Ifp Advisors, Inc
CIK Number: 0001641866
3.24B
Market Value
2,948
# of Holdings
12 months
Avg. Holding Period
29.90%
Win Rate
-3.36%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.10 | +0.84% | 338.41K | +9.44% | 84.75M | 137.76 | 2.78% |
| 2 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 115.09K | +35.77% | 67.45M | 479.34 | 2.21% |
| 3 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 100.08K | -5.79% | 51.18M | 378.01 | 1.68% |
| 4 | VUG | Vanguard Growth... | 423.26 | +1.18% | 117.57K | -1.95% | 48.26M | 323.57 | 1.58% |
| 5 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 348.85K | +34.64% | 46.85M | 72.91 | 1.53% |
| 6 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 91.95K | +18.93% | 38.76M | 301.92 | 1.27% |
| 7 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 528.45K | -0.42% | 36.43M | 53.19 | 1.19% |
| 8 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 157.45K | +26.01% | 34.54M | 173.51 | 1.13% |
| 9 | DGRW | WisdomTree U.S.... | 82.32 | +0.45% | 390.2K | -2.37% | 31.58M | 57.26 | 1.03% |
| 10 | UCON | First Trust TCW... | 24.71 | -0.06% | 1.22M | +4.14% | 29.99M | 24.57 | 0.98% |
| 11 | OEF | iShares S&P 100... | 295.09 | +0.81% | 99.63K | -2.74% | 28.78M | 181.82 | 0.94% |
| 12 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 822.19K | +15.27% | 28.06M | 33.6 | 0.92% |
| 13 | IVV | iShares Core S&... | 603.05 | +0.54% | 46.95K | -6.74% | 27.64M | 425.07 | 0.91% |
| 14 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 135.45K | +11.94% | 25.64M | 122.66 | 0.84% |
| 15 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 507.19K | +20.57% | 25.11M | 41.72 | 0.82% |
| 16 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 893.09K | +308.82% | 24.89M | 16.76 | 0.82% |
| 17 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 45.96K | +8.28% | 24.77M | 406.53 | 0.81% |
| 18 | XLK | Technology Sele... | 242.79 | +1.51% | 100.75K | +11.63% | 23.43M | 212.51 | 0.77% |
| 19 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 49.16K | +7.17% | 22.28M | 276.86 | 0.73% |
| 20 | SCHM | Schwab U.S. Mid... | 27.43 | +1.09% | 769.71K | +203.78% | 21.33M | 21.09 | 0.70% |
| 21 | FTSM | First Trust Enh... | 59.91 | +0.02% | 352.95K | +20.44% | 21.1M | 59.49 | 0.69% |
| 22 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 120.22K | +7.04% | 21.07M | 142.48 | 0.69% |
| 23 | ITOT | iShares Core S&... | 131.11 | +0.61% | 163.2K | +0.98% | 20.99M | 85.46 | 0.69% |
| 24 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 752.81K | +229.18% | 20.57M | 25.63 | 0.67% |
| 25 | DFAU | Dimensional US ... | 41.26 | +0.90% | 487.19K | +1.01% | 19.73M | 32.37 | 0.65% |
| 26 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 380.78K | +0.19% | 19.18M | 50.28 | 0.63% |
| 27 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 173.49K | +17.24% | 18.66M | 98.08 | 0.61% |
| 28 | COST | Costco Wholesal... | 984.10 | -0.62% | 20.36K | +23.12% | 18.65M | 513.26 | 0.61% |
| 29 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 245.69K | -5.41% | 18.58M | 72.61 | 0.61% |
| 30 | SHV | iShares Short T... | 110.24 | 0.00% | 166.65K | +10.52% | 18.35M | 110.08 | 0.60% |
| 31 | MOAT | VanEck Mornings... | 92.08 | +1.18% | 178.41K | +9.15% | 16.54M | 70.72 | 0.54% |
| 32 | IGSB | iShares 1-5 Yea... | 52.32 | +0.02% | 270.89K | +14.06% | 14M | 51.88 | 0.46% |
| 33 | DFSD | Dimensional Sho... | 47.80 | +0.01% | 298.48K | +85.61% | 13.99M | 47.03 | 0.46% |
| 34 | VTI | Vanguard Total ... | 296.15 | +0.88% | 48K | -2.31% | 13.91M | 229.83 | 0.46% |
| 35 | IEMG | iShares Core MS... | 58.66 | -0.09% | 265.97K | +1.12% | 13.89M | 51.44 | 0.45% |
| 36 | IWM | iShares Russell... | 210.52 | +0.78% | 62.64K | +9.29% | 13.84M | 214.42 | 0.45% |
| 37 | DJAN | FT Cboe Vest U.... | 39.67 | +0.64% | 352.59K | +0.02% | 13.78M | 30.92 | 0.45% |
| 38 | META | Meta Platforms,... | 701.33 | +2.70% | 22.63K | +13.31% | 13.25M | 355.46 | 0.43% |
| 39 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 570.45K | +202.72% | 13.22M | 16.86 | 0.43% |
| 40 | BND | Vanguard Total ... | 72.56 | -0.19% | 182.15K | +32.72% | 13.1M | 74.52 | 0.43% |
| 41 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 70.55K | +4.47% | 12.56M | 150.48 | 0.41% |
| 42 | SMH | VanEck Semicond... | 263.27 | +2.44% | 51.36K | +76.98% | 12.44M | 218.14 | 0.41% |
| 43 | ET | Energy Transfer... | 18.14 | -1.01% | 634.47K | +1.06% | 12.43M | 12.23 | 0.41% |
| 44 | V | Visa Inc. | 355.07 | +0.63% | 39.28K | +4.00% | 12.42M | 211.7 | 0.41% |
| 45 | GSEW | Goldman Sachs E... | 80.17 | +0.82% | 159.53K | +1.58% | 12.32M | 62.34 | 0.40% |
| 46 | FNOV | FT Cboe Vest U.... | 49.13 | +0.67% | 254.21K | -0.78% | 12.16M | 42.45 | 0.40% |
| 47 | IJT | iShares S&P Sma... | 129.69 | +0.68% | 87.55K | +3.87% | 11.85M | 128.56 | 0.39% |
| 48 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 60.37K | +76.59% | 11.5M | 152.36 | 0.38% |
| 49 | HD | The Home Depot,... | 353.06 | -0.45% | 29.45K | +31.71% | 11.46M | 334.8 | 0.38% |
| 50 | GSSC | Goldman Sachs A... | 66.72 | +1.09% | 165.63K | +5.04% | 11.45M | 61.16 | 0.38% |
| 51 | VYM | Vanguard High D... | 131.03 | +0.37% | 88.63K | +0.68% | 11.31M | 104.26 | 0.37% |
| 52 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 48.4K | +35.71% | 11.22M | 124.3 | 0.37% |
| 53 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 480.55K | +219.88% | 10.91M | 13.87 | 0.36% |
| 54 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 13.99K | +32.10% | 10.81M | 488.15 | 0.35% |
| 55 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 44.14K | -10.98% | 10.58M | 149.38 | 0.35% |
| 56 | VIG | Vanguard Divide... | 200.94 | +0.24% | 53.06K | +0.52% | 10.39M | 146.97 | 0.34% |
| 57 | FVD | First Trust Val... | 44.61 | +0.09% | 233.99K | -1.6% | 10.21M | 36.55 | 0.33% |
| 58 | COWZ | Pacer US Cash C... | 55.16 | +0.63% | 177.53K | +1.53% | 10.03M | 50.69 | 0.33% |
| 59 | FIXD | First Trust TCW... | 43.45 | -0.2% | 224.61K | +10.47% | 9.65M | 46.36 | 0.32% |
| 60 | EWRE | Invesco S&P 500... | 30.58 | +0.78% | 272.53K | +7.43% | 9.59M | 28.26 | 0.31% |
| 61 | PLTR | Palantir Techno... | 141.39 | +2.90% | 125.39K | -10.32% | 9.48M | 17.79 | 0.31% |
| 62 | IJR | iShares Core S&... | 106.86 | +0.53% | 82.24K | +4.52% | 9.47M | 101.39 | 0.31% |
| 63 | IJK | iShares S&P Mid... | 88.73 | +0.90% | 98.82K | +3.53% | 8.99M | 86.38 | 0.29% |
| 64 | VTV | Vanguard Value ... | 174.03 | +0.37% | 51.91K | +8.53% | 8.79M | 156.18 | 0.29% |
| 65 | PG | The Procter & G... | 160.70 | +0.26% | 51.5K | +72.88% | 8.63M | 155.88 | 0.28% |
| 66 | IJH | iShares Core S&... | 60.66 | +0.67% | 137.76K | +4.41% | 8.58M | 49.28 | 0.28% |
| 67 | IBDR | iShares iBonds ... | 24.17 | +0.04% | 355.76K | +12.02% | 8.56M | 23.75 | 0.28% |
| 68 | MCD | McDonald's Corp... | 295.94 | -1.98% | 28.92K | +26.61% | 8.39M | 266.35 | 0.27% |
| 69 | MA | Mastercard Inco... | 568.14 | +1.09% | 15.79K | -0.17% | 8.32M | 310.37 | 0.27% |
| 70 | HDV | iShares Core Hi... | 116.91 | -0.98% | 73.52K | -16.37% | 8.25M | 107.35 | 0.27% |
| 71 | IWP | iShares Russell... | 135.18 | +1.35% | 65.04K | +99.48% | 8.24M | 113.44 | 0.27% |
| 72 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 16.23K | +2.61% | 8.21M | 423.56 | 0.27% |
| 73 | VEA | Vanguard Develo... | 56.41 | +0.44% | 169.9K | +9.29% | 8.12M | 47.02 | 0.27% |
| 74 | AMLP | Alerian MLP ETF | 48.84 | -0.59% | 168.29K | +4.17% | 8.11M | 45.67 | 0.27% |
| 75 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 19.81K | +25.87% | 8M | 258.99 | 0.26% |
| 76 | IBDQ | iShares iBonds ... | 25.13 | +0.02% | 315.83K | +10.49% | 7.91M | 24.54 | 0.26% |
| 77 | WMT | Walmart Inc. | 94.23 | -0.22% | 87.53K | +9.63% | 7.91M | 63.03 | 0.26% |
| 78 | AMD | Advanced Micro ... | 126.24 | +8.68% | 65.17K | +20.91% | 7.87M | 142.45 | 0.26% |
| 79 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 136.4K | -0.35% | 7.85M | 57.4 | 0.26% |
| 80 | CVX | Chevron Corpora... | 146.06 | +0.10% | 53.67K | +9.47% | 7.77M | 139.51 | 0.25% |
| 81 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 43.25K | +12.86% | 7.69M | 135.01 | 0.25% |
| 82 | FDVV | Fidelity High D... | 51.36 | +0.43% | 153.83K | +18.71% | 7.68M | 45 | 0.25% |
| 83 | SCHZ | Schwab U.S. Agg... | 22.89 | -0.2% | 331.75K | +148.39% | 7.53M | 24.2 | 0.25% |
| 84 | LMBS | First Trust Low... | 49.05 | -0.04% | 152.47K | +19.68% | 7.42M | 48.53 | 0.24% |
| 85 | FYC | First Trust Sma... | 76.03 | +1.14% | 90.91K | -2.29% | 7.04M | 62.63 | 0.23% |
| 86 | IWY | iShares Russell... | 237.86 | +0.93% | 29.59K | -4.9% | 6.96M | 126.42 | 0.23% |
| 87 | IYR | iShares U.S. Re... | 94.54 | -0.55% | 74.53K | +1.87K% | 6.94M | 92.96 | 0.23% |
| 88 | DES | WisdomTree U.S.... | 31.37 | +0.45% | 201.56K | +5.90% | 6.92M | 33.51 | 0.23% |
| 89 | T | AT&T Inc. | 27.94 | -0.89% | 302.88K | +103.71% | 6.9M | 20.72 | 0.23% |
| 90 | IOCT | Innovator Inter... | 32.48 | +0.25% | 234.76K | -38.8% | 6.88M | 23.77 | 0.23% |
| 91 | VB | Vanguard Small ... | 232.08 | +1.04% | 28.08K | +117.64% | 6.75M | 215.67 | 0.22% |
| 92 | CARR | Carrier Global ... | 70.87 | -0.52% | 96.62K | -1.14% | 6.6M | 42.69 | 0.22% |
| 93 | BSV | Vanguard Short-... | 78.08 | -0.03% | 85.05K | +19.14% | 6.57M | 79.07 | 0.22% |
| 94 | XLE | Energy Select S... | 87.77 | -0.37% | 76.09K | +3.61% | 6.52M | 63.14 | 0.21% |
| 95 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 15.3K | -39.08% | 6.51M | 362.78 | 0.21% |
| 96 | FV | First Trust Dor... | 57.69 | +0.77% | 109.7K | +2.93% | 6.48M | 37.96 | 0.21% |
| 97 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 108.67K | +63.60% | 6.43M | 51.23 | 0.21% |
| 98 | VONG | Vanguard Russel... | 105.52 | +1.06% | 61.14K | +23.15% | 6.32M | 78.55 | 0.21% |
| 99 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 37.67K | +6.06% | 6.28M | 118.05 | 0.21% |
| 100 | IBDP | iShares iBonds ... | 25.15 | 0.00% | 246.43K | +11.27% | 6.2M | 24.63 | 0.20% |
| 101 | PFE | Pfizer Inc. | 24.39 | -0.63% | 232.1K | +86.55% | 6.16M | 30.46 | 0.20% |
| 102 | IVW | iShares S&P 500... | 106.17 | +1.01% | 59.95K | -68.29% | 6.09M | 79.13 | 0.20% |
| 103 | IVLU | iShares Edge MS... | 32.50 | -1.69% | 223.79K | -13.32% | 6.07M | 25.63 | 0.20% |
| 104 | IBDS | iShares iBonds ... | 24.13 | -0.02% | 253K | +3.64% | 6.06M | 23.71 | 0.20% |
| 105 | MSTR | MicroStrategy I... | 381.96 | -0.24% | 20.75K | -7.39% | 6.01M | 51.37 | 0.20% |
| 106 | KKR | KKR & Co. Inc. | 123.21 | +1.55% | 40.07K | -1.94% | 5.93M | 54.17 | 0.19% |
| 107 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 24.3K | +4.88% | 5.88M | 199.6 | 0.19% |
| 108 | FTCS | First Trust Cap... | 90.06 | +0.08% | 66.54K | +5.38% | 5.84M | 75.22 | 0.19% |
| 109 | FLQM | Franklin U.S. M... | 53.85 | +0.83% | 106.27K | +6.32% | 5.77M | 47.79 | 0.19% |
| 110 | VLUE | iShares MSCI US... | 109.94 | +0.42% | 54.36K | -4.82% | 5.74M | 92.93 | 0.19% |
| 111 | AXSM | Axsome Therapeu... | 101.88 | -2.13% | 67.84K | +36.22% | 5.74M | 88.47 | 0.19% |
| 112 | IUSB | iShares Core To... | 45.58 | -0.13% | 126.96K | +8.63% | 5.74M | 48.66 | 0.19% |
| 113 | DYNF | BlackRock U.S. ... | 52.65 | +0.61% | 110.72K | +32.27% | 5.67M | 47.16 | 0.19% |
| 114 | FTNT | Fortinet, Inc. | 101.82 | +0.98% | 59.83K | +24.11% | 5.65M | 69.8 | 0.19% |
| 115 | IWF | iShares Russell... | 409.82 | +1.05% | 14.02K | +102.40% | 5.63M | 334.97 | 0.18% |
| 116 | IVE | iShares S&P 500... | 191.30 | +0.20% | 29.26K | +0.59% | 5.59M | 149.38 | 0.18% |
| 117 | JPEF | JPMorgan Equity... | 68.12 | +0.74% | 81.93K | +2.86% | 5.5M | 65.57 | 0.18% |
| 118 | MGC | Vanguard Mega C... | 218.67 | +0.83% | 25.85K | -7.78% | 5.5M | 184.83 | 0.18% |
| 119 | SPLB | SPDR Portfolio ... | 22.02 | -0.38% | 245.8K | +5.70% | 5.46M | 23.68 | 0.18% |
| 120 | RTX | RTX Corporation | 146.33 | +0.44% | 47.02K | +284.36% | 5.44M | 107.65 | 0.18% |
| 121 | SIHY | Harbor Scientif... | 45.33 | +0.19% | 119.22K | +2.37% | 5.43M | 44.34 | 0.18% |
| 122 | BAC | Bank of America... | 44.36 | +0.61% | 123.28K | +129.29% | 5.42M | 40.39 | 0.18% |
| 123 | DNOV | FT Cboe Vest U.... | 43.89 | +0.63% | 126.21K | +0.82% | 5.41M | 34.85 | 0.18% |
| 124 | XLU | Utilities Selec... | 80.94 | -0.58% | 71.03K | +15.73% | 5.38M | 71.59 | 0.18% |
| 125 | IYW | iShares U.S. Te... | 165.75 | +1.52% | 33.69K | +154.95% | 5.37M | 130.46 | 0.18% |
| 126 | TGTX | TG Therapeutics... | 35.61 | -1.11% | 178.55K | +44.50% | 5.37M | 25.46 | 0.18% |
| 127 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 93.6K | +49.48% | 5.37M | 57.41 | 0.18% |
| 128 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 57.94K | +0.30% | 5.3M | 91.5 | 0.17% |
| 129 | XLI | Industrial Sele... | 143.49 | +0.59% | 40.16K | +24.22% | 5.29M | 129.43 | 0.17% |
| 130 | TAXF | American Centur... | 48.95 | +0.49% | 105.03K | +0.54% | 5.27M | 50.09 | 0.17% |
| 131 | HYG | iShares iBoxx $... | 79.53 | +0.21% | 65.85K | +10.59% | 5.18M | 79.57 | 0.17% |
| 132 | IBM | International B... | 281.56 | +1.57% | 23.25K | +7.74% | 5.11M | 161.02 | 0.17% |
| 133 | IEFA | iShares Core MS... | 81.91 | -1.35% | 72.12K | -21.12% | 5.07M | 72.85 | 0.17% |
| 134 | DVY | iShares Select ... | 130.55 | -0.49% | 38.44K | +122.03% | 5.05M | 127.49 | 0.17% |
| 135 | NEE | NextEra Energy,... | 73.71 | -1.43% | 69.74K | +21.46% | 5M | 71.42 | 0.16% |
| 136 | VZ | Verizon Communi... | 42.42 | -1.37% | 124.15K | +24.93% | 4.96M | 48.74 | 0.16% |
| 137 | IBDT | iShares iBonds ... | 25.22 | +0.01% | 199.3K | +1.84% | 4.96M | 24.95 | 0.16% |
| 138 | MINT | PIMCO Enhanced ... | 100.34 | +0.02% | 48.26K | +12.23% | 4.84M | 100.35 | 0.16% |
| 139 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 96.18K | +2.69% | 4.82M | 50.93 | 0.16% |
| 140 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 32.25K | +6.17% | 4.66M | 151.51 | 0.15% |
| 141 | AVUV | Avantis U.S. Sm... | 90.06 | +0.95% | 47.84K | +7.89% | 4.62M | 82.5 | 0.15% |
| 142 | SCHA | Schwab U.S. Sma... | 24.75 | +1.00% | 178.14K | +100.23% | 4.61M | 22.62 | 0.15% |
| 143 | IBTI | iShares iBonds ... | 22.18 | -0.05% | 209.9K | +60.71% | 4.6M | 22.08 | 0.15% |
| 144 | NOBL | ProShares S&P 5... | 100.17 | +0.38% | 46.14K | -0.78% | 4.59M | 96.79 | 0.15% |
| 145 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 50.03K | +0.46% | 4.57M | 91.26 | 0.15% |
| 146 | IEF | iShares 7-10 Ye... | 94.03 | -0.28% | 49.32K | +5.33% | 4.56M | 98.62 | 0.15% |
| 147 | ADP | Automatic Data ... | 307.60 | +0.25% | 15.46K | +24.08% | 4.52M | 225.98 | 0.15% |
| 148 | DFIP | Dimensional Inf... | 41.35 | -0.08% | 111.7K | -3.07% | 4.52M | 41.61 | 0.15% |
| 149 | IBDU | iShares iBonds ... | 23.10 | +0.02% | 198.35K | +101.21% | 4.52M | 22.9 | 0.15% |
| 150 | LVHI | Franklin Intern... | 32.70 | -0.09% | 147.34K | +75.95% | 4.5M | 29.19 | 0.15% |