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
VLO Valero Energy Corp Energy	$45.7B	$1.48 Million 0.06% of portfolio	9,471	Q2 2024 Added 11.66%
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%
ABT Abbott Laboratories Healthcare	$200B	$1.25 Million 0.05% of portfolio	12,010	Q2 2024 Added 15.92%
BDX Becton Dickinson & CO Healthcare	$64.6B	$1.14 Million 0.05% of portfolio	4,887	Q2 2024 Reduced 0.97%
BLK Black Rock Inc. Financial Services	$157B	$1.12 Million 0.05% of portfolio	1,427	Q2 2024 Added 11.75%
BMY Bristol Myers Squibb CO Healthcare	$122B	$1.33 Million 0.05% of portfolio	31,964	Q2 2024 Added 12.48%
CSX Csx Corp Industrials	$67.7B	$1.09 Million 0.05% of portfolio	32,679	Q2 2024 Added 91.47%
CNI Canadian National Railway CO Industrials	$69.5B	$1.13 Million 0.05% of portfolio	9,537	Q2 2024 Reduced 0.33%
CELH Celsius Holdings, Inc. Consumer Defensive	$2.02B	$1.19 Million 0.05% of portfolio	20,850	Q2 2024 Reduced 1.17%
COP Conocophillips Energy	$123B	$1.16 Million 0.05% of portfolio	10,140	Q2 2024 Added 4.3%
ACIO ETF Ser Solutions Aptus Collar ETFs	$0	$1.32 Million 0.05% of portfolio	35,133	Q2 2024 Reduced 4.45%
FICO Fair Isaac Corp Technology	$52.5B	$1.25 Million 0.05% of portfolio	838	Q2 2024 Reduced 25.31%
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%
FCX Freeport Mcmoran Inc Basic Materials	$56.1B	$1.23 Million 0.05% of portfolio	25,405	Q2 2024 Added 60.04%
GS Goldman Sachs Group Inc Financial Services	$195B	$1.14 Million 0.05% of portfolio	2,510	Q2 2024 Added 263.24%
GWW W.W. Grainger, Inc. Industrials	$54.7B	$1.18 Million 0.05% of portfolio	1,311	Q2 2024 Added 350.52%
HON Honeywell International Inc Industrials	$153B	$1.3 Million 0.05% of portfolio	6,074	Q2 2024 Reduced 63.27%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$1.16 Million 0.05% of portfolio	32,637	Q2 2024 Added 135.85%
INTC Intel Corp Technology	$82.9B	$1.13 Million 0.05% of portfolio	36,480	Q2 2024 Added 17.45%
ICE Intercontinental Exchange, Inc. Financial Services	$83.9B	$1.33 Million 0.05% of portfolio	9,726	Q2 2024 Added 36.2%
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%
K Kellogg CO Consumer Defensive	$27.4B	$1.17 Million 0.05% of portfolio	20,246	Q2 2024 Reduced 6.76%
KMI Kinder Morgan, Inc. Energy	$60.8B	$1.18 Million 0.05% of portfolio	59,349	Q2 2024 Added 58.63%
OVM Listed Fds Tr Overlay Shares M ETFs	$0	$1.3 Million 0.05% of portfolio	58,617	Q2 2024 Added 322.68%
MSI Motorola Solutions, Inc. Technology	$78.4B	$1.15 Million 0.05% of portfolio	2,978	Q2 2024 Added 360.28%
LGH Northern Lts Fd Tr Iii Hcm Def ETFs	$0	$1.25 Million 0.05% of portfolio	25,184	Q2 2024 Reduced 23.74%
NOC Northrop Grumman Corp Industrials	$71.9B	$1.29 Million 0.05% of portfolio	2,961	Q2 2024 Added 2.24%
ORLY O Reilly Automotive Inc Consumer Cyclical	$75.8B	$1.23 Million 0.05% of portfolio	1,168	Q2 2024 Reduced 32.41%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$1.09 Million 0.05% of portfolio	32,447	Q2 2024 Reduced 18.4%
RTX Raytheon Technologies Corp Industrials	$171B	$1.13 Million 0.05% of portfolio	11,213	Q2 2024 Reduced 59.6%
NOW Service Now, Inc. Technology	$220B	$1.32 Million 0.05% of portfolio	1,677	Q2 2024 Added 48.93%
THW Tekla World Healthcare Fund Financial Services	$0	$1.13 Million 0.05% of portfolio	86,437	Q2 2024 Added 642.84%

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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