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
$0
$1,000 0.0% of portfolio
53
Q2 2025 New
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$6,000 0.0% of portfolio
320
Q2 2025 New
$0
$17,000 0.0% of portfolio
500
Q2 2025 Reduced 21.63%
$0
$10,000 0.0% of portfolio
270
Q2 2025 Reduced 34.15%
$0
$85,000 0.0% of portfolio
2,015
Q2 2025 Added 83.68%
Innovator Etfs Trust Grwt100 Pwr Bf
-
$0 0.0% of portfolio
-
Q2 2025 Added 36.12%
$0
$87,000 0.0% of portfolio
3,127
Q2 2025 Added 157.37%
Innovator Etfs Trust Us Eqty Bufr Feb
-
$0 0.0% of portfolio
-
Q2 2025 Added 57.46%
Innovator Etfs Trust Grwt100 Pwr Bf
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.15%
Innovator Etfs Trust Us Sml Cp Pwr B
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.03%
Innovator Etfs Trust Emrgng Mkt Jan
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.33%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.39%
$0
$42,000 0.0% of portfolio
1,161
Q2 2025 Reduced 51.71%
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.27%
Innovator Etfs Trust Us Eqty Buf Dec
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.95%
$0
$40,000 0.0% of portfolio
970
Q2 2025 Reduced 29.2%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 18.74%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 10.22%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.77%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 73.53%
-
$0 0.0% of portfolio
-
Q2 2025 Added 15.68%
$0
$26,000 0.0% of portfolio
667
Q2 2025 Added 113.78%
$0
$0 0.0% of portfolio
5
Q2 2025 New
$0
$142,000 0.0% of portfolio
3,028
Q2 2025 Reduced 6.43%
$0
$81,000 0.0% of portfolio
2,593
Q2 2025 Reduced 42.08%
$0
$87,000 0.0% of portfolio
1,944
Q2 2025 Added 118.67%
$227M
$2,000 0.0% of portfolio
361
Q2 2025 New
$43.4M
$0 0.0% of portfolio
184
Q1 2023 Reduced 50.0%
$0
$31,000 0.0% of portfolio
847
Q2 2025 New
Innovator Etfs Trust Equity Defined P
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 5.99%
Innovator Etfs Trust Growth 100 Pwr B
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 69.42%
Innovator Etfs Trust Us Small Cap Pwr
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 29.01%
Innovator Etfs Trust Hedged Nasdaq
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Nasdaq 100 10 Bu
-
$0 0.0% of portfolio
-
Q2 2025 Added 95.0%
Innovator Etfs Trust Intl Dvlpd 10 Bu
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Premium Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Emerging Mrkt 10
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Us Small Cap 10
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Equity Defined P
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Equity Defined P
-
$0 0.0% of portfolio
-
Q2 2025 Added 124.91%
Innovator Etfs Trust Equity Defined P
-
$0 0.0% of portfolio
-
Q2 2025 Added 172.4%
Innovator Etfs Trust Innovator Gw 100
-
$0 0.0% of portfolio
-
Q2 2025 Added 1,045.0%
Innovator Etfs Trust Innovator Us Sm A
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Innovator Intl D
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 10.26%
Innovator Etfs Trust Intl Developed P
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Premium Incm 15
-
$0 0.0% of portfolio
-
Q2 2025 Added 480.41%
Innovator Etfs Trust Equity Defined
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 22.24%
Innovator Etfs Trust Innovator Intl D
-
$0 0.0% of portfolio
-
Q1 2025 Added 374.36%

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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