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 Trade History
$5.33B
$2.68 Million 0.11% of portfolio
86,080
Q2 2024 Added 180.72%
$154B
$2.58 Million 0.11% of portfolio
11,724
Q2 2024 Reduced 1.0%
$252B
$2.59 Million 0.11% of portfolio
20,929
Q2 2024 Added 43.03%
$0
$2.77 Million 0.11% of portfolio
29,311
Q2 2024 Reduced 3.64%
$0
$2.57 Million 0.11% of portfolio
61,785
Q2 2024 Added 3.19%
$1.08T
$2.61 Million 0.11% of portfolio
15,024
Q2 2024 Added 26.44%
$140B
$2.62 Million 0.11% of portfolio
11,579
Q2 2024 Reduced 4.12%
$0
$2.73 Million 0.11% of portfolio
46,607
Q2 2024 Reduced 9.89%
$0
$2.61 Million 0.11% of portfolio
59,683
Q2 2024 Added 14.1%
$0
$2.71 Million 0.11% of portfolio
11,209
Q2 2024 Reduced 9.94%
$193B
$2.49 Million 0.1% of portfolio
7,480
Q2 2024 Added 86.95%
$0
$2.41 Million 0.1% of portfolio
46,871
Q2 2024 Reduced 4.88%
$0
$2.3 Million 0.1% of portfolio
54,268
Q2 2024 Added 2,631.15%
$0
$2.52 Million 0.1% of portfolio
56,178
Q2 2024 Added 166.93%
$0
$2.51 Million 0.1% of portfolio
24,003
Q2 2024 Added 10.15%
$0
$2.51 Million 0.1% of portfolio
144,643
Q2 2024 Reduced 2.46%
$0
$2.44 Million 0.1% of portfolio
24,398
Q2 2024 Added 0.07%
$0
$2.46 Million 0.1% of portfolio
109,419
Q2 2024 Added 39.69%
$180B
$2.39 Million 0.1% of portfolio
3,639
Q2 2024 Added 12.63%
$0
$2.45 Million 0.1% of portfolio
6,734
Q2 2024 Added 7.33%
$44.6B
$2.36 Million 0.1% of portfolio
37,394
Q2 2024 Reduced 2.81%
$0
$2.38 Million 0.1% of portfolio
49,349
Q2 2024 Added 4.46%
$89.4B
$2.32 Million 0.1% of portfolio
7,777
Q2 2024 Reduced 0.6%
$90.4B
$2.34 Million 0.1% of portfolio
30,217
Q2 2024 Reduced 4.75%
$177B
$2.34 Million 0.1% of portfolio
12,010
Q2 2024 Added 8.33%
$0
$2.3 Million 0.1% of portfolio
31,369
Q2 2024 Added 0.48%
$0
$2.08 Million 0.09% of portfolio
34,126
Q2 2024 Added 13.68%
$77.7B
$2.06 Million 0.09% of portfolio
5,381
Q2 2024 Added 11.41%
$42.9B
$2.08 Million 0.09% of portfolio
16,024
Q2 2024 Reduced 1.38%
$203B
$2.27 Million 0.09% of portfolio
22,844
Q2 2024 Reduced 10.68%
$0
$2.29 Million 0.09% of portfolio
41,608
Q2 2024 Added 40.56%
$0
$2.1 Million 0.09% of portfolio
106,317
Q2 2024 Added 3.52%
$0
$2.08 Million 0.09% of portfolio
46,477
Q2 2024 Added 4.89%
$0
$2.11 Million 0.09% of portfolio
107,472
Q2 2024 Added 7.5%
$0
$2.18 Million 0.09% of portfolio
189,146
Q2 2024 Added 2.15%
$0
$2.19 Million 0.09% of portfolio
96,336
Q2 2024 Added 1.12%
$0
$2.18 Million 0.09% of portfolio
7,310
Q2 2024 Added 19.11%
$0
$2.27 Million 0.09% of portfolio
19,632
Q2 2024 Reduced 4.46%
$0
$2.23 Million 0.09% of portfolio
98,430
Q2 2024 Added 1.68%
$0
$2.3 Million 0.09% of portfolio
45,244
Q2 2024 Added 8.48%
$0
$2.19 Million 0.09% of portfolio
39,384
Q2 2024 Reduced 13.14%
$10.1B
$2.1 Million 0.09% of portfolio
1,975
Q2 2024 Added 2.28%
$19.8B
$2.09 Million 0.09% of portfolio
14,324
Q2 2024 Added 38.68%
$0
$2.06 Million 0.09% of portfolio
331,612
Q2 2024 Reduced 28.16%
$0
$2.24 Million 0.09% of portfolio
23,335
Q2 2024 Reduced 2.67%
$162B
$2.15 Million 0.09% of portfolio
4,825
Q2 2024 Reduced 4.25%
$0
$2.06 Million 0.09% of portfolio
63,412
Q2 2024 Reduced 2.23%
$343B
$2.1 Million 0.09% of portfolio
8,185
Q2 2024 Added 31.95%
$0
$2.08 Million 0.09% of portfolio
94,361
Q2 2024 Reduced 1.79%

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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