Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1141 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 2,442.0 | $53K | 0.00% | +83.0 | +3.5% | $21.66 | +4.9% |
| 1142 | BLBD | BLUE BIRD CORP | Consumer Cyclical | 920.0 | $52K | 0.00% | +733.0 | +392.0% | $56.79 | +15.0% |
| 1143 | MOO | VANECK ETF TRUST | — | 610.0 | $52K | 0.00% | +273.0 | +81.0% | $84.50 | -4.1% |
| 1144 | HRTG | HERITAGE INSURANCE HLDGS INC | Financial Services | 1,949.0 | $51K | 0.00% | +1K | +246.8% | $26.25 | -11.8% |
| 1145 | ILTB | ISHARES TR | — | 1,043.0 | $51K | 0.00% | +83.0 | +8.7% | $48.98 | -1.7% |
| 1146 | LFUS | LITTELFUSE INC | Technology | 150.0 | $51K | 0.00% | +1.0 | +0.7% | $339.35 | +26.8% |
| 1147 | DVA | DAVITA INC | Healthcare | 330.0 | $51K | 0.00% | +87.0 | +35.8% | $153.69 | +26.6% |
| 1148 | AMZY | TIDAL TRUST II | — | 4,600.0 | $51K | 0.00% | +600.0 | +15.0% | $11.02 | +10.5% |
| 1149 | CMPR | CIMPRESS PLC | Communication Services | 687.0 | $50K | 0.00% | +537.0 | +358.0% | $73.00 | +36.3% |
| 1150 | CENX | CENTURY ALUM CO | Basic Materials | 852.0 | $50K | 0.00% | +840.0 | +7000.0% | $58.69 | +0.2% |
| 1151 | AXTA | AXALTA COATING SYS LTD | Basic Materials | 1,804.0 | $50K | 0.00% | +351.0 | +24.2% | $27.70 | +3.8% |
| 1152 | — | AIM ETF PRODUCTS TRUST | — | 1,770.0 | $50K | 0.00% | +135.0 | +8.3% | $28.16 | — |
| 1153 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 408.0 | $50K | 0.00% | +73.0 | +21.8% | $122.12 | +5.2% |
| 1154 | DSU | BLACKROCK DEBT STRATEGIES FD | Financial Services | 5,193.0 | $50K | 0.00% | +108.0 | +2.1% | $9.59 | +2.4% |
| 1155 | — | SOUTH BOW CORP | — | 1,494.0 | $50K | 0.00% | +227.0 | +17.9% | $33.32 | — |
| 1156 | SPBX | AIM ETF PRODUCTS TRUST | — | 1,840.0 | $50K | 0.00% | +895.0 | +94.7% | $26.97 | +7.0% |
| 1157 | CPRX | CATALYST PHARMACEUTICALS INC | Healthcare | 2,000.0 | $50K | 0.00% | +1K | +111.0% | $24.76 | +26.1% |
| 1158 | ALKS | ALKERMES PLC | Healthcare | 1,398.0 | $49K | 0.00% | +575.0 | +69.9% | $35.36 | +4.6% |
| 1159 | NAIL | DIREXION SHARES ETF TRUST | — | 1,296.0 | $49K | 0.00% | +20.0 | +1.6% | $37.95 | -7.3% |
| 1160 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 620.0 | $49K | 0.00% | +142.0 | +29.7% | $79.15 | -1.1% |
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%