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 Trade History
$0
$2.47 Million 0.09% of portfolio
45,749
Q4 2024 Added 9.41%
$57.1B
$2.7 Million 0.09% of portfolio
71,014
Q4 2024 Added 145.39%
$191B
$2.48 Million 0.09% of portfolio
4,335
Q4 2024 Added 41.67%
$173B
$2.49 Million 0.09% of portfolio
3,961
Q4 2024 Added 0.89%
$0
$2.67 Million 0.09% of portfolio
231,643
Q4 2024 Added 2.91%
$0
$2.47 Million 0.09% of portfolio
47,137
Q4 2024 Added 18.33%
$0
$2.75 Million 0.09% of portfolio
30,982
Q4 2024 Reduced 2.38%
$0
$2.64 Million 0.09% of portfolio
123,717
Q4 2024 Added 8.07%
$0
$2.5 Million 0.09% of portfolio
43,723
Q4 2024 Reduced 2.77%
$222B
$2.7 Million 0.09% of portfolio
27,181
Q4 2024 Added 11.22%
$79.1B
$2.52 Million 0.09% of portfolio
5,362
Q4 2024 Added 77.14%
$27.4B
$2.49 Million 0.09% of portfolio
55,744
Q4 2024 Added 30,697.79%
$46.1B
$2.72 Million 0.09% of portfolio
55,002
Q4 2024 Added 38.39%
$166B
$2.67 Million 0.09% of portfolio
5,370
Q4 2024 Added 4.52%
$59.7B
$2.51 Million 0.09% of portfolio
65,597
Q4 2024 Added 97.4%
$89.6B
$2.62 Million 0.09% of portfolio
7,713
Q4 2024 Reduced 0.94%
$177B
$2.49 Million 0.09% of portfolio
12,776
Q4 2024 Reduced 1.83%
$149B
$2.71 Million 0.09% of portfolio
47,726
Q4 2024 Added 833.42%
$10.5B
$2.21 Million 0.08% of portfolio
119,706
Q4 2024 Added 16.75%
$1.2B
$2.43 Million 0.08% of portfolio
271,132
Q4 2024 Added 30.97%
$34.7B
$2.21 Million 0.08% of portfolio
21,640
Q4 2024 Reduced 5.34%
$0
$2.24 Million 0.08% of portfolio
48,096
Q4 2024 Added 0.37%
$78.7B
$2.39 Million 0.08% of portfolio
6,990
Q4 2024 Reduced 14.4%
$0
$2.18 Million 0.08% of portfolio
63,106
Q4 2024 Added 18.09%
$16.7B
$2.33 Million 0.08% of portfolio
5,546
Q4 2024 Added 50.5%
$7.96B
$2.21 Million 0.08% of portfolio
39,383
Q4 2024 Added 12,362.97%
$0
$2.33 Million 0.08% of portfolio
68,912
Q4 2024 Reduced 21.05%
$25.1B
$2.2 Million 0.08% of portfolio
12,992
Q4 2024 Added 86.37%
$97B
$2.41 Million 0.08% of portfolio
120,110
Q4 2024 Added 221.4%
$0
$2.33 Million 0.08% of portfolio
35,447
Q4 2024 Added 945.02%
$0
$2.3 Million 0.08% of portfolio
108,018
Q4 2024 Reduced 0.64%
$0
$2.22 Million 0.08% of portfolio
20,411
Q4 2024 Added 2.02%
$0
$2.42 Million 0.08% of portfolio
26,403
Q4 2024 Added 17.61%
$0
$2.34 Million 0.08% of portfolio
42,162
Q4 2024 Added 88.69%
$0
$2.22 Million 0.08% of portfolio
44,398
Q4 2024 Added 10.43%
$0
$2.29 Million 0.08% of portfolio
119,375
Q4 2024 Reduced 1.72%
$0
$2.3 Million 0.08% of portfolio
21,735
Q4 2024 Reduced 0.38%
$0
$2.2 Million 0.08% of portfolio
43,456
Q4 2024 Added 0.65%
$0
$2.22 Million 0.08% of portfolio
39,328
Q4 2024 Added 7.16%
$99.2B
$2.44 Million 0.08% of portfolio
3,880
Q4 2024 Added 5.84%
$0
$2.27 Million 0.08% of portfolio
45,886
Q4 2024 Reduced 37.64%
$0
$2.43 Million 0.08% of portfolio
72,026
Q4 2024 Added 19.74%
$0
$2.46 Million 0.08% of portfolio
320,570
Q4 2024 Reduced 37.29%
$0
$2.29 Million 0.08% of portfolio
64,788
Q4 2024 Added 3.43%
$0
$2.28 Million 0.08% of portfolio
69,448
Q4 2024 Added 10.27%
$0
$2.27 Million 0.08% of portfolio
90,882
Q4 2024 Added 9.97%
$0
$2.37 Million 0.08% of portfolio
52,782
Q4 2024 Added 10.68%
$0
$2.41 Million 0.08% of portfolio
130,533
Q4 2024 Added 126.27%
$122B
$2.44 Million 0.08% of portfolio
22,929
Q4 2024 Added 15.31%

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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