Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Ifp Advisors, Inc has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 3244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.3M, Invesco Qqq Trust, Series 1 with a value of $51.5M, Spdr S&P 500 ETF Trust with a value of $49.4M, Vanguard Growth ETF with a value of $38.2M, and Wisdomtree Tr Us Quality Divid with a value of $31.5M.

Examining the 13F form we can see an increase of $220M in the current position value, from $2.2B to 2.42B. Also it can be appreciated an additional of 297 stocks purchases and 3 closed positions.

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

Portfolio value $2.42 Billion

ETFs: $1.58 Billion

Technology: $228 Million

Financial Services: $129 Million

Consumer Cyclical: $92.2 Million

Healthcare: $73.5 Million

Industrials: $72.4 Million

Communication Services: $65.2 Million

Energy: $57.8 Million

Other: $104 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$1.74 Million 0.07% of portfolio	17,700	Q2 2024 Added 2.61%
EDIV Spdr S&P Emerging Dividends Et ETFs	$0	$1.62 Million 0.07% of portfolio	45,787	Q2 2024 Reduced 1.15%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$1.79 Million 0.07% of portfolio	71,479	Q2 2024 Added 55.82%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$1.68 Million 0.07% of portfolio	36,735	Q2 2024 Reduced 0.53%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.69 Million 0.07% of portfolio	21,812	Q2 2024 Added 6.73%
SGOL Abrdn Gold ETF Trust ETFs	$3.72B	$1.54 Million 0.06% of portfolio	69,318	Q2 2024 Added 15.09%
SKYY First Trust Cloud Computing Et ETFs	$0	$1.43 Million 0.06% of portfolio	15,003	Q2 2024 Reduced 4.64%
IQSU Indexiq ETF Tr Iq Candriam Esg ETFs	$0	$1.42 Million 0.06% of portfolio	31,172	Q2 2024 Reduced 4.59%
POCT Innovator U.S. Equity Power Bu ETFs	$0	$1.36 Million 0.06% of portfolio	35,486	Q4 2023 Added 44.82%
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.56 Million 0.06% of portfolio	40,222	Q2 2024 Added 48.57%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.37 Million 0.06% of portfolio	14,113	Q2 2024 Reduced 8.87%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$1.56 Million 0.06% of portfolio	23,707	Q2 2024 Added 4,641.4%
IBHH Ishares Tr Ibonds 2028 Term Hi ETFs	$0	$1.39 Million 0.06% of portfolio	60,081	Q2 2024 Added 13.74%
IBHG Ishares Tr Ibonds 2027 Term Hi	$0	$1.41 Million 0.06% of portfolio	63,927	Q2 2024 Added 12.48%
IBTJ Ishares Tr Ibonds Dec 2029 Tre ETFs	$0	$1.42 Million 0.06% of portfolio	66,670	Q2 2024 Added 107.42%
JHMM John Hancock Multifactor Mid C ETFs	$0	$1.44 Million 0.06% of portfolio	26,252	Q2 2024 Reduced 1.71%
IVOL Kraneshares Tr Quadratic Int R ETFs	$0	$1.53 Million 0.06% of portfolio	82,862	Q2 2024 Added 6.68%
QQH Northern Lts Fd Tr Iii Hcm Def ETFs	$0	$1.39 Million 0.06% of portfolio	22,573	Q2 2024 Reduced 23.92%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$1.38 Million 0.06% of portfolio	9,835	Q2 2024 Added 0.07%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$1.39 Million 0.06% of portfolio	50,911	Q2 2024 Added 20.55%
XME Spdr Ser Tr Spdr S&P Metals & ETFs	$0	$1.37 Million 0.06% of portfolio	23,015	Q2 2024 Added 81.56%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.52 Million 0.06% of portfolio	11,950	Q2 2024 Added 4.25%
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	$0	$1.45 Million 0.06% of portfolio	19,897	Q2 2024 Reduced 1.04%
SPMD Spdr Portfolio ETFs	$0	$1.49 Million 0.06% of portfolio	28,964	Q2 2024 Added 15.34%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$1.55 Million 0.06% of portfolio	20,919	Q2 2024 Reduced 2.57%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$1.52 Million 0.06% of portfolio	29,313	Q2 2024 Added 1.03%
VFMO Vanguard Wellington Fd U S Mom ETFs	$0	$1.5 Million 0.06% of portfolio	9,971	Q2 2024 Added 24.78%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$1.37 Million 0.06% of portfolio	18,301	Q2 2024 Added 425.29%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$1.4 Million 0.06% of portfolio	24,091	Q2 2024 Added 66.63%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$1.47 Million 0.06% of portfolio	18,350	Q2 2024 Added 6.26%
ACIO ETF Ser Solutions Aptus Collar ETFs	$0	$1.32 Million 0.05% of portfolio	35,133	Q2 2024 Reduced 4.45%
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$1.28 Million 0.05% of portfolio	9,406	Q2 2024 Added 0.77%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1.32 Million 0.05% of portfolio	23,314	Q2 2024 Added 2.58%
FJP First Trust Japan Alphadex Fun ETFs	$0	$1.11 Million 0.05% of portfolio	21,578	Q2 2024 Added 96.0%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$1.31 Million 0.05% of portfolio	20,904	Q2 2024 Added 252.16%
DDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$1.21 Million 0.05% of portfolio	31,311	Q1 2024 Reduced 0.12%
YJUN First Tr Exchange Traded Fd Vi	$0	$1.27 Million 0.05% of portfolio	58,136	Q2 2024 Added 6.19%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$1.16 Million 0.05% of portfolio	32,637	Q2 2024 Added 135.85%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$1.24 Million 0.05% of portfolio	51,837	Q2 2024 Added 198.29%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$1.1 Million 0.05% of portfolio	54,965	Q2 2024 Reduced 0.23%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$1.24 Million 0.05% of portfolio	64,503	Q2 2024 Reduced 3.0%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.28 Million 0.05% of portfolio	11,913	Q2 2024 Reduced 24.8%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.26 Million 0.05% of portfolio	7,218	Q2 2024 Added 49.66%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.26 Million 0.05% of portfolio	11,800	Q2 2024 Reduced 6.77%
EFV Msci Eafe Value ETF ETFs	$0	$1.18 Million 0.05% of portfolio	22,331	Q2 2024 Reduced 45.82%
INDY Ishares India 50 ETF ETFs	$0	$1.11 Million 0.05% of portfolio	20,732	Q2 2024 Reduced 38.75%
IBMM Ishares Tr Ibonds Dec 2024 Ter ETFs	$0	$1.15 Million 0.05% of portfolio	44,320	Q2 2024 Added 0.31%
IFRA Ishares Tr ETFs	$0	$1.14 Million 0.05% of portfolio	27,004	Q2 2024 Reduced 1.16%
IBTK Ishares Tr Ibonds Dec 2030 Ter Technology	$0	$1.33 Million 0.05% of portfolio	69,022	Q2 2024 Added 121.22%
OVM Listed Fds Tr Overlay Shares M ETFs	$0	$1.3 Million 0.05% of portfolio	58,617	Q2 2024 Added 322.68%

Summary

Portfolio
No. of Stocks 3,244
Current Value $2.42 Billion
Prior Value $2.2 Billion
Filing
Period Q2 2024
Filing Date July 30, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 297 stocks
Additional Purchases 1,327 stocks
Sold out of 3 stocks
Reduced holdings in 828 stocks

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