Ifp Advisors, Inc Purchases in Q3 2025

Ifp Advisors, Inc

  • $3.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRNA
Moderna, Inc.

Healthcare
5.42K
+ 1175.49%
$23.51 - $34.67 $127K - $188K
5.88K $151K
VGSH
Vanguard

ETFs
2.37K
+ 59.91%
$58.43 - $58.88 $138K - $139K
6.32K $371K
IR
Ingersoll Rand Inc.

Industrials
1.65K
+ 1575.24%
$74.98 - $89.02 $124K - $147K
1.76K $145K
IWR
Ishares Russell Mid Cap ETF

ETFs
937
+ 9.22%
$92.26 - $97.51 $86.4K - $91.4K
11.1K $1.07M
ZION
Zions Bancorporation, National Association

Financial Services
2.37K
+ 565.0%
$51.2 - $59.15 $121K - $140K
2.79K $158K
MLN
Vaneck Long Muni ETF

ETFs
6.62K
+ 19.41%
$16.52 - $17.5 $109K - $116K
40.7K $711K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.04K
+ 107.73%
$43.1 - $44.6 $131K - $136K
5.86K $259K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
969
+ 135.34%
$128.6 - $136.01 $125K - $132K
1.69K $227K
EWBC
East West Bancorp Inc

Financial Services
1.23K
+ 176.0%
$97.41 - $109.7 $120K - $135K
1.93K $205K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.54K
+ 1.79%
$11.15 - $11.87 $39.4K - $42K
201K $2.34M
CG
Carlyle Group Inc.

Financial Services
1.99K
+ 291.91%
$52.82 - $69.35 $105K - $138K
2.67K $167K
ECL
Ecolab Inc.

Basic Materials
467
+ 39.64%
$259.39 - $285.47 $121K - $133K
1.65K $450K
PEGA
Pegasystems Inc

Technology
2.13K
+ 64.43%
$49.75 - $60.39 $106K - $129K
5.44K $312K
SQ
Block, Inc.

Technology
2.33K
+ 6.71%
N/A
37K $2.12M
MBB
Ishares Tr

ETFs
1.08K
+ 4.5%
$92.46 - $95.73 $99.7K - $103K
25.1K $2.38M
TPR
Tapestry, Inc.

Consumer Cyclical
410
+ 12.36%
$86.48 - $116.14 $35.5K - $47.6K
3.73K $422K
VIS
Vanguard Industrial ETF

ETFs
375
+ 31.78%
$281.0 - $296.29 $105K - $111K
1.56K $460K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
9.09K
+ 16.08%
$11.04 - $11.83 $100K - $108K
65.6K $767K
HYMU
Blackrock ETF Tr Ii High Yield
5.64K
New
N/A
5.64K $129K
FIDI
Fidelity Covington Tr

ETFs
4.73K
+ 48.01%
$23.22 - $24.85 $110K - $118K
14.6K $356K
BIDU
Baidu, Inc.

Communication Services
900
+ 450.0%
$85.86 - $137.83 $77.3K - $124K
1.1K $144K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.53K
+ 5.74%
$70.85 - $76.96 $108K - $118K
28.1K $2.14M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.23K
+ 15.1%
$49.09 - $50.58 $109K - $113K
17K $856K
FTLS
First Tr Long/Short Equity ETF

ETFs
409
+ 1.61%
$65.78 - $69.95 $26.9K - $28.6K
25.7K $1.8M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
2.27K
+ 1134.0%
$52.75 - $54.07 $120K - $123K
2.47K $132K
META
Meta Platforms, Inc.

Communication Services
322
+ 1.04%
$695.21 - $791.73 $224K - $255K
31.4K $23.1M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
4.98K
New
$24.08 - $24.5 $120K - $122K
4.98K $121K
KJUL
Innovator U.S. Small Cap Power

Technology
2.37K
+ 8.75%
$29.2 - $31.07 $69.1K - $73.6K
29.4K $911K
JHMM
John Hancock Multifactor Mid C

ETFs
1.84K
+ 248.31%
$61.22 - $65.26 $112K - $120K
2.57K $166K
UNP
Union Pacific Corp

Industrials
112
+ 0.75%
$214.91 - $237.16 $24.1K - $26.6K
15.1K $3.57M
CHE
Chemed Corp

Healthcare
316
+ 56.83%
$412.3 - $483.92 $130K - $153K
872 $390K
FLJP
Franklin Templeton ETF Tr

ETFs
2.8K
+ 28.76%
$30.82 - $35.17 $86.2K - $98.3K
12.5K $432K
MTG
Mgic Investment Corp

Financial Services
4.17K
+ 148.26%
$25.06 - $28.92 $104K - $121K
6.98K $198K
OSCR
Oscar Health, Inc.

Healthcare
6.27K
+ 2762.56%
$13.42 - $20.45 $84.2K - $128K
6.5K $123K
WULF
Terawulf Inc.

Financial Services
10.2K
New
$4.63 - $11.7 $47K - $119K
10.2K $118K
PPA
Invesco Exchange Traded Fd Tr

ETFs
374
+ 8.78%
$139.82 - $155.45 $52.3K - $58.1K
4.63K $720K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.01K
+ 3.19%
$44.58 - $48.01 $44.9K - $48.4K
32.6K $1.56M
VKTX
Viking Therapeutics, Inc.

Healthcare
6.57K
+ 12.65%
$23.09 - $42.09 $152K - $277K
58.5K $1.49M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.65K
+ 12.85%
$20.76 - $21.78 $96.5K - $101K
40.8K $880K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.67K
New
$64.14 - $69.37 $107K - $116K
1.67K $115K
AVUS
American Centy ETF Tr Avantis

ETFs
1.05K
New
$101.2 - $109.16 $106K - $114K
1.05K $113K
DOW
Dow Inc.

Basic Materials
23.7K
+ 19.55%
$20.87 - $30.37 $496K - $721K
145K $3.33M
CRM
Salesforce, Inc.

Technology
3.4K
+ 17.45%
$231.66 - $273.65 $789K - $932K
22.9K $5.43M
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.74K
+ 17.93%
$41.97 - $45.5 $73K - $79.1K
11.4K $519K
BA
Boeing CO

Industrials
188
+ 1.73%
$209.79 - $237.38 $39.4K - $44.6K
11.1K $2.39M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
25
+ 0.86%
$96.73 - $137.09 $2.42K - $3.43K
2.92K $386K
VNET
Vnet Group, Inc.

Technology
10.5K
New
$6.61 - $11.13 $69.4K - $117K
10.5K $108K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.22K
+ 122.23%
$86.07 - $90.74 $105K - $110K
2.21K $197K
IHDG
Wisdomtree Tr

ETFs
1.44K
+ 3.64%
$43.81 - $46.31 $63.1K - $66.7K
41K $1.89M
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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