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
IEF Ishares Barclays ETFs	$0	$4.67 Million 0.15% of portfolio	48,947	Q1 2025 Reduced 0.76%
LVHI Franklin International Low Vol ETFs	$0	$4.51 Million 0.15% of portfolio	139,373	Q1 2025 Reduced 5.41%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$4.73 Million 0.15% of portfolio	116,248	Q1 2025 Added 12.87%
NFLX Netflix Inc Communication Services	$548B	$4.55 Million 0.15% of portfolio	4,880	Q1 2025 Added 6.34%
SBUX Starbucks Corp Consumer Cyclical	$107B	$4.65 Million 0.15% of portfolio	47,392	Q1 2025 Reduced 5.27%
VHT Vanguard Health Care ETF ETFs	$0	$4.6 Million 0.15% of portfolio	17,387	Q1 2025 Added 279.13%
DFIP Dimensional ETF Tr Inflation P ETFs	$0	$4.24 Million 0.14% of portfolio	100,791	Q1 2025 Reduced 9.76%
DPZ Dominos Pizza Inc Consumer Cyclical	$15.8B	$4.41 Million 0.14% of portfolio	9,597	Q1 2025 Added 73.04%
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$4.25 Million 0.14% of portfolio	102,441	Q1 2025 Added 1.25%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$4.38 Million 0.14% of portfolio	48,126	Q1 2025 Added 27.33%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$4.35 Million 0.14% of portfolio	12,039	Q1 2025 Reduced 14.14%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$4.26 Million 0.14% of portfolio	181,711	Q1 2025 Added 2.0%
FNDF Schwab Fundamental Intl Large ETFs	$0	$4.35 Million 0.14% of portfolio	120,463	Q1 2025 Added 2.29%
TJX Tjx Companies Inc Consumer Cyclical	$143B	$4.27 Million 0.14% of portfolio	35,073	Q1 2025 Added 81.71%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$4.34 Million 0.14% of portfolio	87,434	Q1 2025 Reduced 9.1%
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	$0	$4.21 Million 0.14% of portfolio	136,447	Q1 2025 Reduced 1.55%
AVUV American Centy ETF Tr Avantis ETFs	$0	$4.01 Million 0.13% of portfolio	45,981	Q1 2025 Reduced 3.88%
DIS Walt Disney CO Communication Services	$214B	$3.92 Million 0.13% of portfolio	39,760	Q1 2025 Added 0.84%
ET Energy Transfer LP Energy	$55.1B	$4.05 Million 0.13% of portfolio	218,067	Q1 2025 Reduced 65.63%
FNF Fidelity National Financial, Inc. Financial Services	$15.1B	$3.84 Million 0.13% of portfolio	58,989	Q1 2025 Added 16.18%
FTCS First Trust Capital Strength E ETFs	$0	$3.84 Million 0.13% of portfolio	42,812	Q1 2025 Reduced 35.66%
RDVY First Trust Rising Dividend Ac ETFs	$0	$3.95 Million 0.13% of portfolio	67,518	Q1 2025 Reduced 9.17%
QJUN First Tr ETF	$0	$3.99 Million 0.13% of portfolio	150,788	Q1 2025 Added 4.53%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$3.93 Million 0.13% of portfolio	35,380	Q1 2025 Added 10.21%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$4.08 Million 0.13% of portfolio	34,036	Q1 2025 Added 4.42%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$3.92 Million 0.13% of portfolio	68,583	Q1 2025 Reduced 49.72%
K Kellogg CO Consumer Defensive	$26.8B	$4.08 Million 0.13% of portfolio	49,485	Q1 2025 Added 19.66%
NEE Nextera Energy Inc Utilities	$141B	$3.85 Million 0.13% of portfolio	54,275	Q1 2025 Reduced 22.18%
NTNX Nutanix, Inc. Technology	$16.7B	$4.05 Million 0.13% of portfolio	57,960	Q1 2025 Added 3.79%
OHI Omega Healthcare Investors Inc Real Estate	$8.65B	$4.02 Million 0.13% of portfolio	105,545	Q1 2025 Added 21.82%
PPL Ppl Corp Utilities	$24.9B	$4 Million 0.13% of portfolio	110,907	Q1 2025 Added 15.27%
PANW Palo Alto Networks Inc Technology	$59.6B	$4.1 Million 0.13% of portfolio	24,030	Q1 2025 Added 13.6%
PH Parker Hannifin Corp Industrials	$83.9B	$3.89 Million 0.13% of portfolio	6,396	Q1 2025 Added 3.83%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$3.87 Million 0.13% of portfolio	42,206	Q1 2025 Reduced 27.15%
XLV Select Sector Spdr Fund Health ETFs	$0	$3.98 Million 0.13% of portfolio	27,286	Q1 2025 Reduced 12.16%
NOW Service Now, Inc. Technology	$196B	$3.9 Million 0.13% of portfolio	4,893	Q1 2025 Added 151.05%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$3.99 Million 0.13% of portfolio	50,572	Q1 2025 Added 40.99%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$3.88 Million 0.13% of portfolio	77,145	Q1 2025 Added 157.47%
AMAT Applied Materials Inc Technology	$146B	$3.77 Million 0.12% of portfolio	25,999	Q1 2025 Added 32.45%
CAG Conagra Brands Inc. Consumer Defensive	$10.3B	$3.62 Million 0.12% of portfolio	135,790	Q1 2025 Added 32.22%
GLW Corning Inc Technology	$42.6B	$3.65 Million 0.12% of portfolio	79,636	Q1 2025 Added 15.84%
DFAI Dimensional ETF Tr ETFs	$0	$3.81 Million 0.12% of portfolio	122,123	Q1 2025 Added 17.87%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$3.54 Million 0.12% of portfolio	112,490	Q1 2025 Added 1.46%
RWJ Invesco Exchange Traded Fd Tr ETFs	$0	$3.68 Million 0.12% of portfolio	90,492	Q1 2025 Added 6.38%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$3.59 Million 0.12% of portfolio	30,358	Q1 2025 Added 6.8%
NSC Norfolk Southern Corp Industrials	$58.6B	$3.56 Million 0.12% of portfolio	15,037	Q1 2025 Added 24.26%
NOC Northrop Grumman Corp Industrials	$76.6B	$3.56 Million 0.12% of portfolio	6,960	Q1 2025 Added 29.8%
PULS Pgim ETF Tr ETFs	$0	$3.81 Million 0.12% of portfolio	76,703	Q1 2025 Added 67.16%
TXN Texas Instruments Inc Technology	$177B	$3.8 Million 0.12% of portfolio	19,515	Q1 2025 Added 52.75%
TRV Travelers Companies, Inc. Financial Services	$62.1B	$3.62 Million 0.12% of portfolio	13,672	Q1 2025 Added 4.29%

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

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.

Account