Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1421 | WD | WALKER & DUNLOP INC | Financial Services | 489.0 | $27K | — | +338.0 | +223.8% | $54.70 | -27.8% |
| 1422 | WRLD | WORLD ACCEP CORPORATION | Financial Services | 119.0 | $27K | — | +73.0 | +158.7% | $223.83 | -15.0% |
| 1423 | UNFI | UNITED NAT FOODS INC | Consumer Defensive | 581.0 | $27K | — | +71.0 | +13.9% | $45.67 | +6.3% |
| 1424 | MYRG | MYR GROUP INC | Industrials | 53.0 | $27K | — | +26.0 | +96.3% | $500.40 | -39.0% |
| 1425 | FTRE | FORTREA HLDGS INC | Healthcare | 1,524.0 | $27K | — | +81.0 | +5.6% | $17.40 | +5.2% |
| 1426 | DDM | PROSHARES TR | — | 404.0 | $26K | — | +304.0 | +304.0% | $65.53 | +3.5% |
| 1427 | FSLY | FASTLY INC | Technology | 1,429.0 | $26K | — | +1K | +1621.7% | $18.36 | +24.9% |
| 1428 | SXC | SUNCOKE ENERGY INC | Energy | 3,259.0 | $26K | — | +2K | +126.3% | $8.05 | +19.4% |
| 1429 | POOL | POOL CORP | Industrials | 122.0 | $26K | — | +66.0 | +117.9% | $214.90 | -12.4% |
| 1430 | ABM | ABM INDS INC | Industrials | 590.0 | $26K | — | +382.0 | +183.7% | $44.24 | +5.9% |
| 1431 | FLNG | FLEX LNG LTD | Energy | 928.0 | $26K | — | +754.0 | +433.3% | $28.06 | +13.5% |
| 1432 | VRTS | VIRTUS INVT PARTNERS INC | Financial Services | 181.0 | $26K | — | +111.0 | +158.6% | $143.50 | +17.3% |
| 1433 | PEBO | PEOPLES BANCORP INC | Financial Services | 671.0 | $26K | — | +71.0 | +11.8% | $38.41 | +3.7% |
| 1434 | — | UPBOUND GROUP INC | — | 1,214.0 | $26K | — | +910.0 | +299.3% | $21.22 | — |
| 1435 | MEI | METHODE ELECTRS INC | Technology | 1,357.0 | $26K | — | +204.0 | +17.7% | $18.97 | -26.0% |
| 1436 | STLA | STELLANTIS N.V | Consumer Cyclical | 4,463.0 | $26K | — | +4K | +1534.8% | $5.74 | -9.1% |
| 1437 | MBWM | MERCANTILE BK CORP | Financial Services | 446.0 | $26K | — | +5.0 | +1.1% | $57.42 | +5.0% |
| 1438 | ALKT | ALKAMI TECHNOLOGY INC | Technology | 1,410.0 | $26K | — | +1K | +10000.0% | $18.12 | +12.1% |
| 1439 | MMSI | MERIT MED SYS INC | Healthcare | 368.0 | $26K | — | +31.0 | +9.2% | $69.34 | +30.2% |
| 1440 | WFRD | WEATHERFORD INTL PLC | Energy | 313.0 | $26K | — | +131.0 | +72.0% | $81.50 | +8.9% |
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%