Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1721 | SFNC | SIMMONS FIRST NATL CORP | Financial Services | 356.0 | $8K | — | +147.0 | +70.3% | $22.65 | +1.6% |
| 1722 | DX | DYNEX CAP INC | Real Estate | 614.0 | $8K | — | +554.0 | +923.3% | $13.11 | -0.6% |
| 1723 | DXC | DXC TECHNOLOGY CO | Technology | 905.0 | $8K | — | +63.0 | +7.5% | $8.85 | +22.0% |
| 1724 | ASTE | ASTEC INDS INC | Industrials | 128.0 | $8K | — | +112.0 | +700.0% | $61.19 | -28.8% |
| 1725 | AISP | AIRSHIP AI HLDGS INC | Technology | 3,275.0 | $8K | — | +1K | +52.3% | $2.39 | -10.0% |
| 1726 | RVLV | REVOLVE GROUP INC | Consumer Cyclical | 337.0 | $8K | — | +75.0 | +28.6% | $22.89 | +3.8% |
| 1727 | CABO | CABLE ONE INC | Communication Services | 145.0 | $8K | — | +99.0 | +215.2% | $53.11 | -57.0% |
| 1728 | HPK | HIGHPEAK ENERGY INC | Energy | 1,097.0 | $8K | — | +797.0 | +265.7% | $6.99 | +19.0% |
| 1729 | MOV | MOVADO GROUP INC | Consumer Cyclical | 194.0 | $8K | — | +137.0 | +240.3% | $39.31 | -11.4% |
| 1730 | BSY | BENTLEY SYS INC | Technology | 254.0 | $8K | — | +24.0 | +10.4% | $29.89 | +24.1% |
| 1731 | NIO | NIO INC | Consumer Cyclical | 1,497.0 | $8K | — | +1K | +467.1% | $5.06 | -8.5% |
| 1732 | TRNS | TRANSCAT INC | Industrials | 81.0 | $8K | — | +72.0 | +800.0% | $92.77 | -0.3% |
| 1733 | AIRJ | AIRJOULE TECHNOLOGIES CORP | Industrials | 1,334.0 | $7K | — | +1K | +306.7% | $5.54 | -9.4% |
| 1734 | MSFO | TIDAL TRUST II | — | 700.0 | $7K | — | +100.0 | +16.7% | $10.47 | +15.7% |
| 1735 | AHRT | AH RLTY TR INC | Financial Services | 1,035.0 | $7K | — | +996.0 | +2553.8% | $7.08 | -5.8% |
| 1736 | XBFR | INNOVATOR ETFS TRUST | — | 275.0 | $7K | — | +35.0 | +14.6% | $26.63 | +0.5% |
| 1737 | BZH | BEAZER HOMES USA INC | Consumer Cyclical | 260.0 | $7K | — | +239.0 | +1138.1% | $28.05 | +18.1% |
| 1738 | ARKX | ARK ETF TR | — | 213.0 | $7K | — | +153.0 | +255.0% | $34.12 | -2.6% |
| 1739 | HMN | HORACE MANN EDUCATORS CORP N | Financial Services | 140.0 | $7K | — | +16.0 | +12.9% | $51.65 | -2.0% |
| 1740 | TGLS | TECNOGLASS INC | Basic Materials | 154.0 | $7K | — | +152.0 | +7600.0% | $46.81 | -12.4% |
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%