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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$9.49 Million 0.39% of portfolio	150,897	Q2 2024 Added 5.8%
XLK Technology Sector Spdr ETFs	$0	$9.32 Million 0.39% of portfolio	41,217	Q2 2024 Added 184.47%
V Visa Inc. Financial Services	$503B	$9.19 Million 0.38% of portfolio	35,008	Q2 2024 Added 19.8%
META Meta Platforms, Inc. Communication Services	$1.38T	$8.85 Million 0.37% of portfolio	17,556	Q2 2024 Added 35.72%
VTI Vanguard Total Stock Market Et ETFs	$0	$8.71 Million 0.36% of portfolio	32,544	Q2 2024 Reduced 0.47%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$8.44 Million 0.35% of portfolio	195,968	Q2 2024 Reduced 17.53%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$8.47 Million 0.35% of portfolio	149,455	Q2 2024 Added 4.35%
MA Mastercard Inc Financial Services	$481B	$8.46 Million 0.35% of portfolio	19,173	Q2 2024 Added 1.66%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$8.15 Million 0.34% of portfolio	92,525	Q2 2024 Added 1,473.29%
VTV Vanguard Value ETF ETFs	$0	$8.25 Million 0.34% of portfolio	51,414	Q2 2024 Reduced 61.34%
IYR Ishares Tr ETFs	$0	$7.94 Million 0.33% of portfolio	90,444	Q2 2024 Reduced 20.39%
HDV Ishares Core High Dividend ETF ETFs	$0	$7.92 Million 0.33% of portfolio	72,857	Q2 2024 Added 51.11%
VEA Vanguard Ftse Developed Market ETFs	$0	$7.99 Million 0.33% of portfolio	161,608	Q2 2024 Reduced 4.24%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$7.86 Million 0.32% of portfolio	73,724	Q2 2024 Added 24.89%
IBTE Ishares Tr Ibonds Dec 2024 Ter ETFs	$0	$7.43 Million 0.31% of portfolio	309,738	Q2 2024 Reduced 14.83%
TAXF American Centy ETF Tr Diversif ETFs	$0	$7.26 Million 0.3% of portfolio	144,239	Q2 2024 Added 32.17%
FYC First Trust Small Cap Growth A ETFs	$0	$7.26 Million 0.3% of portfolio	110,200	Q2 2024 Reduced 4.2%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$7.39 Million 0.3% of portfolio	126,213	Q2 2024 Added 17.48%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$7.33 Million 0.3% of portfolio	267,000	Q2 2024 Added 16.15%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$7.21 Million 0.3% of portfolio	132,246	Q2 2024 Reduced 8.31%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$6.98 Million 0.29% of portfolio	292,879	Q2 2024 Added 7.22%
TSLA Tesla, Inc. Consumer Cyclical	$1.25T	$6.92 Million 0.29% of portfolio	34,994	Q2 2024 Added 135.33%
IWL Ishares Tr Russell 200 ETF ETFs	$0	$6.74 Million 0.28% of portfolio	50,288	Q2 2024 Reduced 1.26%
UNH Unitedhealth Group Inc Healthcare	$487B	$6.76 Million 0.28% of portfolio	13,278	Q2 2024 Added 3.54%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$6.71 Million 0.28% of portfolio	93,122	Q2 2024 Added 8.3%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$6.54 Million 0.27% of portfolio	30,486	Q2 2024 Reduced 37.39%
XLE Energy Sector Spdr ETFs	$0	$6.61 Million 0.27% of portfolio	72,567	Q2 2024 Added 10.31%
MGC Vanguard Mega Cap ETF ETFs	$0	$6.62 Million 0.27% of portfolio	33,544	Q2 2024 Reduced 2.04%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$6.34 Million 0.26% of portfolio	36,984	Q2 2024 Reduced 11.5%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$6.25 Million 0.26% of portfolio	130,020	Q2 2024 Reduced 56.44%
EFG Msci Eafe Growth ETF ETFs	$0	$6.28 Million 0.26% of portfolio	61,379	Q2 2024 Added 24.14%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$6.2 Million 0.26% of portfolio	249,315	Q2 2024 Added 6.66%
CARR Carrier Global Corp Industrials	$55.6B	$5.94 Million 0.25% of portfolio	94,120	Q2 2024 Added 24.04%
FV First Trust Dorsey Wright Focu ETFs	$0	$6.17 Million 0.25% of portfolio	107,677	Q2 2024 Added 5.5%
CVX Chevron Corp Energy	$300B	$5.79 Million 0.24% of portfolio	37,024	Q2 2024 Reduced 0.76%
HD Home Depot, Inc. Consumer Cyclical	$399B	$5.8 Million 0.24% of portfolio	16,852	Q2 2024 Added 9.66%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$5.69 Million 0.24% of portfolio	55,044	Q2 2024 Added 0.91%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$5.83 Million 0.24% of portfolio	119,516	Q2 2024 Added 0.09%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$5.72 Million 0.24% of portfolio	62,361	Q2 2024 Reduced 23.13%
ABBV Abb Vie Inc. Healthcare	$310B	$5.5 Million 0.23% of portfolio	32,057	Q2 2024 Added 7.18%
FDVV Fidelity High Dividend ETF ETFs	$0	$5.61 Million 0.23% of portfolio	119,833	Q2 2024 Added 61.69%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$5.68 Million 0.23% of portfolio	239,443	Q2 2024 Added 7.76%
PDI Pimco Dynamic Income Fund Financial Services	$0	$5.6 Million 0.23% of portfolio	297,913	Q2 2024 Added 21.71%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$5.59 Million 0.23% of portfolio	56,302	Q2 2024 Added 9.06%
FNDF Schwab Fundamental Intl Large ETFs	$0	$5.69 Million 0.23% of portfolio	162,357	Q2 2024 Reduced 45.96%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$5.66 Million 0.23% of portfolio	124,150	Q2 2024 Added 20.98%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$5.46 Million 0.23% of portfolio	71,213	Q2 2024 Added 6.5%
AMD Advanced Micro Devices Inc Technology	$187B	$5.3 Million 0.22% of portfolio	32,680	Q2 2024 Added 57.98%
FTCS First Trust Capital Strength E ETFs	$0	$5.44 Million 0.22% of portfolio	64,744	Q2 2024 Added 2.38%
SIHY Harbor ETF Tr Harbor Scientifi ETFs	$0	$5.32 Million 0.22% of portfolio	117,884	Q2 2024 Added 55.44%

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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