Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Ifp Advisors, Inc has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 3244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.3M, Invesco Qqq Trust, Series 1 with a value of $51.5M, Spdr S&P 500 ETF Trust with a value of $49.4M, Vanguard Growth ETF with a value of $38.2M, and Wisdomtree Tr Us Quality Divid with a value of $31.5M.

Examining the 13F form we can see an increase of $220M in the current position value, from $2.2B to 2.42B. Also it can be appreciated an additional of 297 stocks purchases and 3 closed positions.

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

Portfolio value $2.42 Billion

ETFs: $1.58 Billion

Technology: $228 Million

Financial Services: $129 Million

Consumer Cyclical: $92.2 Million

Healthcare: $73.5 Million

Industrials: $72.4 Million

Communication Services: $65.2 Million

Energy: $57.8 Million

Other: $104 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SMCI Super Micro Computer, Inc. Technology	$1.74B	$2.12 Million 0.09% of portfolio	2,587	Q2 2024 Added 144.98%
WFC Wells Fargo & Company Financial Services	$288B	$2.2 Million 0.09% of portfolio	36,971	Q2 2024 Reduced 16.98%
GLDM World Gold Trust ETFs	$7.76B	$2.2 Million 0.09% of portfolio	47,775	Q2 2024 Reduced 3.36%
AEP American Electric Power CO Inc Utilities	$50.1B	$1.92 Million 0.08% of portfolio	21,918	Q2 2024 Reduced 3.81%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$1.83 Million 0.08% of portfolio	47,193	Q2 2024 Added 7.13%
CMG Chipotle Mexican Grill Inc Consumer Cyclical	$1.72B	$1.94 Million 0.08% of portfolio	30,897	Q2 2024 Added 18,972.22%
CMCSA Comcast Corp Communication Services	$191B	$1.85 Million 0.08% of portfolio	47,121	Q2 2024 Reduced 6.27%
CMC Commercial Metals CO Basic Materials	$7.18B	$1.85 Million 0.08% of portfolio	33,705	Q2 2024 Added 2.74%
STZ Constellation Brands, Inc. Consumer Defensive	$38.6B	$2.01 Million 0.08% of portfolio	7,798	Q2 2024 Reduced 3.2%
DHR Danaher Corp Healthcare	$172B	$2.03 Million 0.08% of portfolio	8,124	Q2 2024 Added 16.77%
DE Deere & CO Industrials	$135B	$1.85 Million 0.08% of portfolio	4,961	Q2 2024 Added 5.44%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$1.98 Million 0.08% of portfolio	75,207	Q2 2024 Added 17.16%
FENY Fidelity Covington Tr Msci Ene ETFs	$0	$1.9 Million 0.08% of portfolio	75,573	Q2 2024 Reduced 1.92%
LGOV First Tr ETF Iv Long Duration ETFs	$0	$1.85 Million 0.08% of portfolio	87,967	Q2 2024 Added 401.07%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.87 Million 0.08% of portfolio	9,499	Q2 2024 Added 3.15%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$2.01 Million 0.08% of portfolio	20,702	Q2 2024 Reduced 42.1%
MBB Ishares Tr ETFs	$0	$1.87 Million 0.08% of portfolio	20,342	Q2 2024 Reduced 2.5%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$2.03 Million 0.08% of portfolio	10,435	Q2 2024 Reduced 4.42%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$2.01 Million 0.08% of portfolio	51,352	Q2 2024 Reduced 0.8%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$1.87 Million 0.08% of portfolio	37,099	Q2 2024 Added 88.56%
IBDV Ishares Tr Technology	$0	$1.96 Million 0.08% of portfolio	92,146	Q2 2024 Added 0.02%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$1.89 Million 0.08% of portfolio	81,524	Q2 2024 Added 73.89%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$1.86 Million 0.08% of portfolio	61,794	Q2 2024 Reduced 3.29%
MKTX Marketaxess Holdings Inc Financial Services	$9.8B	$2.05 Million 0.08% of portfolio	10,240	Q2 2024 Added 52.4%
PH Parker Hannifin Corp Industrials	$90.8B	$1.94 Million 0.08% of portfolio	3,838	Q2 2024 Reduced 2.51%
PM Philip Morris International Inc. Consumer Defensive	$202B	$1.92 Million 0.08% of portfolio	18,913	Q2 2024 Added 1.05%
ROP Roper Technologies Inc Industrials	$59.4B	$2.02 Million 0.08% of portfolio	3,587	Q2 2024 Reduced 33.71%
SLB Schlumberger Limited Energy	$62.7B	$1.82 Million 0.08% of portfolio	38,636	Q2 2024 Added 4.97%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$1.92 Million 0.08% of portfolio	50,087	Q2 2024 Added 20.09%
UBER Uber Technologies, Inc Technology	$142B	$1.88 Million 0.08% of portfolio	25,849	Q2 2024 Added 6.1%
DEM Wisdomtree Tr Emerging Mkts Hi ETFs	$0	$1.93 Million 0.08% of portfolio	44,497	Q2 2024 Added 2.63%
AXP American Express CO Financial Services	$225B	$1.81 Million 0.07% of portfolio	7,827	Q2 2024 Added 138.12%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.71 Million 0.07% of portfolio	26,318	Q2 2024 Reduced 4.58%
AMT American Tower Corp Real Estate	$95.1B	$1.67 Million 0.07% of portfolio	8,604	Q2 2024 Added 0.9%
APO Apollo Global Management, Inc. Financial Services	$101B	$1.69 Million 0.07% of portfolio	14,302	Q2 2024 Added 13.29%
CMS Cms Energy Corp Utilities	$20.2B	$1.61 Million 0.07% of portfolio	27,048	Q2 2024 Reduced 31.5%
DHI Horton D R Inc Consumer Cyclical	$56.8B	$1.73 Million 0.07% of portfolio	12,292	Q2 2024 Reduced 13.58%
DPZ Dominos Pizza Inc Consumer Cyclical	$16B	$1.8 Million 0.07% of portfolio	3,484	Q2 2024 Added 185.81%
FDL First Tr Morningstar Dividend ETFs	$0	$1.79 Million 0.07% of portfolio	47,241	Q2 2024 Reduced 26.62%
FMF First Trust Managed Futures St ETFs	$0	$1.73 Million 0.07% of portfolio	35,488	Q2 2024 Added 77.27%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$1.77 Million 0.07% of portfolio	61,047	Q2 2024 Added 16.92%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$1.74 Million 0.07% of portfolio	52,048	Q2 2024 Reduced 3.82%
FLJP Franklin Templeton ETF Tr ETFs	$0	$1.58 Million 0.07% of portfolio	55,005	Q2 2024 Reduced 4.52%
ITW Illinois Tool Works Inc Industrials	$84.2B	$1.81 Million 0.07% of portfolio	7,646	Q2 2024 Added 240.73%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$1.65 Million 0.07% of portfolio	72,040	Q2 2024 Added 1.29%
DVY Ishares Tr ETFs	$0	$1.73 Million 0.07% of portfolio	14,306	Q2 2024 Added 1.27%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$1.67 Million 0.07% of portfolio	33,364	Q2 2024 Added 22.86%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$1.65 Million 0.07% of portfolio	70,850	Q2 2024 Added 13.08%
IBHD Ishares Ibonds 2024 Term High ETFs	$0	$1.59 Million 0.07% of portfolio	68,417	Q2 2024 Added 11.6%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$1.62 Million 0.07% of portfolio	70,499	Q2 2024 Added 12.94%

Summary

Portfolio
No. of Stocks 3,244
Current Value $2.42 Billion
Prior Value $2.2 Billion
Filing
Period Q2 2024
Filing Date July 30, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 297 stocks
Additional Purchases 1,327 stocks
Sold out of 3 stocks
Reduced holdings in 828 stocks

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