,298
Q4 2024 Added 1.84%
$134B
$5 Million 0.17% of portfolio
69,740
Q4 2024 Added 21.46%
$0
$4.84 Million 0.17% of portfolio
48,256
Q4 2024 Added 12.23%
$0
$4.82 Million 0.17% of portfolio
96,183
Q4 2024 Added 2.69%
$172B
$4.96 Million 0.17% of portfolio
124,152
Q4 2024 Added 24.93%
$0
$4.62 Million 0.16% of portfolio
47,839
Q4 2024 Added 7.89%
$128B
$4.52 Million 0.16% of portfolio
15,456
Q4 2024 Added 24.08%
$0
$4.52 Million 0.16% of portfolio
111,696
Q4 2024 Reduced 3.07%
$0
$4.56 Million 0.16% of portfolio
49,324
Q4 2024 Added 5.33%
$0
$4.52 Million 0.16% of portfolio
198,351
Q4 2024 Added 101.21%
$0
$4.6 Million 0.16% of portfolio
209,899
Q4 2024 Added 60.71%
$408B
$4.66 Million 0.16% of portfolio
32,252
Q4 2024 Added 6.17%
$0
$4.59 Million 0.16% of portfolio
46,142
Q4 2024 Reduced 0.78%
$0
$4.61 Million 0.16% of portfolio
178,144
Q4 2024 Added 100.23%
$129B
$4.56 Million 0.16% of portfolio
50,027
Q4 2024 Added 0.46%
$201B
$4.39 Million 0.15% of portfolio
39,427
Q4 2024 Added 83.24%
$0
$4.4 Million 0.15% of portfolio
74,335
Q4 2024 Reduced 23.5%
$0
$4.27 Million 0.15% of portfolio
101,176
Q4 2024 Added 28.15%
$0
$4.5 Million 0.15% of portfolio
147,342
Q4 2024 Added 75.95%

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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