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
HSBC Hsbc Holdings PLC Financial Services	$233B	$1.48 Million 0.05% of portfolio	25,804	Q1 2025 Reduced 3.5%
HSY Hershey CO Consumer Defensive	$25.2B	$1.47 Million 0.05% of portfolio	8,594	Q1 2025 Reduced 33.85%
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.66 Million 0.05% of portfolio	41,391	Q1 2025 Reduced 10.48%
ICE Intercontinental Exchange, Inc. Financial Services	$99.6B	$1.57 Million 0.05% of portfolio	9,114	Q1 2025 Reduced 8.23%
VRIG Invesco Actively Managed ETF F ETFs	$0	$1.42 Million 0.05% of portfolio	56,586	Q1 2025 Added 82.42%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$1.52 Million 0.05% of portfolio	62,578	Q1 2025 Added 5.94%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$1.6 Million 0.05% of portfolio	68,864	Q4 2024 Reduced 5.45%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$1.49 Million 0.05% of portfolio	64,752	Q1 2025 Reduced 3.47%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.45 Million 0.05% of portfolio	13,311	Q1 2025 Added 8.19%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.51 Million 0.05% of portfolio	14,318	Q1 2025 Reduced 4.79%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$1.62 Million 0.05% of portfolio	69,785	Q1 2025 Reduced 3.67%
IFRA Ishares Tr ETFs	$0	$1.42 Million 0.05% of portfolio	31,465	Q1 2025 Reduced 0.95%
IBHH Ishares Tr Ibonds 2028 Term Hi ETFs	$0	$1.41 Million 0.05% of portfolio	60,264	Q1 2025 Reduced 5.23%
IBHG Ishares Tr Ibonds 2027 Term Hi	$0	$1.49 Million 0.05% of portfolio	66,693	Q1 2025 Reduced 4.68%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$1.6 Million 0.05% of portfolio	69,103	Q1 2025 Reduced 3.6%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$1.4 Million 0.05% of portfolio	26,986	Q1 2025 Reduced 31.38%
LDOS Leidos Holdings, Inc. Technology	$20.3B	$1.59 Million 0.05% of portfolio	11,807	Q1 2025 Added 12.34%
MU Micron Technology Inc Technology	$134B	$1.57 Million 0.05% of portfolio	18,044	Q1 2025 Reduced 5.21%
ISMD Northern Lts Fd Tr Iv ETFs	$0	$1.47 Million 0.05% of portfolio	43,220	Q1 2025 Added 4.04%
ODFL Old Dominion Freight Line, Inc. Industrials	$17.5B	$1.54 Million 0.05% of portfolio	9,330	Q1 2025 Reduced 5.25%
PEG Public Service Enterprise Group Inc Utilities	$41B	$1.49 Million 0.05% of portfolio	18,095	Q1 2025 Added 4.35%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.51 Million 0.05% of portfolio	11,124	Q1 2025 Reduced 10.84%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$1.5 Million 0.05% of portfolio	33,250	Q1 2025 Reduced 8.29%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.48 Million 0.05% of portfolio	62,728	Q1 2025 Added 18.53%
XLY Select Sector Spdr Consumer Di ETFs	$0	$1.57 Million 0.05% of portfolio	7,935	Q1 2025 Added 10.58%
SNOW Snowflake Inc. Technology	$67.8B	$1.4 Million 0.05% of portfolio	9,572	Q1 2025 Added 96.59%
SQ Block, Inc. Technology	$30.3B	$1.44 Million 0.05% of portfolio	25,221	Q1 2025 Added 264.94%
TGT Target Corp Consumer Defensive	$44B	$1.64 Million 0.05% of portfolio	15,686	Q1 2025 Added 233.6%
VPU Vanguard Utilities ETF ETFs	$0	$1.51 Million 0.05% of portfolio	8,814	Q1 2025 Added 864.33%
WEC Wec Energy Group, Inc. Utilities	$32.9B	$1.46 Million 0.05% of portfolio	13,408	Q1 2025 Added 3.31%
DEM Wisdomtree Tr Emerging Mkts Hi ETFs	$0	$1.58 Million 0.05% of portfolio	37,469	Q1 2025 Reduced 14.68%
GLDM World Gold Trust ETFs	$9.79B	$1.53 Million 0.05% of portfolio	24,742	Q1 2025 Added 608.53%
ZTS Zoetis Inc. Healthcare	$73.6B	$1.64 Million 0.05% of portfolio	9,946	Q1 2025 Reduced 0.87%
APD Air Products & Chemicals, Inc. Basic Materials	$60B	$1.1 Million 0.04% of portfolio	3,715	Q1 2025 Added 2.77%
MUSI American Centy ETF Tr Multisec ETFs	$0	$1.13 Million 0.04% of portfolio	25,737	Q1 2025 Added 2.56%
APH Amphenol Corp Technology	$55.8B	$1.12 Million 0.04% of portfolio	17,050	Q1 2025 Added 338.19%
BDX Becton Dickinson & CO Healthcare	$48B	$1.26 Million 0.04% of portfolio	5,479	Q1 2025 Reduced 32.15%
C Citigroup Inc Financial Services	$152B	$1.28 Million 0.04% of portfolio	17,993	Q1 2025 Reduced 65.75%
COP Conocophillips Energy	$121B	$1.37 Million 0.04% of portfolio	13,078	Q1 2025 Added 3.5%
DHI Horton D R Inc Consumer Cyclical	$43.2B	$1.31 Million 0.04% of portfolio	10,323	Q1 2025 Reduced 8.28%
DLR Digital Realty Trust, Inc. Real Estate	$50.4B	$1.38 Million 0.04% of portfolio	9,630	Q1 2025 Added 1,534.97%
COM Direxion Shs ETF Tr Auspice Br ETFs	$0	$1.3 Million 0.04% of portfolio	44,294	Q1 2025 Added 115.96%
DOV Dover Corp Industrials	$24.5B	$1.32 Million 0.04% of portfolio	7,526	Q1 2025 Added 243.03%
EXEL Exelixis, Inc. Healthcare	$13B	$1.23 Million 0.04% of portfolio	33,237	Q1 2025 Added 101.08%
FXO First Tr Exchange Traded Fd Fi ETFs	$0	$1.33 Million 0.04% of portfolio	25,159	Q1 2025 Added 30.21%
FXH First Tr Exchange Trd Fd Healt ETFs	$0	$1.3 Million 0.04% of portfolio	12,506	Q1 2025 Reduced 24.2%
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$1.17 Million 0.04% of portfolio	8,851	Q1 2025 Reduced 2.7%
FJP First Trust Japan Alphadex Fun ETFs	$0	$1.23 Million 0.04% of portfolio	22,399	Q1 2025 Reduced 6.35%
FEM First Trust Emerging Markets A ETFs	$0	$1.08 Million 0.04% of portfolio	47,344	Q1 2025 Added 5.78%
FTXO First Tr ETF Vi Nasdaq Bk ETF ETFs	$0	$1.24 Million 0.04% of portfolio	40,866	Q1 2025 New

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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