Portfolio (Quarterly)
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IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2161 | AEYE | AUDIOEYE INC | Technology | 96.0 | $558.0 | — | +90.0 | +1500.0% | $5.81 | +21.6% |
| 2162 | ASUR | ASURE SOFTWARE INC | Technology | 70.0 | $556.0 | — | +47.0 | +204.3% | $7.94 | +5.8% |
| 2163 | JYNT | JOINT CORP | Healthcare | 63.0 | $553.0 | — | +43.0 | +215.0% | $8.78 | -6.2% |
| 2164 | PROP | PRAIRIE OPER CO | Financial Services | 765.0 | $552.0 | — | +201.0 | +35.6% | $0.72 | -15.4% |
| 2165 | CARL | CARLSMED INC | Healthcare | 53.0 | $550.0 | — | +52.0 | +5200.0% | $10.38 | +49.6% |
| 2166 | CURV | TORRID HLDGS INC | Consumer Cyclical | 284.0 | $531.0 | — | +65.0 | +29.7% | $1.87 | +16.1% |
| 2167 | ACTG | ACACIA RESH CORP | Industrials | 112.0 | $522.0 | — | +79.0 | +239.4% | $4.66 | -2.4% |
| 2168 | JELD | JELD-WEN HLDG INC | Industrials | 332.0 | $498.0 | — | +38.0 | +12.9% | $1.50 | +36.0% |
| 2169 | KMTS | KESTRA MED TECHNOLOGIES LTD | Healthcare | 19.0 | $483.0 | — | +1.0 | +5.6% | $25.42 | +9.8% |
| 2170 | LFVN | LIFEVANTAGE CORP | Consumer Defensive | 74.0 | $462.0 | — | +21.0 | +39.6% | $6.24 | +4.1% |
| 2171 | SKIN | SKINHEALTH SYSTEMS INC | Consumer Defensive | 654.0 | $453.0 | — | +226.0 | +52.8% | $0.69 | -14.1% |
| 2172 | RVSB | RIVERVIEW BANCORP INC | Financial Services | 83.0 | $451.0 | — | +72.0 | +654.5% | $5.43 | -6.3% |
| 2173 | — | ARQ INC | — | 176.0 | $449.0 | — | +7.0 | +4.1% | $2.55 | — |
| 2174 | SLQT | SELECTQUOTE INC | Financial Services | 524.0 | $441.0 | — | +326.0 | +164.7% | $0.84 | -7.7% |
| 2175 | — | LIBERTY CAP CORP | — | 20.0 | $431.0 | — | +17.0 | +566.7% | $21.55 | — |
| 2176 | MCBS | METROCITY BANKSHARES INC | Financial Services | 12.0 | $431.0 | — | +2.0 | +20.0% | $35.92 | -1.6% |
| 2177 | SBFG | SB FINL GROUP INC | Financial Services | 17.0 | $430.0 | — | +12.0 | +240.0% | $25.29 | +5.0% |
| 2178 | OM | OUTSET MED INC | Healthcare | 98.0 | $423.0 | — | +60.0 | +157.9% | $4.32 | -0.4% |
| 2179 | GETY | GETTY IMAGES HOLDINGS INC | Communication Services | 487.0 | $419.0 | — | +4.0 | +0.8% | $0.86 | -69.1% |
| 2180 | SKYX | SKYX PLATFORMS CORP | Industrials | 365.0 | $403.0 | — | +360.0 | +7200.0% | $1.10 | +4.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.0%
Financial Services
17.5%
Industrials
9.1%
Healthcare
9.1%
Communication Services
8.9%
Consumer Cyclical
8.1%
Consumer Defensive
4.6%
Basic Materials
3.8%
Energy
3.3%
Utilities
2.6%