Ifp Advisors, Inc Purchases in Q3 2025

Ifp Advisors, Inc

  • $3.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
13.8K
+ 11.41%
$94.4 - $104.27 $1.3M - $1.44M
135K $13.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
14.8K
+ 3.49%
$40.2 - $44.58 $596K - $661K
440K $19.3M
ABBV
Abb Vie Inc.

Healthcare
162
+ 0.38%
$184.85 - $231.54 $29.9K - $37.5K
43.2K $10M
JPM
Jpmorgan Chase & CO

Financial Services
2.59K
+ 5.6%
$282.78 - $316.06 $734K - $820K
48.9K $15.4M
IEMG
Ishares Inc

ETFs
37.1K
+ 17.85%
N/A
245K $13.1M
IEFA
Ishares Tr

ETFs
15.5K
+ 9.59%
$81.7 - $87.53 $1.27M - $1.36M
177K $15.5M
GPOR
Gulfport Energy Corp

Energy
10.9K
+ 20951.92%
$163.8 - $190.92 $1.78M - $2.08M
10.9K $1.98M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.35K
+ 127.27%
$275.84 - $326.36 $1.48M - $1.75M
9.55K $3.12M
DHI
Horton D R Inc

Consumer Cyclical
10.8K
+ 717.75%
$129.82 - $184.04 $1.41M - $1.99M
12.3K $2.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20.1K
+ 25.51%
$68.24 - $73.73 $1.37M - $1.48M
98.8K $7.26M
CGUS
Capital Group Core Equity ETF
17.7K
+ 4.64%
$36.89 - $39.72 $652K - $702K
398K $15.7M
VEA
Vanguard Ftse Developed Market

ETFs
17.3K
+ 8.5%
$56.02 - $60.3 $968K - $1.04M
220K $13.2M
VTI
Vanguard Total Stock Market Et

ETFs
2.45K
+ 7.7%
$303.93 - $329.86 $746K - $809K
34.3K $11.3M
SRE
Sempra Energy

Utilities
16.8K
+ 682.28%
$74.14 - $89.98 $1.24M - $1.51M
19.2K $1.73M
V
Visa Inc.

Financial Services
6.22K
+ 14.25%
$332.09 - $358.86 $2.07M - $2.23M
49.9K $17M
ADBE
Adobe Inc.

Technology
4.57K
+ 113.93%
$333.65 - $392.1 $1.53M - $1.79M
8.59K $3.03M
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.01%
$134.8 - $184.42 $539 - $738
72.9K $11.8M
WFC
Wells Fargo & Company

Financial Services
15K
+ 37.47%
$77.05 - $85.16 $1.16M - $1.28M
55.1K $4.62M
DFAS
Dimensional ETF Tr U S Small C

ETFs
20.1K
+ 988.05%
$63.41 - $69.69 $1.27M - $1.4M
22.1K $1.52M
FDVV
Fidelity High Dividend ETF

ETFs
14.1K
+ 8.73%
$52.42 - $55.71 $740K - $787K
176K $9.8M
LLY
Eli Lilly & CO

Healthcare
2.06K
+ 13.22%
$625.65 - $812.69 $1.29M - $1.67M
17.6K $13.4M
SWIM
Latham Group, Inc.

Industrials
148K
+ 100.24%
$6.15 - $8.25 $912K - $1.22M
296K $2.26M
MAR
Marriott International Inc

Consumer Cyclical
5.16K
+ 186.29%
$255.35 - $282.87 $1.32M - $1.46M
7.94K $2.07M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.4K
+ 23.41%
$42.67 - $46.91 $869K - $955K
107K $5.03M
PPL
Ppl Corp

Utilities
23.4K
+ 18.88%
$33.54 - $37.24 $786K - $873K
148K $5.49M
GE
General Electric CO

Industrials
2.35K
+ 19.38%
$244.75 - $305.63 $575K - $719K
14.5K $4.36M
VIG
Vanguard Dividend Appreciation

ETFs
6.75K
+ 6.78%
N/A
106K $19.4M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
4.25K
+ 6.72%
$118.33 - $128.54 $503K - $546K
67.5K $8.67M
JNJ
Johnson & Johnson

Healthcare
654
+ 2.06%
$155.17 - $185.42 $101K - $121K
32.4K $6.02M
MHK
Mohawk Industries Inc

Consumer Cyclical
8.92K
New
$107.23 - $139.75 $956K - $1.25M
8.92K $1.15M
IGE
Ishares Tr North Amern Nat Res

ETFs
23.3K
New
$44.5 - $49.6 $1.04M - $1.16M
23.3K $1.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.87K
+ 4.04%
$62.09 - $66.51 $488K - $523K
202K $13.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.9K
+ 12.64%
$49.43 - $54.52 $588K - $648K
106K $5.74M
VRIG
Invesco Actively Managed ETF F

ETFs
43K
+ 79.96%
$25.04 - $25.16 $1.08M - $1.08M
96.8K $2.43M
TJX
Tjx Companies Inc

Consumer Cyclical
567
+ 1.21%
$121.35 - $144.54 $68.8K - $82K
47.3K $6.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
451
+ 0.92%
$459.11 - $506.91 $207K - $229K
49.5K $24.9M
IWS
Ishares Russell Midcap Value E

ETFs
7.15K
+ 95.14%
$132.83 - $140.61 $949K - $1M
14.7K $2.05M
VB
Vanguard Small Cap ETF

ETFs
1.99K
+ 6.35%
$237.58 - $259.17 $473K - $515K
33.3K $8.47M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.62K
+ 15.06%
$89.32 - $107.82 $412K - $498K
35.3K $3.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.47K
+ 1.65%
$108.46 - $120.63 $159K - $177K
90.3K $10.7M
RGLD
Royal Gold Inc

Basic Materials
4.97K
+ 692.2%
$151.42 - $200.58 $753K - $997K
5.69K $1.14M
ED
Consolidated Edison Inc

Utilities
10K
+ 194.5%
$95.57 - $105.36 $960K - $1.06M
15.2K $1.53M
DFAI
Dimensional ETF Tr

ETFs
25.4K
+ 52.54%
$34.05 - $36.55 $864K - $927K
73.6K $2.68M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.21K
+ 32.74%
$98.52 - $103.93 $907K - $957K
37.3K $3.85M
AEE
Ameren Corp

Utilities
9.12K
+ 1652.9%
$95.0 - $104.38 $867K - $952K
9.68K $1.01M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
21.8K
+ 60.96%
$41.8 - $43.15 $910K - $940K
57.5K $2.46M
DFAX
Dimensional ETF Tr
29.1K
+ 225.07%
$29.25 - $31.56 $851K - $918K
42K $1.32M
YUM
Yum Brands Inc

Consumer Cyclical
6.04K
+ 135.3%
$139.5 - $153.94 $843K - $930K
10.5K $1.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17K
+ 21.24%
$48.5 - $50.19 $823K - $852K
96.8K $4.85M
Activity Summary
Buys All Purchases 2852 New Holdings 1118 Increased Positions 1734 Sells All Sells 1635 Reductions 1487 Sold out 148 Options Calls 0 Puts 0
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