Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 921 | AGX | ARGAN INC | Industrials | 220.0 | $176K | 0.00% | +60.0 | +37.5% | $798.55 | -37.2% |
| 922 | DOCU | DOCUSIGN INC | Technology | 3,923.0 | $174K | 0.00% | +1K | +38.9% | $44.42 | +39.6% |
| 923 | ATRO | ASTRONICS CORP | Industrials | 2,141.0 | $174K | 0.00% | +844.0 | +65.1% | $81.26 | -4.0% |
| 924 | DGICA | DONEGAL GROUP INC | Financial Services | 9,214.0 | $174K | 0.00% | +2K | +27.8% | $18.86 | -1.0% |
| 925 | — | FTAI AVIATION LTD | — | 642.0 | $174K | 0.00% | +104.0 | +19.3% | $270.53 | — |
| 926 | CIFR | CIPHER DIGITAL INC | Financial Services | 7,087.0 | $174K | 0.00% | +7K | +4624.7% | $24.50 | -35.7% |
| 927 | DNP | DNP SELECT INCOME FD INC | Financial Services | 16,082.0 | $174K | 0.00% | +10K | +186.8% | $10.79 | +0.8% |
| 928 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 6,341.0 | $173K | 0.00% | +2K | +44.8% | $27.33 | -0.7% |
| 929 | PB | PROSPERITY BANCSHARES INC | Financial Services | 2,373.0 | $173K | 0.00% | +2K | +304.9% | $73.03 | -0.4% |
| 930 | AVA | AVISTA CORP | Utilities | 4,225.0 | $173K | 0.00% | +1K | +47.9% | $40.91 | -8.2% |
| 931 | SITM | SITIME CORP | Technology | 231.0 | $172K | 0.00% | +227.0 | +5675.0% | $745.56 | -17.5% |
| 932 | DUOL | DUOLINGO INC | Technology | 1,491.0 | $171K | 0.00% | +718.0 | +92.9% | $115.02 | +27.0% |
| 933 | QRVO | QORVO INC | Technology | 1,838.0 | $171K | 0.00% | +21.0 | +1.2% | $93.27 | +2.5% |
| 934 | ELMD | ELECTROMED INC | Healthcare | 4,023.0 | $170K | 0.00% | +2K | +101.0% | $42.30 | -6.7% |
| 935 | URA | GLOBAL X FDS | — | 3,877.0 | $169K | 0.00% | +2K | +90.5% | $43.70 | +5.4% |
| 936 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 11,970.0 | $169K | 0.00% | +11K | +900.0% | $14.13 | +20.5% |
| 937 | HYGV | FLEXSHARES TR | — | 4,163.0 | $168K | 0.00% | +2K | +79.0% | $40.26 | -0.3% |
| 938 | TYL | TYLER TECHNOLOGIES INC | Technology | 573.0 | $168K | 0.00% | +32.0 | +5.9% | $292.46 | +19.9% |
| 939 | RSJN | FIRST TR EXCHNG TRADED FD VI | — | 4,476.0 | $167K | 0.00% | +986.0 | +28.2% | $37.25 | +2.8% |
| 940 | MCY | MERCURY GENL CORP NEW | Financial Services | 1,540.0 | $164K | 0.00% | +245.0 | +18.9% | $106.62 | -0.9% |
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%