Ifp Advisors, Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 4,312
Total Value: 3243123494
Accession Number: 0001641866-25-000006
Form Type: 13F-HR
CIK: 0001641866
Manager Name: Ifp Advisors, Inc

Data Enrichment

67% identified

2,910 identified1,402 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4,312 positions • $3,243,123.494K total value

4,312 positions

Manager:

SEC FilingSEC DataHachi Filing

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921943858

VEA|921943858

202850(+19.4%)

Value:

$10.3B(+26.9%)

46432F842

IEFA|46432F842

135900(+88.4%)

Value:

$10.3B(+102.8%)

922908744

VTV|922908744

58159(+12.0%)

Value:

$10.0B(+14.3%)

HOME DEPOT, INC.

HD|437076102

27129(-7.9%)

Value:

$9.9B(-13.2%)

46432F396

MTUM|46432F396

48366(+261.9%)

Value:

$9.8B(+253.4%)

PROCTER & GAMBLE Co

PG|742718109

56300(+9.3%)

Value:

$9.6B(+11.1%)

46435GAA0

396183(+11.4%)

Value:

$9.6B(+12.0%)

464287507

IJH|464287507

162680(+18.1%)

Value:

$9.5B(+10.6%)

464287804

IJR|464287804

90304(+9.8%)

Value:

$9.4B(-0.3%)

33734H106

210330(-10.1%)

Value:

$9.4B(-8.2%)

33740F805

209259(-6.8%)

Value:

$9.2B(-4.9%)

UNITEDHEALTH GROUP INC

UNH|91324P102

17138(+5.6%)

Value:

$9.0B(+9.3%)

Broadcom Inc.

AVGO|11135F101

53421(+10.4%)

Value:

$8.9B(-20.3%)

AbbVie Inc.

ABBV|00287Y109

41916(-3.1%)

Value:

$8.8B(+14.3%)

46434VBD1

348871(+10.4%)

Value:

$8.8B(+10.9%)

46429B663

71675(-2.5%)

Value:

$8.7B(+5.2%)

Walmart Inc.

WMT|931142103

98826(+12.9%)

Value:

$8.7B(+9.7%)

Mastercard Inc

MA|57636Q104

15741(-0.3%)

Value:

$8.6B(+3.8%)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

20461(+33.8%)

Value:

$8.6B(+32.0%)

00162Q452

164714(-2.1%)

Value:

$8.6B(+5.5%)

Instrument	Shares		Other Manager	Value
(VEAcusip921943858)	202.8K	QoQ +19.39% (+33.0K) YoY +20.20% (+34.1K)	All Managers (Combined)	$10.3M	QoQ +26.91% (+$2.2M) YoY +21.78% (+$1.8M)
(IEFAcusip46432F842)	135.9K	QoQ +88.43% (+63.8K) YoY +283.82% (+100.5K)	All Managers (Combined)	$10.3M	QoQ +102.81% (+$5.2M) YoY +291.21% (+$7.7M)
(VTVcusip922908744)	58.2K	QoQ +12.04% (+6.3K) YoY -56.26% (-74.8K)	All Managers (Combined)	$10.0M	QoQ +14.31% (+$1.3M) YoY -53.60% (-$11.6M)
Home Depot, Inc.(HDcusip437076102)	27.1K	QoQ -7.88% (-2.3K) YoY +76.54% (+11.8K)	All Managers (Combined)	$9.9M	QoQ -13.20% (-$1.5M) YoY +68.69% (+$4.0M)
(MTUMcusip46432F396)	48.4K	QoQ +261.88% (+35.0K) YoY +343.03% (+37.4K)	All Managers (Combined)	$9.8M	QoQ +253.43% (+$7.0M) YoY +377.98% (+$7.7M)
Procter & Gamble Co(PGcusip742718109)	56.3K	QoQ +9.32% (+4.8K) YoY +62.55% (+21.7K)	All Managers (Combined)	$9.6M	QoQ +11.13% (+$961.1K) YoY +70.51% (+$4.0M)
(cusip46435GAA0)✕	396.2K	QoQ +11.36% (+40.4K) YoY +45.04% (+123.0K)	All Managers (Combined)	$9.6M	QoQ +12.01% (+$1.0M) YoY +47.23% (+$3.1M)
(IJHcusip464287507)	162.7K	QoQ +18.08% (+24.9K) YoY +51.42% (+55.2K)	All Managers (Combined)	$9.5M	QoQ +10.58% (+$908.3K) YoY +45.47% (+$3.0M)
(IJRcusip464287804)	90.3K	QoQ +9.80% (-8.1K) YoY +52.97% (+31.3K)	All Managers (Combined)	$9.4M	QoQ -0.33% (-$31.8K) YoY +44.74% (+$2.9M)
(cusip33734H106)✕	210.3K	QoQ -10.11% (-23.7K) YoY -35.11% (-113.8K)	All Managers (Combined)	$9.4M	QoQ -8.15% (-$832.7K) YoY -31.48% (-$4.3M)
(cusip33740F805)✕	209.3K	QoQ -6.83% (-15.3K) YoY -11.94% (-28.4K)	All Managers (Combined)	$9.2M	QoQ -4.94% (-$477.5K) YoY -11.45% (-$1.2M)
Unitedhealth Group Inc(UNHcusip91324P102)	17.1K	QoQ +5.61% (+911) YoY +33.64% (+4.3K)	All Managers (Combined)	$9.0M	QoQ +9.32% (+$766.0K) YoY +41.47% (+$2.6M)
Broadcom Inc.(AVGOcusip11135F101)	53.4K	QoQ +10.37% (-5.0K) YoY +1851.09% (+50.7K)	All Managers (Combined)	$8.9M	QoQ -20.25% (-$2.3M) YoY +146.61% (+$5.3M)
Abbvie Inc.(ABBVcusip00287Y109)	41.9K	QoQ -3.08% (-1.3K) YoY +40.14% (+12.0K)	All Managers (Combined)	$8.8M	QoQ +14.27% (-$1.1M) YoY +61.24% (+$3.3M)
(cusip46434VBD1)✕	348.9K	QoQ +10.45% (+33.0K) YoY +49.25% (+115.1K)	All Managers (Combined)	$8.8M	QoQ +10.89% (+$862.4K) YoY +51.30% (+$3.0M)
(cusip46429B663)✕	71.7K	QoQ -2.50% (-1.8K) YoY +48.65% (+23.5K)	All Managers (Combined)	$8.7M	QoQ +5.18% (-$428.1K) YoY +63.37% (+$3.4M)
Walmart Inc.(WMTcusip931142103)	98.8K	QoQ +12.90% (+11.3K) YoY +131.65% (+56.2K)	All Managers (Combined)	$8.7M	QoQ +9.72% (+$769.3K) YoY +238.06% (+$6.1M)
Mastercard Inc(MAcusip57636Q104)	15.7K	QoQ -0.30% (-48) YoY -16.53% (-3.1K)	All Managers (Combined)	$8.6M	QoQ +3.76% (-$313.0K) YoY -5.00% (-$455.0K)
Spdr Dow Jones Industrial Average Etf Trust(DIAcusip78467X109)	20.5K	QoQ +33.76% (+5.2K) YoY -51.66% (-21.9K)	All Managers (Combined)	$8.6M	QoQ +32.01% (+$2.1M) YoY -48.96% (-$8.2M)
(cusip00162Q452)✕	164.7K	QoQ -2.12% (-3.6K) YoY +613.32% (+141.6K)	All Managers (Combined)	$8.6M	QoQ +5.55% (-$450.1K) YoY +680.67% (+$7.5M)