IA
| |
IFP Advisors, Inc13F | |
IFP Advisors, Inc | |
Last update 2025-05-05 | 4280 Stocks (247 new) |
Value $3.24 Bil | Turnover 15 % |
IFP Advisors, Inc's Top Stock Picks
View Full List
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Add | +0.58% | 567.8 ($589.49) 607.81 | $564.34 | -4.27% | Add 35.77% | 115,087 | 30,321 | |
IVW | iShares S&P 500 Growth ETF | 2024-12-31 | Reduce | -0.45% | 94.58 ($99.85) 105.47 | $97.06 | -2.79% | Reduce -68.29% | 59,953 | -129,089 | |
NVDA | NVIDIA Corp | 2024-12-31 | Add | +0.39% | 118.85 ($138.16) 148.88 | $116.65 | -15.57% | Add 34.64% | 348,845 | 89,751 | |
AAPL | Apple Inc | 2024-12-31 | Add | +0.24% | 221.69 ($235.83) 259.02 | $198.53 | -15.82% | Add 9.44% | 338,411 | 29,177 | |
AMZN | Amazon.com Inc | 2024-12-31 | Add | +0.23% | 180.8 ($204.89) 232.93 | $193.06 | -5.77% | Add 26.01% | 157,452 | 32,499 | |
BIZD | VanEck BDC Income ETF | 2024-12-31 | Reduce | -0.23% | 15.9 ($16.5) 17.05 | $15.34 | -7.03% | Reduce -98.34% | 6,243 | -370,659 | |
IYR | iShares U.S. Real Estate ETF | 2024-12-31 | Add | +0.22% | 90.74 ($98.51) 102.87 | $94.37 | -4.20% | Add 1867.63% | 74,534 | 70,746 | |
DFSD | Dimensional Short-Duration Fixed Income ETF | 2024-12-31 | Add | +0.21% | 46.75 ($47.3) 47.8 | $47.59 | 0.61% | Add 85.61% | 298,482 | 137,672 | |
MSFT | Microsoft Corp | 2024-12-31 | Add | +0.20% | 406.35 ($426.03) 454.46 | $438.73 | 2.98% | Add 18.93% | 91,951 | 14,637 | |
SMH | VanEck Vectors Semiconductor ETF | 2024-12-31 | Add | +0.18% | 238.25 ($248.25) 261.28 | $223.40 | -10.01% | Add 76.98% | 51,358 | 22,339 |
IFP Advisors, Inc Total Holding History ($B)
IFP Advisors, Inc's Asset Allocation
IFP Advisors, Inc Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
IFP Advisors, Inc's Hypothetical Growth since 2025-03-31
IFP Advisors, Inc's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
IFP Advisors, Inc News
- 1