Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SNTH | TIDAL TRUST III | — | 113,406 | $3.0M | 0.06% | SOLD |
| 2 | ZROZ | PIMCO ETF TR | — | 21,510 | $1.4M | 0.03% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 12,001 | $1.1M | 0.02% | SOLD |
| 4 | SPLS | PIMCO ETF TR | — | 14,034 | $660K | 0.01% | SOLD |
| 5 | — | CYBERARK SOFTWARE LTD | — | 1,257 | $514K | 0.01% | SOLD |
| 6 | — | NUVEEN S&P 500 BUY-WRITE INC | — | 18,947 | $285K | 0.01% | SOLD |
| 7 | TNA | DIREXION SHARES ETF TRUST | — | 4,914 | $217K | 0.00% | SOLD |
| 8 | — | EXACT SCIENCES CORP | — | 1,655 | $174K | 0.00% | SOLD |
| 9 | — | CHURCHILL CAP CORP X | — | 13,175 | $155K | 0.00% | SOLD |
| 10 | — | CONFLUENT INC | — | 3,891 | $121K | 0.00% | SOLD |
| 11 | — | REV GROUP INC | — | 1,783 | $114K | 0.00% | SOLD |
| 12 | CQQQ | INVESCO EXCH TRADED FD TR II | — | 2,296 | $106K | 0.00% | SOLD |
| 13 | DOGG | FIRST TR EXCHANGE-TRADED FD | — | 4,467 | $97K | 0.00% | SOLD |
| 14 | ARKF | ARK ETF TR | — | 2,119 | $81K | 0.00% | SOLD |
| 15 | JMHI | J P MORGAN EXCHANGE TRADED F | — | 1,525 | $76K | 0.00% | SOLD |
| 16 | FCEF | FIRST TR EXCHNG TRADED FD VI | — | 3,360 | $76K | 0.00% | SOLD |
| 17 | OPRA | OPERA LTD | Communication Services | 5,000 | $71K | 0.00% | SOLD |
| 18 | TUA | SIMPLIFY EXCHANGE TRADED FUN | — | 3,264 | $69K | 0.00% | SOLD |
| 19 | TYA | SIMPLIFY EXCHANGE TRADED FUN | — | 5,190 | $68K | 0.00% | SOLD |
| 20 | RVNU | DBX ETF TR | — | 2,740 | $68K | 0.00% | SOLD |
Sector Allocation
Technology
32.0%
Financial Services
17.5%
Industrials
9.1%
Healthcare
9.1%
Communication Services
8.9%
Consumer Cyclical
8.1%
Consumer Defensive
4.6%
Basic Materials
3.8%
Energy
3.3%
Utilities
2.6%