Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1061 | EWL | ISHARES INC | — | 1,313.0 | $77K | 0.00% | +111.0 | +9.2% | $58.81 | +9.4% |
| 1062 | STNG | SCORPIO TANKERS INC | Energy | 1,034.0 | $77K | 0.00% | +626.0 | +153.4% | $74.66 | +5.1% |
| 1063 | IETC | ISHARES U S ETF TR | — | 867.0 | $77K | 0.00% | +28.0 | +3.3% | $88.38 | +22.4% |
| 1064 | SFLR | INNOVATOR ETFS TRUST | — | 2,160.0 | $76K | 0.00% | +170.0 | +8.5% | $35.41 | +9.7% |
| 1065 | DB | DEUTSCHE BK AG | Financial Services | 2,559.0 | $76K | 0.00% | +626.0 | +32.4% | $29.78 | +27.0% |
| 1066 | FSEC | FIDELITY MERRIMACK STR TR | — | 1,732.0 | $76K | 0.00% | +25.0 | +1.5% | $43.84 | -1.2% |
| 1067 | TCMD | TACTILE SYS TECHNOLOGY INC | Healthcare | 2,902.0 | $76K | 0.00% | +3K | +10000.0% | $26.13 | -8.8% |
| 1068 | HAP | VANECK ETF TRUST | — | 1,045.0 | $76K | 0.00% | +508.0 | +94.6% | $72.47 | +6.6% |
| 1069 | SHBI | SHORE BANCSHARES INC | Financial Services | 4,048.0 | $76K | 0.00% | +875.0 | +27.6% | $18.68 | +24.9% |
| 1070 | AAL | AMERICAN AIRLINES GROUP INC | Industrials | 7,027.0 | $75K | 0.00% | +861.0 | +14.0% | $10.74 | +28.7% |
| 1071 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 1,581.0 | $75K | 0.00% | +331.0 | +26.5% | $47.57 | +25.1% |
| 1072 | CHRD | CHORD ENERGY CORPORATION | Energy | 523.0 | $74K | 0.00% | +45.0 | +9.4% | $142.18 | +4.0% |
| 1073 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 263.0 | $74K | 0.00% | +11.0 | +4.4% | $282.37 | +12.0% |
| 1074 | ETB | EATON VANCE TAX MNGED BUY WR | Financial Services | 5,128.0 | $74K | 0.00% | +129.0 | +2.6% | $14.42 | +8.0% |
| 1075 | ENVA | ENOVA INTL INC | Financial Services | 543.0 | $74K | 0.00% | +338.0 | +164.9% | $135.83 | +78.8% |
| 1076 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 1,358.0 | $73K | 0.00% | +391.0 | +40.4% | $53.92 | -25.2% |
| 1077 | POR | PORTLAND GEN ELEC CO | Utilities | 1,368.0 | $72K | 0.00% | +194.0 | +16.5% | $52.77 | -6.0% |
| 1078 | U | UNITY SOFTWARE INC | Technology | 3,285.0 | $72K | 0.00% | +1K | +45.7% | $21.94 | +113.9% |
| 1079 | MLPX | GLOBAL X FDS | — | 973.0 | $72K | 0.00% | +35.0 | +3.7% | $73.94 | +0.6% |
| 1080 | — | CNH INDL N V | — | 6,531.0 | $72K | 0.00% | +298.0 | +4.8% | $11.00 | — |
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
28.3%
Financial Services
18.8%
Industrials
9.3%
Consumer Cyclical
8.7%
Healthcare
8.6%
Communication Services
6.8%
Basic Materials
5.5%
Consumer Defensive
5.3%
Energy
4.5%
Utilities
2.9%