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
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$6.98 Million 0.21% of portfolio	70,139	Q2 2025 Added 234.33%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$7 Million 0.21% of portfolio	151,518	Q2 2025 Added 8.74%
TSLA Tesla, Inc. Consumer Cyclical	$1.08T	$6.89 Million 0.21% of portfolio	21,704	Q2 2025 Added 8.03%
TGTX Tg Therapeutics, Inc. Healthcare	$3.94B	$6.86 Million 0.21% of portfolio	190,697	Q2 2025 Added 1.4%
QGRO American Centy ETF Tr Stoxx Us ETFs	$0	$6.45 Million 0.2% of portfolio	59,065	Q2 2025 Added 126.71%
TAXF American Centy ETF Tr Diversif ETFs	$0	$6.44 Million 0.2% of portfolio	131,549	Q2 2025 Added 19.88%
ADP Automatic Data Processing Inc Industrials	$124B	$6.53 Million 0.2% of portfolio	21,182	Q2 2025 Added 17.91%
AXSM Axsome Therapeutics, Inc. Healthcare	$4.51B	$6.68 Million 0.2% of portfolio	64,018	Q2 2025 Reduced 6.01%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$6.65 Million 0.2% of portfolio	122,170	Q2 2025 Added 18.3%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$6.63 Million 0.2% of portfolio	65,905	Q2 2025 Added 18.57%
UNH Unitedhealth Group Inc Healthcare	$245B	$6.45 Million 0.2% of portfolio	20,683	Q2 2025 Added 20.69%
CAT Caterpillar Inc Industrials	$218B	$6.12 Million 0.19% of portfolio	15,762	Q2 2025 Added 12.44%
IEF Ishares Barclays ETFs	$0	$6.1 Million 0.19% of portfolio	63,718	Q2 2025 Added 30.18%
IWM Ishares Russell 2000 ETF ETFs	$0	$6.14 Million 0.19% of portfolio	28,453	Q2 2025 Reduced 53.68%
MCD Mcdonalds Corp Consumer Cyclical	$222B	$6.38 Million 0.19% of portfolio	21,849	Q2 2025 Added 1.33%
NFLX Netflix Inc Communication Services	$545B	$6.37 Million 0.19% of portfolio	4,760	Q2 2025 Reduced 2.46%
GLD Spdr Gold Trust ETFs	$106B	$6.32 Million 0.19% of portfolio	20,740	Q2 2025 Added 13.28%
XLI Industrial Sector Spdr ETFs	$0	$6.18 Million 0.19% of portfolio	41,916	Q2 2025 Added 2.16%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$6.2 Million 0.19% of portfolio	92,306	Q2 2025 Reduced 5.71%
BAC Bank Of America Corp Financial Services	$381B	$6.06 Million 0.18% of portfolio	127,988	Q2 2025 Reduced 5.81%
FV First Trust Dorsey Wright Focu ETFs	$0	$5.87 Million 0.18% of portfolio	99,050	Q2 2025 Added 1.19%
DNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$5.83 Million 0.18% of portfolio	130,496	Q2 2025 Added 3.39%
DVY Ishares Tr ETFs	$0	$5.86 Million 0.18% of portfolio	44,103	Q2 2025 Added 1.55%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$5.89 Million 0.18% of portfolio	231,785	Q2 2025 Reduced 0.39%
PLTR Palantir Technologies Inc. Technology	$367B	$5.86 Million 0.18% of portfolio	42,985	Q2 2025 Reduced 56.22%
TJX Tjx Companies Inc Consumer Cyclical	$155B	$5.77 Million 0.18% of portfolio	46,732	Q2 2025 Added 33.24%
MGC Vanguard Mega Cap ETF ETFs	$0	$5.78 Million 0.18% of portfolio	25,717	Q2 2025 Reduced 1.55%
HON Honeywell International Inc Industrials	$146B	$5.53 Million 0.17% of portfolio	23,739	Q2 2025 Added 43.26%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$5.63 Million 0.17% of portfolio	13,265	Q2 2025 Added 10.18%
HYG Ishares Tr ETFs	$0	$5.51 Million 0.17% of portfolio	68,275	Q2 2025 Reduced 1.12%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$5.48 Million 0.17% of portfolio	58,400	Q2 2025 Added 12.58%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$5.47 Million 0.17% of portfolio	48,313	Q2 2025 Reduced 16.03%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$5.64 Million 0.17% of portfolio	171,388	Q2 2025 Reduced 10.03%
LVHI Franklin International Low Vol ETFs	$0	$5.62 Million 0.17% of portfolio	172,752	Q2 2025 Added 23.95%
RTX Raytheon Technologies Corp Industrials	$229B	$5.59 Million 0.17% of portfolio	38,278	Q2 2025 Reduced 25.28%
SPLB Spdr Portfolio Long Term Corpo ETFs	$0	$5.58 Million 0.17% of portfolio	247,071	Q2 2025 Added 1.19%
XLU Utilities Sector Spdr ETFs	$0	$5.65 Million 0.17% of portfolio	69,229	Q2 2025 Reduced 0.53%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$5.44 Million 0.17% of portfolio	78,707	Q2 2025 Added 69.78%
FDD First Trust Stoxx European Sel ETFs	$0	$5.32 Million 0.16% of portfolio	342,112	Q2 2025 Added 14,748.61%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$5.37 Million 0.16% of portfolio	230,233	Q2 2025 Reduced 0.04%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$5.4 Million 0.16% of portfolio	106,416	Q2 2025 Added 9.26%
KKR Kkr & Co. Inc. Financial Services	$127B	$5.41 Million 0.16% of portfolio	40,679	Q2 2025 Reduced 1.51%
LMT Lockheed Martin Corp Industrials	$113B	$5.2 Million 0.16% of portfolio	11,224	Q2 2025 Reduced 0.63%
PFE Pfizer Inc Healthcare	$138B	$5.18 Million 0.16% of portfolio	213,545	Q2 2025 Added 6.06%
CRM Salesforce, Inc. Technology	$232B	$5.32 Million 0.16% of portfolio	19,510	Q2 2025 Added 76.93%
FNDF Schwab Fundamental Intl Large ETFs	$0	$5.31 Million 0.16% of portfolio	132,579	Q2 2025 Added 10.06%
VZ Verizon Communications Inc Communication Services	$182B	$5.12 Million 0.16% of portfolio	118,246	Q2 2025 Reduced 2.39%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$5.01 Million 0.15% of portfolio	109,463	Q2 2025 Added 5.97%
FLQM Franklin Templeton ETF Tr Libe ETFs	$0	$5.03 Million 0.15% of portfolio	92,622	Q2 2025 Reduced 8.66%
EFV Msci Eafe Value ETF ETFs	$0	$4.92 Million 0.15% of portfolio	77,443	Q2 2025 Added 72.51%

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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