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
$0
$1.61 Million 0.07% of portfolio
73,787
Q2 2024 Added 104.94%
$0
$1.69 Million 0.07% of portfolio
76,763
Q2 2024 Added 95.13%
$0
$1.72 Million 0.07% of portfolio
75,795
Q2 2024 Added 92.84%
$0
$1.74 Million 0.07% of portfolio
17,700
Q2 2024 Added 2.61%
$42.3B
$1.66 Million 0.07% of portfolio
33,254
Q2 2024 Added 58.51%
$195B
$1.71 Million 0.07% of portfolio
11,966
Q2 2024 Added 10.98%
$51.9B
$1.65 Million 0.07% of portfolio
4,859
Q2 2024 Reduced 16.67%
$0
$1.62 Million 0.07% of portfolio
45,787
Q2 2024 Reduced 1.15%
$0
$1.79 Million 0.07% of portfolio
71,479
Q2 2024 Added 55.82%
$0
$1.68 Million 0.07% of portfolio
36,735
Q2 2024 Reduced 0.53%
$0
$1.69 Million 0.07% of portfolio
21,812
Q2 2024 Added 6.73%
$76.5B
$1.58 Million 0.07% of portfolio
9,124
Q2 2024 Added 16.11%
$3.72B
$1.54 Million 0.06% of portfolio
69,318
Q2 2024 Added 15.09%
$91.2B
$1.46 Million 0.06% of portfolio
32,005
Q2 2024 Added 10.2%
$148B
$1.47 Million 0.06% of portfolio
6,239
Q2 2024 Reduced 3.15%
$17.5B
$1.44 Million 0.06% of portfolio
9,327
Q2 2024 Added 81.42%
$85.1B
$1.36 Million 0.06% of portfolio
4,107
Q2 2024 Added 8.19%
$0
$1.5 Million 0.06% of portfolio
31,572
Q2 2024 Added 71.81%
$23.1B
$1.45 Million 0.06% of portfolio
13,061
Q2 2024 Added 25.5%
$5.51B
$1.43 Million 0.06% of portfolio
1,474
Q2 2024 Reduced 1.6%
$42.9B
$1.38 Million 0.06% of portfolio
29,133
Q2 2024 Reduced 42.08%
$70.4B
$1.53 Million 0.06% of portfolio
5,119
Q2 2024 Added 199.01%
$0
$1.43 Million 0.06% of portfolio
15,003
Q2 2024 Reduced 4.64%
$0
$1.42 Million 0.06% of portfolio
31,172
Q2 2024 Reduced 4.59%
$0
$1.36 Million 0.06% of portfolio
35,486
Q4 2023 Added 44.82%
$0
$1.56 Million 0.06% of portfolio
40,222
Q2 2024 Added 48.57%
$0
$1.37 Million 0.06% of portfolio
14,113
Q2 2024 Reduced 8.87%
$0
$1.56 Million 0.06% of portfolio
23,707
Q2 2024 Added 4,641.4%
$0
$1.39 Million 0.06% of portfolio
60,081
Q2 2024 Added 13.74%
$0
$1.41 Million 0.06% of portfolio
63,927
Q2 2024 Added 12.48%
$0
$1.42 Million 0.06% of portfolio
66,670
Q2 2024 Added 107.42%
$0
$1.44 Million 0.06% of portfolio
26,252
Q2 2024 Reduced 1.71%
$0
$1.53 Million 0.06% of portfolio
82,862
Q2 2024 Added 6.68%
$108B
$1.55 Million 0.06% of portfolio
11,803
Q2 2024 Added 25.46%
$0
$1.39 Million 0.06% of portfolio
22,573
Q2 2024 Reduced 23.92%
$19.7B
$1.41 Million 0.06% of portfolio
7,960
Q2 2024 Added 48.51%
$231B
$1.38 Million 0.06% of portfolio
19,076
Q2 2024 Added 10.91%
$0
$1.38 Million 0.06% of portfolio
9,835
Q2 2024 Added 0.07%
$0
$1.39 Million 0.06% of portfolio
50,911
Q2 2024 Added 20.55%
$0
$1.37 Million 0.06% of portfolio
23,015
Q2 2024 Added 81.56%
$0
$1.52 Million 0.06% of portfolio
11,950
Q2 2024 Added 4.25%
$0
$1.45 Million 0.06% of portfolio
19,897
Q2 2024 Reduced 1.04%
$0
$1.49 Million 0.06% of portfolio
28,964
Q2 2024 Added 15.34%
$132B
$1.56 Million 0.06% of portfolio
21,190
Q2 2024 Reduced 3.28%
$0
$1.55 Million 0.06% of portfolio
20,919
Q2 2024 Reduced 2.57%
$0
$1.52 Million 0.06% of portfolio
29,313
Q2 2024 Added 1.03%
$139B
$1.55 Million 0.06% of portfolio
14,099
Q2 2024 Added 124.97%
$72.5B
$1.41 Million 0.06% of portfolio
13,820
Q2 2024 Added 81.39%
$6.06B
$1.41 Million 0.06% of portfolio
5,233
Q2 2024 Added 452.0%

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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