Ifp Advisors, Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Ifp Advisors, Inc

CIK Number: 0001641866

3.51B
Market Value
3,720
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 5, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
230.03
+1.43% 424.27K +25.37% 94.25M 154.83 2.91% Share
2 QQQ Invesco QQQ Tru...
584.09
+0.58% 130.37K +30.26% 61.14M 399.13 1.89% Share
3 VUG Vanguard Growth...
469.69
+0.53% 160.82K +36.79% 59.66M 336.28 1.84% Share
4 FTSM First Trust Enh...
60.03
+0.03% 770.06K +118.18% 46.08M 59.68 1.42% Share
5 NVDA NVIDIA Corporat...
177.06
-0.15% 378.35K +8.46% 41.01M 75.67 1.26% Share
6 MSFT Microsoft Corpo...
501.01
+0.13% 103.66K +12.74% 38.93M 310.22 1.20% Share
7 SPLG SPDR Portfolio ...
77.37
+0.81% 550.77K +4.22% 36.22M 53.7 1.12% Share
8 SPY SPDR S&P 500 ET...
657.61
+0.83% 60.4K -47.52% 33.79M 479.34 1.04% Share
9 AMZN Amazon.com, Inc...
229.95
-0.16% 168.58K +7.07% 32.07M 174.61 0.99% Share
10 IAU iShares Gold Tr...
68.53
-0.17% 535.5K +5.58% 31.57M 42.63 0.97% Share
11 DGRW WisdomTree U.S....
88.91
+0.99% 393.76K +0.91% 31.45M 57.46 0.97% Share
12 OEF iShares S&P 100...
327.03
+0.47% 102.91K +3.29% 27.87M 184.65 0.86% Share
13 IVV iShares Core S&...
660.91
+0.83% 49.32K +5.04% 27.71M 431.64 0.85% Share
14 BRK-B Berkshire Hatha...
496.91
+1.39% 48.41K -1.53% 25.78M 276.86 0.79% Share
15 RSP Invesco S&P 500...
190.32
+1.49% 146.29K +21.68% 25.34M 147.96 0.78% Share
16 SPDW SPDR Portfolio ...
42.72
+1.05% 668.62K -18.68% 24.34M 33.6 0.75% Share
17 SCHG Schwab U.S. Lar...
31.32
+0.66% 932.52K +4.42% 23.35M 17.11 0.72% Share
18 XLK Technology Sele...
270.91
+0.28% 109.42K +8.61% 22.59M 212.03 0.70% Share
19 VOO Vanguard S&P 50...
604.58
+0.82% 42.83K -6.83% 22.01M 406.53 0.68% Share
20 SCHD Schwab U.S. Div...
27.73
+0.82% 783.75K +4.11% 21.91M 25.73 0.68% Share
21 EFA iShares MSCI EA...
93.37
+1.07% 265.49K +8.06% 21.7M 73.29 0.67% Share
22 UCON First Trust TCW...
25.24
+0.16% 834.62K -31.41% 20.66M 24.57 0.64% Share
23 XOM Exxon Mobil Cor...
112.14
-0.32% 170.18K -1.91% 20.24M 98.08 0.62% Share
24 SCHM Schwab U.S. Mid...
30.14
+1.58% 771.85K +0.28% 20.22M 21.1 0.62% Share
25 JPST JPMorgan Ultra-...
50.66
+0.01% 395.49K +3.86% 20.02M 50.29 0.62% Share
26 ITOT iShares Core S&...
144.19
+0.91% 159.1K -2.51% 19.41M 85.46 0.60% Share
27 GOOGL Alphabet Inc.
240.37
+0.50% 125.23K -7.54% 19.37M 122.66 0.60% Share
28 DFAU Dimensional US ...
45.31
+0.91% 498.7K +2.36% 19.17M 32.51 0.59% Share
29 SHV iShares Short T...
110.28
+0.02% 172.95K +3.78% 19.1M 110.09 0.59% Share
30 VYM Vanguard High D...
142.04
+0.90% 144.19K +62.69% 18.6M 113.77 0.57% Share
31 COST Costco Wholesal...
964.32
+0.84% 19.62K -3.62% 18.56M 513.26 0.57% Share
32 VIG Vanguard Divide...
216.56
+0.90% 94.47K +78.05% 18.33M 167.58 0.57% Share
33 VGT Vanguard Inform...
718.69
+0.53% 30.93K +357.89% 16.81M 516.32 0.52% Share
34 IGSB iShares 1-5 Yea...
53.05
+0.08% 303.04K +11.87% 15.87M 51.94 0.49% Share
35 META Meta Platforms,...
750.90
-0.14% 26.62K +17.65% 15.35M 388.6 0.47% Share
36 MOAT VanEck Mornings...
98.81
+1.23% 172.69K -3.21% 15.2M 70.72 0.47% Share
37 V Visa Inc.
343.48
+1.59% 40.96K +4.27% 14.36M 217.38 0.44% Share
38 FTGC First Trust Glo...
25.68
-0.31% 554.02K +9.62K% 14.14M 25.5 0.44% Share
39 BND Vanguard Total ...
74.66
+0.21% 189.28K +3.92% 13.9M 74.48 0.43% Share
40 QUAL iShares MSCI US...
191.55
+1.04% 80.39K +13.94% 13.74M 152.98 0.42% Share
41 VTI Vanguard Total ...
324.77
+0.92% 49.03K +2.15% 13.48M 230.78 0.42% Share
42 CGDV Capital Group D...
42.13
+0.45% 378.09K +1.52K% 13.48M 35.09 0.42% Share
43 CGGR Capital Group G...
43.66
+0.84% 382.36K +8.5K% 13.1M 34.18 0.40% Share
44 LLY Eli Lilly and C...
755.95
+0.18% 15.8K +12.96% 13.06M 526.9 0.40% Share
45 DFSD Dimensional Sho...
48.39
+0.06% 266.74K -10.63% 12.68M 47.03 0.39% Share
46 PAAA PGIM AAA CLO ET...
51.38
+0.04% 246.65K +192.01% 12.66M 51.28 0.39% Share
47 SCHX Schwab U.S. Lar...
26.06
+0.81% 566.23K -0.74% 12.5M 16.86 0.39% Share
48 IWM iShares Russell...
240.78
+1.84% 61.43K -1.93% 12.26M 214.42 0.38% Share
49 GOOG Alphabet Inc.
240.78
+0.51% 77.89K +29.02% 12.17M 153.23 0.38% Share
50 GSEW Goldman Sachs E...
85.33
+1.46% 159.71K +0.11% 12.14M 62.35 0.37% Share
51 CGUS Capital Group C...
39.48
+0.69% 344.27K +10.93K% 11.5M 33.36 0.35% Share
52 JPM JPMorgan Chase ...
305.50
+1.65% 45.72K +3.57% 11.22M 152.69 0.35% Share
53 SMH VanEck Semicond...
303.93
+1.03% 52.88K +2.97% 11.18M 217.95 0.34% Share
54 IJT iShares S&P Sma...
142.71
+2.06% 87.65K +0.12% 10.91M 128.56 0.34% Share
55 SCHB Schwab U.S. Bro...
25.43
+0.93% 506.19K +5.33% 10.9M 14.26 0.34% Share
56 PLTR Palantir Techno...
164.36
-1.43% 98.19K -21.7% 10.82M 17.79 0.33% Share
57 IEMG iShares Core MS...
64.81
+1.23% 196.34K -26.18% 10.6M 51.44 0.33% Share
58 GSSC Goldman Sachs A...
75.64
+1.84% 166.79K +0.70% 10.58M 61.17 0.33% Share
59 CVX Chevron Corpora...
158.25
+0.29% 62.51K +16.47% 10.46M 143.43 0.32% Share
60 VEA Vanguard Develo...
60.07
+1.11% 202.85K +19.40% 10.31M 47.64 0.32% Share
61 IEFA iShares Core MS...
87.33
+1.05% 135.9K +88.43% 10.28M 74.16 0.32% Share
62 VTV Vanguard Value ...
186.08
+1.23% 58.16K +12.04% 10.05M 157.96 0.31% Share
63 HD The Home Depot,...
423.33
+2.44% 27.13K -7.89% 9.94M 334.8 0.31% Share
64 MTUM iShares MSCI US...
253.94
-0.17% 48.37K +261.89% 9.78M 198.75 0.30% Share
65 PG The Procter & G...
158.63
+0.81% 56.3K +9.32% 9.59M 157.12 0.30% Share
66 IBDR iShares iBonds ...
24.23
-0.04% 396.18K +11.36% 9.59M 23.79 0.30% Share
67 IJH iShares Core S&...
66.52
+1.68% 162.68K +18.09% 9.49M 50.67 0.29% Share
68 IJR iShares Core S&...
120.07
+2.08% 90.3K +9.81% 9.44M 101.67 0.29% Share
69 FVD First Trust Val...
46.52
+1.28% 210.33K -10.11% 9.38M 36.55 0.29% Share
70 FIXD First Trust TCW...
44.71
+0.26% 209.26K -6.83% 9.17M 46.36 0.28% Share
71 UNH UnitedHealth Gr...
353.64
+1.98% 17.14K +5.61% 8.98M 428.88 0.28% Share
72 AVGO Broadcom Inc.
359.63
-2.69% 53.42K +10.38% 8.95M 128.36 0.28% Share
73 ABBV AbbVie Inc.
220.19
+4.04% 41.92K -3.08% 8.78M 135.01 0.27% Share
74 IBDQ iShares iBonds ...
25.12
+0.02% 348.87K +10.46% 8.77M 24.6 0.27% Share
75 HDV iShares Core Hi...
123.41
+1.00% 71.67K -2.51% 8.68M 107.35 0.27% Share
76 WMT Walmart Inc.
102.63
+2.21% 98.83K +12.91% 8.68M 65.86 0.27% Share
77 MA Mastercard Inco...
588.73
+1.61% 15.74K -0.3% 8.63M 310.37 0.27% Share
78 DIA SPDR Dow Jones ...
461.95
+1.32% 20.46K +33.77% 8.59M 377.19 0.27% Share
79 AMLP Alerian MLP ETF
47.77
+0.27% 164.71K -2.13% 8.56M 45.67 0.26% Share
80 SCHZ Schwab U.S. Agg...
23.55
+0.13% 367.89K +10.89% 8.52M 24.1 0.26% Share
81 LMBS First Trust Low...
49.86
+0.01% 169.35K +11.07% 8.33M 48.6 0.26% Share
82 T AT&T Inc.
29.48
+0.98% 293.81K -2.99% 8.31M 20.72 0.26% Share
83 IJK iShares S&P Mid...
97.52
+1.80% 99.65K +0.83% 8.3M 86.36 0.26% Share
84 COWZ Pacer US Cash C...
57.88
+0.91% 149.83K -15.6% 8.2M 50.69 0.25% Share
85 IWP iShares Russell...
145.25
+1.23% 69.19K +6.39% 8.13M 113.68 0.25% Share
86 AMD Advanced Micro ...
155.67
-2.43% 77.36K +18.69% 7.95M 136.19 0.25% Share
87 AXSM Axsome Therapeu...
122.96
-0.93% 68.11K +0.41% 7.94M 88.59 0.24% Share
88 IVE iShares S&P 500...
204.39
+1.24% 40.64K +38.86% 7.74M 160.91 0.24% Share
89 FDVV Fidelity High D...
55.56
+0.65% 151.8K -1.32% 7.53M 45 0.23% Share
90 TGTX TG Therapeutics...
32.46
+2.00% 188.06K +5.33% 7.42M 26.16 0.23% Share
91 IBM International B...
256.95
+0.03% 29.68K +27.63% 7.38M 179.99 0.23% Share
92 FTNT Fortinet, Inc.
80.89
+1.77% 76.33K +27.57% 7.35M 75.51 0.23% Share
93 AGG iShares Core U....
100.63
+0.19% 73.73K +99.06% 7.29M 101.82 0.22% Share
94 VB Vanguard Small ...
258.07
+1.77% 32.78K +16.74% 7.27M 216.54 0.22% Share
95 IYR iShares U.S. Re...
98.45
+1.63% 74.5K -0.04% 7.13M 92.96 0.22% Share
96 IBDS iShares iBonds ...
24.31
+0.04% 287.22K +13.53% 6.95M 23.76 0.21% Share
97 CSCO Cisco Systems, ...
67.69
-0.65% 111.51K +2.61% 6.88M 51.5 0.21% Share
98 RTX RTX Corporation
157.67
+1.72% 51.23K +8.94% 6.84M 109.69 0.21% Share
99 MCD McDonald's Corp...
308.37
+0.79% 21.56K -25.45% 6.74M 266.35 0.21% Share
100 CARR Carrier Global ...
62.28
-0.35% 106.21K +9.93% 6.74M 44.57 0.21% Share
101 BSV Vanguard Short-...
78.98
+0.04% 85.82K +0.91% 6.72M 79.06 0.21% Share
102 IOCT Innovator Inter...
34.10
+0.93% 219.1K -6.67% 6.72M 23.77 0.21% Share
103 IAGG iShares Core In...
51.35
+0.08% 132.65K +198.78% 6.63M 49.89 0.20% Share
104 XLE Energy Select S...
89.10
-0.01% 70.14K -7.82% 6.56M 63.14 0.20% Share
105 IUSB iShares Core To...
46.87
+0.19% 139.34K +9.76% 6.42M 48.43 0.20% Share
106 DES WisdomTree U.S....
34.49
+1.86% 198.19K -1.67% 6.33M 33.51 0.20% Share
107 XLF Financial Selec...
54.04
+1.66% 124.96K +225.36% 6.22M 47 0.19% Share
108 VLUE iShares MSCI US...
122.29
+1.58% 57.53K +5.84% 6.14M 93.68 0.19% Share
109 PM Philip Morris I...
167.91
+1.57% 38.13K +19.32% 6.05M 111.56 0.19% Share
110 IYW iShares U.S. Te...
187.93
+0.29% 42.84K +27.16% 6.02M 132.59 0.19% Share
111 FYC First Trust Sma...
88.90
+1.67% 87.24K -4.04% 6M 62.63 0.19% Share
112 VEU Vanguard FTSE A...
71.28
+1.12% 97.9K +4.59% 5.94M 57.55 0.18% Share
113 IWY iShares Russell...
266.37
+0.43% 28.14K -4.9% 5.94M 126.42 0.18% Share
114 IBDT iShares iBonds ...
25.54
+0.10% 232.68K +16.75% 5.88M 25 0.18% Share
115 DVY iShares Select ...
142.57
+1.02% 43.43K +12.99% 5.83M 128.28 0.18% Share
116 IVLU iShares Edge MS...
35.69
+1.08% 190.5K -14.88% 5.77M 25.63 0.18% Share
117 BAC Bank of America...
50.73
+1.19% 135.88K +10.22% 5.67M 40.52 0.17% Share
118 ORCL Oracle Corporat...
307.79
-6.26% 40.33K +7.06% 5.64M 119.48 0.17% Share
119 VONG Vanguard Russel...
118.01
+0.51% 60.72K -0.69% 5.63M 78.55 0.17% Share
120 JPEF JPMorgan Equity...
73.74
+0.51% 88.14K +7.58% 5.61M 65.44 0.17% Share
121 CGBL Capital Group C...
34.91
+0.53% 180.71K +49.96K% 5.6M 30.98 0.17% Share
122 MINT PIMCO Enhanced ...
100.45
+0.03% 55.58K +15.18% 5.59M 100.39 0.17% Share
123 JNJ Johnson & Johns...
178.50
+1.54% 33.33K +3.35% 5.53M 151.98 0.17% Share
124 SPLB SPDR Portfolio ...
23.34
+0.76% 244.16K -0.67% 5.51M 23.68 0.17% Share
125 VZ Verizon Communi...
44.15
+1.51% 121.14K -2.42% 5.49M 48.74 0.17% Share
126 ADP Automatic Data ...
298.03
+1.93% 17.96K +16.23% 5.49M 237.09 0.17% Share
127 XLU Utilities Selec...
85.03
+0.48% 69.59K -2.01% 5.49M 71.59 0.17% Share
128 HYG iShares iBoxx $...
81.03
+0.24% 69.05K +4.86% 5.45M 79.54 0.17% Share
129 TAXF American Centur...
50.08
+0.38% 109.74K +4.49% 5.43M 50.07 0.17% Share
130 CRWD CrowdStrike Hol...
433.38
+2.00% 15.31K +119.08% 5.4M 290.34 0.17% Share
131 SIHY Harbor Scientif...
45.99
-0.45% 120.55K +1.12% 5.38M 44.34 0.17% Share
132 XLI Industrial Sele...
152.78
+0.94% 41.03K +2.17% 5.38M 129.47 0.17% Share
133 FLQM Franklin U.S. M...
57.52
+1.55% 101.4K -4.59% 5.37M 47.79 0.17% Share
134 FV First Trust Dor...
62.10
+1.08% 97.88K -10.77% 5.37M 37.96 0.17% Share
135 IBDU iShares iBonds ...
23.52
+0.09% 230.33K +16.12% 5.33M 22.93 0.16% Share
136 DNOV FT Cboe Vest U....
46.50
+0.39% 126.21K 0.00% 5.29M 34.85 0.16% Share
137 GLD SPDR Gold Share...
334.70
-0.17% 18.31K -24.66% 5.27M 199.6 0.16% Share
138 MGC Vanguard Mega C...
240.19
+0.70% 26.12K +1.06% 5.26M 185 0.16% Share
139 XLC Communication S...
116.38
+1.54% 54.41K +445.90% 5.25M 92.71 0.16% Share
140 MSTR MicroStrategy I...
326.02
-0.13% 18.11K -12.72% 5.22M 51.37 0.16% Share
141 TSLA Tesla, Inc.
368.81
+6.04% 20.09K +1.43% 5.21M 258.99 0.16% Share
142 ITA iShares U.S. Ae...
200.06
+0.58% 33.83K +658.69% 5.18M 150.96 0.16% Share
143 PFE Pfizer Inc.
24.85
+1.14% 201.34K -13.26% 5.1M 30.46 0.16% Share
144 LMT Lockheed Martin...
470.72
+1.48% 11.29K +28.44% 5.06M 435.36 0.16% Share
145 DYNF BlackRock U.S. ...
58.23
+0.61% 103.27K -6.73% 5.04M 47.16 0.16% Share
146 VWO Vanguard Emergi...
53.57
+1.23% 109.38K +21.06% 4.95M 44.16 0.15% Share
147 JAAA Janus Henderson...
50.66
-0.01% 97.39K +276.36% 4.94M 50.7 0.15% Share
148 USMV iShares MSCI US...
94.90
+1.24% 51.88K +67.44% 4.86M 81.63 0.15% Share
149 HACK Amplify Cyberse...
86.70
+0.87% 67.44K +417.02% 4.84M 72.08 0.15% Share
150 IBTI iShares iBonds ...
22.40
-0.09% 216.76K +3.27% 4.82M 22.09 0.15% Share