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 Trade History
$0
$1.92 Million 0.06% of portfolio
53,513
Q1 2025 Added 314.06%
$0
$1.84 Million 0.06% of portfolio
9,534
Q1 2025 Added 15.34%
$0
$1.97 Million 0.06% of portfolio
21,016
Q1 2025 Reduced 20.4%
$0
$1.83 Million 0.06% of portfolio
17,635
Q1 2025 Added 104.53%
$0
$1.7 Million 0.06% of portfolio
30,853
Q1 2025 Reduced 26.82%
$0
$1.74 Million 0.06% of portfolio
34,335
Q1 2025 Added 25.05%
$0
$1.92 Million 0.06% of portfolio
94,351
Q1 2025 Added 10.63%
$120B
$1.7 Million 0.06% of portfolio
2,506
Q1 2025 Reduced 35.41%
$47.8B
$1.75 Million 0.06% of portfolio
8,337
Q1 2025 Added 166.53%
$107B
$1.83 Million 0.06% of portfolio
7,479
Q1 2025 Added 0.63%
$86.1B
$1.84 Million 0.06% of portfolio
3,950
Q1 2025 Added 128.46%
$9.02B
$1.84 Million 0.06% of portfolio
37,186
Q1 2025 Added 8.2%
$81B
$1.75 Million 0.06% of portfolio
26,844
Q1 2025 Added 119.67%
$15.6B
$1.84 Million 0.06% of portfolio
13,442
Q1 2025 Reduced 13.41%
$0
$1.78 Million 0.06% of portfolio
53,454
Q1 2025 Reduced 23.03%
$0
$1.82 Million 0.06% of portfolio
35,709
Q1 2025 Added 2.27%
$0
$1.96 Million 0.06% of portfolio
48,197
Q1 2025 Reduced 8.69%
$162B
$1.76 Million 0.06% of portfolio
22,441
Q1 2025 Added 2.18%
$0
$1.71 Million 0.06% of portfolio
64,347
Q1 2025 Added 7.33%
$0
$1.69 Million 0.06% of portfolio
61,671
Q1 2025 Added 6.75%
$39.7B
$1.8 Million 0.06% of portfolio
8,698
Q1 2025 Added 12,150.7%
$48.9B
$1.89 Million 0.06% of portfolio
3,023
Q1 2025 Reduced 12.17%
$0
$1.71 Million 0.06% of portfolio
29,176
Q1 2025 Reduced 47.98%
$0
$1.97 Million 0.06% of portfolio
25,894
Q1 2025 Reduced 2.99%
$73.7B
$1.76 Million 0.06% of portfolio
29,425
Q1 2025 Added 309.76%
$0
$1.7 Million 0.06% of portfolio
39,219
Q1 2025 Added 11.29%
$39.6B
$1.96 Million 0.06% of portfolio
12,485
Q1 2025 Added 175.85%
$132B
$1.99 Million 0.06% of portfolio
7,317
Q1 2025 Added 4.84%
$4.65B
$1.62 Million 0.05% of portfolio
54,217
Q1 2025 Reduced 5.49%
$0
$1.39 Million 0.05% of portfolio
15,314
Q1 2025 Added 49.03%
$101B
$1.45 Million 0.05% of portfolio
6,657
Q1 2025 Reduced 15.98%
$80.7B
$1.49 Million 0.05% of portfolio
10,881
Q1 2025 Reduced 10.72%
$145B
$1.68 Million 0.05% of portfolio
16,675
Q1 2025 Added 105.74%
$99.6B
$1.62 Million 0.05% of portfolio
26,500
Q1 2025 Reduced 3.96%
$87.4B
$1.58 Million 0.05% of portfolio
23,256
Q1 2025 Added 8.61%
$152B
$1.54 Million 0.05% of portfolio
41,660
Q1 2025 Reduced 1.33%
$35.8B
$1.39 Million 0.05% of portfolio
12,531
Q1 2025 Added 3.0%
$143B
$1.42 Million 0.05% of portfolio
6,916
Q1 2025 Reduced 0.5%
$37.1B
$1.61 Million 0.05% of portfolio
16,220
Q1 2025 Added 69.28%
$157B
$1.56 Million 0.05% of portfolio
3,330
Q1 2025 Reduced 55.42%
$26.5B
$1.49 Million 0.05% of portfolio
9,324
Q1 2025 Added 84.52%
$18.2B
$1.55 Million 0.05% of portfolio
46,545
Q1 2025 Added 12.22%
$0
$1.58 Million 0.05% of portfolio
39,611
Q1 2025 Added 21.57%
$0
$1.49 Million 0.05% of portfolio
9,242
Q1 2025 Reduced 6.85%
$0
$1.53 Million 0.05% of portfolio
24,281
Q1 2025 Added 30.63%
$0
$1.54 Million 0.05% of portfolio
23,997
Q1 2025 Reduced 0.91%
$0
$1.68 Million 0.05% of portfolio
33,230
Q1 2025 Reduced 47.39%
$136B
$1.47 Million 0.05% of portfolio
13,121
Q1 2025 Reduced 1.57%
$52.4B
$1.49 Million 0.05% of portfolio
1,506
Q1 2025 Added 296.32%

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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