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
$26.8B
$2.31 Million 0.07% of portfolio
20,799
Q2 2025 Reduced 14.86%
$83.2B
$2.37 Million 0.07% of portfolio
11,142
Q2 2025 Added 311.14%
$959M
$2.2 Million 0.07% of portfolio
19,739
Q2 2025 Added 1,311.95%
$0
$2.18 Million 0.07% of portfolio
60,758
Q2 2025 Reduced 7.28%
$0
$2.18 Million 0.07% of portfolio
50,929
Q2 2025 Added 291.94%
$86.2B
$2.14 Million 0.07% of portfolio
7,337
Q2 2025 Reduced 3.22%
$0
$2.16 Million 0.07% of portfolio
52,252
Q2 2025 Reduced 2.04%
$0
$2.24 Million 0.07% of portfolio
109,945
Q2 2025 Reduced 0.17%
$0
$2.2 Million 0.07% of portfolio
197,955
Q2 2025 Added 2.34%
$0
$2.32 Million 0.07% of portfolio
40,117
Q2 2025 Reduced 27.79%
$0
$2.25 Million 0.07% of portfolio
23,975
Q2 2025 Added 14.08%
$0
$2.46 Million 0.07% of portfolio
48,600
Q2 2025 Added 173.08%
$0
$2.38 Million 0.07% of portfolio
50,217
Q2 2025 Added 82.26%
$203B
$2.45 Million 0.07% of portfolio
30,997
Q2 2025 Added 6.29%
$41.1B
$2.18 Million 0.07% of portfolio
51,913
Q2 2025 Reduced 4.45%
$95.5B
$2.34 Million 0.07% of portfolio
24,962
Q2 2025 Added 260.98%
$0
$2.17 Million 0.07% of portfolio
88,433
Q2 2025 Added 40.98%
$0
$2.4 Million 0.07% of portfolio
28,300
Q2 2025 Reduced 59.65%
$187B
$2.26 Million 0.07% of portfolio
5,582
Q2 2025 Reduced 5.6%
$95.6B
$2.25 Million 0.07% of portfolio
9,828
Q2 2025 Reduced 5.03%
$145B
$2.26 Million 0.07% of portfolio
6,334
Q2 2025 Reduced 13.43%
$0
$1.82 Million 0.06% of portfolio
26,541
Q2 2025 Reduced 40.12%
$152B
$2.06 Million 0.06% of portfolio
7,394
Q2 2025 Added 6.99%
$37.5B
$1.93 Million 0.06% of portfolio
14,343
Q2 2025 Reduced 11.57%
$0
$2.06 Million 0.06% of portfolio
43,005
Q2 2025 Reduced 83.88%
$19.3B
$1.9 Million 0.06% of portfolio
44,357
Q2 2025 Reduced 4.7%
$0
$1.88 Million 0.06% of portfolio
52,331
Q2 2025 Added 1.15%
$0
$1.85 Million 0.06% of portfolio
9,383
Q2 2025 Added 1.53%
$0
$1.84 Million 0.06% of portfolio
44,051
Q2 2025 Added 7.19%
$0
$1.83 Million 0.06% of portfolio
179,957
Q2 2025 Added 0.5%
$0
$2.01 Million 0.06% of portfolio
26,584
Q2 2025 Added 9.48%
$0
$2.09 Million 0.06% of portfolio
46,179
Q2 2025 Added 0.91%
$0
$2.03 Million 0.06% of portfolio
102,208
Q2 2025 Added 6.57%
$254B
$1.81 Million 0.06% of portfolio
2,563
Q2 2025 Reduced 39.24%
$0
$1.82 Million 0.06% of portfolio
43,013
Q2 2025 Added 83.52%
$0
$2.09 Million 0.06% of portfolio
54,956
Q2 2025 Added 2.7%
$0
$1.85 Million 0.06% of portfolio
42,077
Q2 2025 Added 1.66%
$169B
$1.81 Million 0.06% of portfolio
3,339
Q2 2025 Reduced 40.99%
$0
$2.11 Million 0.06% of portfolio
68,838
Q2 2025 Reduced 1.68%
$0
$1.85 Million 0.06% of portfolio
90,483
Q2 2025 Reduced 4.1%
$0
$1.85 Million 0.06% of portfolio
34,089
Q2 2025 Added 26.32%
$133B
$2.12 Million 0.06% of portfolio
2,371
Q2 2025 Reduced 5.39%
$24.3B
$1.85 Million 0.06% of portfolio
11,728
Q2 2025 Reduced 0.67%
$94.7B
$1.95 Million 0.06% of portfolio
2,655
Q2 2025 Added 44.45%
$3.68B
$1.98 Million 0.06% of portfolio
4,905
Q2 2025 Reduced 72.92%
$139B
$1.96 Million 0.06% of portfolio
15,936
Q2 2025 Reduced 11.68%
$94.5B
$1.92 Million 0.06% of portfolio
3,827
Q2 2025 Reduced 3.11%
$0
$1.87 Million 0.06% of portfolio
65,166
Q2 2025 Reduced 13.54%
$179B
$1.83 Million 0.06% of portfolio
20,098
Q2 2025 Reduced 10.44%

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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