Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

  • $3.59 Billion
  • Q3 2025

Ifp Advisors, Inc has filed its 13F form on December 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.59 Billion distributed in 5107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $104M, Nvidia Corp with a value of $69.8M, Vanguard Growth ETF with a value of $60.9M, Spdr S&P 500 ETF Trust with a value of $59.2M, and Invesco Qqq Trust, Series 1 with a value of $55.9M.

Examining the 13F form we can see an increase of $309M in the current position value, from $3.28B to 3.59B. Also it can be appreciated an additional of 1118 stocks purchases and 148 closed positions.

Below you can find more details about Ifp Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.59 Billion
ETFs: $2.2 Billion
Technology: $434 Million
Financial Services: $174 Million
Consumer Cyclical: $128 Million
Industrials: $124 Million
Healthcare: $116 Million
Communication Services: $114 Million
Consumer Defensive: $89.6 Million
Other: $160 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$104 Million 2.9% of portfolio
409,108
Q3 2025 Reduced 5.4%
$465B
$69.8 Million 1.94% of portfolio
374,127
Q3 2025 Reduced 1.41%
$3.78T
$55.8 Million 1.55% of portfolio
107,733
Q3 2025 Added 5.89%
$2.39T
$36.2 Million 1.01% of portfolio
165,061
Q3 2025 Added 0.98%
$1.65T
$31.3 Million 0.87% of portfolio
128,858
Q3 2025 Added 5.26%
$662B
$24.9 Million 0.69% of portfolio
49,515
Q3 2025 Added 0.92%
$1.37T
$23.1 Million 0.64% of portfolio
31,391
Q3 2025 Added 1.04%
$1.74T
$21.6 Million 0.6% of portfolio
88,785
Q3 2025 Added 9.14%
$404B
$19.8 Million 0.55% of portfolio
21,356
Q3 2025 Added 3.71%
$139B
$19.2 Million 0.53% of portfolio
58,183
Q3 2025 Reduced 6.66%
$490B
$18 Million 0.5% of portfolio
159,341
Q3 2025 Added 0.56%
$533B
$17 Million 0.47% of portfolio
49,884
Q3 2025 Added 14.25%
$881B
$15.4 Million 0.43% of portfolio
48,897
Q3 2025 Added 5.6%
$279B
$13.9 Million 0.39% of portfolio
134,634
Q3 2025 Added 11.41%
$37.7B
$13.1 Million 0.37% of portfolio
58,950
Q3 2025 Added 858.22%
$971B
$13.4 Million 0.37% of portfolio
17,615
Q3 2025 Added 13.22%
$593B
$11.4 Million 0.32% of portfolio
40,660
Q3 2025 Reduced 14.0%
$367B
$11 Million 0.31% of portfolio
27,133
Q3 2025 Reduced 17.18%
$414B
$10 Million 0.28% of portfolio
43,249
Q3 2025 Added 0.38%
$1.29T
$10.1 Million 0.28% of portfolio
22,630
Q3 2025 Added 4.27%
$512B
$9.76 Million 0.27% of portfolio
17,153
Q3 2025 Added 6.53%
$346B
$9.34 Million 0.26% of portfolio
60,761
Q3 2025 Reduced 0.04%
$115B
$8.68 Million 0.24% of portfolio
17,694
Q3 2025 Added 2.68%
$266B
$8.72 Million 0.24% of portfolio
30,890
Q3 2025 Added 14.25%
$342B
$8.5 Million 0.24% of portfolio
46,606
Q3 2025 Added 8.42%
$181B
$8.32 Million 0.23% of portfolio
294,469
Q3 2025 Added 0.69%
$319B
$8.25 Million 0.23% of portfolio
120,635
Q3 2025 Added 11.29%
$5.99B
$7.69 Million 0.21% of portfolio
63,284
Q3 2025 Reduced 1.15%
$291B
$7.45 Million 0.21% of portfolio
15,612
Q3 2025 Reduced 0.95%
$303B
$7.44 Million 0.21% of portfolio
47,916
Q3 2025 Reduced 12.55%
$0
$7.28 Million 0.2% of portfolio
198,499
Q3 2025 Added 84.17%
$4.5B
$7.11 Million 0.2% of portfolio
196,717
Q3 2025 Added 3.16%
$224B
$6.74 Million 0.19% of portfolio
22,195
Q3 2025 Added 1.58%
$49.1B
$6.71 Million 0.19% of portfolio
5,597
Q3 2025 Added 17.58%
$170B
$6.84 Million 0.19% of portfolio
47,299
Q3 2025 Added 1.21%
$104B
$6.33 Million 0.18% of portfolio
21,584
Q3 2025 Added 1.9%
$413B
$6.52 Million 0.18% of portfolio
126,452
Q3 2025 Reduced 1.2%
$64.9B
$6.19 Million 0.17% of portfolio
73,609
Q3 2025 Added 13.58%
$522B
$6.02 Million 0.17% of portfolio
32,442
Q3 2025 Added 2.06%
$237B
$6.19 Million 0.17% of portfolio
38,133
Q3 2025 Reduced 2.49%
$258B
$6.02 Million 0.17% of portfolio
36,005
Q3 2025 Reduced 5.94%
$69.1B
$5.74 Million 0.16% of portfolio
68,111
Q3 2025 Added 15.45%
$61.4B
$5.73 Million 0.16% of portfolio
28,137
Q3 2025 Added 19.28%
$1.46T
$5.87 Million 0.16% of portfolio
21,030
Q3 2025 Reduced 1.48%
$45.2B
$5.47 Million 0.15% of portfolio
91,543
Q3 2025 Reduced 1.1%
$103B
$5.38 Million 0.15% of portfolio
41,364
Q3 2025 Added 1.68%
$123B
$5.37 Million 0.15% of portfolio
10,762
Q3 2025 Reduced 4.12%
$27.1B
$5.49 Million 0.15% of portfolio
147,655
Q3 2025 Added 18.88%
$141B
$5.34 Million 0.15% of portfolio
209,534
Q3 2025 Reduced 1.88%

Summary

  • Portfolio
  • No. of Stocks 5,107
  • Current Value $3.59 Billion
  • Prior Value $3.28 Billion
  • Filing
  • Period Q3 2025
  • Filing Date December 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1,118 stocks
  • Additional Purchases 1,734 stocks
  • Sold out of 148 stocks
  • Reduced holdings in 1,487 stocks
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email