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Ifp Advisors, Inc Top Holdings and 13F Report (2025)

About Ifp Advisors, Inc

Investment Activity

  • Ifp Advisors, Inc has $3.05 billion in total holdings as of December 31, 2024.
  • Ifp Advisors, Inc owns shares of 4,609 different stocks, but just 353 companies or ETFs make up 80% of its holdings.
  • Approximately 17.32% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Ifp Advisors, Inc has purchased 3,313 new stocks and bought additional shares in 1,724 stocks.
  • Ifp Advisors, Inc sold shares of 897 stocks and completely divested from 131 stocks this quarter.

Largest Holdings

Apple
$84,748,817
Invesco QQQ
$51,175,235
NVIDIA
$46,847,549

Largest New Holdings this Quarter

TIDAL ETF TR
$2,801,463 Holding
LAM RESEARCH CORP
$2,177,009 Holding
BLACKROCK INC
$1,897,148 Holding
EA SERIES TRUST
$1,619,252 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF
674,632 shares (about $18.80M)
SPDR S&P 500 ETF Trust
30,321 shares (about $17.77M)
Schwab US Dividend Equity ETF
524,122 shares (about $14.32M)
Schwab U.S. Mid-Cap ETF
516,329 shares (about $14.31M)
NVIDIA
89,751 shares (about $12.05M)

Largest Sales this Quarter

Masimo
7 shares (about $∞T)
Globant
2 shares (about $∞T)
Graphic Packaging
10 shares (about $∞T)
Core & Main
11 shares (about $∞T)
Timken
118 shares (about $∞T)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIfp Advisors, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$84,748,817$7,306,844 9.4%338,4112.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$67,454,705$17,771,721 35.8%115,0872.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$51,175,235$3,145,752 -5.8%100,0811.7%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$48,255,475$962,089 -2.0%117,5681.6%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$46,847,549$12,052,959 34.6%348,8451.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$38,760,759$6,170,039 18.9%91,9511.3%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$36,431,758$154,220 -0.4%528,4521.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$34,543,891$7,130,058 26.0%157,4521.1%Retail/Wholesale
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$31,579,262$765,283 -2.4%390,2001.0%Manufacturing
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$29,994,664$1,192,841 4.1%1,216,8191.0%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$28,778,395$811,676 -2.7%99,6300.9%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$28,061,158$3,717,283 15.3%822,1890.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$27,639,878$1,998,496 -6.7%46,9540.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$25,641,313$2,734,546 11.9%135,4480.8%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$25,110,637$4,284,679 20.6%507,1850.8%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$24,890,278$18,801,972 308.8%893,0860.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$24,771,029$1,893,815 8.3%45,9630.8%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$23,425,583$2,439,637 11.6%100,7450.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$22,281,349$1,490,379 7.2%49,1560.7%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$21,328,388$14,307,329 203.8%769,7080.7%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$21,095,903$3,580,466 20.4%352,9510.7%Manufacturing
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$21,067,838$1,386,473 7.0%120,2250.7%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$20,991,456$203,607 1.0%163,2040.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$20,566,930$14,319,049 229.2%752,8140.7%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$19,726,490$197,754 1.0%487,1930.6%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$19,179,835$36,770 0.2%380,7800.6%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$18,662,580$2,744,687 17.2%173,4900.6%Oils/Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$18,653,191$3,502,456 23.1%20,3550.6%Retail/Wholesale
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$18,576,233$1,061,862 -5.4%245,6860.6%Finance
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$18,349,458$1,747,311 10.5%166,6490.6%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$16,543,624$1,386,617 9.1%178,4150.5%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$14,004,672$1,726,124 14.1%270,8890.5%Manufacturing
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$13,992,997$6,454,138 85.6%298,4820.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$13,910,816$328,926 -2.3%48,0010.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$13,888,963$153,996 1.1%265,9720.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$13,841,260$1,176,861 9.3%62,6400.5%Finance
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
$13,779,370$2,110 0.0%352,5930.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,252,414$1,556,902 13.3%22,6250.4%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$13,222,935$8,854,951 202.7%570,4500.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$13,098,571$3,229,591 32.7%182,1500.4%ETF
FIRST TR EXCHNG TRADED FD VI
$12,587,463$198,872 -1.6%343,3090.4%mc
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$12,564,217$537,103 4.5%70,5520.4%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$12,437,527$5,409,905 77.0%51,3580.4%Manufacturing
Energy Transfer LP stock logo
ET
Energy Transfer
$12,429,074$130,566 1.1%634,4690.4%Oils/Energy
Visa Inc. stock logo
V
Visa
$12,416,581$477,585 4.0%39,2840.4%Business Services
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock logo
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
$12,318,679$191,737 1.6%159,5270.4%ETF
FT Vest U.S. Equity Buffer ETF - November stock logo
FNOV
FT Vest U.S. Equity Buffer ETF - November
$12,156,505$95,831 -0.8%254,2140.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$11,851,616$441,576 3.9%87,5500.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$11,497,483$4,986,807 76.6%60,3670.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$11,457,300$2,758,124 31.7%29,4520.4%Retail/Wholesale
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF stock logo
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
$11,450,102$549,101 5.0%165,6310.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$11,308,475$76,426 0.7%88,6320.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$11,220,588$2,952,481 35.7%48,3980.4%Computer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$10,908,377$7,498,205 219.9%480,5490.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$10,806,266$2,626,067 32.1%13,9910.4%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,582,122$1,305,535 -11.0%44,1430.3%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$10,391,183$54,053 0.5%53,0580.3%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$10,211,286$166,311 -1.6%233,9910.3%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$10,026,924$150,970 1.5%177,5320.3%ETF
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$9,651,409$914,875 10.5%224,6080.3%Manufacturing
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
$9,588,897$663,200 7.4%272,5290.3%ETF
PALANTIR TECHNOLOGIES INC
$9,483,466$1,090,971 -10.3%125,3920.3%cs
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$9,474,862$409,696 4.5%82,2380.3%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$8,986,068$306,070 3.5%98,8240.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$8,788,869$691,136 8.5%51,9090.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$8,633,937$3,639,736 72.9%51,4990.3%Consumer Staples
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,584,190$362,597 4.4%137,7600.3%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$8,563,113$918,944 12.0%355,7590.3%ETF
McDonald's Co. stock logo
MCD
McDonald's
$8,385,368$1,762,136 26.6%28,9230.3%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$8,315,646$14,220 -0.2%15,7890.3%Business Services
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$8,253,219$1,614,946 -16.4%73,5200.3%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$8,243,415$4,110,997 99.5%65,0370.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$8,210,773$208,976 2.6%16,2270.3%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,124,466$690,520 9.3%169,8970.3%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$8,105,124$324,118 4.2%168,2950.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$7,999,777$1,644,138 25.9%19,8080.3%Auto/Tires/Trucks
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$7,911,780$751,085 10.5%315,8350.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$7,908,351$694,522 9.6%87,5300.3%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$7,872,224$1,361,562 20.9%65,1720.3%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$7,846,929$27,442 -0.3%136,3980.3%ETF
Chevron Co. stock logo
CVX
Chevron
$7,773,473$672,761 9.5%53,6710.3%Oils/Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$7,685,412$875,713 12.9%43,2490.3%Medical
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$7,682,385$1,210,840 18.7%153,8330.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$7,530,794$4,498,900 148.4%331,7540.2%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$7,420,817$1,220,458 19.7%152,4710.2%Manufacturing
First Trust Small Cap Growth AlphaDEX Fund stock logo
FYC
First Trust Small Cap Growth AlphaDEX Fund
$7,039,114$164,694 -2.3%90,9090.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$6,960,072$358,519 -4.9%29,5860.2%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$6,936,114$6,583,604 1,867.6%74,5340.2%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$6,923,732$385,652 5.9%201,5620.2%Finance
AT&T Inc. stock logo
T
AT&T
$6,896,486$3,511,019 103.7%302,8780.2%Computer and Technology
IOCT
Innovator International Developed Power Buffer ETF - October
$6,879,343$4,361,090 -38.8%234,7620.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,747,375$3,647,100 117.6%28,0840.2%ETF
Carrier Global Co. stock logo
CARR
Carrier Global
$6,597,066$75,858 -1.1%96,6190.2%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$6,571,817$1,055,818 19.1%85,0500.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$6,518,063$226,825 3.6%76,0930.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$6,508,739$4,174,767 -39.1%15,2960.2%Finance
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$6,478,651$184,326 2.9%109,6960.2%Manufacturing
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,433,420$2,501,119 63.6%108,6710.2%Computer and Technology
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$6,315,911$1,187,423 23.2%61,1420.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$6,276,724$358,770 6.1%37,6670.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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