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
PXI Invesco Exchange Traded Fd Tr ETFs	$0	$51,000 0.0% of portfolio	1,151	Q4 2024 Added 0.09%
Invesco Exchange Traded Fd T	-	$0 0.0% of portfolio	-	Q3 2024 New
Invesco Exch Traded Fd Tr Ii	-	$0 0.0% of portfolio	-	Q4 2024 New
PSCC Invesco S&P Smallcap Consumer ETFs	$0	$2,000 0.0% of portfolio	63	Q4 2024 New
XMLV Invesco ETF Tr Ii S&P Midcap L ETFs	$0	$28,000 0.0% of portfolio	470	Q1 2024 Reduced 17.25%
PWZ Invesco California Amt Free Mu ETFs	$0	$7,000 0.0% of portfolio	287	Q3 2023 New
IDLV Invesco ETF Ii S&P Intl Dev Lo ETFs	$0	$1,000 0.0% of portfolio	71	Q2 2024 Added 4.41%
CGW Invesco ETF Tr Ii S&P Global W ETFs	$0	$86,000 0.0% of portfolio	1,600	Q4 2024 Added 1,900.0%
EELV Invesco ETF Tr Ii S&P Emerging ETFs	$0	$0 0.0% of portfolio	5	Q1 2024 Reduced 16.67%
SPHB Invesco ETF Tr Ii S&P 500 High ETFs	$0	$89,000 0.0% of portfolio	1,013	Q3 2024 Added 3,517.86%
PCEF Invesco Cef Income Composite E ETFs	$0	$4,000 0.0% of portfolio	225	Q2 2024 Reduced 81.63%
PZA Invesco ETF Tr Ii Natl Amt Fre ETFs	$0	$35,000 0.0% of portfolio	1,500	Q4 2024 Added 15.38%
CUT Invesco ETF Tr Ii Msci Global ETFs	$0	$5,000 0.0% of portfolio	170	Q1 2023 Reduced 58.54%
KBWP Invesco ETF Tr Ii Kbw Property ETFs	$0	$2,000 0.0% of portfolio	24	Q3 2024 Reduced 88.94%
KBWB Invesco ETF Tr Ii Kbw Bank ETF ETFs	$0	$0 0.0% of portfolio	9	Q4 2024 Reduced 95.11%
PIO Invesco Exchange Traded Fd Tr ETFs	$0	$19,000 0.0% of portfolio	503	Q4 2024 Added 0.6%
PHB Invesco Fd Tr Ii Fundamental H ETFs	$0	$2,000 0.0% of portfolio	131	Q4 2024 Added 1.55%
PDN Invesco Fd Tr ETFs	$0	$1,000 0.0% of portfolio	52	Q3 2024 Reduced 21.21%
PCY Invesco Fd Tr Ii Emerging Mkts ETFs	$0	$26,000 0.0% of portfolio	1,341	Q4 2024 Added 5.51%
Invesco Exch Traded Fd Tr Ii	-	$0 0.0% of portfolio	-	Q3 2024 New
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$42,000 0.0% of portfolio	2,038	Q4 2024 Reduced 55.13%
SOXQ Invesco ETF Tr Ii Invesco Phlx ETFs	$0	$9,000 0.0% of portfolio	235	Q4 2024 Added 97.48%
QQQJ Invesco Exchange Traded Fd Tr ETFs	$0	$6,000 0.0% of portfolio	198	Q3 2024 Reduced 83.47%
RDIV Invesco Exchange Traded Fd Tr ETFs	$0	$2,000 0.0% of portfolio	51	Q3 2024 New
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$120,000 0.0% of portfolio	1,234	Q3 2024 Added 2.92%
TAN Invesco ETF Tr Ii Solar ETF ETFs	$0	$129,000 0.0% of portfolio	3,920	Q4 2024 Added 14.35%
BAB Invesco ETF Tr Ii Taxable Mun ETFs	$0	$75,000 0.0% of portfolio	2,897	Q4 2024 Added 0.38%
BSCV Invesco ETF Self Indexed Fd Tr	$0	$100,000 0.0% of portfolio	6,240	Q3 2024 New
BSMU Invesco Exchange Self Ind Tr ETFs	$0	$23,000 0.0% of portfolio	1,100	Q4 2022 New
BSJS Invesco Exc Self Ind Tr Bullet ETFs	$0	$59,000 0.0% of portfolio	2,734	Q4 2024 New
BSCU Invesco Exc Self Ind Tr ETFs	$0	$36,000 0.0% of portfolio	2,260	Q3 2024 Added 1.21%
BSMR Invesco Bulletshares 2027 Muni ETFs	$0	$52,000 0.0% of portfolio	2,208	Q4 2024 Added 11.12%
BSMQ Invesco Bulletshares 2026 Muni ETFs	$0	$42,000 0.0% of portfolio	1,797	Q4 2024 Added 0.73%
BSCT Invesco Index Fd Tr Bulletshar ETFs	$0	$21,000 0.0% of portfolio	1,197	Q4 2024 Added 29.41%
BSJR Invesco Indx Tr ETFs	$0	$100,000 0.0% of portfolio	4,490	Q3 2024 New
IUS Invesco Ex Traded Self Indx Fd ETFs	$0	$0 0.0% of portfolio	20	Q4 2024 New
DEF Invesco Et Self Idxd Fd Tr Def ETFs	$0	$0 0.0% of portfolio	735	Q4 2024 Added 4.11%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$130,000 0.0% of portfolio	6,718	Q4 2024 Added 295.18%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$123,000 0.0% of portfolio	6,000	Q2 2024 Reduced 11.11%
BSJO Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$22,000 0.0% of portfolio	1,000	Q4 2024 Reduced 98.97%
Invesco Exch Trd Slf Idx Fd	-	$0 0.0% of portfolio	-	Q2 2024 New
Invesco Exch Trd Slf Idx Fd	-	$0 0.0% of portfolio	-	Q2 2024 Added 936.41%
DBA Invesco Db Agriculture Fund ETFs	$2.52B	$60,000 0.0% of portfolio	2,258	Q4 2024 Reduced 71.34%
ITIC Investors Title CO Financial Services	$432M	$0 0.0% of portfolio	0	Q4 2024 New
INVH Invitation Homes Inc. Real Estate	$19.2B	$1,000 0.0% of portfolio	44	Q4 2024 Reduced 97.1%
IONS Ionis Pharmaceuticals Inc Healthcare	$4.41B	$40,000 0.0% of portfolio	1,150	Q4 2024 Reduced 6.2%
IONQ Ion Q, Inc. Technology	$7.46B	$23,000 0.0% of portfolio	551	Q4 2024 Added 10.2%
IOVA Iovance Biotherapeutics, Inc. Healthcare	$879M	$0 0.0% of portfolio	0	Q4 2024 New
IRMD Iradimed Corp Healthcare	$694M	$0 0.0% of portfolio	1	Q4 2024 New
IRDM Iridium Communications Inc. Communication Services	$3.97B	$6,000 0.0% of portfolio	222	Q4 2024 Added 20.65%

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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