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
Innovator Etfs Trust Intl Developed P
-
$0 0.0% of portfolio
-
Q1 2025 Added 42.86%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Us Eqt Accel Pls
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Equity Defi 2026
-
$0 0.0% of portfolio
-
Q2 2025 Added 55.71%
Innovator Etfs Trust International De
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.39%
Innovator Etfs Trust Premium Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust U S
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Intl Dev Pwr Buf
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 70.0%
Innovator Etfs Trust Innovator Us Eq
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Prem Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Premium Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$36,000 0.0% of portfolio
871
Q2 2025 New
Innovator Etfs Trust Innovator Inter
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 41.75%
Innovator Etfs Trust Equity Def Protn
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 17.05%
Innovator Etfs Trust Prem Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Prem Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Prem Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Prem Incm 40 Bar
-
$0 0.0% of portfolio
-
Q3 2024 New
$0
$5,000 0.0% of portfolio
144
Q2 2025 New
Innovator Etfs Trust Prem Incm 30 Bar
-
$0 0.0% of portfolio
-
Q2 2025 Added 16.25%
Innovator Etfs Trust Prem Incm 20 Bar
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Nasdaq 100 Man A
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$0 0.0% of portfolio
1
Q2 2025 New
$0
$0 0.0% of portfolio
6
Q2 2025 New
$0
$7,000 0.0% of portfolio
230
Q2 2025 New
$0
$0 0.0% of portfolio
22
Q2 2025 New
$0
$11,000 0.0% of portfolio
661
Q2 2025 Added 26.39%
$0
$16,000 0.0% of portfolio
475
Q2 2025 Added 58.33%
$0
$42,000 0.0% of portfolio
1,188
Q2 2025 Added 296.0%
$488M
$0 0.0% of portfolio
0
Q2 2025 Sold Out
Zoomcar Hldgs Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.84%
Innovator Etfs Trust Equity Defined P
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Growth 100 Power
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 46.54%
Innovator Etfs Trust Us Small Cap Pow
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 97.21%
Innovator Etfs Trust Equity Def Pro 2
-
$0 0.0% of portfolio
-
Q1 2025 New
Innovator Etfs Trust Equity Defined P
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Us Small Cap Pow
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Uncapped Bitcoin
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust Equity Defin 1 Yr
-
$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 New
Innovator Etfs Trust Us Small Cap Pwr
-
$0 0.0% of portfolio
-
Q1 2025 New
Innovator Etfs Trust Growth 100 Pwr B
-
$0 0.0% of portfolio
-
Q2 2025 Added 38.24%
Innovator Etfs Trust Equity Def Protn
-
$0 0.0% of portfolio
-
Q1 2025 New
Innovator Etfs Trust Us Sm Cap Buffer
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.58%
Innovator Etfs Trust Innovator Gw 100
-
$0 0.0% of portfolio
-
Q2 2025 Added 78.41%

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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