Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 981 | RVMD | REVOLUTION MEDICINES INC | Healthcare | 745.0 | $140K | 0.00% | +635.0 | +577.3% | $187.28 | +11.8% |
| 982 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 1,380.0 | $139K | 0.00% | +36.0 | +2.7% | $101.08 | +19.0% |
| 983 | SRLN | SSGA ACTIVE ETF TR | — | 3,461.0 | $139K | 0.00% | +199.0 | +6.1% | $40.29 | +0.8% |
| 984 | CR | CRANE COMPANY | Industrials | 624.0 | $139K | 0.00% | +500.0 | +403.2% | $223.07 | -6.6% |
| 985 | CIM | CHIMERA INVT CORP | Real Estate | 10,412.0 | $139K | 0.00% | +4K | +52.5% | $13.34 | -13.6% |
| 986 | FNB | F N B CORP | Financial Services | 7,248.0 | $138K | 0.00% | +2K | +45.3% | $19.08 | -2.9% |
| 987 | HSBC | HSBC HLDGS PLC | Financial Services | 1,439.0 | $137K | 0.00% | +181.0 | +14.4% | $95.09 | +9.5% |
| 988 | THG | HANOVER INS GROUP INC | Financial Services | 639.0 | $137K | 0.00% | +492.0 | +334.7% | $214.12 | +4.2% |
| 989 | SPSK | TIDAL TRUST I | — | 7,550.0 | $136K | 0.00% | +441.0 | +6.2% | $18.01 | -0.6% |
| 990 | WDAY | WORKDAY INC | Technology | 1,109.0 | $136K | 0.00% | +34.0 | +3.2% | $122.42 | +63.4% |
| 991 | XYLD | GLOBAL X FDS | — | 3,312.0 | $135K | 0.00% | +179.0 | +5.7% | $40.79 | +2.1% |
| 992 | SPUS | TIDAL TRUST I | — | 2,331.0 | $134K | 0.00% | +102.0 | +4.6% | $57.50 | +1.9% |
| 993 | IBCA | ISHARES TR | — | 5,218.0 | $134K | 0.00% | +3K | +136.5% | $25.61 | -2.4% |
| 994 | CWEN | CLEARWAY ENERGY INC | Utilities | 3,875.0 | $132K | 0.00% | +2K | +170.8% | $34.18 | -4.7% |
| 995 | SJM | SMUCKER J M CO | Consumer Defensive | 1,177.0 | $132K | 0.00% | +271.0 | +29.9% | $112.50 | +10.5% |
| 996 | FIBK | FIRST INTST BANCSYSTEM INC | Financial Services | 3,422.0 | $132K | 0.00% | +3K | +3833.3% | $38.56 | -2.8% |
| 997 | POR | PORTLAND GEN ELEC CO | Utilities | 2,545.0 | $132K | 0.00% | +1K | +86.0% | $51.83 | -4.3% |
| 998 | HEDJ | WISDOMTREE TR | — | 2,304.0 | $131K | 0.00% | +1K | +88.7% | $57.00 | +0.5% |
| 999 | SPSB | SPDR SERIES TRUST | — | 4,373.0 | $131K | 0.00% | +1K | +46.1% | $30.01 | -0.2% |
| 1000 | BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | 2,287.0 | $131K | 0.00% | +109.0 | +5.0% | $57.22 | +16.6% |
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%