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
IBHI Ishares Tr Ibonds 2029 Term Hi ETFs	$0	$1.35 Million 0.05% of portfolio	57,483	Q4 2024 Added 4,506.01%
IBHH Ishares Tr Ibonds 2028 Term Hi ETFs	$0	$1.49 Million 0.05% of portfolio	63,593	Q4 2024 Added 0.64%
IBHG Ishares Tr Ibonds 2027 Term Hi	$0	$1.56 Million 0.05% of portfolio	69,965	Q4 2024 Added 4.58%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$1.31 Million 0.05% of portfolio	25,878	Q4 2024 Added 286.76%
KMI Kinder Morgan, Inc. Energy	$59.7B	$1.59 Million 0.05% of portfolio	57,973	Q4 2024 Reduced 0.82%
IVOL Kraneshares Tr Quadratic Int R ETFs	$0	$1.48 Million 0.05% of portfolio	83,406	Q4 2024 Added 2.73%
LDOS Leidos Holdings, Inc. Technology	$18.1B	$1.51 Million 0.05% of portfolio	10,510	Q4 2024 Reduced 26.69%
OVM Listed Fds Tr Overlay Shares M ETFs	$0	$1.31 Million 0.05% of portfolio	60,402	Q4 2024 Added 0.59%
MTB M&T Bank Corp Financial Services	$34.4B	$1.42 Million 0.05% of portfolio	7,536	Q4 2024 Added 1,620.55%
MMC Marsh & Mclennan Companies, Inc. Financial Services	$114B	$1.58 Million 0.05% of portfolio	7,432	Q4 2024 Added 150.74%
MCK Mckesson Corp Healthcare	$85.3B	$1.37 Million 0.05% of portfolio	2,407	Q4 2024 Added 82.07%
MSI Motorola Solutions, Inc. Technology	$73.1B	$1.42 Million 0.05% of portfolio	3,066	Q4 2024 Added 220.71%
ISMD Northern Lts Fd Tr Iv ETFs	$0	$1.56 Million 0.05% of portfolio	41,542	Q4 2024 Added 62.9%
QQH Northern Lts Fd Tr Iii Hcm Def ETFs	$0	$1.48 Million 0.05% of portfolio	22,038	Q4 2024 Reduced 5.19%
ORLY O Reilly Automotive Inc Consumer Cyclical	$82.8B	$1.59 Million 0.05% of portfolio	1,340	Q4 2024 Added 5.85%
PEG Public Service Enterprise Group Inc Utilities	$41.8B	$1.47 Million 0.05% of portfolio	17,341	Q4 2024 Added 14.31%
RH Rh Consumer Cyclical	$9.07B	$1.41 Million 0.05% of portfolio	3,576	Q4 2024 Added 4.81%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$1.56 Million 0.05% of portfolio	59,955	Q4 2024 Added 196.51%
SOFI So Fi Technologies, Inc. Financial Services	$13B	$1.59 Million 0.05% of portfolio	103,561	Q4 2024 Reduced 6.66%
TSCO Tractor Supply CO Consumer Cyclical	$6.34B	$1.33 Million 0.05% of portfolio	25,095	Q4 2024 Added 260.51%
ULTA Ulta Beauty, Inc. Consumer Cyclical	$18.7B	$1.51 Million 0.05% of portfolio	3,481	Q4 2024 Added 6.52%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$1.54 Million 0.05% of portfolio	45,469	Q4 2024 Reduced 34.82%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$1.45 Million 0.05% of portfolio	25,067	Q4 2024 Added 7.14%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$1.54 Million 0.05% of portfolio	19,131	Q4 2024 Reduced 1.18%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$1.38 Million 0.05% of portfolio	4,943	Q4 2024 Added 4.06%
IHDG Wisdomtree Tr ETFs	$0	$1.53 Million 0.05% of portfolio	35,239	Q4 2024 Added 11.6%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$1.51 Million 0.05% of portfolio	29,963	Q4 2024 Added 55.21%
APD Air Products & Chemicals, Inc. Basic Materials	$70.1B	$1.05 Million 0.04% of portfolio	3,615	Q4 2024 Added 4.42%
MUSI American Centy ETF Tr Multisec ETFs	$0	$1.08 Million 0.04% of portfolio	25,095	Q4 2024 Added 40.94%
FDG American Centy ETF Tr Focused ETFs	$0	$1.07 Million 0.04% of portfolio	10,276	Q4 2024 Added 5.83%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$1.28 Million 0.04% of portfolio	31,628	Q4 2024 Reduced 25.54%
BX Blackstone Inc. Financial Services	$117B	$1.24 Million 0.04% of portfolio	7,181	Q4 2024 Added 190.38%
LNG Cheniere Energy, Inc. Energy	$53.3B	$1.09 Million 0.04% of portfolio	5,091	Q4 2024 Added 18.98%
COP Conocophillips Energy	$123B	$1.25 Million 0.04% of portfolio	12,636	Q4 2024 Added 14.97%
ED Consolidated Edison Inc Utilities	$33.7B	$1.09 Million 0.04% of portfolio	12,166	Q4 2024 Reduced 19.81%
CMI Cummins Inc Industrials	$52.7B	$1.19 Million 0.04% of portfolio	3,417	Q4 2024 Added 12.88%
FSK Fs Kkr Capital Corp Financial Services	$0	$1.15 Million 0.04% of portfolio	52,928	Q4 2024 Added 24.03%
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$1.06 Million 0.04% of portfolio	13,898	Q4 2024 Added 23.23%
FXO First Tr Exchange Traded Fd Fi ETFs	$0	$1.05 Million 0.04% of portfolio	19,322	Q4 2024 Added 70.72%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1.18 Million 0.04% of portfolio	18,587	Q4 2024 Reduced 1.81%
FEP First Trust Europe Alphadex Fu ETFs	$0	$1.02 Million 0.04% of portfolio	28,606	Q4 2024 Added 6.73%
FJP First Trust Japan Alphadex Fun ETFs	$0	$1.24 Million 0.04% of portfolio	23,918	Q4 2024 Added 8.94%
FTSL First Trust Senior Ln Fund ETFs	$0	$1.1 Million 0.04% of portfolio	23,763	Q4 2024 Added 0.06%
FSIG First Tr ETF Iv LTD Duration I	$0	$1.14 Million 0.04% of portfolio	60,205	Q4 2024 Reduced 9.45%
FMHI First Tr ETF Iii Municipal Hig ETFs	$0	$1.24 Million 0.04% of portfolio	25,623	Q4 2024 Added 6.31%
DDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$1.23 Million 0.04% of portfolio	30,680	Q4 2024 Reduced 2.02%
YJUN First Tr Exchange Traded Fd Vi	$0	$1.25 Million 0.04% of portfolio	57,923	Q4 2024 Reduced 8.27%
FAAR First Trust Vii Alternative Ab ETFs	$0	$1.23 Million 0.04% of portfolio	43,900	Q4 2024 Added 24.94%
FLBL Franklin Templeton ETF Tr Libe ETFs	$0	$1.14 Million 0.04% of portfolio	46,985	Q4 2024 Added 0.97%
GILD Gilead Sciences, Inc. Healthcare	$130B	$1.23 Million 0.04% of portfolio	13,330	Q4 2024 Added 146.35%

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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