Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $3.07 Billion
  • Q1 2025

Ifp Advisors, Inc has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.07 Billion distributed in 4312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94.2M, Invesco Qqq Trust, Series 1 with a value of $61.1M, Vanguard Growth ETF with a value of $59.6M, First Tr Enhanced Traded Fd Iv with a value of $46.1M, and Nvidia Corp with a value of $41M.

Examining the 13F form we can see an increase of $161M in the current position value, from $2.91B to 3.07B. Also it can be appreciated an additional of 571 stocks purchases and 31 closed positions.

Below you can find more details about Ifp Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.07 Billion
ETFs: $1.89 Billion
Technology: $329 Million
Financial Services: $160 Million
Healthcare: $117 Million
Industrials: $112 Million
Consumer Cyclical: $111 Million
Consumer Defensive: $84.1 Million
Communication Services: $81.6 Million
Other: $151 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.72 Million 0.22% of portfolio
85,820
Q1 2025 Added 0.91%
$0
$6.42 Million 0.21% of portfolio
139,345
Q1 2025 Added 9.76%
$0
$6.55 Million 0.21% of portfolio
70,144
Q1 2025 Reduced 7.82%
$0
$6.33 Million 0.21% of portfolio
198,193
Q1 2025 Reduced 1.67%
$0
$6 Million 0.2% of portfolio
87,236
Q1 2025 Reduced 4.04%
$0
$6.02 Million 0.2% of portfolio
42,841
Q1 2025 Added 27.16%
$0
$6.14 Million 0.2% of portfolio
57,535
Q1 2025 Added 5.84%
$284B
$6.05 Million 0.2% of portfolio
38,128
Q1 2025 Added 19.32%
$0
$6.22 Million 0.2% of portfolio
124,964
Q1 2025 Added 225.36%
$0
$5.83 Million 0.19% of portfolio
43,431
Q1 2025 Added 12.99%
$0
$5.94 Million 0.19% of portfolio
28,137
Q1 2025 Reduced 4.9%
$0
$5.77 Million 0.19% of portfolio
190,495
Q1 2025 Reduced 14.88%
$0
$5.88 Million 0.19% of portfolio
232,683
Q1 2025 Added 16.75%
$0
$5.94 Million 0.19% of portfolio
97,898
Q1 2025 Added 4.59%
$0
$5.43 Million 0.18% of portfolio
109,737
Q1 2025 Added 4.49%
$127B
$5.49 Million 0.18% of portfolio
17,964
Q1 2025 Added 16.23%
$102B
$5.4 Million 0.18% of portfolio
15,314
Q1 2025 Added 119.08%
$0
$5.38 Million 0.18% of portfolio
101,398
Q1 2025 Reduced 4.59%
$0
$5.38 Million 0.18% of portfolio
120,550
Q1 2025 Added 1.12%
$0
$5.45 Million 0.18% of portfolio
69,048
Q1 2025 Added 4.86%
$392B
$5.53 Million 0.18% of portfolio
33,331
Q1 2025 Added 3.35%
$553B
$5.64 Million 0.18% of portfolio
40,328
Q1 2025 Added 7.06%
$0
$5.59 Million 0.18% of portfolio
55,582
Q1 2025 Added 15.18%
$0
$5.51 Million 0.18% of portfolio
244,161
Q1 2025 Reduced 0.67%
$0
$5.38 Million 0.18% of portfolio
41,031
Q1 2025 Added 2.17%
$0
$5.49 Million 0.18% of portfolio
69,595
Q1 2025 Reduced 2.01%
$0
$5.63 Million 0.18% of portfolio
60,718
Q1 2025 Reduced 0.69%
$175B
$5.5 Million 0.18% of portfolio
121,142
Q1 2025 Reduced 2.42%
$0
$5.37 Million 0.17% of portfolio
97,884
Q1 2025 Reduced 10.77%
$0
$5.29 Million 0.17% of portfolio
126,214
Q4 2024 Added 0.82%
$0
$5.18 Million 0.17% of portfolio
33,830
Q1 2025 Added 658.69%
$0
$5.33 Million 0.17% of portfolio
230,332
Q1 2025 Added 16.12%
$3.45B
$5.22 Million 0.17% of portfolio
18,113
Q1 2025 Reduced 12.72%
$135B
$5.1 Million 0.17% of portfolio
201,339
Q1 2025 Reduced 13.26%
$107B
$5.28 Million 0.17% of portfolio
18,308
Q1 2025 Reduced 24.66%
$0
$5.25 Million 0.17% of portfolio
54,410
Q1 2025 Added 445.9%
$1.02T
$5.21 Million 0.17% of portfolio
20,091
Q1 2025 Added 1.43%
$0
$5.26 Million 0.17% of portfolio
26,123
Q1 2025 Added 1.06%
$0
$5.04 Million 0.16% of portfolio
103,274
Q1 2025 Reduced 6.73%
$0
$4.86 Million 0.16% of portfolio
51,876
Q1 2025 Added 67.44%
$0
$4.82 Million 0.16% of portfolio
216,764
Q1 2025 Added 3.27%
$0
$4.94 Million 0.16% of portfolio
97,394
Q1 2025 Added 276.36%
$105B
$4.77 Million 0.16% of portfolio
41,301
Q1 2025 Added 3.06%
$123B
$5.05 Million 0.16% of portfolio
11,295
Q1 2025 Added 28.44%
$0
$4.95 Million 0.16% of portfolio
109,382
Q1 2025 Added 21.06%
$190B
$4.62 Million 0.15% of portfolio
14,018
Q1 2025 Added 35.53%
$298B
$4.47 Million 0.15% of portfolio
62,453
Q1 2025 Reduced 0.1%
$0
$4.72 Million 0.15% of portfolio
103,297
Q1 2025 Added 23.21%
$0
$4.68 Million 0.15% of portfolio
45,763
Q1 2025 Added 224.72%

Summary

  • Portfolio
  • No. of Stocks 4,312
  • Current Value $3.07 Billion
  • Prior Value $2.91 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 571 stocks
  • Additional Purchases 1,445 stocks
  • Sold out of 31 stocks
  • Reduced holdings in 1,092 stocks
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email