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
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$4.8 Million 0.15% of portfolio	46,673	Q2 2025 Added 56.54%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$4.99 Million 0.15% of portfolio	20,758	Q2 2025 Reduced 57.08%
IGEB Ishares Tr Edge Invt Grade Enh ETFs	$0	$4.98 Million 0.15% of portfolio	109,511	Q2 2025 Added 71.18%
IBTI Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$5.08 Million 0.15% of portfolio	227,324	Q2 2025 Added 4.87%
JNJ Johnson & Johnson Healthcare	$452B	$4.86 Million 0.15% of portfolio	31,788	Q2 2025 Reduced 4.63%
PANW Palo Alto Networks Inc Technology	$52.5B	$4.83 Million 0.15% of portfolio	23,590	Q2 2025 Reduced 1.83%
NOW Service Now, Inc. Technology	$172B	$4.93 Million 0.15% of portfolio	4,797	Q2 2025 Reduced 1.96%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.27T	$4.83 Million 0.15% of portfolio	21,347	Q2 2025 Added 3.33%
UBER Uber Technologies, Inc Technology	$182B	$4.81 Million 0.15% of portfolio	51,603	Q2 2025 Added 27.46%
NLR Vaneck ETF Tr Uranium+Nuclear ETFs	$0	$4.78 Million 0.15% of portfolio	42,949	Q2 2025 Added 11.07%
AMAT Applied Materials Inc Technology	$162B	$4.69 Million 0.14% of portfolio	25,599	Q2 2025 Reduced 1.54%
DFAU Dimensional ETF Tr ETFs	$0	$4.43 Million 0.14% of portfolio	104,640	Q2 2025 Reduced 79.02%
DIS Walt Disney CO Communication Services	$207B	$4.71 Million 0.14% of portfolio	37,984	Q2 2025 Reduced 4.47%
QJUN First Tr ETF	$0	$4.44 Million 0.14% of portfolio	150,158	Q2 2025 Reduced 0.42%
SIHY Harbor ETF Tr Harbor Scientifi ETFs	$0	$4.56 Million 0.14% of portfolio	98,961	Q2 2025 Reduced 17.91%
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$4.55 Million 0.14% of portfolio	103,236	Q2 2025 Added 0.78%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$4.66 Million 0.14% of portfolio	110,448	Q2 2025 Reduced 4.99%
LOW Lowes Companies Inc Consumer Cyclical	$152B	$4.74 Million 0.14% of portfolio	21,369	Q2 2025 Added 63.78%
NTNX Nutanix, Inc. Technology	$16B	$4.55 Million 0.14% of portfolio	59,553	Q2 2025 Added 2.75%
PH Parker Hannifin Corp Industrials	$96.6B	$4.71 Million 0.14% of portfolio	6,743	Q2 2025 Added 5.43%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$4.75 Million 0.14% of portfolio	187,801	Q2 2025 Added 3.35%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$4.65 Million 0.14% of portfolio	94,067	Q2 2025 Reduced 14.0%
VHT Vanguard Health Care ETF ETFs	$0	$4.49 Million 0.14% of portfolio	18,077	Q2 2025 Added 3.97%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$4.58 Million 0.14% of portfolio	57,660	Q2 2025 Added 14.02%
KO Coca Cola CO Consumer Defensive	$306B	$4.33 Million 0.13% of portfolio	61,144	Q2 2025 Reduced 2.1%
RWJ Invesco Exchange Traded Fd Tr ETFs	$0	$4.41 Million 0.13% of portfolio	101,912	Q2 2025 Added 12.62%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$4.18 Million 0.13% of portfolio	73,476	Q2 2025 Added 7.13%
OHI Omega Healthcare Investors Inc Real Estate	$9.44B	$4.1 Million 0.13% of portfolio	111,938	Q2 2025 Added 6.06%
PPL Ppl Corp Utilities	$27.2B	$4.21 Million 0.13% of portfolio	124,206	Q2 2025 Added 11.99%
SBUX Starbucks Corp Consumer Cyclical	$108B	$4.12 Million 0.13% of portfolio	45,012	Q2 2025 Reduced 5.02%
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	$0	$4.27 Million 0.13% of portfolio	123,880	Q2 2025 Reduced 9.21%
GLW Corning Inc Technology	$55.6B	$3.84 Million 0.12% of portfolio	73,020	Q2 2025 Reduced 8.31%
DD Du Pont De Nemours, Inc. Basic Materials	$36B	$3.82 Million 0.12% of portfolio	55,649	Q2 2025 Added 22.93%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$3.83 Million 0.12% of portfolio	34,840	Q2 2025 Reduced 1.53%
EFG Msci Eafe Growth ETF ETFs	$0	$4.07 Million 0.12% of portfolio	36,326	Q2 2025 Added 10.94%
K Kellogg CO Consumer Defensive	$27.3B	$3.97 Million 0.12% of portfolio	49,949	Q2 2025 Added 0.94%
NSC Norfolk Southern Corp Industrials	$64.4B	$3.86 Million 0.12% of portfolio	15,065	Q2 2025 Added 0.19%
SPYG Spdr Portfolio ETFs	$0	$3.93 Million 0.12% of portfolio	41,262	Q2 2025 Reduced 4.39%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$3.84 Million 0.12% of portfolio	41,820	Q2 2025 Reduced 0.91%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$3.87 Million 0.12% of portfolio	175,034	Q2 2025 Added 16.29%
XLV Select Sector Spdr Fund Health ETFs	$0	$3.79 Million 0.12% of portfolio	28,093	Q2 2025 Added 2.96%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$3.88 Million 0.12% of portfolio	10,597	Q2 2025 Reduced 2.21%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$3.92 Million 0.12% of portfolio	79,878	Q2 2025 Reduced 8.64%
VO Vanguard Mid Cap ETF ETFs	$0	$3.87 Million 0.12% of portfolio	13,814	Q2 2025 Added 6.55%
MDT Medtronic PLC Healthcare	$122B	$3.79 Million 0.12% of portfolio	43,435	Q2 2025 Added 1.97%
LGOV First Tr ETF Iv Long Duration ETFs	$0	$3.68 Million 0.11% of portfolio	171,636	Q2 2025 Added 103.76%
TDIV First Trust Nasdaq Technology ETFs	$0	$3.75 Million 0.11% of portfolio	41,593	Q2 2025 Reduced 5.58%
DJAN First Exc Trd Viii Cboe Vest U ETFs	$0	$3.68 Million 0.11% of portfolio	91,261	Q2 2025 Added 0.1%
FCX Freeport Mcmoran Inc Basic Materials	$60.2B	$3.44 Million 0.11% of portfolio	79,461	Q2 2025 Added 1.3%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$3.76 Million 0.11% of portfolio	119,325	Q2 2025 Added 6.08%

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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