IFP Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$17.9M |
| 2 |
NVIDIA
NVDA
|
+$12.4M |
| 3 |
iShares US Real Estate ETF
IYR
|
+$6.97M |
| 4 |
Apple
AAPL
|
+$6.88M |
| 5 |
Amazon
AMZN
|
+$6.65M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$12.9M |
| 2 |
VanEck BDC Income ETF
BIZD
|
+$6.11M |
| 3 |
Innovator International Developed Power Buffer ETF October
IOCT
|
+$4.44M |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$4.25M |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
+$3.47M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.91% |
| 2 | Financials | 4.72% |
| 3 | Consumer Discretionary | 3.97% |
| 4 | Healthcare | 3.58% |
| 5 | Industrials | 3.17% |
Similar funds
IFP Advisors's Q4 2024 Portfolio in Review
As of Q4 2024, IFP Advisors held 4,699 positions worth $3.05B, up 10% from $2.77B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
IFP Advisors deployed $293M of net new capital in Q4 2024, opening 1,001 new positions and adding to 1,724 existing holdings. Its largest new stake was FundStrat Granny Shots US Large Cap ETF: 140,354 shares worth $2.8M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.7% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was iShares S&P 500 Growth ETF, an estimated $12.9M trimmed.
- IFP Advisors's largest Q4 2024 buy was FundStrat Granny Shots US Large Cap ETF: 140,354 shares worth $2.8M.
- IFP Advisors added most to State Street SPDR S&P 500 ETF Trust in Q4 2024, an estimated $17.9M increase.
- IFP Advisors's biggest Q4 2024 reduction was iShares S&P 500 Growth ETF, cutting an estimated $12.9M.
- IFP Advisors fully exited ClearBridge MLP and Midstream Fund Inc. in Q4 2024, selling an estimated $2.45M.
- IFP Advisors's ten largest holdings make up 15% of its $3.05B portfolio in Q4 2024.
- IFP Advisors opened 1,001 new positions and closed 135 in Q4 2024.
- IFP Advisors's portfolio value rose 10% quarter-over-quarter to $3.05B.
Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.