Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 741 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 6,849.0 | $296K | 0.01% | +4K | +117.6% | $43.18 | +24.3% |
| 742 | HRMY | HARMONY BIOSCIENCES HLDGS IN | Healthcare | 8,102.0 | $295K | 0.01% | +353.0 | +4.6% | $36.41 | +4.8% |
| 743 | HSY | HERSHEY CO | Consumer Defensive | 1,672.0 | $293K | 0.01% | +163.0 | +10.8% | $175.45 | +6.3% |
| 744 | KORP | AMERICAN CENTY ETF TR | — | 6,227.0 | $292K | 0.01% | +2K | +44.1% | $46.85 | -2.2% |
| 745 | CUBE | CUBESMART | Real Estate | 7,292.0 | $290K | 0.01% | +5K | +182.6% | $39.77 | +2.8% |
| 746 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 2,107.0 | $289K | 0.01% | +222.0 | +11.8% | $136.95 | +33.0% |
| 747 | SDCI | USCF ETF TR | — | 10,900.0 | $288K | 0.01% | +2K | +25.3% | $26.44 | +15.0% |
| 748 | IVZ | INVESCO LTD | Financial Services | 10,879.0 | $287K | 0.01% | +4K | +52.8% | $26.39 | +21.3% |
| 749 | GL | GLOBE LIFE INC | Financial Services | 1,601.0 | $286K | 0.01% | +519.0 | +48.0% | $178.68 | -4.3% |
| 750 | DLS | WISDOMTREE TR | — | 3,400.0 | $285K | 0.01% | +1K | +54.5% | $83.79 | +6.2% |
| 751 | COPP | SPROTT FDS TR | — | 7,427.0 | $284K | 0.01% | +6K | +377.6% | $38.30 | +19.2% |
| 752 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 1,594.0 | $284K | 0.01% | +1K | +483.9% | $178.24 | +17.6% |
| 753 | IUSV | ISHARES TR | — | 2,576.0 | $284K | 0.01% | +368.0 | +16.7% | $110.15 | +4.3% |
| 754 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 221.0 | $282K | 0.01% | +9.0 | +4.2% | $1277.51 | +9.2% |
| 755 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 1,878.0 | $279K | 0.01% | +298.0 | +18.9% | $148.69 | +19.2% |
| 756 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 3,708.0 | $278K | 0.01% | +432.0 | +13.2% | $74.96 | +1.3% |
| 757 | BYD | BOYD GAMING CORP | Consumer Cyclical | 3,141.0 | $277K | 0.01% | +275.0 | +9.6% | $88.33 | -8.5% |
| 758 | VV | VANGUARD INDEX FDS | — | 806.0 | $277K | 0.01% | +14.0 | +1.8% | $343.91 | +2.5% |
| 759 | BMAR | INNOVATOR ETFS TRUST | — | 4,803.0 | $277K | 0.01% | +1K | +31.6% | $57.63 | +2.0% |
| 760 | A | AGILENT TECHNOLOGIES INC | Healthcare | 2,080.0 | $276K | 0.01% | +261.0 | +14.3% | $132.83 | +19.6% |
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
33.0%
Financial Services
17.9%
Healthcare
9.4%
Industrials
9.3%
Consumer Cyclical
8.4%
Communication Services
6.3%
Consumer Defensive
4.7%
Basic Materials
3.9%
Energy
3.3%
Utilities
2.7%