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 Market Cap. of $10 Billions to $200 Billions