Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 | GETY | GETTY IMAGES HOLDINGS INC | Communication Services | 483.0 | $383.0 | — | +444.0 | +1138.5% | $0.79 | +8.8% |
| 1802 | SKIN | THE BEAUTY HEALTH COMPANY | Consumer Defensive | 428.0 | $381.0 | — | +270.0 | +170.9% | $0.89 | -32.0% |
| 1803 | NEO | NEOGENOMICS INC | Healthcare | 51.0 | $378.0 | — | +13.0 | +34.2% | $7.41 | +12.9% |
| 1804 | VMD | VIEMED HEALTHCARE INC | Healthcare | 40.0 | $368.0 | — | +5.0 | +14.3% | $9.20 | +1.6% |
| 1805 | SMTI | SANARA MEDTECH INC | Healthcare | 21.0 | $361.0 | — | +19.0 | +950.0% | $17.19 | +27.3% |
| 1806 | — | PAYSAFE LIMITED | — | 53.0 | $361.0 | — | +34.0 | +178.9% | $6.81 | — |
| 1807 | BHR | BRAEMAR HOTELS & RESORTS INC | Real Estate | 152.0 | $359.0 | — | +143.0 | +1588.9% | $2.36 | +5.8% |
| 1808 | OOMA | OOMA INC | Communication Services | 23.0 | $335.0 | — | +21.0 | +1050.0% | $14.57 | +29.2% |
| 1809 | GOGO | GOGO INC | Communication Services | 81.0 | $326.0 | — | +37.0 | +84.1% | $4.02 | -3.6% |
| 1810 | — | BARK INC | — | 641.0 | $325.0 | — | +577.0 | +901.6% | $0.51 | — |
| 1811 | — | REPOSITRAK INC | — | 42.0 | $319.0 | — | +40.0 | +2000.0% | $7.60 | — |
| 1812 | GLRE | GREENLIGHT CAP RE LTD | Financial Services | 17.0 | $294.0 | — | +5.0 | +41.7% | $17.29 | +1.3% |
| 1813 | NRDY | NERDY INC | Technology | 350.0 | $286.0 | — | +321.0 | +1106.9% | $0.82 | -1.7% |
| 1814 | AD | ARRAY DIGITAL INFRASTRUCTURE | Communication Services | 6.0 | $277.0 | — | +1.0 | +20.0% | $46.17 | +9.6% |
| 1815 | RMAX | RE/MAX HLDGS INC | Real Estate | 48.0 | $276.0 | — | +10.0 | +26.3% | $5.75 | +58.3% |
| 1816 | ASLE | AERSALE CORPORATION | Industrials | 43.0 | $267.0 | — | +2.0 | +4.9% | $6.21 | +3.1% |
| 1817 | UTL | UNITIL CORP | Utilities | 5.0 | $261.0 | — | +2.0 | +66.7% | $52.20 | -3.9% |
| 1818 | XNCR | XENCOR INC | Healthcare | 21.0 | $253.0 | — | +15.0 | +250.0% | $12.05 | -6.9% |
| 1819 | — | REZOLVE AI PLC | — | 96.0 | $246.0 | — | +85.0 | +772.7% | $2.56 | — |
| 1820 | EXFY | EXPENSIFY INC | Technology | 282.0 | $245.0 | — | +210.0 | +291.7% | $0.87 | +32.4% |
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
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%