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
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$1.68 Million 0.06% of portfolio	72,443	Q4 2024 Reduced 2.08%
IBHD Ishares Ibonds 2024 Term High ETFs	$0	$1.62 Million 0.06% of portfolio	69,675	Q4 2024 Reduced 2.62%
IBTL Ishares Tr Ibonds Dec 2031 Ter ETFs	$0	$1.69 Million 0.06% of portfolio	85,287	Q4 2024 Reduced 2.27%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$1.66 Million 0.06% of portfolio	71,682	Q4 2024 Reduced 2.48%
LEN Lennar Corp Consumer Cyclical	$30.6B	$1.75 Million 0.06% of portfolio	12,818	Q4 2024 Added 13.12%
MU Micron Technology Inc Technology	$112B	$1.6 Million 0.06% of portfolio	19,036	Q4 2024 Added 94.07%
NYT New York Times CO Communication Services	$8.04B	$1.79 Million 0.06% of portfolio	34,368	Q4 2024 Added 0.66%
ODFL Old Dominion Freight Line, Inc. Industrials	$18B	$1.74 Million 0.06% of portfolio	9,847	Q4 2024 Reduced 33.21%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$1.81 Million 0.06% of portfolio	23,197	Q4 2024 Added 1,131.26%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$1.79 Million 0.06% of portfolio	34,917	Q4 2024 Reduced 45.6%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$1.84 Million 0.06% of portfolio	66,136	Q4 2024 Added 1.94%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.65 Million 0.06% of portfolio	12,477	Q4 2024 Added 8.28%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$1.65 Million 0.06% of portfolio	36,255	Q4 2024 Reduced 0.32%
SCHW Schwab Charles Corp Financial Services	$143B	$1.63 Million 0.06% of portfolio	21,963	Q4 2024 Added 0.36%
FNDA Schwab Fundamental U S Small C ETFs	$0	$1.72 Million 0.06% of portfolio	57,773	Q4 2024 Added 119.75%
XLY Select Sector Spdr Consumer Di ETFs	$0	$1.61 Million 0.06% of portfolio	7,176	Q4 2024 Added 17.54%
XLF Financial Sector Spdr ETFs	$0	$1.86 Million 0.06% of portfolio	38,408	Q4 2024 Added 55.88%
SOUN Soundhound Ai, Inc. Technology	$1.5B	$1.8 Million 0.06% of portfolio	90,865	Q4 2024 Added 86.62%
EDV Vanguard Extended Duration Tre ETFs	$0	$1.81 Million 0.06% of portfolio	26,672	Q4 2024 Reduced 9.65%
VKTX Viking Therapeutics, Inc. Healthcare	$2.31B	$1.7 Million 0.06% of portfolio	42,124	Q4 2024 Added 107.52%
DEM Wisdomtree Tr Emerging Mkts Hi ETFs	$0	$1.78 Million 0.06% of portfolio	43,917	Q4 2024 Reduced 21.09%
ZTS Zoetis Inc. Healthcare	$76.4B	$1.63 Million 0.06% of portfolio	10,033	Q4 2024 Added 13.05%
SGOL Abrdn Gold ETF Trust ETFs	$4.21B	$1.44 Million 0.05% of portfolio	57,366	Q4 2024 Reduced 9.02%
QGRO American Centy ETF Tr Stoxx Us ETFs	$0	$1.57 Million 0.05% of portfolio	15,724	Q4 2024 Added 11.45%
AXP American Express CO Financial Services	$202B	$1.44 Million 0.05% of portfolio	4,836	Q4 2024 Reduced 39.49%
AMT American Tower Corp Real Estate	$99.8B	$1.45 Million 0.05% of portfolio	7,923	Q4 2024 Reduced 23.72%
AMGN Amgen Inc Healthcare	$169B	$1.59 Million 0.05% of portfolio	6,102	Q4 2024 Added 6.21%
BMY Bristol Myers Squibb CO Healthcare	$128B	$1.56 Million 0.05% of portfolio	27,593	Q4 2024 Reduced 12.56%
CMCSA Comcast Corp Communication Services	$161B	$1.58 Million 0.05% of portfolio	42,222	Q4 2024 Added 4.05%
DHI Horton D R Inc Consumer Cyclical	$45.6B	$1.57 Million 0.05% of portfolio	11,255	Q4 2024 Reduced 8.03%
DHR Danaher Corp Healthcare	$153B	$1.6 Million 0.05% of portfolio	6,951	Q4 2024 Added 2.92%
DDOG Datadog, Inc. Technology	$30B	$1.37 Million 0.05% of portfolio	9,582	Q4 2024 Reduced 41.61%
DVN Devon Energy Corp Energy	$23.7B	$1.36 Million 0.05% of portfolio	41,611	Q4 2024 Added 120.85%
DKNG Draft Kings Inc. Consumer Cyclical	$17.2B	$1.54 Million 0.05% of portfolio	41,477	Q4 2024 Added 23.11%
EMR Emerson Electric CO Industrials	$66.1B	$1.38 Million 0.05% of portfolio	11,146	Q4 2024 Added 92.31%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$1.51 Million 0.05% of portfolio	32,582	Q4 2024 Reduced 49.16%
FCT First Trust Senior Floating Rate Income Fund Ii Financial Services	$0	$1.53 Million 0.05% of portfolio	147,507	Q4 2024 Added 26,719.45%
QTEC First Trust Nasdaq 100 Technol ETFs	$0	$1.46 Million 0.05% of portfolio	7,737	Q4 2024 Added 45.73%
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$1.35 Million 0.05% of portfolio	9,097	Q4 2024 Reduced 2.54%
LGOV First Tr ETF Iv Long Duration ETFs	$0	$1.5 Million 0.05% of portfolio	71,997	Q4 2024 Reduced 9.82%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$1.59 Million 0.05% of portfolio	24,217	Q4 2024 Added 15.28%
HSBC Hsbc Holdings PLC Financial Services	$230B	$1.32 Million 0.05% of portfolio	26,739	Q4 2024 Added 17.16%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$1.35 Million 0.05% of portfolio	35,874	Q4 2024 Reduced 3.23%
ICE Intercontinental Exchange, Inc. Financial Services	$98.1B	$1.48 Million 0.05% of portfolio	9,931	Q4 2024 Reduced 2.54%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$1.43 Million 0.05% of portfolio	59,068	Q4 2024 Reduced 0.91%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$1.55 Million 0.05% of portfolio	67,078	Q4 2024 Reduced 9.56%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.31 Million 0.05% of portfolio	12,303	Q4 2024 Reduced 6.89%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$1.44 Million 0.05% of portfolio	19,018	Q4 2024 Added 345.8%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$1.38 Million 0.05% of portfolio	27,456	Q4 2024 Reduced 12.38%
IFRA Ishares Tr ETFs	$0	$1.47 Million 0.05% of portfolio	31,767	Q4 2024 Added 18.14%

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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