Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $2.42 Billion
  • Q2 2024

Ifp Advisors, Inc has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 3244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.3M, Invesco Qqq Trust, Series 1 with a value of $51.5M, Spdr S&P 500 ETF Trust with a value of $49.4M, Vanguard Growth ETF with a value of $38.2M, and Wisdomtree Tr Us Quality Divid with a value of $31.5M.

Examining the 13F form we can see an increase of $220M in the current position value, from $2.2B to 2.42B. Also it can be appreciated an additional of 297 stocks purchases and 3 closed positions.

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

Portfolio value $2.42 Billion
ETFs: $1.58 Billion
Technology: $228 Million
Financial Services: $129 Million
Consumer Cyclical: $92.2 Million
Healthcare: $73.5 Million
Industrials: $72.4 Million
Communication Services: $65.2 Million
Energy: $57.8 Million
Other: $104 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Leafly Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2023 New
$5.81B
$8,000 0.0% of portfolio
73
Q2 2024 Added 1.39%
$1.55B
$63,000 0.0% of portfolio
5,553
Q2 2024 Reduced 53.94%
$3.4B
$0 0.0% of portfolio
19
Q1 2023 Reduced 81.55%
-
$0 0.0% of portfolio
-
Q2 2024 Added 775.0%
$23.3B
$49,000 0.0% of portfolio
92
Q2 2024 Added 19.48%
-
$0 0.0% of portfolio
-
Q4 2023 Added 1,792.0%
$0
$12,000 0.0% of portfolio
2,343
Q2 2024 New
$0
$51,000 0.0% of portfolio
7,637
Q2 2024 Reduced 66.78%
$1.71B
$2,000 0.0% of portfolio
51
Q1 2024 Added 5,000.0%
$11.5B
$2,000 0.0% of portfolio
45
Q1 2024 Added 2.27%
$3.46B
$3,000 0.0% of portfolio
170
Q1 2023 Reduced 41.98%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 83.33%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 6.67%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q2 2024 Added 88.89%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 49.83%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 25.9%
$178M
$2,000 0.0% of portfolio
400
Q1 2023 Reduced 27.27%
$334M
$28,000 0.0% of portfolio
9,500
Q2 2023 Reduced 9.52%
$2.64B
$15,000 0.0% of portfolio
1,117
Q1 2024 New
$0
$34,000 0.0% of portfolio
1,402
Q2 2024 Added 18.11%
$0
$2,000 0.0% of portfolio
188
Q1 2023 Reduced 50.0%
$0
$35,000 0.0% of portfolio
693
Q2 2024 Added 13.79%
-
$0 0.0% of portfolio
-
Q1 2023 Reduced 20.47%
Listed Fd Tr
-
$0 0.0% of portfolio
-
Q2 2024 Added 7.49%
Lithium Amers Corp New
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 71.64%
Lithium Americas Argentina C
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 79.6%
$6.04B
$1,000 0.0% of portfolio
5
Q2 2024 New
$32.3B
$10,000 0.0% of portfolio
113
Q2 2024 Reduced 82.67%
$46B
$98,000 0.0% of portfolio
36,057
Q2 2024 Added 76.44%
$20.5B
$13,000 0.0% of portfolio
179
Q2 2024 Added 25.17%
$3.52B
$6,000 0.0% of portfolio
2,680
Q2 2024 Added 18.74%
$8.16B
$8,000 0.0% of portfolio
8,098
Q2 2024 Added 8,163.27%
$6.07B
$22,000 0.0% of portfolio
443
Q2 2024 Reduced 39.32%
$61M
$0 0.0% of portfolio
250
Q4 2023 Reduced 25.37%
$2.33B
$8,000 0.0% of portfolio
5,794
Q1 2024 Reduced 9.0%
$5.78B
$12,000 0.0% of portfolio
856
Q2 2024 Added 3,192.31%
$4.05B
$2,000 0.0% of portfolio
117
Q2 2024 Added 588.24%
$1.14B
$31,000 0.0% of portfolio
3,000
Q2 2024 Added 200.0%
$0
$3,000 0.0% of portfolio
850
Q1 2023 Reduced 52.17%
$0
$43,000 0.0% of portfolio
8,010
Q1 2023 Reduced 10.14%
$3.77B
$67,000 0.0% of portfolio
905
Q2 2022 New
$7.74B
$9,000 0.0% of portfolio
463
Q2 2024 Added 646.77%
$4.4B
$0 0.0% of portfolio
5
Q1 2023 Reduced 44.44%
$7.64B
$0 0.0% of portfolio
4
Q2 2024 New
$3.49B
$26,000 0.0% of portfolio
2,090
Q2 2024 Reduced 63.97%
$6.86B
$1,000 0.0% of portfolio
6
Q1 2024 New
$4.03B
$18,000 0.0% of portfolio
230
Q2 2024 Reduced 9.8%
$2.51B
$81,000 0.0% of portfolio
600
Q2 2024 Added 50.0%

Summary

  • Portfolio
  • No. of Stocks 3,244
  • Current Value $2.42 Billion
  • Prior Value $2.2 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 297 stocks
  • Additional Purchases 1,327 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 828 stocks
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