Free Trial

Ifp Advisors, Inc Top Holdings and 13F Report (2025)

About Ifp Advisors, Inc

Investment Activity

  • Ifp Advisors, Inc has $3.52 billion in total holdings as of June 30, 2025.
  • Ifp Advisors, Inc owns shares of 4,929 different stocks, but just 380 companies or ETFs make up 80% of its holdings.
  • Approximately 12.37% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Ifp Advisors, Inc has purchased 3,994 new stocks and bought additional shares in 1,779 stocks.
  • Ifp Advisors, Inc sold shares of 1,525 stocks and completely divested from 218 stocks this quarter.

Largest Holdings

Apple
$88,740,259
NVIDIA
$59,958,073
Microsoft
$50,632,893
Invesco QQQ
$49,845,297

Largest New Holdings this Quarter

46429B309 - iShares MSCI Indonesia ETF
$1,472,472 Holding
69344A842 - PGIM
$1,147,846 Holding
37950E341 - Global X Guru Index ETF
$739,629 Holding

Largest Purchases this Quarter

iShares S&P 500 Growth ETF
204,575 shares (about $22.52M)
SPDR S&P 500 ETF Trust
25,854 shares (about $15.97M)
iShares 20+ Year Treasury Bond ETF
177,767 shares (about $15.69M)
iShares U.S. Aerospace & Defense ETF
74,644 shares (about $14.08M)
Vanguard Value ETF
58,278 shares (about $10.30M)

Largest Sales this Quarter

Coinbase Global
5,773 shares (about $∞T)
Choice Hotels International
510 shares (about $∞T)
CMS Energy
759 shares (about $∞T)
Mid-America Apartment Communities
250 shares (about $∞T)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIfp Advisors, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$88,740,259$1,679,560 1.9%432,4582.5%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$59,958,073$180,272 0.3%379,4941.7%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$53,294,798$15,974,537 42.8%86,2551.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$50,632,893$957,525 -1.9%101,7391.4%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$49,845,297$22,089,275 -30.7%90,3361.4%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$49,694,059$20,853,071 -29.6%113,2811.4%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$45,320,994$782,740 -1.7%756,9901.3%Manufacturing
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$40,810,576$774,950 1.9%561,4321.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$35,861,062$1,124,175 -3.0%163,4551.0%Retail/Wholesale
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$34,331,676$937,766 2.8%550,5421.0%Finance
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$33,343,428$370,126 1.1%398,1830.9%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$32,191,964$1,568,432 5.1%51,8460.9%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$31,728,789$4,656,328 17.2%783,6240.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$29,697,836$3,109,817 11.7%163,4050.8%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$27,695,528$456,408 1.7%948,1480.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$26,460,171$22,523,944 572.2%240,3260.8%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$25,705,700$5,615,893 -17.9%84,4560.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$23,844,132$320,261 1.4%49,0640.7%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$23,842,405$9,145,686 62.2%130,4130.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$23,791,679$531,620 -2.2%41,8890.7%ETF
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$23,610,782$2,837,112 13.7%948,6050.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$23,108,220$623,493 -2.6%258,5110.7%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$23,014,152$3,297,048 16.7%31,0690.7%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$22,151,264$1,596,476 7.8%33,3280.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$22,011,374$361,030 1.7%784,7230.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$21,576,432$497,223 -2.3%122,4140.6%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$21,525,637$756,335 3.6%812,2900.6%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$20,648,742$605,420 3.0%407,4360.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$20,579,765$10,300,399 100.2%116,4370.6%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$20,462,619$14,080,902 220.6%108,4740.6%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$20,462,560$1,023,223 -4.8%151,5260.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$20,415,965$965,627 5.0%20,5930.6%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$20,381,441$1,041,979 5.4%99,5620.6%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$19,934,916$15,687,827 369.4%225,8930.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,785,859$562,591 2.9%148,4140.6%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$17,339,433$1,350,913 8.4%328,6490.5%Manufacturing
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$17,281,948$1,737,992 11.2%425,1100.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$17,194,508$2,458,368 16.7%62,3330.5%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$17,151,630$1,269,188 -6.9%158,4500.5%Energy
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$16,484,176$287,185 1.8%175,7560.5%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$16,399,387$1,468,272 9.8%415,2700.5%ETF
Visa Inc. stock logo
V
Visa
$15,628,374$966,752 6.6%43,6640.4%Business Services
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$14,469,589$630,992 4.6%592,0450.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$14,437,502$614,600 4.4%81,3490.4%Computer and Technology
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$14,050,384$1,336,011 10.5%380,4510.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$13,497,818$2,153,079 19.0%161,6920.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,423,059$169,009 1.3%46,3030.4%Finance
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock logo
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
$13,135,093$112,443 0.9%161,0880.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$12,475,769$689,226 5.8%207,8190.4%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$12,304,657$242,279 2.0%516,3530.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$12,130,982$191,813 -1.6%15,5580.3%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$12,061,324$1,971,664 19.5%194,4700.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$12,012,664$2,064,814 20.8%32,7600.3%Retail/Wholesale
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF stock logo
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
$11,912,664$468,751 4.1%173,6260.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$11,816,832$2,152,809 22.3%120,8410.3%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$11,585,460$20,980 0.2%203,2180.3%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$11,507,321$154,061 -1.3%86,4950.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$11,171,262$2,765,958 -19.8%151,7190.3%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$11,073,814$4,296,671 63.4%216,7510.3%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$11,045,410$2,703,398 32.4%224,2260.3%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$10,996,518$3,682,237 50.3%110,8540.3%Finance
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
$10,792,299$217,852 2.1%308,0870.3%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$10,760,783$7,196,076 201.9%37,7730.3%ETF
Oracle Corporation stock logo
ORCL
Oracle
$10,447,392$1,536,173 17.2%47,2800.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$10,434,260$633,095 -5.7%72,9300.3%Computer and Technology
PGIM
$10,118,981$2,571,265 -20.3%196,6760.3%mc
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$9,945,419$337,996 3.5%410,1210.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,906,501$730,797 8.0%60,7840.3%Consumer Staples
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$9,882,110$285,429 3.0%71,2520.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$9,708,913$160,549 -1.6%88,8350.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,677,799$5,224,261 -35.1%31,8440.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$9,592,670$1,042,852 12.2%412,7640.3%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$9,581,438$5,375,254 127.8%77,5320.3%ETF
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$9,409,385$224,981 2.4%214,3850.3%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$9,124,096$204,558 2.3%16,1020.3%Business Services
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$9,005,078$4,768,996 112.6%143,5300.3%Manufacturing
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$8,952,196$5,446,197 155.3%32,2800.3%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$8,943,402$158,712 1.8%355,1740.3%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$8,805,362$596,340 -6.3%196,9890.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$8,776,844$977,355 12.5%17,2330.2%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$8,556,348$39,496 -0.5%292,4650.2%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$8,493,514$550,793 6.9%43,4550.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$8,426,234$170,642 2.1%152,9290.2%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$8,418,746$521,968 6.6%161,8370.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$8,366,370$19,343,748 -69.8%33,0360.2%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$8,298,008$99,944 -1.2%70,8220.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$8,049,598$218,769 2.8%43,0870.2%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$7,969,418$778,137 -8.9%27,0380.2%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$7,845,935$1,104,872 -12.3%54,7930.2%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$7,628,330$219,147 -2.8%108,3960.2%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$7,566,738$143,132 1.9%43,6670.2%Manufacturing
BNY Mellon US Large Cap Core Equity ETF stock logo
BKLC
BNY Mellon US Large Cap Core Equity ETF
$7,491,763$4,368,882 139.9%63,2590.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,422,433$347,930 -4.5%31,3170.2%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$7,367,446$396,454 5.7%303,5590.2%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$7,286,024$655,635 9.9%66,7220.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$7,253,947$317,993 4.6%29,4270.2%ETF
First Trust Small Cap Growth AlphaDEX Fund stock logo
FYC
First Trust Small Cap Growth AlphaDEX Fund
$7,241,649$299,381 4.3%90,9980.2%ETF
PALANTIR TECHNOLOGIES INC
$7,223,072$9,276,149 -56.2%42,9850.2%cs
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$7,183,914$3,367,139 88.2%144,3700.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$7,134,706$1,883,284 -20.9%16,1880.2%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data