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 Trade History
Viking Holdings LTD
-
$0 0.0% of portfolio
-
Q2 2024 New
$3.71B
$1,000 0.0% of portfolio
17
Q1 2024 New
$3.78B
$2,000 0.0% of portfolio
101
Q2 2024 Reduced 54.71%
$7.11B
$1,000 0.0% of portfolio
84
Q2 2024 Added 68.0%
$42.1B
$10,000 0.0% of portfolio
115
Q2 2024 Reduced 31.95%
Bunge Global Sa
-
$0 0.0% of portfolio
-
Q2 2024 Added 277.47%
$3.74B
$9,000 0.0% of portfolio
175
Q1 2024 Added 75.0%
$12.9B
$0 0.0% of portfolio
9
Q2 2024 New
$48.7B
$100,000 0.0% of portfolio
668
Q2 2024 Added 42.43%
$3.35B
$10,000 0.0% of portfolio
2,015
Q4 2023 Reduced 29.55%
$9.58B
$0 0.0% of portfolio
2
Q2 2024 Reduced 98.95%
$4.51B
$49,000 0.0% of portfolio
2,000
Q2 2024 Added 100.0%
$312M
$62,000 0.0% of portfolio
25,000
Q2 2022 New
Check Cap LTD
-
$0 0.0% of portfolio
-
Q4 2022 New
$13B
$118,000 0.0% of portfolio
433
Q2 2024 Reduced 44.42%
$11.1B
$5,000 0.0% of portfolio
33
Q1 2024 New
$2.29M
$0 0.0% of portfolio
2,200
Q2 2024 Added 1,000.0%
$1.19B
$0 0.0% of portfolio
8
Q2 2024 Reduced 98.68%
$7.81B
$30,000 0.0% of portfolio
847
Q2 2024 Added 111.75%
$5.97B
$0 0.0% of portfolio
187
Q2 2024 Reduced 95.07%
$594M
$18,000 0.0% of portfolio
758
Q2 2024 New
$332M
$10,000 0.0% of portfolio
1,386
Q1 2024 Added 127.21%
$12.4B
$117,000 0.0% of portfolio
489
Q2 2024 Reduced 3.17%
Pagaya Technologies LTD
-
$0 0.0% of portfolio
-
Q2 2024 Added 179.33%
$436M
$9,000 0.0% of portfolio
1,500
Q2 2024 New
$12.5B
$8,000 0.0% of portfolio
53
Q2 2024 Added 211.76%
$2.85B
$48,000 0.0% of portfolio
2,200
Q1 2024 Added 4.76%
$24.1B
$13,000 0.0% of portfolio
149
Q2 2024 New
Affimed N V
-
$0 0.0% of portfolio
-
Q1 2024 New
$14.1B
$6,000 0.0% of portfolio
664
Q2 2024 Added 10.67%
$2.09B
$44,000 0.0% of portfolio
750
Q2 2024 New
$41.9B
$70,000 0.0% of portfolio
3,553
Q2 2024 Added 0.48%
Yandex N V
-
$0 0.0% of portfolio
-
Q1 2023 Reduced 98.13%
$2.69B
$4,000 0.0% of portfolio
48
Q2 2024 Added 585.71%
$1.76B
$32,000 0.0% of portfolio
352
Q2 2024 Reduced 48.46%
$1.68B
$104,000 0.0% of portfolio
9,000
Q2 2024 Reduced 0.22%
$1.03B
$28,000 0.0% of portfolio
681
Q2 2024 Added 161.92%
$0
$0 0.0% of portfolio
135
Q1 2023 Reduced 7.53%
$18.7B
$102,000 0.0% of portfolio
3,473
Q2 2024 Added 154.81%
$713M
$8,000 0.0% of portfolio
400
Q2 2024 Added 300.0%
$24.6M
$0 0.0% of portfolio
28
Q1 2023 Reduced 75.65%
$1.56B
$0 0.0% of portfolio
1
Q4 2023 Reduced 83.33%
$1.91B
$8,000 0.0% of portfolio
353
Q2 2024 New

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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