Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 | LNN | LINDSAY CORP | Industrials | 162.0 | $20K | — | +146.0 | +912.5% | $123.80 | -6.2% |
| 1502 | NWBI | NORTHWEST BANCSHARES INC | Financial Services | 1,316.0 | $20K | — | +1K | +520.8% | $15.16 | +1.7% |
| 1503 | UPST | UPSTART HLDGS INC | Financial Services | 558.0 | $20K | — | +152.0 | +37.4% | $35.43 | -14.5% |
| 1504 | UNTY | UNITY BANCORP INC | Financial Services | 336.0 | $20K | — | +54.0 | +19.1% | $58.69 | +1.3% |
| 1505 | RXST | RXSIGHT INC | Healthcare | 4,088.0 | $20K | — | +259.0 | +6.8% | $4.82 | +29.7% |
| 1506 | GCO | GENESCO INC | Consumer Cyclical | 583.0 | $20K | — | +506.0 | +657.1% | $33.77 | +3.8% |
| 1507 | ATKR | ATKORE INC | Industrials | 258.0 | $20K | — | +31.0 | +13.7% | $76.04 | +23.1% |
| 1508 | UFO | PROCURE ETF TRUST II | — | 387.0 | $20K | — | +43.0 | +12.5% | $50.67 | -9.4% |
| 1509 | RC | READY CAPITAL CORP | Real Estate | 11,197.0 | $20K | — | +583.0 | +5.5% | $1.75 | +7.4% |
| 1510 | TSEM | TOWER SEMICONDUCTOR LTD | Technology | 75.0 | $20K | — | +5.0 | +7.1% | $260.64 | -14.6% |
| 1511 | SANA | SANA BIOTECHNOLOGY INC | Healthcare | 5,545.0 | $19K | — | +145.0 | +2.7% | $3.49 | +12.0% |
| 1512 | BY | BYLINE BANCORP INC | Financial Services | 511.0 | $19K | — | +83.0 | +19.4% | $37.66 | +1.6% |
| 1513 | — | NEWSMAX INC | — | 2,319.0 | $19K | — | +350.0 | +17.8% | $8.28 | — |
| 1514 | RZLT | REZOLUTE INC | Healthcare | 3,691.0 | $19K | — | +3K | +582.3% | $5.20 | -2.1% |
| 1515 | CRSR | CORSAIR GAMING INC | Technology | 1,955.0 | $19K | — | +1K | +208.4% | $9.67 | +13.0% |
| 1516 | SPB | SPECTRUM BRANDS HOLDINGS INC | Consumer Defensive | 220.0 | $19K | — | +35.0 | +18.9% | $85.75 | +1.4% |
| 1517 | CMP | COMPASS MINERALS INTL INC | Basic Materials | 604.0 | $19K | — | +561.0 | +1304.7% | $31.13 | -16.5% |
| 1518 | FLAO | AIM ETF PRODUCTS TRUST | — | 665.0 | $19K | — | +151.0 | +29.4% | $28.26 | +1.1% |
| 1519 | MAC | MACERICH CO | Real Estate | 744.0 | $19K | — | +294.0 | +65.3% | $25.19 | -3.2% |
| 1520 | UMH | UMH PPTYS INC | Real Estate | 1,237.0 | $19K | — | +781.0 | +171.3% | $15.14 | +9.0% |
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%