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
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.66 Million 0.05% of portfolio	21,132	Q2 2025 Reduced 75.38%
VPU Vanguard Utilities ETF ETFs	$0	$1.7 Million 0.05% of portfolio	9,617	Q2 2025 Added 9.11%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$1.71 Million 0.05% of portfolio	28,536	Q2 2025 Added 30.94%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.56 Million 0.05% of portfolio	7,986	Q2 2025 Reduced 56.92%
IHDG Wisdomtree Tr ETFs	$0	$1.78 Million 0.05% of portfolio	39,589	Q2 2025 Added 0.94%
ZTS Zoetis Inc. Healthcare	$70.1B	$1.54 Million 0.05% of portfolio	9,874	Q2 2025 Reduced 0.72%
JCI Johnson Controls International PLC Industrials	$73.5B	$1.65 Million 0.05% of portfolio	15,597	Q2 2025 Added 23.1%
AGI Alamos Gold Inc Basic Materials	$10.2B	$1.32 Million 0.04% of portfolio	49,608	Q2 2025 Reduced 31.54%
QINT American Centy ETF Tr Quality ETFs	$0	$1.37 Million 0.04% of portfolio	23,513	Q2 2025 Added 1,667.89%
AMT American Tower Corp Real Estate	$95.3B	$1.28 Million 0.04% of portfolio	5,809	Q2 2025 Reduced 12.74%
BMY Bristol Myers Squibb CO Healthcare	$99B	$1.45 Million 0.04% of portfolio	31,394	Q2 2025 Added 18.47%
CELH Celsius Holdings, Inc. Consumer Defensive	$4.09B	$1.21 Million 0.04% of portfolio	26,154	Q2 2025 Reduced 6.59%
C Citigroup Inc Financial Services	$185B	$1.22 Million 0.04% of portfolio	14,337	Q2 2025 Reduced 20.32%
EMO Clear Bridge Energy Midstream Opportunity Fund Inc. Financial Services	$0	$1.24 Million 0.04% of portfolio	25,806	Q2 2025 Reduced 50.32%
COP Conocophillips Energy	$120B	$1.15 Million 0.04% of portfolio	12,834	Q2 2025 Reduced 1.87%
CEG Constellation Energy Corp Utilities	$111B	$1.19 Million 0.04% of portfolio	3,693	Q2 2025 Reduced 15.38%
CMI Cummins Inc Industrials	$56.3B	$1.15 Million 0.04% of portfolio	3,511	Q2 2025 Added 5.18%
DHR Danaher Corp Healthcare	$150B	$1.33 Million 0.04% of portfolio	6,753	Q2 2025 Reduced 2.36%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$1.34 Million 0.04% of portfolio	43,261	Q2 2025 Reduced 60.67%
COM Direxion Shs ETF Tr Auspice Br ETFs	$0	$1.32 Million 0.04% of portfolio	47,822	Q2 2025 Added 7.96%
DPZ Dominos Pizza Inc Consumer Cyclical	$15.6B	$1.32 Million 0.04% of portfolio	2,921	Q2 2025 Reduced 69.56%
DOV Dover Corp Industrials	$25B	$1.26 Million 0.04% of portfolio	6,863	Q2 2025 Reduced 8.81%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$1.39 Million 0.04% of portfolio	28,846	Q2 2025 Reduced 27.18%
FXO First Tr Exchange Traded Fd Fi ETFs	$0	$1.4 Million 0.04% of portfolio	25,012	Q2 2025 Reduced 0.58%
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$1.37 Million 0.04% of portfolio	8,697	Q2 2025 Reduced 1.74%
SKYY First Trust Cloud Computing Et ETFs	$0	$1.32 Million 0.04% of portfolio	10,887	Q2 2025 Reduced 76.21%
FJP First Trust Japan Alphadex Fun ETFs	$0	$1.35 Million 0.04% of portfolio	22,553	Q2 2025 Added 0.69%
FEM First Trust Emerging Markets A ETFs	$0	$1.21 Million 0.04% of portfolio	49,288	Q2 2025 Added 4.11%
FTXO First Tr ETF Vi Nasdaq Bk ETF ETFs	$0	$1.32 Million 0.04% of portfolio	39,926	Q2 2025 Reduced 2.3%
YJUN First Tr Exchange Traded Fd Vi	$0	$1.19 Million 0.04% of portfolio	48,459	Q2 2025 Reduced 14.64%
FISV Fiserv Inc Technology	$79.5B	$1.36 Million 0.04% of portfolio	10,824	Q2 2025 Added 33.3%
PAVE Global X Fds Us Infrastructure ETFs	$0	$1.35 Million 0.04% of portfolio	31,004	Q2 2025 Added 2.84%
GSST Goldman Sachs ETF Tr Access Ul ETFs	$0	$1.37 Million 0.04% of portfolio	27,147	Q2 2025 Added 53.65%
GWW W.W. Grainger, Inc. Industrials	$48.5B	$1.43 Million 0.04% of portfolio	1,372	Q2 2025 Reduced 8.9%
HSY Hershey CO Consumer Defensive	$25.9B	$1.16 Million 0.04% of portfolio	6,988	Q2 2025 Reduced 18.69%
PAPR Innovator U.S. Equity Power Bu ETFs	$0	$1.25 Million 0.04% of portfolio	33,512	Q2 2025 Added 55.21%
VRIG Invesco Actively Managed ETF F ETFs	$0	$1.35 Million 0.04% of portfolio	53,814	Q2 2025 Reduced 4.9%
PDBC Invesco Act Mge Et Cmdt Fd Tr ETFs	$0	$1.23 Million 0.04% of portfolio	94,063	Q2 2025 Added 31.27%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$1.47 Million 0.04% of portfolio	20,157	Q2 2025 Added 120.39%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$1.26 Million 0.04% of portfolio	61,551	Q2 2025 Added 10.31%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$1.25 Million 0.04% of portfolio	63,818	Q2 2025 Reduced 1.01%
IONQ Ion Q, Inc. Technology	$8.57B	$1.37 Million 0.04% of portfolio	31,962	Q2 2025 Added 7,050.34%
FXI Ishares Tr ETFs	$0	$1.36 Million 0.04% of portfolio	37,115	Q2 2025 Added 10.67%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.47 Million 0.04% of portfolio	13,426	Q2 2025 Added 0.86%
IDV Ishares Tr ETFs	$0	$1.24 Million 0.04% of portfolio	35,951	Q2 2025 Added 52.3%
ITB Ishares Tr ETFs	$0	$1.34 Million 0.04% of portfolio	14,341	Q2 2025 Reduced 59.64%
INDY Ishares India 50 ETF ETFs	$0	$1.34 Million 0.04% of portfolio	24,553	Q2 2025 Added 23.55%
EIDO Ishares Tr Msci Indonesia ETF ETFs	$0	$1.47 Million 0.04% of portfolio	83,520	Q2 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$1.16 Million 0.04% of portfolio	22,687	Q2 2025 Added 45.61%
MEAR Blackrock Short Maturity Munic ETFs	$0	$1.28 Million 0.04% of portfolio	25,446	Q2 2025 Added 99.44%

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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