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
GLW Corning Inc Technology	$44.4B	$3.27 Million 0.11% of portfolio	68,744	Q4 2024 Added 447.37%
DE Deere & CO Industrials	$145B	$3.16 Million 0.11% of portfolio	7,469	Q4 2024 Reduced 7.49%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$3.16 Million 0.11% of portfolio	122,118	Q4 2024 Added 33.82%
ACIO ETF Ser Solutions Aptus Collar ETFs	$0	$3.06 Million 0.11% of portfolio	76,014	Q4 2024 Added 2.73%
EPD Enterprise Products Partners L.P. Energy	$72.8B	$3.29 Million 0.11% of portfolio	105,003	Q4 2024 Added 14.13%
TDIV First Trust Nasdaq Technology ETFs	$0	$3.28 Million 0.11% of portfolio	41,747	Q4 2024 Added 0.75%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$3.17 Million 0.11% of portfolio	63,167	Q4 2024 Added 0.16%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$3.27 Million 0.11% of portfolio	91,165	Q4 2024 Added 39.35%
RPG Invesco Exchange Traded Fd Tr ETFs	$0	$3.21 Million 0.11% of portfolio	77,718	Q4 2024 Added 367.73%
PSCT Invesco S&P Smallcap Informati ETFs	$0	$3.27 Million 0.11% of portfolio	68,492	Q4 2024 Added 0.68%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$3.3 Million 0.11% of portfolio	37,797	Q4 2024 Added 18.6%
EMB Ishares Tr ETFs	$0	$3.14 Million 0.11% of portfolio	35,225	Q4 2024 Added 1.36%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$3.28 Million 0.11% of portfolio	28,424	Q4 2024 Added 16.2%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$3.1 Million 0.11% of portfolio	135,828	Q4 2024 Added 4.53%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$3.09 Million 0.11% of portfolio	132,444	Q4 2024 Added 0.6%
LOW Lowes Companies Inc Consumer Cyclical	$156B	$3.18 Million 0.11% of portfolio	12,868	Q4 2024 Reduced 1.33%
OHI Omega Healthcare Investors Inc Real Estate	$8.52B	$3.28 Million 0.11% of portfolio	86,640	Q4 2024 Added 4,919.7%
PPL Ppl Corp Utilities	$24.8B	$3.12 Million 0.11% of portfolio	96,213	Q4 2024 Added 8,599.19%
QCOM Qualcomm Inc Technology	$193B	$3.21 Million 0.11% of portfolio	20,885	Q4 2024 Added 54.1%
CRM Salesforce, Inc. Technology	$327B	$3.25 Million 0.11% of portfolio	9,733	Q4 2024 Added 21.75%
TRV Travelers Companies, Inc. Financial Services	$55.8B	$3.16 Million 0.11% of portfolio	13,110	Q4 2024 Added 213.26%
UNP Union Pacific Corp Industrials	$153B	$3.27 Million 0.11% of portfolio	14,360	Q4 2024 Added 17.38%
VGSH Vanguard ETFs	$0	$3.26 Million 0.11% of portfolio	56,084	Q4 2024 Added 2.41%
AVEM American Centy ETF Tr Avantis ETFs	$0	$2.78 Million 0.1% of portfolio	47,264	Q4 2024 Added 23.96%
CI Cigna Corp Healthcare	$89.2B	$3.04 Million 0.1% of portfolio	11,001	Q4 2024 Added 154.89%
CAG Conagra Brands Inc. Consumer Defensive	$12.1B	$2.85 Million 0.1% of portfolio	102,703	Q4 2024 Added 1,742.54%
DFAI Dimensional ETF Tr ETFs	$0	$3.03 Million 0.1% of portfolio	103,611	Q4 2024 Reduced 7.73%
DFAE Dimensional ETF Tr ETFs	$0	$2.88 Million 0.1% of portfolio	113,575	Q4 2024 Added 3.97%
DD Du Pont De Nemours, Inc. Basic Materials	$41.7B	$2.79 Million 0.1% of portfolio	36,557	Q4 2024 Added 591.32%
FNF Fidelity National Financial, Inc. Financial Services	$16B	$2.85 Million 0.1% of portfolio	50,773	Q4 2024 Added 2,501.08%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$2.91 Million 0.1% of portfolio	164,450	Q4 2024 Added 15.97%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$2.84 Million 0.1% of portfolio	93,197	Q4 2024 Added 17.28%
HCA Hca Healthcare, Inc. Healthcare	$90.8B	$2.83 Million 0.1% of portfolio	9,444	Q4 2024 Added 23.18%
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$2.97 Million 0.1% of portfolio	82,768	Q4 2024 Reduced 6.44%
SOXX Ishares Semiconductor ETF ETFs	$0	$2.94 Million 0.1% of portfolio	13,654	Q4 2024 Added 288.89%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$2.77 Million 0.1% of portfolio	8,585	Q4 2024 Added 3.38%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$2.77 Million 0.1% of portfolio	13,365	Q4 2024 Added 25.48%
IBTH Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$2.96 Million 0.1% of portfolio	133,475	Q4 2024 Reduced 0.13%
NSC Norfolk Southern Corp Industrials	$59.3B	$2.84 Million 0.1% of portfolio	12,101	Q4 2024 Added 521.2%
PEP Pepsico Inc Consumer Defensive	$198B	$2.84 Million 0.1% of portfolio	18,657	Q4 2024 Reduced 21.21%
LDUR Pimco Enhanced Low Duration Ac ETFs	$0	$2.9 Million 0.1% of portfolio	30,554	Q4 2024 Reduced 0.74%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.79 Million 0.1% of portfolio	72,612	Q4 2024 Reduced 7.37%
SPMD Spdr Portfolio ETFs	$0	$2.87 Million 0.1% of portfolio	52,395	Q4 2024 Added 2.62%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$3.03 Million 0.1% of portfolio	30,605	Q4 2024 Reduced 32.94%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.8 Million 0.1% of portfolio	35,869	Q4 2024 Added 65.59%
MDT Medtronic PLC Healthcare	$123B	$2.82 Million 0.1% of portfolio	35,286	Q4 2024 Added 240.53%
ADBE Adobe Inc. Technology	$214B	$2.55 Million 0.09% of portfolio	5,736	Q4 2024 Added 9.59%
DOW Dow Inc. Basic Materials	$27.2B	$2.62 Million 0.09% of portfolio	65,316	Q4 2024 Added 348.11%
DUK Duke Energy Corp Utilities	$85.9B	$2.54 Million 0.09% of portfolio	23,545	Q4 2024 Reduced 17.99%
DSTL ETF Ser Solution Distillate Us ETFs	$0	$2.48 Million 0.09% of portfolio	45,129	Q4 2024 Reduced 0.45%

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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