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
$2.94 Million 0.09% of portfolio
224,426
Q2 2025 Reduced 0.55%
$0
$2.86 Million 0.09% of portfolio
28,128
Q2 2025 Added 59.5%
$0
$2.96 Million 0.09% of portfolio
24,889
Q2 2025 Reduced 18.02%
$0
$2.83 Million 0.09% of portfolio
31,419
Q2 2025 Added 26.52%
$0
$2.94 Million 0.09% of portfolio
133,846
Q2 2025 Added 7.6%
$0
$3.05 Million 0.09% of portfolio
130,771
Q2 2025 Reduced 4.34%
$0
$2.84 Million 0.09% of portfolio
55,806
Q2 2025 Added 27.47%
$0
$2.82 Million 0.09% of portfolio
46,989
Q2 2025 Added 5.1%
$89.4B
$3.1 Million 0.09% of portfolio
6,195
Q2 2025 Reduced 10.99%
$30.2B
$3.05 Million 0.09% of portfolio
52,426
Q2 2025 Added 12.32%
$35.6B
$3.01 Million 0.09% of portfolio
52,299
Q2 2025 Added 411.03%
$0
$2.89 Million 0.09% of portfolio
75,896
Q2 2025 Added 11.82%
$0
$2.84 Million 0.09% of portfolio
34,320
Q2 2025 Added 15.33%
$0
$3 Million 0.09% of portfolio
27,651
Q2 2025 Reduced 49.18%
$63.8B
$3.03 Million 0.09% of portfolio
29,979
Q2 2025 Added 252.53%
$0
$3.03 Million 0.09% of portfolio
76,381
Q2 2025 Reduced 1.98%
$229B
$2.55 Million 0.08% of portfolio
18,721
Q2 2025 Added 7.05%
$0
$2.7 Million 0.08% of portfolio
119,937
Q2 2025 Added 16.76%
$0
$2.63 Million 0.08% of portfolio
47,491
Q2 2025 Added 0.64%
$78.6B
$2.74 Million 0.08% of portfolio
20,550
Q2 2025 Reduced 6.93%
$0
$2.64 Million 0.08% of portfolio
9,812
Q2 2025 Reduced 3.53%
$0
$2.55 Million 0.08% of portfolio
11,962
Q2 2025 Added 0.81%
$0
$2.52 Million 0.08% of portfolio
51,274
Q2 2025 Added 54.3%
$0
$2.49 Million 0.08% of portfolio
78,197
Q2 2025 Reduced 12.16%
$0
$2.59 Million 0.08% of portfolio
36,415
Q2 2025 Added 451.91%
$0
$2.51 Million 0.08% of portfolio
19,845
Q2 2025 Reduced 0.02%
$0
$2.69 Million 0.08% of portfolio
7,914
Q2 2025 Reduced 3.37%
$0
$2.58 Million 0.08% of portfolio
24,707
Q2 2025 Added 72.56%
$0
$2.66 Million 0.08% of portfolio
24,130
Q2 2025 Reduced 86.05%
$0
$2.7 Million 0.08% of portfolio
35,533
Q2 2025 Added 4.48%
$0
$2.49 Million 0.08% of portfolio
125,270
Q2 2025 Reduced 3.11%
$0
$2.65 Million 0.08% of portfolio
120,719
Q2 2025 Reduced 5.25%
$6.4B
$2.76 Million 0.08% of portfolio
30,649
Q2 2025 Added 1,890.19%
$0
$2.71 Million 0.08% of portfolio
71,440
Q2 2025 Reduced 2.48%
$202B
$2.54 Million 0.08% of portfolio
19,214
Q2 2025 Reduced 2.21%
$0
$2.75 Million 0.08% of portfolio
68,380
Q2 2025 Added 216.75%
$173B
$2.65 Million 0.08% of portfolio
16,630
Q2 2025 Added 3.43%
$0
$2.47 Million 0.08% of portfolio
101,309
Q2 2025 Added 269.86%
$92.8B
$2.58 Million 0.08% of portfolio
7,500
Q2 2025 Reduced 1.85%
$178B
$2.51 Million 0.08% of portfolio
21,750
Q2 2025 Added 113.61%
$61.8B
$2.59 Million 0.08% of portfolio
11,554
Q2 2025 Added 20.71%
$40.9B
$2.57 Million 0.08% of portfolio
33,948
Q2 2025 Added 0.7%
$0
$2.58 Million 0.08% of portfolio
49,623
Q2 2025 Reduced 5.0%
$0
$2.6 Million 0.08% of portfolio
51,592
Q2 2025 Reduced 33.12%
$0
$2.15 Million 0.07% of portfolio
19,686
Q2 2025 Added 28.55%
$66.5B
$2.41 Million 0.07% of portfolio
24,397
Q2 2025 Added 43.09%
$1.61B
$2.2 Million 0.07% of portfolio
260,034
Q2 2025 Reduced 6.32%
$139B
$2.28 Million 0.07% of portfolio
10,890
Q2 2025 Reduced 38.42%
$147B
$2.36 Million 0.07% of portfolio
21,988
Q2 2025 Added 31.86%

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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