Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

Ifp Advisors, Inc has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.07 Billion distributed in 4312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94.2M, Invesco Qqq Trust, Series 1 with a value of $61.1M, Vanguard Growth ETF with a value of $59.6M, First Tr Enhanced Traded Fd Iv with a value of $46.1M, and Nvidia Corp with a value of $41M.

Examining the 13F form we can see an increase of $161M in the current position value, from $2.91B to 3.07B. Also it can be appreciated an additional of 571 stocks purchases and 31 closed positions.

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

Portfolio value $3.07 Billion

ETFs: $1.89 Billion

Technology: $329 Million

Financial Services: $160 Million

Healthcare: $117 Million

Industrials: $112 Million

Consumer Cyclical: $111 Million

Consumer Defensive: $84.1 Million

Communication Services: $81.6 Million

Other: $151 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IDEV Ishares Core Msci Intl Develop ETFs	$0	$2.34 Million 0.08% of portfolio	34,009	Q1 2025 Added 28.93%
IBTK Ishares Tr Ibonds Dec 2030 Ter Technology	$0	$2.54 Million 0.08% of portfolio	129,286	Q1 2025 Added 8.3%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$2.52 Million 0.08% of portfolio	44,708	Q1 2025 Added 2.25%
NTR Nutrien Ltd. Basic Materials	$32.8B	$2.32 Million 0.08% of portfolio	46,674	Q1 2025 Reduced 16.27%
PSX Phillips 66 Energy	$60B	$2.36 Million 0.08% of portfolio	19,128	Q1 2025 Added 165.0%
QCOM Qualcomm Inc Technology	$170B	$2.47 Million 0.08% of portfolio	16,079	Q1 2025 Reduced 23.01%
ROP Roper Technologies Inc Industrials	$59.6B	$2.39 Million 0.08% of portfolio	4,047	Q1 2025 Added 3.24%
EDIV Spdr S&P Emerging Dividends Et ETFs	$0	$2.42 Million 0.08% of portfolio	67,874	Q1 2025 Added 4.76%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$2.49 Million 0.08% of portfolio	97,335	Q1 2025 Added 7.1%
SLB Schlumberger Limited Energy	$50.8B	$2.52 Million 0.08% of portfolio	60,289	Q1 2025 Reduced 8.09%
SYY Sysco Corp Consumer Defensive	$37.8B	$2.53 Million 0.08% of portfolio	33,711	Q1 2025 Added 23.74%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$2.4 Million 0.08% of portfolio	52,235	Q1 2025 Added 14.88%
WM Waste Management Inc Industrials	$95.2B	$2.4 Million 0.08% of portfolio	10,349	Q1 2025 Added 8.46%
ADBE Adobe Inc. Technology	$175B	$2.24 Million 0.07% of portfolio	5,848	Q1 2025 Added 1.95%
AMGN Amgen Inc Healthcare	$155B	$2.15 Million 0.07% of portfolio	6,911	Q1 2025 Added 13.26%
AUPH Aurinia Pharmaceuticals Inc. Healthcare	$1.1B	$2.23 Million 0.07% of portfolio	277,580	Q1 2025 Added 2.38%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.16 Million 0.07% of portfolio	65,528	Q1 2025 Added 3.84%
FDN First Tr Fd Dow Jones ETFs	$0	$2.26 Million 0.07% of portfolio	10,171	Q1 2025 Reduced 32.02%
QTEC First Trust Nasdaq 100 Technol ETFs	$0	$2.06 Million 0.07% of portfolio	11,866	Q1 2025 Added 53.37%
FMF First Trust Managed Futures St ETFs	$0	$2.11 Million 0.07% of portfolio	45,762	Q1 2025 Added 0.99%
GD General Dynamics Corp Industrials	$76.5B	$2.07 Million 0.07% of portfolio	7,581	Q1 2025 Added 10.56%
POCT Innovator U.S. Equity Power Bu ETFs	$0	$2.07 Million 0.07% of portfolio	53,339	Q1 2025 Added 1.21%
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$2.17 Million 0.07% of portfolio	193,438	Q1 2025 Reduced 16.49%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$2.05 Million 0.07% of portfolio	20,979	Q1 2025 Added 2.78%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$2.15 Million 0.07% of portfolio	70,017	Q1 2025 Added 10.48%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$2.08 Million 0.07% of portfolio	24,834	Q1 2025 Added 462.49%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$2.2 Million 0.07% of portfolio	21,804	Q1 2025 Added 0.32%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$2.23 Million 0.07% of portfolio	43,780	Q1 2025 Added 0.75%
KMI Kinder Morgan, Inc. Energy	$63B	$2.25 Million 0.07% of portfolio	78,813	Q1 2025 Added 35.95%
ORLY O Reilly Automotive Inc Consumer Cyclical	$5.63B	$2.21 Million 0.07% of portfolio	1,540	Q1 2025 Added 14.93%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$2.21 Million 0.07% of portfolio	21,626	Q1 2025 Reduced 53.13%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$2.28 Million 0.07% of portfolio	29,759	Q1 2025 Added 28.29%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$2.15 Million 0.07% of portfolio	75,374	Q1 2025 Added 13.97%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$2.24 Million 0.07% of portfolio	83,400	Q1 2025 Added 6.18%
TRP Tc Energy Corp Energy	$48B	$2.13 Million 0.07% of portfolio	45,065	Q1 2025 Added 1,083.12%
AGI Alamos Gold Inc Basic Materials	$10.4B	$1.94 Million 0.06% of portfolio	72,464	Q1 2025 Reduced 39.47%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.83 Million 0.06% of portfolio	26,264	Q1 2025 Reduced 0.51%
BLOK Amplify ETF Tr Trnsformational ETFs	$0	$1.79 Million 0.06% of portfolio	48,618	Q1 2025 Reduced 2.01%
OWL Blue Owl Capital Inc. Financial Services	$8.27B	$1.7 Million 0.06% of portfolio	84,846	Q1 2025 Reduced 3.74%
COKE Coca Cola Consolidated, Inc. Consumer Defensive	$897M	$1.89 Million 0.06% of portfolio	1,398	Q1 2025 Added 4.88%
FDX Fedex Corp Industrials	$58.8B	$1.74 Million 0.06% of portfolio	7,149	Q1 2025 Added 5.55%
FLRG Fidelity Covington Tr U S Mult ETFs	$0	$1.72 Million 0.06% of portfolio	51,738	Q1 2025 Reduced 24.92%
FDL First Tr Morningstar Dividend ETFs	$0	$1.79 Million 0.06% of portfolio	41,097	Q1 2025 Reduced 2.21%
FBT First Trust Nyse Arca Biotechn ETFs	$0	$1.78 Million 0.06% of portfolio	10,438	Q1 2025 Added 1.89%
FCT First Trust Senior Floating Rate Income Fund Ii Financial Services	$0	$1.82 Million 0.06% of portfolio	179,057	Q1 2025 Added 21.39%
LGOV First Tr ETF Iv Long Duration ETFs	$0	$1.81 Million 0.06% of portfolio	84,235	Q1 2025 Added 17.0%
FSMB First Tr Et Fd Iii Short Durat ETFs	$0	$1.91 Million 0.06% of portfolio	95,909	Q1 2025 Reduced 7.3%
FNV Franco Nevada Corp Basic Materials	$31.8B	$1.75 Million 0.06% of portfolio	11,111	Q1 2025 Added 92.13%
HGER Harbor ETF Tr All Weather Infl	$0	$1.96 Million 0.06% of portfolio	81,662	Q1 2025 Reduced 2.35%
ITW Illinois Tool Works Inc Industrials	$73.9B	$1.89 Million 0.06% of portfolio	7,630	Q1 2025 Added 93.65%

Summary

Portfolio
No. of Stocks 4,312
Current Value $3.07 Billion
Prior Value $2.91 Billion
Filing
Period Q1 2025
Filing Date May 05, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 571 stocks
Additional Purchases 1,445 stocks
Sold out of 31 stocks
Reduced holdings in 1,092 stocks

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