Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | — | SYNCHRONOSS TECHNOLOGIES INC | — | 6 | $54.0 | — | SOLD |
| 182 | DXLG | DESTINATION XL GROUP INC | Consumer Cyclical | 100 | $51.0 | — | SOLD |
| 183 | FOXF | FOX FACTORY HLDG CORP | Consumer Cyclical | 3 | $49.0 | — | SOLD |
| 184 | PDEX | PRO-DEX INC COLO | Healthcare | 1 | $49.0 | — | SOLD |
| 185 | VERA | VERA THERAPEUTICS INC | Healthcare | 1 | $40.0 | — | SOLD |
| 186 | ATOM | ATOMERA INC | Technology | 10 | $38.0 | — | SOLD |
| 187 | — | TRAEGER INC | — | 61 | $36.0 | — | SOLD |
| 188 | USNA | USANA HEALTH SCIENCES INC | Consumer Defensive | 2 | $35.0 | — | SOLD |
| 189 | BTDR | BITDEER TECHNOLOGIES GROUP | Technology | 4 | $35.0 | — | SOLD |
| 190 | — | XPERI INC | — | 6 | $34.0 | — | SOLD |
| 191 | — | UNITED SEC BANCSHARES CALIF | — | 3 | $32.0 | — | SOLD |
| 192 | CMPX | COMPASS THERAPEUTICS INC | Healthcare | 6 | $32.0 | — | SOLD |
| 193 | MBX | MBX BIOSCIENCES INC | Healthcare | 1 | $30.0 | — | SOLD |
| 194 | KINS | KINGSTONE COS INC | Financial Services | 2 | $29.0 | — | SOLD |
| 195 | DBI | DESIGNER BRANDS INC | Consumer Cyclical | 5 | $28.0 | — | SOLD |
| 196 | QTRX | QUANTERIX CORP | Healthcare | 8 | $28.0 | — | SOLD |
| 197 | OESX | ORION ENERGY SYS INC | Industrials | 3 | $26.0 | — | SOLD |
| 198 | WNEB | WESTERN NEW ENG BANCORP INC | Financial Services | 2 | $26.0 | — | SOLD |
| 199 | FNKO | FUNKO INC | Consumer Cyclical | 7 | $22.0 | — | SOLD |
| 200 | NUS | NU SKIN ENTERPRISES INC | Consumer Defensive | 3 | $22.0 | — | 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%