Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $2.91 Billion
  • Q4 2024

Ifp Advisors, Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.91 Billion distributed in 4610 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $84.7M, Spdr S&P 500 ETF Trust with a value of $67.5M, Invesco Qqq Trust, Series 1 with a value of $51.2M, Vanguard Growth ETF with a value of $48.3M, and Nvidia Corp with a value of $46.8M.

Examining the 13F form we can see an increase of $275M in the current position value, from $2.63B to 2.91B. Also it can be appreciated an additional of 1337 stocks purchases and 182 closed positions.

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

Portfolio value $2.91 Billion
ETFs: $1.79 Billion
Technology: $323 Million
Financial Services: $159 Million
Consumer Cyclical: $120 Million
Healthcare: $107 Million
Industrials: $97.6 Million
Communication Services: $80.4 Million
Consumer Defensive: $73.6 Million
Other: $135 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.36 Million 0.08% of portfolio
99,246
Q4 2024 Added 6.67%
$140B
$2.33 Million 0.08% of portfolio
19,302
Q4 2024 Added 11.43%
$44.8B
$2.42 Million 0.08% of portfolio
3,442
Q4 2024 Added 9.13%
$0
$2.34 Million 0.08% of portfolio
31,254
Q4 2024 Added 56.27%
$0
$2.29 Million 0.08% of portfolio
66,844
Q4 2024 Reduced 15.67%
$112B
$2.32 Million 0.08% of portfolio
6,979
Q4 2024 Reduced 21.13%
$230B
$2.11 Million 0.07% of portfolio
18,622
Q4 2024 Added 18.14%
$0
$2.14 Million 0.07% of portfolio
49,616
Q4 2024 Added 1,164.42%
$85.2B
$2.01 Million 0.07% of portfolio
12,187
Q4 2024 Reduced 20.56%
$9.02B
$2.05 Million 0.07% of portfolio
88,142
Q4 2024 Added 0.72%
$63.5B
$1.91 Million 0.07% of portfolio
6,773
Q4 2024 Added 10.65%
$0
$2.16 Million 0.07% of portfolio
45,315
Q4 2024 Added 26.3%
$0
$2.05 Million 0.07% of portfolio
103,464
Q4 2024 Added 6.49%
$0
$2.13 Million 0.07% of portfolio
139,713
Q4 2024 Added 11.12%
$0
$2.09 Million 0.07% of portfolio
52,699
Q4 2024 Added 49.82%
$0
$1.9 Million 0.07% of portfolio
46,235
Q4 2024 Added 2.44%
$0
$1.96 Million 0.07% of portfolio
172,180
Q4 2024 Added 4,040.93%
$0
$1.99 Million 0.07% of portfolio
63,374
Q4 2024 Added 287.35%
$0
$2.02 Million 0.07% of portfolio
45,551
Q4 2024 Added 249.16%
$0
$2.01 Million 0.07% of portfolio
94,020
Q4 2024 Added 2.99%
$38.4B
$2.14 Million 0.07% of portfolio
57,505
Q4 2024 Added 8.8%
$15.6B
$2.13 Million 0.07% of portfolio
15,523
Q4 2024 Added 1,544.39%
$62.8B
$2.04 Million 0.07% of portfolio
3,920
Q4 2024 Added 7.93%
$0
$2.03 Million 0.07% of portfolio
78,543
Q4 2024 Added 140.01%
$167B
$2.07 Million 0.07% of portfolio
1,949
Q4 2024 Added 11.82%
$37.5B
$2.08 Million 0.07% of portfolio
27,243
Q4 2024 Added 925.33%
$148B
$2.08 Million 0.07% of portfolio
34,477
Q4 2024 Added 35.65%
$0
$2 Million 0.07% of portfolio
26,691
Q4 2024 Added 1.48%
$94B
$1.93 Million 0.07% of portfolio
9,542
Q4 2024 Added 16.62%
$274B
$2.02 Million 0.07% of portfolio
2,915
Q4 2024 Added 19.86%
$104B
$1.71 Million 0.06% of portfolio
32,727
Q4 2024 Added 9.44%
$0
$1.72 Million 0.06% of portfolio
26,398
Q4 2024 Added 0.37%
$65.2B
$1.83 Million 0.06% of portfolio
8,075
Q4 2024 Added 79.25%
$11B
$1.68 Million 0.06% of portfolio
1,333
Q4 2024 Added 3.25%
$26.7B
$1.76 Million 0.06% of portfolio
7,080
Q4 2024 Added 297.75%
$3.1B
$1.65 Million 0.06% of portfolio
8,142
Q4 2024 Reduced 1.18%
$74.3B
$1.61 Million 0.06% of portfolio
13,121
Q4 2024 Added 4.19%
$0
$1.83 Million 0.06% of portfolio
9,922
Q4 2024 Reduced 65.67%
$0
$1.69 Million 0.06% of portfolio
42,027
Q4 2024 Added 0.06%
$0
$1.7 Million 0.06% of portfolio
10,244
Q4 2024 Added 236.97%
$0
$1.72 Million 0.06% of portfolio
16,499
Q4 2024 Reduced 31.09%
$0
$1.68 Million 0.06% of portfolio
14,093
Q4 2024 Reduced 3.98%
$74B
$1.81 Million 0.06% of portfolio
6,857
Q4 2024 Added 153.03%
$0
$1.85 Million 0.06% of portfolio
83,628
Q4 2024 Reduced 1.9%
$0
$1.6 Million 0.06% of portfolio
41,675
Q3 2024 Added 137.09%
$0
$1.74 Million 0.06% of portfolio
8,266
Q4 2024 Added 14.84%
$0
$1.6 Million 0.06% of portfolio
68,864
Q4 2024 Reduced 5.45%
$0
$1.6 Million 0.06% of portfolio
15,038
Q4 2024 Added 27.42%
$0
$1.7 Million 0.06% of portfolio
26,377
Q4 2024 Added 0.45%

Summary

  • Portfolio
  • No. of Stocks 4,610
  • Current Value $2.91 Billion
  • Prior Value $2.63 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1,337 stocks
  • Additional Purchases 1,737 stocks
  • Sold out of 182 stocks
  • Reduced holdings in 918 stocks
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