Portfolio (Quarterly)
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IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1821 | ACI | ALBERTSONS COMPANIES INC | Consumer Defensive | 376.0 | $5K | — | +259.0 | +221.4% | $13.53 | -8.5% |
| 1822 | AMCX | AMC GLOBAL MEDIA INC | Communication Services | 506.0 | $5K | — | +499.0 | +7128.6% | $9.98 | +24.1% |
| 1823 | WIT | WIPRO LTD | Technology | 2,242.0 | $5K | — | +990.0 | +79.1% | $2.25 | -16.0% |
| 1824 | GRNT | GRANITE RIDGE RESOURCES INC | Energy | 1,136.0 | $5K | — | +796.0 | +234.1% | $4.41 | +15.9% |
| 1825 | FIVA | FIDELITY COVINGTON TRUST | — | 130.0 | $5K | — | +18.0 | +16.1% | $38.52 | +4.4% |
| 1826 | FULC | FULCRUM THERAPEUTICS INC | Healthcare | 1,368.0 | $5K | — | +380.0 | +38.5% | $3.66 | +4.6% |
| 1827 | CRDF | CARDIFF ONCOLOGY INC | Healthcare | 3,840.0 | $5K | — | +4K | +10000.0% | $1.30 | -32.3% |
| 1828 | QUIZ | ZACKS TRUST | — | 170.0 | $5K | — | +19.0 | +12.6% | $29.22 | +2.0% |
| 1829 | MTW | MANITOWOC CO INC | Industrials | 357.0 | $5K | — | +125.0 | +53.9% | $13.89 | +41.7% |
| 1830 | HBNC | HORIZON BANCORP IND | Financial Services | 247.0 | $5K | — | +181.0 | +274.2% | $19.98 | -2.2% |
| 1831 | CHCT | COMMUNITY HEALTHCARE TR INC | Real Estate | 269.0 | $5K | — | +162.0 | +151.4% | $18.28 | -18.6% |
| 1832 | TWI | TITAN INTL INC ILL | Industrials | 637.0 | $5K | — | +291.0 | +84.1% | $7.71 | -7.3% |
| 1833 | NWS | NEWS CORP NEW | — | 175.0 | $5K | — | +10.0 | +6.1% | $28.06 | — |
| 1834 | DDNQ | INNOVATOR ETFS TRUST | — | 235.0 | $5K | — | +10.0 | +4.4% | $20.70 | +0.2% |
| 1835 | POWI | POWER INTEGRATIONS INC | Technology | 58.0 | $5K | — | +26.0 | +81.2% | $83.76 | -34.1% |
| 1836 | LARK | LANDMARK BANCORP INC | Financial Services | 158.0 | $5K | — | +9.0 | +6.0% | $30.71 | +4.9% |
| 1837 | FISI | FINANCIAL INSTITUTIONS INC | Financial Services | 124.0 | $5K | — | +122.0 | +6100.0% | $38.97 | +5.7% |
| 1838 | TRTX | TPG RE FIN TR INC | Real Estate | 577.0 | $5K | — | +302.0 | +109.8% | $8.37 | -5.7% |
| 1839 | SPFI | SOUTH PLAINS FINANCIAL INC | Financial Services | 112.0 | $5K | — | +9.0 | +8.7% | $43.09 | +2.6% |
| 1840 | THRM | GENTHERM INC | Consumer Cyclical | 141.0 | $5K | — | +102.0 | +261.5% | $34.11 | +18.6% |
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%