Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | RSPR | INVESCO EXCHANGE TRADED FD T | — | 281,946 | $9.5M | 0.21% | SOLD |
| 2 | — | ISHARES TR | — | 321,346 | $8.1M | 0.18% | SOLD |
| 3 | — | KELLANOVA | — | 48,131 | $4.0M | 0.09% | SOLD |
| 4 | UL | UNILEVER PLC | Consumer Defensive | 59,984 | $3.3M | 0.07% | SOLD |
| 5 | — | ISHARES TR | — | 84,045 | $2.0M | 0.04% | SOLD |
| 6 | — | ISHARES TR | — | 44,461 | $1.0M | 0.02% | SOLD |
| 7 | — | ISHARES TR | — | 21,840 | $584K | 0.01% | SOLD |
| 8 | — | AVIDITY BIOSCIENCES INC | — | 3,977 | $287K | 0.01% | SOLD |
| 9 | JULZ | ELEVATION SERIES TRUST | — | 6,322 | $266K | 0.01% | SOLD |
| 10 | FXG | FIRST TR EXCHANGE TRADED FD | — | 3,785 | $230K | 0.01% | SOLD |
| 11 | HQH | ABRDN HEALTHCARE INVESTORS | Financial Services | 12,099 | $229K | 0.01% | SOLD |
| 12 | LTPZ | PIMCO ETF TR | — | 3,500 | $181K | 0.00% | SOLD |
| 13 | AUSF | GLOBAL X FDS | — | 3,132 | $145K | 0.00% | SOLD |
| 14 | — | INTERPUBLIC GROUP COS INC | — | 5,762 | $142K | 0.00% | SOLD |
| 15 | EPS | WISDOMTREE TR | — | 1,674 | $119K | 0.00% | SOLD |
| 16 | OVL | LISTED FDS TR | — | 1,955 | $104K | 0.00% | SOLD |
| 17 | — | INVESCO EXCH TRD SLF IDX FD | — | 5,000 | $103K | 0.00% | SOLD |
| 18 | TTE | TOTALENERGIES SE | Energy | 1,392 | $90K | 0.00% | SOLD |
| 19 | SLGN | SILGAN HLDGS INC | Consumer Cyclical | 2,016 | $81K | 0.00% | SOLD |
| 20 | — | SYNOVUS FINL CORP | — | 1,507 | $75K | 0.00% | SOLD |
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%