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
$122B
$4.27 Million 0.15% of portfolio
8,794
Q4 2024 Added 11.77%
$0
$4.23 Million 0.15% of portfolio
96,025
Q4 2024 Reduced 15.89%
$0
$4.27 Million 0.15% of portfolio
31,063
Q4 2024 Added 44.43%
$0
$4.22 Million 0.15% of portfolio
138,599
Q4 2024 Added 9.59%
$0
$3.97 Million 0.14% of portfolio
51,947
Q4 2024 Added 4.12%
$0
$4.04 Million 0.14% of portfolio
144,257
Q4 2024 Added 1.3%
$0
$4.07 Million 0.14% of portfolio
32,595
Q4 2024 Added 0.66%
$0
$4.07 Million 0.14% of portfolio
39,370
Q4 2024 Added 565.26%
$423B
$4.09 Million 0.14% of portfolio
4,589
Q4 2024 Added 20.86%
$0
$4.21 Million 0.14% of portfolio
47,900
Q4 2024 Reduced 27.72%
$0
$3.93 Million 0.14% of portfolio
66,727
Q4 2024 Added 18.32%
$0
$3.99 Million 0.14% of portfolio
11,605
Q4 2024 Reduced 11.07%
$0
$3.98 Million 0.14% of portfolio
90,350
Q4 2024 Added 50.62%
$0
$4.2 Million 0.14% of portfolio
6,754
Q4 2024 Added 12.34%
$178B
$3.75 Million 0.13% of portfolio
10,343
Q4 2024 Added 27.41%
$139B
$3.7 Million 0.13% of portfolio
52,535
Q4 2024 Added 6.75%
$0
$3.76 Million 0.13% of portfolio
83,838
Q4 2024 Added 15.2%
$0
$3.64 Million 0.13% of portfolio
14,961
Q4 2024 Added 1.82%
$142B
$3.68 Million 0.13% of portfolio
16,297
Q4 2024 Added 15.83%
$0
$3.89 Million 0.13% of portfolio
85,064
Q4 2024 Added 1.93%
$0
$3.89 Million 0.13% of portfolio
40,142
Q4 2024 Added 18.02%
$0
$3.92 Million 0.13% of portfolio
102,991
Q4 2024 Added 340.43%
$55.1B
$3.85 Million 0.13% of portfolio
21,153
Q4 2024 Added 144.4%
$80.3B
$3.92 Million 0.13% of portfolio
6,160
Q4 2024 Added 11.33%
$236B
$3.85 Million 0.13% of portfolio
31,955
Q4 2024 Added 8.51%
$0
$3.91 Million 0.13% of portfolio
117,762
Q4 2024 Added 9.45%
$920B
$3.77 Million 0.13% of portfolio
19,076
Q4 2024 Reduced 19.58%
$203B
$3.91 Million 0.13% of portfolio
7,508
Q4 2024 Added 18.61%
$190B
$3.84 Million 0.13% of portfolio
10,920
Q4 2024 Added 1.52%
$0
$3.41 Million 0.12% of portfolio
30,420
Q4 2024 Added 366.56%
$1.36B
$3.57 Million 0.12% of portfolio
59,226
Q4 2024 Added 69.43%
$0
$3.41 Million 0.12% of portfolio
24,768
Q4 2024 Reduced 33.23%
$223B
$3.46 Million 0.12% of portfolio
20,730
Q4 2024 Added 12.36%
$0
$3.49 Million 0.12% of portfolio
110,875
Q4 2024 Reduced 2.7%
$0
$3.38 Million 0.12% of portfolio
62,387
Q4 2024 Reduced 8.5%
$0
$3.42 Million 0.12% of portfolio
32,102
Q4 2024 Added 285.75%
$0
$3.59 Million 0.12% of portfolio
37,042
Q4 2024 Added 19.22%
$0
$3.55 Million 0.12% of portfolio
19,177
Q4 2024 Added 155.15%
$0
$3.5 Million 0.12% of portfolio
57,122
Q4 2024 Added 14.26%
$0
$3.35 Million 0.12% of portfolio
140,411
Q4 2024 Reduced 50.53%
$28B
$3.35 Million 0.12% of portfolio
41,354
Q4 2024 Added 146.79%
$16.7B
$3.42 Million 0.12% of portfolio
55,842
Q4 2024 Added 60.68%
$0
$3.36 Million 0.12% of portfolio
183,010
Q4 2024 Reduced 43.1%
$0
$3.45 Million 0.12% of portfolio
17,425
Q4 2024 Added 8.62%
$0
$3.35 Million 0.12% of portfolio
12,673
Q4 2024 Added 0.29%
$275B
$3.43 Million 0.12% of portfolio
48,878
Q4 2024 Added 20.96%
$133B
$3.19 Million 0.11% of portfolio
19,629
Q4 2024 Added 22.86%
$103B
$3.3 Million 0.11% of portfolio
18,628
Q4 2024 Added 6.36%
$5.56B
$3.07 Million 0.11% of portfolio
61,826
Q4 2024 Reduced 0.28%

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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