Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 681 | DFGR | DIMENSIONAL ETF TRUST | — | 13,531.0 | $360K | 0.01% | +879.0 | +7.0% | $26.58 | +8.8% |
| 682 | ZIM | ZIM INTEGRATED SHIPPING SERV | Industrials | 13,594.0 | $358K | 0.01% | +13K | +3686.6% | $26.35 | -3.0% |
| 683 | — | FIRST TR EXCHNG TRADED FD VI | — | 15,714.0 | $358K | 0.01% | +8K | +100.0% | $22.78 | — |
| 684 | TWLO | TWILIO INC | Communication Services | 2,844.0 | $358K | 0.01% | +82.0 | +3.0% | $125.82 | +55.7% |
| 685 | EWY | ISHARES INC | — | 2,905.0 | $357K | 0.01% | +2K | +477.5% | $123.01 | +46.4% |
| 686 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 7,020.0 | $354K | 0.01% | +125.0 | +1.8% | $50.41 | +8.3% |
| 687 | TEL | TE CONNECTIVITY PLC | Technology | 1,692.0 | $354K | 0.01% | +543.0 | +47.3% | $209.02 | -6.2% |
| 688 | BFOR | ALPS ETF TR | — | 4,180.0 | $347K | 0.01% | +100.0 | +2.5% | $83.01 | +5.7% |
| 689 | CHWY | CHEWY INC | Consumer Cyclical | 12,798.0 | $346K | 0.01% | +1K | +9.0% | $27.00 | -27.2% |
| 690 | VRSN | VERISIGN INC | Technology | 1,384.0 | $344K | 0.01% | +532.0 | +62.4% | $248.36 | +21.9% |
| 691 | SIXP | AIM ETF PRODUCTS TRUST | — | 10,990.0 | $344K | 0.01% | +250.0 | +2.3% | $31.26 | +6.8% |
| 692 | FETH | FIDELITY ETHEREUM FD | Financial Services | 16,313.0 | $341K | 0.01% | +6K | +64.4% | $20.88 | +0.8% |
| 693 | PINK | SIMPLIFY EXCHANGE TRADED FUN | — | 10,094.0 | $340K | 0.01% | +4K | +80.4% | $33.66 | +8.6% |
| 694 | TXRH | TEXAS ROADHOUSE INC | Consumer Cyclical | 2,057.0 | $340K | 0.01% | +266.0 | +14.8% | $165.14 | +5.3% |
| 695 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 9,061.0 | $338K | 0.01% | +82.0 | +0.9% | $37.29 | +11.2% |
| 696 | CROX | CROCS INC | Consumer Cyclical | 4,055.0 | $337K | 0.01% | +114.0 | +2.9% | $83.02 | +19.4% |
| 697 | TQQQ | PROSHARES TR | — | 8,042.0 | $335K | 0.01% | +7K | +479.4% | $41.68 | +83.6% |
| 698 | — | FIRST TR EXCHNG TRADED FD VI | — | 9,516.0 | $335K | 0.01% | +5K | +100.0% | $35.21 | — |
| 699 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 1,203.0 | $334K | 0.01% | +264.0 | +28.1% | $277.87 | +26.3% |
| 700 | JEMA | J P MORGAN EXCHANGE TRADED F | — | 6,422.0 | $334K | 0.01% | +280.0 | +4.6% | $52.03 | +16.1% |
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
27.3%
Financial Services
18.5%
Communication Services
9.6%
Industrials
9.0%
Consumer Cyclical
8.4%
Healthcare
8.3%
Basic Materials
5.3%
Consumer Defensive
5.2%
Energy
4.5%
Utilities
2.8%