Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2261 | PLX | PROTALIX BIOTHERAPEUTICS INC | Healthcare | 9.0 | $21.0 | — | +6.0 | +200.0% | $2.33 | -1.6% |
| 2262 | STIM | NEURONETICS INC | Healthcare | 12.0 | $16.0 | — | +9.0 | +300.0% | $1.33 | +137.8% |
| 2263 | PNBK | PATRIOT NATL BANCORP INC | Financial Services | 12.0 | $11.0 | — | +8.0 | +200.0% | $0.92 | +16.7% |
| 2264 | NEON | NEONODE INC | Technology | 11.0 | $10.0 | — | +9.0 | +450.0% | $0.91 | -3.2% |
| 2265 | — | SOLESENCE INC | — | 11.0 | $8.0 | — | +3.0 | +37.5% | $0.73 | — |
| 2266 | BEEP | MOBILE INFRASTRUCTURE CORP | Real Estate | 5.0 | $7.0 | — | +3.0 | +150.0% | $1.40 | +80.0% |
| 2267 | — | SBC MED GROUP HLDGS INC | — | 2.0 | $6.0 | — | +1.0 | +100.0% | $3.00 | — |
| 2268 | SNBR | SLEEP NUMBER CORP | Consumer Cyclical | 47.0 | $1.0 | — | +36.0 | +327.3% | $0.02 | +487.5% |
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%