Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1181 | CDE | COEUR MNG INC | Basic Materials | 4,155.0 | $68K | 0.00% | +2K | +74.4% | $16.32 | +28.5% |
| 1182 | FLDR | FIDELITY MERRIMACK STR TR | — | 1,340.0 | $67K | 0.00% | +10.0 | +0.8% | $50.11 | -0.0% |
| 1183 | RNR | RENAISSANCERE HLDGS LTD | Financial Services | 211.0 | $67K | 0.00% | +48.0 | +29.4% | $316.90 | +2.1% |
| 1184 | RPRX | ROYALTY PHARMA PLC | Healthcare | 1,188.0 | $67K | 0.00% | +861.0 | +263.3% | $56.07 | +9.3% |
| 1185 | COPX | GLOBAL X FDS | — | 865.0 | $67K | 0.00% | +588.0 | +212.3% | $76.97 | +22.9% |
| 1186 | UFEB | INNOVATOR ETFS TRUST | — | 1,719.0 | $66K | 0.00% | +1K | +610.3% | $38.65 | +1.8% |
| 1187 | PBF | PBF ENERGY INC | Energy | 1,451.0 | $66K | 0.00% | +591.0 | +68.7% | $45.52 | +61.5% |
| 1188 | SBAC | SBA COMMUNICATIONS CORP | Real Estate | 369.0 | $65K | 0.00% | +294.0 | +392.0% | $176.46 | +3.5% |
| 1189 | JHML | JOHN HANCOCK EXCHANGE TRADED | — | 729.0 | $65K | 0.00% | +85.0 | +13.2% | $89.18 | +2.1% |
| 1190 | EES | WISDOMTREE TR | — | 957.0 | $65K | 0.00% | +342.0 | +55.6% | $67.79 | +1.0% |
| 1191 | FET | FORUM ENERGY TECHNOLOGIES IN | Energy | 1,289.0 | $65K | 0.00% | +246.0 | +23.6% | $50.23 | +54.1% |
| 1192 | JETS | ETF SER SOLUTIONS | — | 1,945.0 | $65K | 0.00% | +1K | +274.8% | $33.22 | -11.0% |
| 1193 | SKT | TANGER INC | Real Estate | 1,628.0 | $64K | 0.00% | +726.0 | +80.5% | $39.47 | -3.2% |
| 1194 | PNR | PENTAIR PLC | Industrials | 838.0 | $64K | 0.00% | +121.0 | +16.9% | $76.66 | -16.0% |
| 1195 | DAKT | DAKTRONICS INC | Technology | 3,270.0 | $64K | 0.00% | +2K | +231.6% | $19.56 | -1.8% |
| 1196 | BRKR | BRUKER CORP | Healthcare | 1,060.0 | $64K | 0.00% | +498.0 | +88.6% | $60.18 | -1.0% |
| 1197 | PBYI | PUMA BIOTECHNOLOGY INC | Healthcare | 7,863.0 | $64K | 0.00% | +955.0 | +13.8% | $8.11 | +13.9% |
| 1198 | HWC | HANCOCK WHITNEY CORPORATION | Financial Services | 852.0 | $64K | 0.00% | +176.0 | +26.0% | $74.72 | +0.9% |
| 1199 | KFY | KORN FERRY | Industrials | 947.0 | $63K | 0.00% | +423.0 | +80.7% | $66.58 | +27.8% |
| 1200 | AMBA | AMBARELLA INC | Technology | 731.0 | $63K | 0.00% | +302.0 | +70.4% | $85.80 | -14.1% |
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
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%