Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $3.07 Billion
  • Q1 2025

Ifp Advisors, Inc has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.07 Billion distributed in 4312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94.2M, Invesco Qqq Trust, Series 1 with a value of $61.1M, Vanguard Growth ETF with a value of $59.6M, First Tr Enhanced Traded Fd Iv with a value of $46.1M, and Nvidia Corp with a value of $41M.

Examining the 13F form we can see an increase of $161M in the current position value, from $2.91B to 3.07B. Also it can be appreciated an additional of 571 stocks purchases and 31 closed positions.

Below you can find more details about Ifp Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.07 Billion
ETFs: $1.89 Billion
Technology: $329 Million
Financial Services: $160 Million
Healthcare: $117 Million
Industrials: $112 Million
Consumer Cyclical: $111 Million
Consumer Defensive: $84.1 Million
Communication Services: $81.6 Million
Other: $151 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.06 Million 0.1% of portfolio
12,513
Q1 2025 Added 217.11%
$0
$3.18 Million 0.1% of portfolio
12,642
Q1 2025 Added 155.76%
$0
$2.67 Million 0.09% of portfolio
44,322
Q1 2025 Reduced 6.22%
$223B
$2.89 Million 0.09% of portfolio
10,760
Q1 2025 Added 122.5%
$0
$2.8 Million 0.09% of portfolio
26,369
Q1 2025 Reduced 13.32%
$58.7B
$2.83 Million 0.09% of portfolio
12,214
Q1 2025 Added 139.91%
$5.71B
$2.84 Million 0.09% of portfolio
61,665
Q1 2025 Reduced 0.26%
$88.9B
$2.82 Million 0.09% of portfolio
23,131
Q1 2025 Reduced 1.76%
$0
$2.74 Million 0.09% of portfolio
20,860
Q1 2025 Reduced 15.78%
$0
$2.64 Million 0.09% of portfolio
89,026
Q1 2025 Reduced 4.48%
$102M
$2.87 Million 0.09% of portfolio
185,204
Q1 2025 Added 1,913.09%
$0
$2.77 Million 0.09% of portfolio
77,468
Q1 2025 Reduced 6.4%
$180B
$2.8 Million 0.09% of portfolio
5,658
Q1 2025 Added 160.26%
$0
$2.86 Million 0.09% of portfolio
44,281
Q1 2025 Added 24.92%
$0
$2.86 Million 0.09% of portfolio
15,206
Q1 2025 Reduced 20.71%
$0
$2.65 Million 0.09% of portfolio
44,893
Q1 2025 Reduced 4.76%
$0
$2.7 Million 0.09% of portfolio
124,394
Q1 2025 Added 32.31%
$0
$2.77 Million 0.09% of portfolio
127,405
Q1 2025 Added 2.98%
$200B
$2.62 Million 0.09% of portfolio
29,164
Q1 2025 Added 7.3%
$46.2B
$2.73 Million 0.09% of portfolio
56,586
Q1 2025 Reduced 1.6%
$42.5B
$2.68 Million 0.09% of portfolio
54,331
Q1 2025 Reduced 1.22%
$0
$2.71 Million 0.09% of portfolio
73,259
Q1 2025 Added 1.71%
$164B
$2.69 Million 0.09% of portfolio
5,285
Q1 2025 Reduced 1.58%
$86.4B
$2.67 Million 0.09% of portfolio
7,641
Q1 2025 Reduced 0.93%
$0
$2.75 Million 0.09% of portfolio
123,052
Q1 2025 Reduced 2.66%
$0
$2.83 Million 0.09% of portfolio
38,669
Q1 2025 Added 1,253.01%
$0
$2.88 Million 0.09% of portfolio
46,357
Q1 2025 Reduced 30.53%
$0
$2.74 Million 0.09% of portfolio
35,782
Q1 2025 Added 14.49%
$0
$2.77 Million 0.09% of portfolio
33,858
Q1 2025 Added 76.98%
$286B
$2.88 Million 0.09% of portfolio
40,056
Q1 2025 Reduced 18.05%
$0
$2.78 Million 0.09% of portfolio
77,924
Q1 2025 Added 16.58%
$233B
$2.32 Million 0.08% of portfolio
17,488
Q1 2025 Reduced 6.09%
$107B
$2.38 Million 0.08% of portfolio
39,624
Q1 2025 Added 21.07%
$0
$2.44 Million 0.08% of portfolio
26,053
Q1 2025 Added 65.69%
$0
$2.31 Million 0.08% of portfolio
102,717
Q1 2025 Added 1,350.6%
$0
$2.58 Million 0.08% of portfolio
51,943
Q1 2025 Added 8.0%
$25.6B
$2.36 Million 0.08% of portfolio
17,046
Q1 2025 Added 116.21%
$0
$2.56 Million 0.08% of portfolio
47,191
Q1 2025 Added 4.57%
$75.9B
$2.42 Million 0.08% of portfolio
22,080
Q1 2025 Added 98.1%
$16.5B
$2.46 Million 0.08% of portfolio
28,759
Q1 2025 Added 501.15%
$0
$2.48 Million 0.08% of portfolio
42,515
Q1 2025 Reduced 7.07%
$219B
$2.3 Million 0.08% of portfolio
4,218
Q1 2025 Reduced 2.7%
$215B
$2.37 Million 0.08% of portfolio
3,868
Q1 2025 Reduced 2.35%
$0
$2.38 Million 0.08% of portfolio
62,326
Q1 2025 Reduced 19.8%
$0
$2.36 Million 0.08% of portfolio
110,130
Q1 2025 Added 1.96%
$0
$2.57 Million 0.08% of portfolio
13,669
Q1 2025 Added 0.11%
$0
$2.54 Million 0.08% of portfolio
19,849
Q1 2025 Added 23.92%
$0
$2.51 Million 0.08% of portfolio
8,190
Q1 2025 Reduced 4.6%
$0
$2.58 Million 0.08% of portfolio
225,672
Q1 2025 Added 31.07%

Summary

  • Portfolio
  • No. of Stocks 4,312
  • Current Value $3.07 Billion
  • Prior Value $2.91 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 571 stocks
  • Additional Purchases 1,445 stocks
  • Sold out of 31 stocks
  • Reduced holdings in 1,092 stocks
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