Ifp Advisors, Inc Purchases in Q3 2025

Ifp Advisors, Inc

  • $3.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.5K
+ 4.71%
$52.39 - $53.11 $812K - $823K
344K $18.2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.5K
+ 102.01%
$171.01 - $228.24 $599K - $800K
6.94K $1.48M
PANW
Palo Alto Networks Inc

Technology
4.55K
+ 19.28%
$167.06 - $208.19 $760K - $947K
28.1K $5.73M
CEG
Constellation Energy Corp

Utilities
2.62K
+ 71.0%
$298.82 - $354.89 $784K - $931K
6.32K $2.08M
XOM
Exxon Mobil Corp

Energy
891
+ 0.56%
$105.83 - $117.22 $94.3K - $104K
159K $18M
GRMN
Garmin LTD

Technology
3.09K
+ 93.69%
$211.13 - $246.22 $652K - $760K
6.38K $1.57M
PULS
Pgim ETF Tr

ETFs
17K
+ 11.74%
$49.58 - $49.83 $840K - $845K
161K $8.04M
MCK
Mckesson Corp

Healthcare
933
+ 35.14%
$659.01 - $772.54 $615K - $721K
3.59K $2.77M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.15K
+ 20.39%
$81.75 - $84.54 $748K - $773K
54K $4.54M
AEP
American Electric Power CO Inc

Utilities
6.85K
+ 117.17%
$103.26 - $115.0 $707K - $787K
12.7K $1.43M
BKNG
Booking Holdings Inc.

Consumer Cyclical
152
+ 233.85%
$5364.25 - $5815.92 $815K - $884K
217 $1.17M
SOFI
So Fi Technologies, Inc.

Financial Services
57
+ 0.06%
$17.64 - $29.81 $1.01K - $1.7K
96.1K $2.54M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.65K
+ 26.49%
$70.77 - $73.59 $683K - $710K
46.1K $3.38M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$692600.0 - $759798.0 $693K - $760K
2 $1.51M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14.3K
+ 799.5%
$52.55 - $54.37 $750K - $776K
16.1K $868K
IDEV
Ishares Core Msci Intl Develop

ETFs
7.73K
+ 21.75%
$74.68 - $80.26 $577K - $620K
43.3K $3.47M
IBM
International Business Machines Corp

Technology
3.85K
+ 14.25%
$234.77 - $292.47 $904K - $1.13M
30.9K $8.72M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
29.6K
+ 594.55%
$25.09 - $33.65 $742K - $995K
34.5K $889K
MU
Micron Technology Inc

Technology
223
+ 1.4%
$104.88 - $168.89 $23.4K - $37.7K
16.2K $2.7M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
14.7K
+ 28.75%
$48.72 - $50.73 $718K - $748K
66K $3.26M
CSCO
Cisco Systems, Inc.

Technology
12.2K
+ 11.29%
$66.2 - $71.79 $810K - $879K
121K $8.25M
DFIV
Dimensional ETF Tr

ETFs
12.2K
+ 24.01%
$42.66 - $46.53 $522K - $569K
63.2K $2.91M
MUB
Ishares National Muni Bond ETF

ETFs
6.4K
+ 25.92%
$103.24 - $106.68 $661K - $683K
31.1K $3.31M
NSC
Norfolk Southern Corp

Industrials
181
+ 1.2%
$259.49 - $300.41 $47K - $54.4K
15.2K $4.58M
DFAE
Dimensional ETF Tr

ETFs
19.9K
+ 62.66%
$28.84 - $31.84 $575K - $634K
51.7K $1.63M
MA
Mastercard Inc

Financial Services
1.05K
+ 6.53%
$550.18 - $598.96 $578K - $630K
17.2K $9.76M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
2.35K
+ 0.9%
$7.47 - $13.14 $17.5K - $30.8K
262K $2.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.36K
+ 97.97%
$110.74 - $122.12 $594K - $655K
10.8K $1.31M
ASML
Asml Holding Nv

Technology
427
+ 25.58%
$689.63 - $968.09 $294K - $413K
2.1K $2.03M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
14.3K
+ 75.26%
$41.91 - $44.87 $600K - $643K
33.3K $1.49M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.48K
+ 3.45%
$25.29 - $28.33 $164K - $183K
194K $5.42M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
11.9K
+ 298.52%
$51.7 - $54.73 $617K - $653K
15.9K $871K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.21K
+ 229.08%
$138.08 - $151.2 $581K - $636K
6.04K $912K
ETN
Eaton Corp PLC

Industrials
1.46K
+ 23.07%
$342.99 - $392.76 $501K - $574K
7.8K $2.92M
VBR
Vanguard Small Cap Value ETF

ETFs
2.58K
+ 32.31%
$195.41 - $212.37 $504K - $548K
10.6K $2.21M
EIX
Edison International

Utilities
11.5K
+ 302.64%
$50.42 - $56.35 $577K - $645K
15.2K $842K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
10.7K
+ 2135.4%
$56.63 - $60.72 $605K - $648K
11.2K $673K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.9K
+ 4.55%
$72.57 - $74.72 $501K - $515K
159K $11.8M
SOXX
Ishares Semiconductor ETF

ETFs
615
+ 4.47%
$236.93 - $271.12 $146K - $167K
14.4K $3.9M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
12.6K
+ 118.47%
$47.18 - $48.17 $594K - $607K
23.2K $1.11M
GLDM
World Gold Trust

ETFs
3.43K
+ 11.15%
$64.73 - $76.45 $222K - $262K
34.2K $2.61M
PVAL
Putnam ETF Tr Putnam Focused L
9.9K
+ 14.47%
$39.93 - $42.72 $395K - $423K
78.3K $3.34M
CAG
Conagra Brands Inc.

Consumer Defensive
50.8K
+ 32.0%
$18.04 - $21.14 $916K - $1.07M
209K $3.83M
FNDF
Schwab Fundamental Intl Large

ETFs
4.52K
+ 3.41%
$39.84 - $43.15 $180K - $195K
137K $5.89M
TWIN
Twin Disc Inc

Industrials
1.21K
+ 1.12%
$8.5 - $14.57 $10.3K - $17.6K
108K $1.53M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.2K
+ 10.54%
$50.53 - $50.82 $567K - $570K
118K $5.97M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
9.07K
+ 214.1%
$57.5 - $61.94 $521K - $561K
13.3K $823K
IDV
Ishares Tr

ETFs
13.6K
+ 37.88%
$34.54 - $37.28 $470K - $508K
49.6K $1.81M
DFAT
Dimensional ETF Tr U S Target

ETFs
9.29K
+ 135.75%
$53.36 - $59.69 $495K - $554K
16.1K $938K
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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