Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | — | ASTRANA HEALTH INC | — | 2 | $50.0 | — | SOLD |
| 182 | MPAA | MOTORCAR PTS AMER INC | Consumer Cyclical | 4 | $49.0 | — | SOLD |
| 183 | RBKB | RHINEBECK BANCORP INC | Financial Services | 4 | $48.0 | — | SOLD |
| 184 | AGEN | AGENUS INC | Healthcare | 15 | $47.0 | — | SOLD |
| 185 | — | PERFORMANT HEALTHCARE INC | — | 6 | $46.0 | — | SOLD |
| 186 | SRI | STONERIDGE INC | Consumer Cyclical | 7 | $41.0 | — | SOLD |
| 187 | OVBC | OHIO VY BANC CORP | Financial Services | 1 | $40.0 | — | SOLD |
| 188 | SMP | STANDARD MTR PRODS INC | Consumer Cyclical | 1 | $37.0 | — | SOLD |
| 189 | — | ZEVRA THERAPEUTICS INC | — | 4 | $36.0 | — | SOLD |
| 190 | — | LUMINAR TECHNOLOGIES INC | — | 451 | $36.0 | — | SOLD |
| 191 | AMBQ | AMBIQ MICRO INC | Technology | 1 | $28.0 | — | SOLD |
| 192 | — | COHEN & STEERS INFRASTRUCTUR | — | 615 | $28.0 | — | SOLD |
| 193 | XOMA | XOMA ROYALTY CORPORATION | Healthcare | 1 | $27.0 | — | SOLD |
| 194 | ANGI | ANGI INC | Communication Services | 2 | $26.0 | — | SOLD |
| 195 | GERN | GERON CORP | Healthcare | 20 | $26.0 | — | SOLD |
| 196 | LINC | LINCOLN EDL SVCS CORP | Consumer Defensive | 1 | $24.0 | — | SOLD |
| 197 | UNB | UNION BANKSHARES INC | Financial Services | 1 | $24.0 | — | SOLD |
| 198 | GPRO | GOPRO INC | Technology | 17 | $24.0 | — | SOLD |
| 199 | — | INOVIO PHARMACEUTICALS INC | — | 14 | $24.0 | — | SOLD |
| 200 | SRFM | SURF AIR MOBILITY INC | Industrials | 10 | $19.0 | — | 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%