Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1641 | WIT | WIPRO LTD | Technology | 1,252.0 | $3K | — | +791.0 | +171.6% | $2.12 | -10.8% |
| 1642 | OPCH | OPTION CARE HEALTH INC | Healthcare | 97.0 | $3K | — | +3.0 | +3.2% | $26.92 | -27.5% |
| 1643 | — | CERIBELL INC | — | 142.0 | $3K | — | +20.0 | +16.4% | $18.33 | — |
| 1644 | ESRT | EMPIRE ST RLTY TR INC | Real Estate | 498.0 | $3K | — | +369.0 | +286.1% | $5.20 | +3.4% |
| 1645 | TBLA | TABOOLA.COM LTD | Communication Services | 835.0 | $3K | — | +717.0 | +607.6% | $3.10 | +61.0% |
| 1646 | ASIX | ADVANSIX INC | Basic Materials | 104.0 | $3K | — | +59.0 | +131.1% | $24.40 | -11.4% |
| 1647 | WERN | WERNER ENTERPRISES INC | Industrials | 86.0 | $3K | — | +11.0 | +14.7% | $29.41 | +26.9% |
| 1648 | — | ADTRAN HOLDINGS INC | — | 201.0 | $3K | — | +198.0 | +6600.0% | $12.58 | — |
| 1649 | DECT | AIM ETF PRODUCTS TRUST | — | 70.0 | $2K | — | +20.0 | +40.0% | $35.54 | +9.1% |
| 1650 | NRDS | NERDWALLET INC | Financial Services | 239.0 | $2K | — | +215.0 | +895.8% | $10.38 | -25.1% |
| 1651 | AMN | AMN HEALTHCARE SVCS INC | Healthcare | 135.0 | $2K | — | +110.0 | +440.0% | $18.34 | +57.4% |
| 1652 | CTOS | CUSTOM TRUCK ONE SOURCE INC | Industrials | 367.0 | $2K | — | +134.0 | +57.5% | $6.57 | +49.8% |
| 1653 | HLF | HERBALIFE LTD | Consumer Defensive | 163.0 | $2K | — | +105.0 | +181.0% | $14.72 | -12.8% |
| 1654 | PACS | PACS GROUP INC | Financial Services | 72.0 | $2K | — | +38.0 | +111.8% | $32.12 | +16.7% |
| 1655 | UTZ | UTZ BRANDS INC | Consumer Defensive | 287.0 | $2K | — | +254.0 | +769.7% | $7.92 | -11.1% |
| 1656 | — | APOGEE THERAPEUTICS INC | — | 27.0 | $2K | — | +25.0 | +1250.0% | $84.19 | — |
| 1657 | GCO | GENESCO INC | Consumer Cyclical | 77.0 | $2K | — | +72.0 | +1440.0% | $28.99 | +14.1% |
| 1658 | BKKT | BAKKT INC | Technology | 300.0 | $2K | — | +299.0 | +10000.0% | $7.36 | +18.5% |
| 1659 | SHG | SHINHAN FINANCIAL GROUP CO L | Financial Services | 36.0 | $2K | — | +23.0 | +176.9% | $61.33 | +4.6% |
| 1660 | — | AMER SPORTS INC | — | 67.0 | $2K | — | +45.0 | +204.6% | $32.93 | — |
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%