Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | — | MEDIWOUND LTD | — | 1 | $18.0 | — | SOLD |
| 202 | — | PROSHARES TR | — | 1 | $15.0 | — | SOLD |
| 203 | ULH | UNIVERSAL LOGISTICS HLDGS IN | Industrials | 1 | $15.0 | — | SOLD |
| 204 | — | SHOULDER INNOVATIONS INC | — | 1 | $14.0 | — | SOLD |
| 205 | TTSH | TILE SHOP HLDGS INC | Consumer Cyclical | 4 | $14.0 | — | SOLD |
| 206 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 1 | $13.0 | — | SOLD |
| 207 | WKHS | WORKHORSE GROUP INC | Consumer Cyclical | 15 | $12.0 | — | SOLD |
| 208 | AMLX | AMYLYX PHARMACEUTICALS INC | Healthcare | 1 | $12.0 | — | SOLD |
| 209 | — | BIG 5 SPORTING GOODS CORP | — | 8 | $12.0 | — | SOLD |
| 210 | REI | RING ENERGY INC | Energy | 11 | $10.0 | — | SOLD |
| 211 | — | CARISMA THERAPEUTICS INC | — | 206 | $9.0 | — | SOLD |
| 212 | NTIC | NORTHERN TECHNOLOGIES INTL C | Basic Materials | 1 | $8.0 | — | SOLD |
| 213 | USEA | UNITED MARITIME CORPORATION | Industrials | 4 | $7.0 | — | SOLD |
| 214 | DLHC | DLH HLDGS CORP | Industrials | 1 | $6.0 | — | SOLD |
| 215 | ORGO | ORGANOGENESIS HLDGS INC | Healthcare | 1 | $5.0 | — | SOLD |
| 216 | EEX | EMERALD HOLDING INC | Communication Services | 1 | $4.0 | — | SOLD |
| 217 | EVC | ENTRAVISION COMMUNICATIONS C | Communication Services | 1 | $3.0 | — | SOLD |
| 218 | LYRA | LYRA THERAPEUTICS INC | Healthcare | 1 | $3.0 | — | SOLD |
| 219 | PRLD | PRELUDE THERAPEUTICS INC | Healthcare | 1 | $3.0 | — | SOLD |
| 220 | CRBU | CARIBOU BIOSCIENCES INC | Healthcare | 1 | $2.0 | — | 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%