Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1841 | IART | INTEGRA LIFESCIENCES HLDGS C | Healthcare | 17.0 | $160.0 | — | +10.0 | +142.9% | $9.41 | +49.8% |
| 1842 | OSG | OCTAVE SPECIALTY GROUP INC | Financial Services | 34.0 | $158.0 | — | +3.0 | +9.7% | $4.65 | +21.8% |
| 1843 | — | IBOTTA INC | — | 5.0 | $150.0 | — | +1.0 | +25.0% | $30.00 | — |
| 1844 | SVCO | SILVACO GROUP INC | Technology | 20.0 | $142.0 | — | +12.0 | +150.0% | $7.10 | +42.1% |
| 1845 | — | LIFEZONE METALS LIMITED | — | 41.0 | $138.0 | — | +7.0 | +20.6% | $3.37 | — |
| 1846 | SPT | SPROUT SOCIAL INC | Technology | 24.0 | $137.0 | — | +17.0 | +242.9% | $5.71 | +9.5% |
| 1847 | DSP | VIANT TECHNOLOGY INC | Technology | 12.0 | $134.0 | — | +3.0 | +33.3% | $11.17 | -5.5% |
| 1848 | CEVA | CEVA INC | Technology | 7.0 | $131.0 | — | +5.0 | +250.0% | $18.71 | +95.5% |
| 1849 | SLQT | SELECTQUOTE INC | Financial Services | 198.0 | $125.0 | — | +170.0 | +607.1% | $0.63 | +67.9% |
| 1850 | BRCC | BRC INC | Consumer Defensive | 157.0 | $122.0 | — | +109.0 | +227.1% | $0.78 | +112.3% |
| 1851 | RCEL | AVITA MEDICAL INC | Healthcare | 32.0 | $118.0 | — | +2.0 | +6.7% | $3.69 | +13.6% |
| 1852 | BWMN | BOWMAN CONSULTING GROUP LTD | Industrials | 4.0 | $114.0 | — | +1.0 | +33.3% | $28.50 | +10.7% |
| 1853 | TVRD | TVARDI THERAPEUTICS INC | Healthcare | 36.0 | $114.0 | — | +30.0 | +500.0% | $3.17 | +26.3% |
| 1854 | SGC | SUPERIOR GROUP OF CO INC | Consumer Cyclical | 11.0 | $112.0 | — | +9.0 | +450.0% | $10.18 | +14.6% |
| 1855 | — | NEXTNRG INC | — | 269.0 | $108.0 | — | +124.0 | +85.5% | $0.40 | — |
| 1856 | CAI | CARIS LIFE SCIENCES INC | Healthcare | 6.0 | $107.0 | — | +3.0 | +100.0% | $17.83 | -15.3% |
| 1857 | LVWR | LIVEWIRE GROUP INC | Consumer Cyclical | 59.0 | $98.0 | — | +55.0 | +1375.0% | $1.66 | -14.5% |
| 1858 | TGLS | TECNOGLASS INC | Basic Materials | 2.0 | $89.0 | — | +1.0 | +100.0% | $44.50 | -13.2% |
| 1859 | — | ATLANTIC INTL CORP | — | 29.0 | $88.0 | — | +28.0 | +2800.0% | $3.03 | — |
| 1860 | ADV | ADVANTAGE SOLUTIONS INC | Communication Services | 98.0 | $88.0 | — | +77.0 | +366.7% | $0.90 | +3763.2% |
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%