Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1441 | — | VANGUARD CALIF TAX FREE FDS | — | 253.0 | $25K | — | +2.0 | +0.8% | $100.60 | — |
| 1442 | APPN | APPIAN CORP | Technology | 1,108.0 | $25K | — | +290.0 | +35.5% | $22.90 | +71.0% |
| 1443 | RDN | RADIAN GROUP INC | Financial Services | 672.0 | $25K | — | +351.0 | +109.3% | $37.67 | -2.5% |
| 1444 | LCID | LUCID GROUP INC | Consumer Cyclical | 3,781.0 | $25K | — | +3K | +1231.3% | $6.69 | -23.9% |
| 1445 | HYBI | NEOS ETF TRUST | — | 511.0 | $25K | — | +86.0 | +20.2% | $49.25 | -0.6% |
| 1446 | KYMR | KYMERA THERAPEUTICS INC | Healthcare | 219.0 | $25K | — | +22.0 | +11.2% | $114.67 | +5.6% |
| 1447 | SEZL | SEZZLE INC | Financial Services | 146.0 | $25K | — | +101.0 | +224.4% | $171.63 | -31.3% |
| 1448 | BEAM | BEAM THERAPEUTICS INC | Healthcare | 724.0 | $25K | — | +332.0 | +84.7% | $34.32 | -17.5% |
| 1449 | — | ARMOUR RESIDENTIAL REIT INC | — | 1,420.0 | $25K | — | +1K | +576.2% | $17.45 | — |
| 1450 | — | HUDSON PACIFIC PROPERTIES IN | — | 1,631.0 | $25K | — | +2K | +4560.0% | $15.19 | — |
| 1451 | ENOV | ENOVIS CORPORATION | Industrials | 1,195.0 | $25K | — | +1K | +5590.5% | $20.70 | +21.8% |
| 1452 | EWD | ISHARES INC | — | 489.0 | $24K | — | +36.0 | +8.0% | $49.98 | +7.2% |
| 1453 | CDP | COPT DEFENSE PROPERTIES | Real Estate | 665.0 | $24K | — | +35.0 | +5.6% | $36.39 | +2.9% |
| 1454 | GCT | GIGACLOUD TECHNOLOGY INC | Technology | 765.0 | $24K | — | +725.0 | +1812.5% | $31.60 | +59.8% |
| 1455 | OTTR | OTTER TAIL CORP | Utilities | 267.0 | $24K | — | +77.0 | +40.5% | $89.98 | +2.3% |
| 1456 | SKM | SK TELECOM CO LTD | Communication Services | 746.0 | $24K | — | +417.0 | +126.8% | $32.16 | +24.4% |
| 1457 | — | INTERNATIONAL BANCSHARES COR | — | 314.0 | $24K | — | +39.0 | +14.2% | $75.95 | — |
| 1458 | ETHE | GRAYSCALE ETHEREUM STAKING E | Financial Services | 1,858.0 | $24K | — | +256.0 | +16.0% | $12.76 | +56.0% |
| 1459 | MPTI | M-TRON INDS INC | Technology | 239.0 | $24K | — | +4.0 | +1.7% | $99.15 | -20.3% |
| 1460 | SNN | SMITH & NEPHEW PLC | Healthcare | 822.0 | $24K | — | +84.0 | +11.4% | $28.81 | +2.8% |
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%