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 Trade History
$124M
$3.65 Million 0.11% of portfolio
193,204
Q2 2025 Added 4.32%
$89.6B
$3.74 Million 0.11% of portfolio
167,061
Q2 2025 Added 13.07%
$0
$3.68 Million 0.11% of portfolio
16,210
Q2 2025 Added 70.02%
$0
$3.72 Million 0.11% of portfolio
58,146
Q2 2025 Added 5.31%
$0
$3.74 Million 0.11% of portfolio
73,721
Q2 2025 Added 114.71%
$141B
$3.46 Million 0.11% of portfolio
49,789
Q2 2025 Reduced 8.27%
$78.6B
$3.52 Million 0.11% of portfolio
47,333
Q2 2025 Added 76.33%
$0
$3.72 Million 0.11% of portfolio
87,011
Q2 2025 Added 14.47%
$0
$3.47 Million 0.11% of portfolio
63,887
Q2 2025 Added 5.38%
$314B
$3.64 Million 0.11% of portfolio
15,295
Q2 2025 Added 224.67%
$61.9B
$3.72 Million 0.11% of portfolio
13,891
Q2 2025 Added 1.6%
$155B
$3.64 Million 0.11% of portfolio
59,567
Q2 2025 Reduced 2.3%
$135B
$3.45 Million 0.11% of portfolio
15,002
Q2 2025 Added 0.41%
$0
$3.72 Million 0.11% of portfolio
44,860
Q2 2025 Added 32.49%
$150B
$3.47 Million 0.11% of portfolio
11,615
Q2 2025 Added 3.84%
$85.6B
$3.33 Million 0.1% of portfolio
10,066
Q2 2025 Added 1.83%
$15.3B
$3.22 Million 0.1% of portfolio
121,454
Q2 2025 Added 31.05%
$16.6B
$3.42 Million 0.1% of portfolio
60,941
Q2 2025 Added 3.31%
$0
$3.19 Million 0.1% of portfolio
21,162
Q2 2025 Added 1.45%
$306B
$3.12 Million 0.1% of portfolio
12,128
Q2 2025 Reduced 17.17%
$0
$3.39 Million 0.1% of portfolio
98,680
Q2 2025 New
$0
$3.22 Million 0.1% of portfolio
68,699
Q2 2025 Added 157.05%
$0
$3.2 Million 0.1% of portfolio
45,831
Q2 2025 Added 3.5%
$0
$3.29 Million 0.1% of portfolio
13,769
Q2 2025 Added 0.73%
$0
$3.43 Million 0.1% of portfolio
17,682
Q2 2025 Added 16.28%
$0
$3.2 Million 0.1% of portfolio
44,077
Q2 2025 Added 328.39%
$0
$3.4 Million 0.1% of portfolio
36,724
Q2 2025 Added 0.53%
$0
$3.28 Million 0.1% of portfolio
145,937
Q2 2025 Added 2.2%
$0
$3.26 Million 0.1% of portfolio
142,224
Q2 2025 Reduced 1.25%
$0
$3.38 Million 0.1% of portfolio
30,219
Q2 2025 Added 38.59%
$54.7B
$3.44 Million 0.1% of portfolio
58,998
Q2 2025 Added 4.26%
$0
$3.15 Million 0.1% of portfolio
79,073
Q2 2025 Reduced 14.82%
$0
$3.27 Million 0.1% of portfolio
34,168
Q2 2025 Added 9.56%
$0
$3.24 Million 0.1% of portfolio
126,593
Q2 2025 Added 30.06%
$0
$3.43 Million 0.1% of portfolio
143,923
Q2 2025 Added 713.54%
$0
$3.24 Million 0.1% of portfolio
107,779
Q2 2025 Added 2.53%
$302B
$3.21 Million 0.1% of portfolio
40,080
Q2 2025 Added 0.06%
$118B
$2.79 Million 0.09% of portfolio
47,563
Q2 2025 Added 20.04%
$227B
$2.91 Million 0.09% of portfolio
9,120
Q2 2025 Reduced 15.24%
$1.19B
$2.82 Million 0.09% of portfolio
50,256
Q2 2025 Reduced 14.1%
$6.5B
$2.98 Million 0.09% of portfolio
60,934
Q2 2025 Reduced 1.19%
$95.8B
$2.79 Million 0.09% of portfolio
23,662
Q2 2025 Added 2.3%
$18.5B
$2.92 Million 0.09% of portfolio
35,086
Q2 2025 Added 22.0%
$0
$2.88 Million 0.09% of portfolio
31,741
Q2 2025 Reduced 25.86%
$0
$3.04 Million 0.09% of portfolio
38,692
Q2 2025 Reduced 4.08%
$0
$2.85 Million 0.09% of portfolio
41,417
Q2 2025 Reduced 2.58%
$112B
$3 Million 0.09% of portfolio
7,843
Q2 2025 Reduced 18.62%
$0
$2.81 Million 0.09% of portfolio
74,343
Q2 2025 Reduced 4.03%
$201B
$2.84 Million 0.09% of portfolio
3,606
Q2 2025 Reduced 6.77%

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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